Top financial advisors in Holland, MI
We’ve curated a list of the best financial advisors in Holland, take a look at it below
Find an advisor in Holland| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,783,764,219 | 58 advisors | ||
| 2 | $1,507,734,827 | 24 advisors | ||
| 3 | $279,823,056 | 13 advisors | ||
| 4 | $235,343,756 | 2 advisors | ||
| 5 | $139,362,436 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Holland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Holland. 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.
Advisory Alpha, LLC
Advisory Alpha, LLC is a financial advisory firm based in Holland, Michigan. It currently has approximately $1,783,764,219 of assets under management and employs about 58 people. Advisory Alpha, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,783,764,219
Headcount
58 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-72499
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
Educational Seminars/workshops
Captrust Financial Advisors
Captrust Financial Advisors is a financial advisory firm based in Holland, Michigan. It currently has approximately $1,507,734,827 of assets under management and employs about 24 people. Captrust Financial Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,507,734,827
Headcount
24 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-80687
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
West Michigan Advisors, LLC
West Michigan Advisors, LLC is a financial advisory firm based in Holland, Michigan. It currently has approximately $279,823,056 of assets under management and employs about 13 people. West Michigan Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$279,823,056
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120208
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
S.a. Mason, LLC
S.a. Mason, LLC is a financial advisory firm based in Holland, Michigan. It currently has approximately $235,343,756 of assets under management and employs about 2 people. S.a. Mason, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$235,343,756
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-70548
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Db & C Advisors, LLC
Db & C Advisors, LLC is a financial advisory firm based in Holland, Michigan. It currently has approximately $139,362,436 of assets under management and employs about 8 people. Db & C Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$139,362,436
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-114290
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
Your first meeting is free.