OA PRIVATE CAPITAL
Grand Rapids, MI
AUM
$22.95B
Wealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
616-278-6000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MI, GRAND RAPIDS
25 advisers found
RED CEDAR INVESTMENT MANAGEMENT
Grand Rapids, MI
AUM
$3.33B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
616-378-6916
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
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
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
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
AI ALPHA LLC
Grand Rapids, MI
AUM
$200.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
FEES FOR PROVIDING MODEL PORTFOLIOS AND INVESTMENT SIGNALS
616-600-2060
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
BROOKTREE CAPITAL MANAGEMENT INC.
Grand Rapids, MI
AUM
$138.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
616-774-3159
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
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
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
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
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