Michigan · 2 advisers
Financial Advisors in Grand Haven, Michigan
Looking for a financial advisor in Grand Haven, Michigan? Falists indexes 2 SEC-registered and state-registered investment advisers in Grand Haven — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $252.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$252.3M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Grand Haven
Ranked by AUM · Fees, team & specialties at a glance
ABBIT MANAGEMENT CORP
Grand Haven, MI
AUM
$252.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
616-842-0280
STRATEGIC FINANCIAL GROUP, L.L.C.
Grand Haven, MI
AUM
$105.7M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
616-935-7400
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Common questions
- How many financial advisors are in Grand Haven, Michigan?
- 2 registered investment advisers are listed in our Grand Haven directory, sourced from public SEC filings.
- What types of advisors are in Grand Haven?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Grand Haven?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.