Investment adviser firms in GRAND RAPIDS, Michigan
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
32 firms · Source months shown: August 2026
- ADVISORY ADVOCATES LLCCRD 284100 · GRAND RAPIDS, MI$158,607,157.00Regulatory AUM · August 2026
- AI ALPHA LLCCRD 334908 · GRAND RAPIDS, MI$200,000,000.00Regulatory AUM · August 2026
- ASPEN INVESTMENT MANAGEMENT INC.CRD 112081 · GRAND RAPIDS, MI$452,463,427.00Regulatory AUM · August 2026
- AUXO INVESTMENT PARTNERS, LLCCRD 290177 · GRAND RAPIDS, MI$412,041,275.00Regulatory AUM · August 2026
- BEMANAGED FINANCIAL SERVICES, INC.CRD 140099 · GRAND RAPIDS, MI$410,017,722.00Regulatory AUM · August 2026
- BLUE WATER ASSET MANAGEMENT, LLCCRD 175362 · GRAND RAPIDS, MI$428,466,781.00Regulatory AUM · August 2026
- BROOKTREE CAPITAL MANAGEMENT INC.CRD 114173 · GRAND RAPIDS, MI$138,924,111.00Regulatory AUM · August 2026
- BURNHAM & COMPANY LLCCRD 319339 · GRAND RAPIDS, MI$129,534,296.00Regulatory AUM · August 2026
- CENTENNIAL SECURITIES COMPANY INCCRD 7763 · GRAND RAPIDS, MI$1,335,217,612.00Regulatory AUM · August 2026
- DS INVESTMENT ADVISORSCRD 319351 · GRAND RAPIDS, MI$386,142,051.00Regulatory AUM · August 2026
- FAMILY CAPITAL MANAGEMENT, INC.CRD 111230 · GRAND RAPIDS, MI$435,118,171.00Regulatory AUM · August 2026
- FEE-ONLY FIDUCIARY ADVISORS LLCCRD 143329 · GRAND RAPIDS, MI$197,020,227.00Regulatory AUM · August 2026
- FIDUCIARY FINANCIAL ADVISORSCRD 172103 · GRAND RAPIDS, MI$1,329,448,284.00Regulatory AUM · August 2026
- FINANCIAL ADVISORY CORPORATIONCRD 105472 · GRAND RAPIDS, MI$1,104,617,475.00Regulatory AUM · August 2026
- GLOBAL FINANCIAL GROUP ADVISORS LLCCRD 166251 · GRAND RAPIDS, MI$739,395,661.00Regulatory AUM · August 2026
- GRAND WEALTH MANAGEMENT, LLCCRD 132137 · GRAND RAPIDS, MI$597,808,427.00Regulatory AUM · August 2026
- HANC WEALTH MANAGEMENT, LLCCRD 249789 · GRAND RAPIDS, MI$492,087,918.00Regulatory AUM · August 2026
- HILL ISLAND FINANCIAL LLCCRD 313469 · GRAND RAPIDS, MI$623,847,941.00Regulatory AUM · August 2026
- KROON & MITCHELL ASSET MANAGEMENT LLCCRD 168120 · GRAND RAPIDS, MI$220,910,638.00Regulatory AUM · August 2026
- LAFLEUR & GODFREY LLCCRD 168831 · GRAND RAPIDS, MI$1,016,437,853.00Regulatory AUM · August 2026
- LIFEWORKS ADVISORS, LLCCRD 288255 · GRAND RAPIDS, MI$966,701,542.00Regulatory AUM · August 2026
- MIDWEST CAPITAL ADVISORS, LLCCRD 125389 · GRAND RAPIDS, MI$1,356,576,318.00Regulatory AUM · August 2026
- NORRIS PERNE & FRENCH LLPCRD 104683 · GRAND RAPIDS, MI$2,691,127,889.00Regulatory AUM · August 2026
- OTTAWA AVENUE PRIVATE CAPITAL, LLCCRD 282516 · GRAND RAPIDS, MI$22,946,378,989.00Regulatory AUM · August 2026
- RED CEDAR INVESTMENT MANAGEMENT, LLCCRD 170939 · GRAND RAPIDS, MI$3,328,007,890.00Regulatory AUM · August 2026
- REVALUE LLCCRD 165499 · GRAND RAPIDS, MI$128,524,901.00Regulatory AUM · August 2026
- RM INVESTMENT STRATEGIES, LLCCRD 322828 · GRAND RAPIDS, MI$21,931,516.00Regulatory AUM · August 2026
- STRATEGIES WEALTH ADVISORS, LLCCRD 289913 · GRAND RAPIDS, MI$3,288,459,087.00Regulatory AUM · August 2026
- STREAMSONG ADVISORS, LLCCRD 168250 · GRAND RAPIDS, MI$124,394,948.00Regulatory AUM · August 2026
- SYNERGY WEALTH MANAGEMENT, LLCCRD 174633 · GRAND RAPIDS, MI$127,112,499.00Regulatory AUM · August 2026
- VAM GROUP, INC.CRD 118048 · GRAND RAPIDS, MI$589,375,294.00Regulatory AUM · August 2026
- WEALTHSPAN INVESTMENT MANAGEMENT, LLCCRD 309553 · GRAND RAPIDS, MI$93,058,700.00Regulatory AUM · August 2026