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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Ada
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
8
non-vetted advisors in your local area. These financial advisors in
Ada, Michigan
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Ada, Michigan
mentioned below do 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
Ada, Michigan.
| Qualified Financial Advisors in Ada, Michigan | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Adam Schwallier
CFP® SCHWALLIER WEALTH MANAGEMENT LLC 607 Cascade West Parkway SE, Grand Rapids, MI 49546 |
21 | $137,835,572 | Not Specified | Fee-Only |
| Phillip Mitchell
CPA, CFA® KROON & MITCHELL ASSET MANAGEMENT 29 Pearl St, Ste 400, Grand Rapids, MI 49503 |
Not Disclosed | $120,000,000.00 | Not Specified | Fee-Only |
| Allworth Financial
ALLWORTH FINANCIAL 4320 44th Street SW, Suite 102, Grandville, MI 49418 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
607 Cascade West Parkway SE,
Grand Rapids,
MI
49546
Phone Number
616-855-2051
With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 15 years as a fee-only advisor and planner at Schwallier Wealth Management. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace. History: After working as an advisor at Morgan Stanley and AG Edwards and becoming disenchanted with the standard of care to clients and advisors at large wirehouse firms, I struck out on my own for clients and became a fee-only advisor foregoing any commission-based business and working for my clients directly without the conflict of interest of working for a captive brokerage firm. I am constantly reading, learning, and improving my skill-set for clients. This includes proudly becoming a member of NAPFA as a fee-only CERTIFIED FINANCIAL PLANNER™ professional. Personal: I reside in Tallmadge Township with my wife, Val, and my two children. I enjoy spending time with my family, playing basketball as long as my body allows, and practicing yoga.
Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace. 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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 168120
Series 65
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
29 Pearl St,
Ste 400,
Grand Rapids,
MI
49503
Phone Number
616-356-2002
Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in Ada, Michigan (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| USA FINANCIAL EXCHANGE
6020 East Fulton Street, Ada, MI 49301 |
$1,339,862,942 | 10140 | Other (PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM) |
| USA FINANCIAL FORMULAS CORPORATION
6020 East Fulton Street, Ada, MI 49301 |
$740,700,199 | 6690 |
A percentage of AUM |
| USA FINANCIAL SECURITIES CORPORATION
6020 East Fulton Street, Ada, MI 49301 |
$224,807,266 | 4304 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Jeremy Moore Inquire with Jeremy |
6300 Fulton St E, Ada, MI 49301 | 616-682-5000 |
| Frattallone Wealth Management Group Inquire with Frattallone |
6300 Fulton St E, Ada, MI 49301 | 616-682-5000 |
| Sylvia Frattallone Inquire with Sylvia |
6300 Fulton St E, Ada, MI 49301 | 616-682-5000 |
| Schwallier Wealth Management Inquire with Schwallier |
4764 Fulton St. East, Suite 201, Ada, MI 49301 | 616-855-2051 |
| Edward Jones Inquire with Edward |
452 Ada Dr SE, Ste 240, Ada, MI 49301 | 616-676-1505 |
| Edward Jones Inquire with Edward |
6739 Fulton St E, Suite B20, Ada, MI 49301 | 616-676-1403 |
| Edward Jones Inquire with Edward |
452 Ada Dr SE, Ste 240, Ada, MI 49301 | 616-676-1505 |
| Edward Jones Inquire with Edward |
5990 Fulton St E, Ste D, Ada, MI 49301 | 616-676-0891 |
Grow your AUM with pre-qualified leads!
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