Michigan · 3 advisers
Financial Advisors in Kentwood, Michigan
Looking for a financial advisor in Kentwood, Michigan? Falists indexes 3 SEC-registered and state-registered investment advisers in Kentwood — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $2.88B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$2.88B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Kentwood
Ranked by AUM · Fees, team & specialties at a glance
REGAL INVESTMENT ADVISORS LLC
Kentwood, MI
AUM
$2.88B
Team
118 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
616-224-2204
MATTSON FINANCIAL SERVICES, LLC
Kentwood, MI
AUM
$515.0M
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-536-8907
RAPIDS FINANCIAL LLC
Kentwood, MI
AUM
$5.7M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(989) 619-4368
More cities in Michigan
Common questions
- How many financial advisors are in Kentwood, Michigan?
- 3 registered investment advisers are listed in our Kentwood directory, sourced from public SEC filings.
- What types of advisors are in Kentwood?
- 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 Kentwood?
- 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.