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 500, Grand Rapids, MI 49503-3026
Clients: 369
Average Clients per Advisor: 41
AUM: $ 2.5B
INNOVIA WEALTH, LLC
CRD#: 289913
Address: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503
Clients: 347
Average Clients per Advisor: 19
AUM: $ 2.4B
FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103
Address: 124 Fulton St. East Suite 200, Grand Rapids, MI 49503
Clients: 1,433
Average Clients per Advisor: 37
AUM: $ 1.2B
CENTENNIAL SECURITIES COMPANY, INC.
CRD#: 7763
Address: 3075 Charlevoix Drive Se, Grand Rapids, MI 49546
Clients: 2,019
In Business for: 13 Years
Average Clients per Advisor: 67
AUM: $ 1.2B
Disclosures: 2
MIDWEST CAPITAL ADVISORS, LLC
CRD#: 125389
Address: 630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546
Clients: 127
Average Clients per Advisor: 18
AUM: $ 1.1B
FINANCIAL ADVISORY CORPORATION
CRD#: 105472
Address: 4251 Cascade Road S.e., Grand Rapids, MI 49546
Clients: 123
Average Clients per Advisor: 8
AUM: $ 972M
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
Amy Lynn Freeburg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lee Douglas Bosko
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Michael Sanders
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Todd Heinrich Brandstadt
Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.
Saralyn Coupe
Registered Affiliation(s):MORGAN STANLEY
Albert Christopher Engle
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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