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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MI
201 advisers found
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
SGH WEALTH MANAGEMENT
Lathrup Village, MI
AUM
$561.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(248) 731-0029
AUM
$534.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(888)407-8198
S.A. MASON, LLC
Holland, MI
AUM
$528.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-355-3500
AUM
$512.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
248-688-9399
GREYSTONE FINANCIAL GROUP, LLC
Bloomfield Hills, MI
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
248-267-1270
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
SS&H FINANCIAL ADVISORS, INC.
Troy, MI
AUM
$482.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
248-538-9755
STRAIGHT PATH WEALTH MANAGEMENT
Jenison, MI
AUM
$472.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
616-288-3670
POINTE CAPITAL MANAGEMENT LLC
Grosse Pointe Farms, MI
AUM
$452.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(313) 882-7100
M1 CAPITAL MANAGEMENT LLC
Troy, MI
AUM
$450.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
248-556-4600
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
INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$429.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
248-593-8900
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
626 FINANCIAL, LLC
Portage, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
(269) 321-5040
DARDEN WEALTH GROUP
Ann Arbor, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-294-0100
AUM
$358.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
269-857-2743
AUM
$351.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
877-429-4690
VERTRIX WEALTH MANAGEMENT, LLC
Troy, MI
AUM
$343.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(248) 602 0555
WASHINGTON AVENUE ADVISORS
Lansing, MI
AUM
$336.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
844-678-1842
CYPRESS CAPITAL WEALTH MANAGEMENT LLC
Ann Arbor, MI
AUM
$330.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(734) 228-0460
PEARL PLANNING
Dexter, MI
AUM
$329.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734.274.6744
RBS WEALTH MANAGEMENT
Alto, MI
AUM
$322.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
6167278484