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
Joan M. Malec
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Lindsey Lee Chrystan
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Michael Edward Meeuwsen
Registered Affiliation(s):MORGAN STANLEY
Todd Robert Vander Lugt
Registered Affiliation(s):INDEPENDENT ADVISOR ALLIANCE, LLC
Lawrence Richard Louzon
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Mark Elliot Pearson
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Aaron Jon Pike
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Patrick Gary Mccullough
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
James Dean Veldheer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rachel E. Laug
Registered Affiliation(s):MORGAN STANLEY
Cindie Kay Jones
Registered Affiliation(s):LPL FINANCIAL LLC
Jessica Jill Mariucci-kurylowicz
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Terry Charles Seely
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Robert Bryan Burkey
Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC
Daniel David Horning
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Michael Thomas Seekell
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Sandra Lynn Decarlo
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lynn E Clay
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Bobby Tsironis
Registered Affiliation(s):CENTENNIAL SECURITIES COMPANY, INC.
Richard Andrew Wagner
Registered Affiliation(s):CENTENNIAL SECURITIES COMPANY, INC.
Jason Philip Huber
Registered Affiliation(s):LPL FINANCIAL LLC
Joseph Donald Vandyke
Registered Affiliation(s):LPL FINANCIAL LLC
Richard Alan Irish
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
David Patrick Sawinski
Registered Affiliation(s):ASSET ALLOCATION STRATEGIES, 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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