Top Financial Advisors in Holland, Michigan
Finding the right financial advisor in Holland 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 Holland, 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 Holland, MI.
Find the Best Financial Advisor Firms in Holland:
ADVISORY ALPHA, LLC
CRD#: 158282
Address: 348 S Waverly Rd Suite 100, Holland, MI 49423
Clients: 4,531
Average Clients per Advisor: 78
AUM: $ 1.8B
CAPTRUST FINANCIAL ADVISORS
CRD#: 173736
Address: 85 E 8th Street Suite 150, Holland, MI 49423
Clients: 524
Average Clients per Advisor: 26
AUM: $ 1.5B
LVZ, INC.
CRD#: 124228
Address: 240 South River Avenue, Holland, MI 49423
Clients: 2,389
Average Clients per Advisor: 140
AUM: $ 808M
S.A. MASON, LLC
CRD#: 151440
Address: 170 College Avenue Suite 260, Holland, MI 49423
Clients: 140
Average Clients per Advisor: 70
AUM: $ 454M
WEST MICHIGAN ADVISORS, LLC
CRD#: 312073
Address: 320 North 120th Avenue Suite 240, Holland, MI 49424
Clients: 767
Average Clients per Advisor: 85
AUM: $ 280M
ALTRUIST FINANCIAL ADVISORS LLC
CRD#: 121897
Address: Holland, MI
AUM: $ 251M
How We Chose the Top Financial Advisors in Holland, Michigan
To create this list of top financial advisor firms in Holland, 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 Holland has to offer.
Search Financial Advisors in Holland, Michigan
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
Justin David Gritter
Registered Affiliation(s):EDWARD JONES
Chad Eric Zagel
Registered Affiliation(s):EDWARD JONES
Adam David Schwallier
Registered Affiliation(s):SCHWALLIER WEALTH MANAGEMENT
Benjamin J Kragt
Registered Affiliation(s):EDWARD JONES
Jeffrey Richard Cox
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Tammy Rebecca Hancock
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Mark Edwards Andrews
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew James Roberts
Registered Affiliation(s):FINANCIAL ADVISORY CORPORATION
Michael James Gascon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brett Allen Howell
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Jonathan Scott Lund
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matt M. Lindgren
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Alan Harding
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Thomas Albert Elzinga
Registered Affiliation(s):LPL FINANCIAL LLC
Dana Lynn Belliel
Registered Affiliation(s):EDWARD JONES
Evan Christopher Llewellyn
Registered Affiliation(s):EDWARD JONES
Todd Martin Bowman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Mark Stephen Kirchner
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Vinh Ma
Registered Affiliation(s):REGAL INVESTMENT ADVISORS LLC
Joel David Vander Meyden
Registered Affiliation(s):FINANCIAL ADVISORY CORPORATION
Michael Shawncarl Fiorenzo
Registered Affiliation(s):AMERIPRISE 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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