Investment advisers in Kalamazoo, MI
9 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Cws Financial Advisors LLC | $1.33 billion | 12 | 0 |
| Trunorth Capital Management, LLC | $724.5 million | 4 | 0 |
| Wolff Financial Management LLC | $612.7 million | 6 | 0 |
| Long Road Investment Counsel, LLC | $346.4 million | 2 | 0 |
| N.V.N.G. Investments, Inc. | $329.5 million | 1 | 1 |
| Daus Financial Group, LLC | $270.5 million | 8 | 0 |
| Clear Ridge Wealth Management, LLC | $244.6 million | 4 | 0 |
| Gasaway Investment Advisors, Inc. | $173.1 million | 13 | 0 |
| Breakwater Capital | $156.6 million | 2 | 0 |