ADVISORY ADVOCATES LLC
Grand Rapids, MI
AUM
$158.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 597-8938
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
56 advisers found
BROOKTREE CAPITAL MANAGEMENT INC.
Grand Rapids, MI
AUM
$138.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
616-774-3159
CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
Grand Rapids, MI
AUM
$134.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
616-235-3555
BURNHAM & COMPANY LLC
Grand Rapids, MI
AUM
$129.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
616-430-5105
REVALUE LLC
Grand Rapids, MI
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
888-642-2728
SYNERGY WEALTH MANAGEMENT, LLC
Grand Rapids, MI
AUM
$127.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
616-285-7818
STREAMSONG ADVISORS, LLC
Grand Rapids, MI
AUM
$124.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(616) 433-6006
EASTOWN FINANCIAL ADVISORS, LLC
Grand Rapids, MI
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(616) 233-9773
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
Grand Rapids, MI
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-655-1696
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
Grand Rapids, MI
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(616) 363-3209
GPS FINANCIAL GROUP, LLC
Grand Rapids, MI
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-717-2266
INTEGRITY FINANCIAL ADVISORS, LLC
Grand Rapids, MI
AUM
$57.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
616-301-9291
RM INVESTMENT STRATEGIES, LLC
Grand Rapids, MI
AUM
$21.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(877) 803-6087
STRATEGIC NAVIGATORS PRIVATE WEALTH
Grand Rapids, MI
AUM
$14.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
616-635-6598
NOBLE STREET WEALTH MANAGEMENT
Grand Rapids, MI
AUM
$38K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
616-284-1154
BOSTWICK INVESTMENT CONSULTING
Grand Rapids, MI
AUM
—
Fee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
616-327-3908
EFG FINANCIAL, LLC
Grand Rapids, MI
AUM
—
Wealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
800-694-3175
HUGHES FAMILY CAPITAL, LLC
Grand Rapids, MI
AUM
—
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
616-774-0224
METHOD AND THEORY CAPITAL MANAGEMENT, LLC
Grand Rapids, MI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
616-202-2064
MICHIGAN CAPITAL NETWORK VENTURES
Grand Rapids, MI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
616-566-1770