Adviser Record
States
Disclosures
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About the data
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
Firm
Assets
Employees
Disclosures
Oa Private Capital
$22.95 billion
91
0
Red Cedar Investment Management
$3.33 billion
18
0
Innovia Wealth, LLC
$3.29 billion
31
0
Npf Investment Advisors
$2.69 billion
18
0
Midwest Capital Advisors, LLC
$1.36 billion
11
0
Centennial Securities Company Inc
$1.34 billion
45
1
Fiduciary Financial Advisors
$1.33 billion
50
0
Financial Advisory Corporation
$1.10 billion
14
0
Lafleur & Godfrey Private Wealth Management
$1.02 billion
7
0
Lifeworks Advisors, LLC
$966.7 million
48
0
Stonebridge Financial Group
$739.4 million
5
0
Hill Island Financial LLC
$623.8 million
11
0
Grand Wealth Management, LLC
$597.8 million
12
0
Voisard Asset Management Group
$589.4 million
8
0
Hungerford Financial LLC
$492.1 million
5
0
Aspen Investment Management Inc.
$452.5 million
5
0
Family Capital Management
$435.1 million
10
0
Blue Water Asset Management
$428.5 million
10
0
Auxo Investment Partners, LLC
$412.0 million
15
0
Bemanaged
$410.0 million
6
0
Ds Investment Advisors
$386.1 million
4
0
Kroon & Mitchell Asset Management LLC
$220.9 million
5
0
Ai Alpha LLC
$200.0 million
3
0
Schwallier Wealth Management
$197.0 million
3
0
Advisory Advocates LLC
$158.6 million
9
0
Brooktree Capital Management Inc.
$138.9 million
2
0
Burnham & Company LLC
$129.5 million
2
1
Revalue LLC
$128.5 million
8
0
Synergy Wealth Management, LLC
$127.1 million
3
0
Streamsong Advisors, LLC
$124.4 million
5
0
Robert Charles Capital Management
$110.3 million
1
0
Wealthspan Investment Management, LLC
$93.1 million
5
0
Rm Investment Strategies, LLC
$21.9 million
3
0