Top 10 financial advisors in Grand Rapids, MI
We’ve curated a list of the best financial advisors in Grand Rapids, take a look at it below
Find an advisor in Grand Rapids| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $11,845,666,260 | 64 advisors | ||
| 2 | $1,454,717,654 | 14 advisors | ||
| 3 | $1,243,043,735 | 23 advisors | ||
| 4 | $725,255,158 | 5 advisors | ||
| 5 | $631,201,037 | 8 advisors | ||
| 6 | $509,769,566 | 13 advisors | ||
| 7 | $375,062,694 | 8 advisors | ||
| 8 | $345,740,255 | 27 advisors | ||
| 9 | $311,253,717 | 7 advisors | ||
| 10 | $296,874,047 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Grand Rapids, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Rapids. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Oa Private Capital
Oa Private Capital is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $11,845,666,260 of assets under management and employs about 64 people. Oa Private Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$11,845,666,260
Headcount
64 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-107115
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Red Cedar Investment Management
Red Cedar Investment Management is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $1,454,717,654 of assets under management and employs about 14 people. Red Cedar Investment Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,454,717,654
Headcount
14 advisors
Fee structure
A percentage of assets under your management
SEC number
801-79728
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Innovia Wealth, LLC
Innovia Wealth, LLC is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $1,243,043,735 of assets under management and employs about 23 people. Innovia Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,243,043,735
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112177
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Business And Tax Consulting
Lafleur & Godfrey Private Wealth Management
Lafleur & Godfrey Private Wealth Management is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $725,255,158 of assets under management and employs about 5 people. Lafleur & Godfrey Private Wealth Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$725,255,158
Headcount
5 advisors
Fee structure
A percentage of assets under your management
SEC number
801-78536
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Credit And Cash Management Solutions; Insurance Solutions
Midwest Capital Advisors, LLC
Midwest Capital Advisors, LLC is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $631,201,037 of assets under management and employs about 8 people. Midwest Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees and consulting fees.
Assets under management
$631,201,037
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
CONSULTING FEES
SEC number
801-79681
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Retirement Plan Consulting
Grand Wealth Management, LLC
Grand Wealth Management, LLC is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $509,769,566 of assets under management and employs about 13 people. Grand Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$509,769,566
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-63306
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Voisard Asset Management Group
Voisard Asset Management Group is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $375,062,694 of assets under management and employs about 8 people. Voisard Asset Management Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$375,062,694
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-62198
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Fiduciary Financial Advisors
Fiduciary Financial Advisors is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $345,740,255 of assets under management and employs about 27 people. Fiduciary Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$345,740,255
Headcount
27 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120619
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Corporate Employee Education Services
Hill Island Financial LLC
Hill Island Financial LLC is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $311,253,717 of assets under management and employs about 7 people. Hill Island Financial LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$311,253,717
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-121837
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Blue Water Asset Management
Blue Water Asset Management is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $296,874,047 of assets under management and employs about 8 people. Blue Water Asset Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$296,874,047
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-81153
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.