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

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Top Rated Established Verified32 firms shown

Top-Ranked Advisors in GRAND RAPIDS

Page 1 of 2 · 32 firms

BEMANAGED

GRAND RAPIDS, MI · Since 2009

$410M AUM3 clientsFee: 0%

FiduciaryFee-Only

BROOKTREE CAPITAL MANAGEMENT INC.

GRAND RAPIDS, MI · Since 2020

$139M AUM2 clientsFee: 0%

FiduciaryFee-Only

KROON & MITCHELL ASSET MANAGEMENT LLC

GRAND RAPIDS, MI · Since 2022

$221M AUM3 clientsFee: 0%

FiduciaryFee-Only

DS INVESTMENT ADVISORS

GRAND RAPIDS, MI · Since 2022

$386M AUM2 clientsFee: 0%

FiduciaryFee-Only

SCHWALLIER WEALTH MANAGEMENT

GRAND RAPIDS, MI · Since 2021

$197M AUM3 clientsFee: 0%

FiduciaryFee-Only

REVALUE LLC

GRAND RAPIDS, MI · Since 2025

$129M AUM4 clientsFee: 0%

FiduciaryFee-Only

NPF INVESTMENT ADVISORS

GRAND RAPIDS, MI · Since 1984

$2.7B AUM13 clientsFee: 0%

FiduciaryFee-Only

STREAMSONG ADVISORS, LLC

GRAND RAPIDS, MI · Since 2026

$124M AUM4 clientsFee: 0%

FiduciaryFee-Only

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, MI · Since 2024

$93M AUM5 clientsFee: 0%

FiduciaryFee-Only

RM INVESTMENT STRATEGIES, LLC

GRAND RAPIDS, MI · Since 2022

$22M AUM2 clientsFee: 0%

FiduciaryFee-Only

RED CEDAR INVESTMENT MANAGEMENT

GRAND RAPIDS, MI · Since 2014

$3.3B AUM13 clientsFee: 0%

FiduciaryFee-Only

OA PRIVATE CAPITAL

GRAND RAPIDS, MI · Since 2016

$22.9B AUM26 clientsFee: 0%

FiduciaryFee-Only

BURNHAM & COMPANY LLC

GRAND RAPIDS, MI · Since 2025

$130M AUM2 clientsFee: 0%

FiduciaryFee-Only

AI ALPHA LLC

GRAND RAPIDS, MI · Since 2025

$200M AUM3 clientsFee: 0%

FiduciaryFee-Only

FINANCIAL ADVISORY CORPORATION

GRAND RAPIDS, MI · Since 1989

$1.1B AUM14 clientsFee: 0%

FiduciaryFee-Only

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

GRAND RAPIDS, MI · Since 2013

$1.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

INNOVIA WEALTH, LLC

GRAND RAPIDS, MI · Since 2017

$3.3B AUM17 clientsFee: 0%

FiduciaryFee-Only

ASPEN INVESTMENT MANAGEMENT INC.

GRAND RAPIDS, MI · Since 2000

$452M AUM5 clientsFee: 0%

FiduciaryFee-Only

VOISARD ASSET MANAGEMENT GROUP

GRAND RAPIDS, MI · Since 2003

$589M AUM6 clientsFee: 0%

FiduciaryFee-Only

MIDWEST CAPITAL ADVISORS, LLC

GRAND RAPIDS, MI · Since 2014

$1.4B AUM8 clientsFee: 0%

FiduciaryFee-Only

GRAND WEALTH MANAGEMENT, LLC

GRAND RAPIDS, MI · Since 2004

$598M AUM6 clientsFee: 0%

FiduciaryFee-Only

FIDUCIARY FINANCIAL ADVISORS

GRAND RAPIDS, MI · Since 2021

$1.3B AUM50 clientsFee: 0%

FiduciaryFee-Only

BLUE WATER ASSET MANAGEMENT

GRAND RAPIDS, MI · Since 2015

$428M AUM7 clientsFee: 0%

FiduciaryFee-Only

HILL ISLAND FINANCIAL LLC

GRAND RAPIDS, MI · Since 2021

$624M AUM8 clientsFee: 0%

FiduciaryFee-Only

FAMILY CAPITAL MANAGEMENT

GRAND RAPIDS, MI · Since 2017

$435M AUM4 clientsFee: 0%

FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.