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
David Charles Minnich
Registered Affiliation(s):PFS INVESTMENTS INC.
Rebecca Renner Anderson
Registered Affiliation(s):EDWARD JONES
Dustin Scott Osborne
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
David Kenneth Karl
Registered Affiliation(s):GWN SECURITIES INC.
John Laughlin Cassady
Registered Affiliation(s):RED CEDAR INVESTMENT MANAGEMENT
Michelle Jean Maley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Michael Teroller
Registered Affiliation(s):BLUE WATER ASSET MANAGEMENT
Jennifer Marie May
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Geoffrey Charles Sadek
Registered Affiliation(s):LPL FINANCIAL LLC
Jennifer Rae Baldini
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Kristen Ann Chatman
Registered Affiliation(s):MORGAN STANLEY
Shawn Lahring
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Nicole Marie Dawes
Registered Affiliation(s):INDEPENDENT ADVISOR ALLIANCE, LLC
David Scott Hansen
Registered Affiliation(s):OSAIC WEALTH, INC.
Daniel Lloyd Vanskiver
Registered Affiliation(s):INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Dennis Preston Joppe
Registered Affiliation(s):LPL FINANCIAL LLC
Kendra Kay Simon
Registered Affiliation(s):CPR INVESTMENTS INC
Daniel William Rausch
Registered Affiliation(s):TRIAD HYBRID SOLUTIONS, LLC
James Randall Martinus
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
David Rohdin Peerboom
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Timothy T Sullivan
Registered Affiliation(s):LPL FINANCIAL LLC
Gary Martin Townshend
Registered Affiliation(s):LPL FINANCIAL LLC
Andrew Thomas Mcfadden
Registered Affiliation(s):EDWARD JONES
David Eric Martin
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
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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