Adviser Record

Investment advisers in Grand Rapids, MI

33 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MI

FirmAssetsEmployeesDisclosures
Oa Private Capital$22.95 billion910
Red Cedar Investment Management$3.33 billion180
Innovia Wealth, LLC$3.29 billion310
Npf Investment Advisors$2.69 billion180
Midwest Capital Advisors, LLC$1.36 billion110
Centennial Securities Company Inc$1.34 billion451
Fiduciary Financial Advisors$1.33 billion500
Financial Advisory Corporation$1.10 billion140
Lafleur & Godfrey Private Wealth Management$1.02 billion70
Lifeworks Advisors, LLC$966.7 million480
Stonebridge Financial Group$739.4 million50
Hill Island Financial LLC$623.8 million110
Grand Wealth Management, LLC$597.8 million120
Voisard Asset Management Group$589.4 million80
Hungerford Financial LLC$492.1 million50
Aspen Investment Management Inc.$452.5 million50
Family Capital Management$435.1 million100
Blue Water Asset Management$428.5 million100
Auxo Investment Partners, LLC$412.0 million150
Bemanaged$410.0 million60
Ds Investment Advisors$386.1 million40
Kroon & Mitchell Asset Management LLC$220.9 million50
Ai Alpha LLC$200.0 million30
Schwallier Wealth Management$197.0 million30
Advisory Advocates LLC$158.6 million90
Brooktree Capital Management Inc.$138.9 million20
Burnham & Company LLC$129.5 million21
Revalue LLC$128.5 million80
Synergy Wealth Management, LLC$127.1 million30
Streamsong Advisors, LLC$124.4 million50
Robert Charles Capital Management$110.3 million10
Wealthspan Investment Management, LLC$93.1 million50
Rm Investment Strategies, LLC$21.9 million30