Falists

Michigan · 56 advisers

Financial Advisors in Grand Rapids, Michigan

Looking for a financial advisor in Grand Rapids, Michigan? Falists indexes 56 SEC-registered and state-registered investment advisers in Grand Rapids — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 52 firms list a website you can visit directly. Firms in this directory manage up to $22.95B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

56

With website

52

Largest AUM

$22.95B

Financial planning

32

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth45Planning32Trusts37Retirement22Institutional25

Top advisors in Grand Rapids

Ranked by AUM · Fees, team & specialties at a glance

View all 56 →

BEMANAGED

Grand Rapids, MI

AUM

$410.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

616.871.0751

Full profileVisit site →
View all 56 advisors in Grand Rapids

More cities in Michigan

Troy (46)Bloomfield Hills (45)Ann Arbor (40)Southfield (26)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)Detroit (12)

Common questions

How many financial advisors are in Grand Rapids, Michigan?
56 registered investment advisers are listed in our Grand Rapids directory, sourced from public SEC filings.
What types of advisors are in Grand Rapids?
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 Rapids?
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.