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
Emily Patricia Roy
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Rick Eugene Awtrey
Registered Affiliation(s):CENTENNIAL SECURITIES COMPANY, INC.
Julie Ann Kendall
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Lee Smits
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Askin Fuger
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Jerome Hermidas Lavalley
Registered Affiliation(s):SPC
Leslie Gates Nichols
Registered Affiliation(s):LPL FINANCIAL LLC
Robert Neal Warners
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Craig Stephen Hancock
Registered Affiliation(s):GWN SECURITIES INC.
Gary Lee Werkman
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Scott Alan Berens
Registered Affiliation(s):PFS INVESTMENTS INC.
Matthew David Howell
Registered Affiliation(s):CENTENNIAL SECURITIES COMPANY, INC.
Barbara Bergen Paneral
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Paul Randolph Solberg
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
George Thomas Slikkers
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Amy Lynn Freeburg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Laura J Staples
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Daniel Lee Vandermolen
Registered Affiliation(s):CENTENNIAL SECURITIES COMPANY, INC.
David Allen Rasch
Registered Affiliation(s):VALMARK ADVISERS, INC.
Beth Anne Allspach
Registered Affiliation(s):MORGAN STANLEY
David Stuart Westphal
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Joan M. Malec
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Samuel Alan Mirza
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lindsey Lee Chrystan
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
