AdvisorRanked

Best Financial Advisors in GRAND RAPIDS, Michigan

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

32
Registered Firms
0.95%
Median Fee
of assets/year
$452M
Median AUM
32
Firms Listed
in our database

Top-Ranked Advisors in GRAND RAPIDS

#1
100

BROOKTREE CAPITAL MANAGEMENT INC.

GRAND RAPIDS, MI · Since 2020

$139M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100

BEMANAGED

GRAND RAPIDS, MI · Since 2009

$410M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

SCHWALLIER WEALTH MANAGEMENT

GRAND RAPIDS, MI · Since 2021

$197M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

REVALUE LLC

GRAND RAPIDS, MI · Since 2025

$129M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

KROON & MITCHELL ASSET MANAGEMENT LLC

GRAND RAPIDS, MI · Since 2022

$221M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
100

STREAMSONG ADVISORS, LLC

GRAND RAPIDS, MI · Since 2026

$124M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, MI · Since 2024

$93M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
100

BURNHAM & COMPANY LLC

GRAND RAPIDS, MI · Since 2025

$130M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

DS INVESTMENT ADVISORS

GRAND RAPIDS, MI · Since 2022

$386M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

RM INVESTMENT STRATEGIES, LLC

GRAND RAPIDS, MI · Since 2022

$22M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
100

AI ALPHA LLC

GRAND RAPIDS, MI · Since 2025

$200M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
95

NPF INVESTMENT ADVISORS

GRAND RAPIDS, MI · Since 1984

$2.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#13
95

FINANCIAL ADVISORY CORPORATION

GRAND RAPIDS, MI · Since 1989

$1.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#14
95

FAMILY CAPITAL MANAGEMENT

GRAND RAPIDS, MI · Since 2017

$435M AUM4 clientsFee: 0%
FiduciaryFee-Only
#15
95

ASPEN INVESTMENT MANAGEMENT INC.

GRAND RAPIDS, MI · Since 2000

$452M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
95

VOISARD ASSET MANAGEMENT GROUP

GRAND RAPIDS, MI · Since 2003

$589M AUM6 clientsFee: 0%
FiduciaryFee-Only
#17
95

MIDWEST CAPITAL ADVISORS, LLC

GRAND RAPIDS, MI · Since 2014

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#18
95

GRAND WEALTH MANAGEMENT, LLC

GRAND RAPIDS, MI · Since 2004

$598M AUM6 clientsFee: 0%
FiduciaryFee-Only
#19
95

STONEBRIDGE FINANCIAL GROUP

GRAND RAPIDS, MI · Since 2017

$739M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
95

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

GRAND RAPIDS, MI · Since 2013

$1.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
95

RED CEDAR INVESTMENT MANAGEMENT

GRAND RAPIDS, MI · Since 2014

$3.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#22
95

FIDUCIARY FINANCIAL ADVISORS

GRAND RAPIDS, MI · Since 2021

$1.3B AUM50 clientsFee: 0%
FiduciaryFee-Only
#23
95

SYNERGY WEALTH MANAGEMENT, LLC

GRAND RAPIDS, MI · Since 2025

$127M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
95

BLUE WATER ASSET MANAGEMENT

GRAND RAPIDS, MI · Since 2015

$428M AUM7 clientsFee: 0%
FiduciaryFee-Only
#25
95

HUNGERFORD FINANCIAL LLC

GRAND RAPIDS, MI · Since 2019

$492M AUM5 clientsFee: 0%
FiduciaryFee-Only
#26
95

OA PRIVATE CAPITAL

GRAND RAPIDS, MI · Since 2016

$22.9B AUM26 clientsFee: 0%
FiduciaryFee-Only
#27
95

ADVISORY ADVOCATES LLC

GRAND RAPIDS, MI · Since 2026

$159M AUM7 clientsFee: 0%
FiduciaryFee-Only
#28
95

LIFEWORKS ADVISORS, LLC

GRAND RAPIDS, MI · Since 2020

$967M AUM40 clientsFee: 0%
FiduciaryFee-Only
#29
95

INNOVIA WEALTH, LLC

GRAND RAPIDS, MI · Since 2017

$3.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#30
95

AUXO INVESTMENT PARTNERS, LLC

GRAND RAPIDS, MI · Since 2022

$412M AUM12 clientsFee: 0%
FiduciaryFee-Only
#31
95

HILL ISLAND FINANCIAL LLC

GRAND RAPIDS, MI · Since 2021

$624M AUM8 clientsFee: 0%
FiduciaryFee-Only
#32
79

CENTENNIAL SECURITIES COMPANY INC

GRAND RAPIDS, MI · Since 2015

$1.3B AUM30 clientsFee: 0%
Broker-Dealer2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in GRAND RAPIDS?

The median advisory fee in GRAND RAPIDS, MI is 0.95% of assets under management per year, based on Form ADV filings from 32 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.