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 Trusts & Estates advisors in MI, GRAND RAPIDS
37 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
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
ASPEN INVESTMENT MANAGEMENT INC.
Grand Rapids, MI
AUM
$452.5M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
616-361-2500
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
DS INVESTMENT ADVISORS
Grand Rapids, MI
AUM
$386.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
6168400284
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
BROOKTREE CAPITAL MANAGEMENT INC.
Grand Rapids, MI
AUM
$138.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
616-774-3159
Page 1 of 2Next