Best Financial Advisors in KALAMAZOO, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in KALAMAZOO
TRUNORTH CAPITAL MANAGEMENT, LLC
KALAMAZOO, MI · Since 2020
BREAKWATER CAPITAL
KALAMAZOO, MI · Since 2020
CLEAR RIDGE WEALTH MANAGEMENT, LLC
KALAMAZOO, MI · Since 2021
WOLFF FINANCIAL MANAGEMENT LLC
KALAMAZOO, MI · Since 2016
N.V.N.G. INVESTMENTS, INC.
KALAMAZOO, MI · Since 2018
GASAWAY INVESTMENT ADVISORS, INC.
KALAMAZOO, MI · Since 2021
LONG ROAD INVESTMENT COUNSEL, LLC
KALAMAZOO, MI · Since 2014
CWS FINANCIAL ADVISORS LLC
KALAMAZOO, MI · Since 2018
DAUS FINANCIAL GROUP, LLC
KALAMAZOO, MI · Since 2023
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 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.