Top Financial Advisors in Grand Rapids, Michigan
Finding the right financial advisor in Grand Rapids is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Grand Rapids, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Grand Rapids, MI.
Find the Best Financial Advisor Firms in Grand Rapids:
NPF INVESTMENT ADVISORS
CRD#: 104683
Address: 40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503-3026
Clients: 331
Average Clients per Advisor: 41
AUM: $ 2.0B
STRATEGIES WEALTH ADVISORS, LLC
CRD#: 289913
Address: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503
Clients: 177
Average Clients per Advisor: 13
AUM: $ 1.4B
CENTENNIAL SECURITIES COMPANY, INC.
CRD#: 7763
Address: 3075 Charlevoix Drive Se, Grand Rapids, MI 49546
Clients: 1,713
In Business for: 13 Years
Average Clients per Advisor: 57
AUM: $ 945M
Disclosures: 2
FINANCIAL ADVISORY CORPORATION
CRD#: 105472
Address: 4251 Cascade Road S.e., Grand Rapids, MI 49546
Clients: 77
Average Clients per Advisor: 5
AUM: $ 796M
MIDWEST CAPITAL ADVISORS, LLC
CRD#: 125389
Address: 630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546
Clients: 210
Average Clients per Advisor: 30
AUM: $ 767M
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
CRD#: 168831
Address: 625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546
Clients: 170
Average Clients per Advisor: 42
AUM: $ 725M
How We Chose the Top Financial Advisors in Grand Rapids, Michigan
To create this list of top financial advisor firms in Grand Rapids, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Grand Rapids has to offer.
Search Financial Advisors in Grand Rapids, Michigan
James Patrick Lundin
Registered Affiliation(s):EDWARD JONES
David Allen Conley
Registered Affiliation(s):EDWARD JONES
Richard Mcdonald Knapp
Registered Affiliation(s):EDWARD JONES
William Sinclair Mackay
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Allen Lund
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David J Hibschman
Registered Affiliation(s):EDWARD JONES
Randy Arcadio Renker
Registered Affiliation(s):EDWARD JONES
Gregory A. Flick
Registered Affiliation(s):EDWARD JONES
Erin Michele-avery Zylman
Registered Affiliation(s):EDWARD JONES
Lisa Marie Cargill
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ronald Jay Vansurksum
Registered Affiliation(s):AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
Michael A Loney
Registered Affiliation(s):EDWARD JONES
Stephen Richard Scholler
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Robert C. Marciniak
Registered Affiliation(s):EDWARD JONES
Thaddeus Dwight Phelps
Registered Affiliation(s):ADVANCE WEALTH MANAGEMENT SERVICE, LLC
Timothy Edward Jongsma
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Anne Bryant Gamache
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Chad Eric Zagel
Registered Affiliation(s):EDWARD JONES
Benjamin J Kragt
Registered Affiliation(s):EDWARD JONES
Adam David Schwallier
Registered Affiliation(s):SCHWALLIER WEALTH MANAGEMENT
Justin David Gritter
Registered Affiliation(s):EDWARD JONES
Cory Ryan Preuss
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey Richard Cox
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Tammy Rebecca Hancock
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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