Top financial advisors in Muskegon, MI

Top financial advisors in Muskegon, MI

We’ve curated a list of the best financial advisors in Muskegon, take a look at it below

Find an advisor in Muskegon
# Financial advisor Assets under management Number of advisors
1 $232,714,303 5 advisors
2 $945,405 2 advisors

How we came up with this list

To generate our top financial advisors list in Muskegon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Muskegon. 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.

  • First Financial Advisors Inc

    First Financial Advisors Inc is a financial advisory firm based in Muskegon, Michigan. It currently has approximately $232,714,303 of assets under management and employs about 5 people. First Financial Advisors Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $232,714,303

    Headcount

    5 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-32812

    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)

    See full profile

    Meet the advisor

    950 W Norton Ave,
    Suite 415,
    Muskegon,
    Michigan,
    49441

  • Lfn Advisors Inc.

    Lfn Advisors Inc. is a financial advisory firm based in Muskegon, Michigan. It currently has approximately $945,405 of assets under management and employs about 2 people. Lfn Advisors Inc. uses a fee structure of a percentage of assets under your management and solicitor fees.

    Assets under management

    $945,405

    Headcount

    2 advisors

    Fee structure

    A percentage of assets under your management

    SOLICITOR FEES

    SEC number

    801-114705

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    700 Terrace Point Dr.,
    Suite 325,
    Muskegon,
    Michigan,
    49440

It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Get started now
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.
Top advisors in Michigan
Ann Arbor Auburn Hills Bingham Farms Birmingham Bloomfield Hills Brighton Clinton Township Detroit East Lansing Farmington Hills Fenton Flint Grand Blanc Grand Haven Grand Rapids Grandville Grosse Pointe Farms Holland Jenison Kalamazoo Lansing Livonia Marquette Northville Novi Plymouth Portage Rochester Rochester Hills Royal Oak Southfield Swartz Creek Traverse City Troy Warren Waterford

Looking for a financial advisor?

We’ll match you with an SEC-regulated financial advisor perfectly suited to meet your needs.

Connect with an advisor now