INNOVIA WEALTH, LLC
Grand Rapids, MI
AUM
$3.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
616-719-5007
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI, GRAND RAPIDS
32 advisers found
NPF INVESTMENT ADVISORS
Grand Rapids, MI
AUM
$2.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-459-3421
MIDWEST CAPITAL ADVISORS, LLC
Grand Rapids, MI
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
616-454-9600
CENTENNIAL SECURITIES COMPANY INC
Grand Rapids, MI
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-942-7680
FIDUCIARY FINANCIAL ADVISORS
Grand Rapids, MI
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-622-3062
FINANCIAL ADVISORY CORPORATION
Grand Rapids, MI
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
616-235-5260
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
Grand Rapids, MI
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
616-942-1580
LIFEWORKS ADVISORS, LLC
Grand Rapids, MI
AUM
$966.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(616) 200-6512
STONEBRIDGE FINANCIAL GROUP
Grand Rapids, MI
AUM
$739.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
855-530-0500
HILL ISLAND FINANCIAL LLC
Grand Rapids, MI
AUM
$623.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(616) 977-2639
GRAND WEALTH MANAGEMENT, LLC
Grand Rapids, MI
AUM
$597.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(616) 451-4228
VOISARD ASSET MANAGEMENT GROUP
Grand Rapids, MI
AUM
$589.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
616-988-5778
HUNGERFORD FINANCIAL LLC
Grand Rapids, MI
AUM
$492.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
616-302-1558
FAMILY CAPITAL MANAGEMENT
Grand Rapids, MI
AUM
$435.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF NET WORTH
616-774-4560
BLUE WATER ASSET MANAGEMENT
Grand Rapids, MI
AUM
$428.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-447-1600
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
KROON & MITCHELL ASSET MANAGEMENT LLC
Grand Rapids, MI
AUM
$220.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
616-356-2002
SCHWALLIER WEALTH MANAGEMENT
Grand Rapids, MI
AUM
$197.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-855-2051
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
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
Page 1 of 2Next