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
Jeffrey S Light
Registered Affiliation(s):EAGLE STRATEGIES LLC
John Michael Sweeney
Registered Affiliation(s):ON INVESTMENT MANAGEMENT CO
Sabrina Marie Szotko
Registered Affiliation(s):MORGAN STANLEY
Michael John Vanderpoel
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Erik Randall Laug
Registered Affiliation(s):MORGAN STANLEY
Matthew John Van Hekken
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Ross David Poll
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Peter James Almeroth
Registered Affiliation(s):MORGAN STANLEY
Stacy Lyn Sitzema
Registered Affiliation(s):PFS INVESTMENTS INC.
Mark John Williamson
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
Jonathan David Lacroix
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Randy Lynn Valentine
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Timothy Dean Weir
Registered Affiliation(s):LPL FINANCIAL LLC
Claire Webb
Registered Affiliation(s):PFS INVESTMENTS INC.
Robert Harold Bredeweg
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Terence Andrew Quinn
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Lisa Anne Dean
Registered Affiliation(s):LPL FINANCIAL LLC
Bryan Wirtz
Registered Affiliation(s):USA FINANCIAL SECURITIES CORPORATION
Brian Kobi
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
David Jon Kuyers
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christine Ann Lerchen
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Mark James Stephens
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Koppendrayer
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Evelyn Phyllis Boes
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
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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