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Find Top Financial Advisors in Grandville, Michigan
Despite its small size, Grandville, Michigan is a city that has a vibrant community of 28,000 residents. Grandville residents have the advantage of a cost of living that is 11% lower than the state average, providing them with greater potential to optimize their financial resources compared to other cities in the state. If you're looking for a trusted financial advisor in and around Grandville, WiserAdvisor can help you get started with our list of financial advisors and advisory firms. WiserAdvisor's directory of ranked financial advisors can assist you in getting started with your search for a financial advisor that is experienced and a good fit for you. Additionally, our free personalized advisor match service can connect you with vetted financial professionals to compare. These screened advisors can work with you to create a customized financial strategy in retirement planning, investment management, wealth management, financial planning, estate planning, and more depending on your financial needs.
How To Find Trusted Financial Advisors in Grandville, Michigan
Michigan has 9 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Michigan have an average of 20 years of experience.
NOTE: The list of vetted financial advisors in Michigan mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Michigan.
Qualified Financial Advisors in Grandville, Michigan
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 5 Years | Not Specified | Not Specified | Fee-Only | |
| 19 Years | Not Specified | Not Specified | Fee-Based | |
| N/A | $190,000,000 | $250,000 | Fee-Only | |
| 20 Years | Not Specified | $500,000 | Fee-Only | |
| N/A | $510,000,000 | $500,000 | Fee-Only | |
Edelman Financial Engines, LLC201 West Big Beaver Road, The Columbia CenterTroy, MI 48084 2950 South State StreetAnn Arbor, MI 48104 39555 Orchard Hill PlaceNovi Township, MI 48375 | N/A | $0 | Not Specified | Fee-Only |
| N/A | $0 | Not Specified | Fee-Only |
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Information on Qualified Financial Advisors in Grandville, Michigan


He earned a bachelor's degree in Finance from Western Michigan University.

After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm.
Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest.
As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest.
Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

Prior to joining EP Wealth, he served as a Senior Private Wealth Advisor at Executive Wealth Management, where he worked closely with clients to develop personalized, holistic financial strategies.
A graduate of Central Michigan University, Todd began his career in financial services in 2005. In addition to holding the CERTIFIED FINANCIAL PLANNER" (CFP®) designation, Todd has earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, underscoring his expertise and commitment to the highest standards of financial planning.
Todd resides in Brighton with his wife, Kristen, and their three children. Outside of work, he enjoys playing hockey, golfing, and staying active in the Brighton community.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.


What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

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