Best Financial Advisors in KALAMAZOO, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in KALAMAZOO
WOLFF FINANCIAL MANAGEMENT LLC
KALAMAZOO, MI · Since 2016
TRUNORTH CAPITAL MANAGEMENT, LLC
KALAMAZOO, MI · Since 2020
N.V.N.G. INVESTMENTS, INC.
KALAMAZOO, MI · Since 2018
BREAKWATER CAPITAL
KALAMAZOO, MI · Since 2020
CLEAR RIDGE WEALTH MANAGEMENT, LLC
KALAMAZOO, MI · Since 2021
LONG ROAD INVESTMENT COUNSEL, LLC
KALAMAZOO, MI · Since 2014
CWS FINANCIAL ADVISORS LLC
KALAMAZOO, MI · Since 2018
GASAWAY INVESTMENT ADVISORS, INC.
KALAMAZOO, MI · Since 2021
DAUS FINANCIAL GROUP, LLC
KALAMAZOO, MI · Since 2023
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 KALAMAZOO?
The median advisory fee in KALAMAZOO, MI is 0.95% of assets under management per year, based on Form ADV filings from 9 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.