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
Sharon E Westveer
Registered Affiliation(s):PNC INVESTMENTS
Cynthia Leigh Assink
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Douglas John Stob
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Steve Mark Osterink
Registered Affiliation(s):ADVISORY ALPHA, LLC
Mark Patrick Harrie
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Brett Burza
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Ryan Matthew Beishuizen
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
William Julius Boersma
Registered Affiliation(s):VALMARK SECURITIES, INC.
Neven Lindsey Fox
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Mandi Jo Freeman Dillon
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Robert Steven Morgenstern
Registered Affiliation(s):LPL FINANCIAL LLC
Ryan Gale Moser
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Matthew Jay Lehman
Registered Affiliation(s):LPL FINANCIAL LLC
John David Folkert
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Michael Curtis
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
George Pantlind
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew F Zeno
Registered Affiliation(s):PNC INVESTMENTS
Loreen A Haynes
Registered Affiliation(s):GWN SECURITIES INC.
Natalie Marie Bennett
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Dewey Irwin Doyle
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Bradley Richard Maclachlan
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Admir S Lugonjic
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Breanne Lynn Vugteveen
Registered Affiliation(s):CWM, LLC
Tevin Thomas Shackelford
Registered Affiliation(s):LPL FINANCIAL 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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