Top 10 advisors in Grand Rapids
We’ve curated a list of the best financial advisors in Grand Rapids, take a look at it below
Find an advisor in Grand Rapids| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $11,845,666,260 | 64 advisors | ||
| 2 | $1,454,717,654 | 14 advisors | ||
| 3 | $1,243,043,735 | 23 advisors | ||
| 4 | $725,255,158 | 5 advisors | ||
| 5 | $631,201,037 | 8 advisors | ||
| 6 | $509,769,566 | 13 advisors | ||
| 7 | $375,062,694 | 8 advisors | ||
| 8 | $345,740,255 | 27 advisors | ||
| 9 | $311,253,717 | 7 advisors | ||
| 10 | $296,874,047 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Grand Rapids, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Rapids. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Oa Private Capital
Assets under management
$11,845,666,260
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Red Cedar Investment Management
Assets under management
$1,454,717,654
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Innovia Wealth, LLC
Assets under management
$1,243,043,735
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Business And Tax Consulting
4. Lafleur & Godfrey Private Wealth Management
Assets under management
$725,255,158
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Credit And Cash Management Solutions; Insurance Solutions
5. Midwest Capital Advisors, LLC
Assets under management
$631,201,037
Fee structure
A percentage of assets under your management
Fixed fees
CONSULTING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Retirement Plan Consulting
6. Grand Wealth Management, LLC
Assets under management
$509,769,566
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Voisard Asset Management Group
Assets under management
$375,062,694
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
8. Fiduciary Financial Advisors
Assets under management
$345,740,255
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Corporate Employee Education Services
9. Hill Island Financial LLC
Assets under management
$311,253,717
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Blue Water Asset Management
Assets under management
$296,874,047
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.