Michigan · 4 advisers
Financial Advisors in Jenison, Michigan
Looking for a financial advisor in Jenison, Michigan? Falists indexes 4 SEC-registered and state-registered investment advisers in Jenison — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $472.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$472.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Jenison
Ranked by AUM · Fees, team & specialties at a glance
STRAIGHT PATH WEALTH MANAGEMENT
Jenison, MI
AUM
$472.5M
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
616-288-3670
ALLIANCE INVESTMENT MANAGEMENT, LLC
Jenison, MI
AUM
$206.8M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
800-890-1246
GRAETZ WEALTH
Jenison, MI
AUM
$158.2M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(616) 226-8867
CLEARVIEW INVESTMENTS, LLC
Jenison, MI
AUM
$59.1M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
616-667-8990
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Common questions
- How many financial advisors are in Jenison, Michigan?
- 4 registered investment advisers are listed in our Jenison directory, sourced from public SEC filings.
- What types of advisors are in Jenison?
- 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 Jenison?
- 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.