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Find Top Financial Advisors in Grand Rapids, Michigan

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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.

Finding the Top Financial Advisor in Grand Rapids, Michigan
Last Updated - 21-Sep-2022

Grand Rapids has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 134 non-vetted advisors in your local area. These financial advisors in Grand Rapids, Michigan have an average of 17 years of experience.

NOTE: The list of financial advisors in Grand Rapids, 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 Grand Rapids, Michigan.

Qualified Financial Advisors in Grand Rapids, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Phillip Mitchell
CPA, CFA®
KROON & MITCHELL ASSET MANAGEMENT
29 Pearl St,
Ste 400,
Grand Rapids, MI 49503
21 $84M Not Specified Fee-Only
Adam Schwallier
CFP®
SCHWALLIER WEALTH MANAGEMENT LLC
607 Cascade West Parkway SE,
Grand Rapids, MI 49546
21 $137,835,572 Not Specified Fee-Only
Ryan Lind
EDELMAN FINANCIAL ENGINES, LLC
5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546
10 Not Specified Not Specified Fee-Based
Dan Rausch
CFP®
ALLWORTH FINANCIAL
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Grand Rapids

Qualifications CRD# 6251940
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

Phillip's past experience includes serving as Investment Portfolio Manager for a Mid-Michigan Insurance Company where he was responsible for investing and overseeing over $800M in Corporate, Pension, and foundation assets. Prior to this position, Phillip worked as an Equity Analyst for a value-oriented investment manager in Atlanta, Georgia. Phillip also has held the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant. Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.

About Kroon & Mitchell Asset Management

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 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.

About Schwallier Wealth Management LLC

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 CRD# 5726311
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 5510 Cascade Rd SE,
Suite 280,
Grand Rapids,
MI
49546
Phone Number 616-426-8320

I'm passionate about working with individuals and families to help them accomplish their financial goals. In my spare time, I enjoy spending time with my wife and two daughters and being at the beach or on the golf course.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5636455
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number 888-242-6766

Dan Rausch is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, and financial advisor in our Grand Rapids, Michigan office. The married father of three is from Holland, Michigan and started his career as a CPA in Grand Rapids. Dan earned a bachelor’s degree at Grand Valley and his MBA at Northwestern University’s JL Kellogg School. He has over a decade of financial services experience. Dan approaches advising with the philosophy that “intentional planning can deliver predictable results.”

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in Grand Rapids, Michigan (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Npf Investment Advisors
40 Pearl St., Nw, Suite 300,
Grand Rapids, MI 49503-3026
$2,310,983,746 2157 A percentage of AUM
Fixed fees
Red Cedar Investment Management
333 Bridge Street Nw , Suite 601,
Grand Rapids, MI 49504
$1,637,864,281 46 A percentage of AUM
Lafleur & Godfrey Private Wealth Management
625 Kenmoor Ave Se , Suite 209,
Grand Rapids, MI 49546
$906,912,218 755 A percentage of AUM
Hourly charges
Financial Advisory Corporation
4251 Cascade Road S.E.,
Grand Rapids, MI 49546
$854,332,137 1078 A percentage of AUM
Fixed fees
Other (COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.)
Midwest Capital Advisors, Llc
630 Kenmoor Ave. Se , Suite 206,
Grand Rapids, MI 49546
$760,067,568 540 A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING FEES)
Grand Wealth Management, Llc
333 Bridge Street Nw , Suite 800,
Grand Rapids, MI 49504
$582,326,800 688 A percentage of AUM
Fixed fees
Bemanaged
4280 Cascade Road Se,
Grand Rapids, MI 49546
$501,896,722 1452 A percentage of AUM
Hourly charges
Other (FEES FOR EDUCATIONAL SEMINARS)
Hill Island Financial Llc
38 Commerce Avenue Sw , Suite 310,
Grand Rapids, MI 49503
$387,754,560 718 A percentage of AUM
Fixed fees
Burnham & Dells Advisors
750 Front Street , Suite 305,
Grand Rapids, MI 49504
$386,284,866 365 A percentage of AUM
Fixed fees
Fiduciary Financial Advisors
124 Fulton St. East , Suite 200,
Grand Rapids, MI 49503
$323,699,000 1752 A percentage of AUM
Fixed fees
Blue Water Asset Management
4120 E. Beltline Ave. , Suite 100,
Grand Rapids, MI 49525
$319,208,502 1508 A percentage of AUM
Hourly charges
Fixed fees
Family Capital Management
168 Louis Campau Promenade Nw, , Suite 500,
Grand Rapids, MI 49503
$237,363,040 901 A percentage of AUM
Other (PERCENTAGE OF NET WORTH)
Lifeworks Advisors, Llc
4095 Park East Ct. , Ste. C,
Grand Rapids, MI 49546
$201,454,756 1044 A percentage of AUM
Hourly charges
Fixed fees
Burnham & Company Llc
750 Front Ave , Suite 305,
Grand Rapids, MI 49504
$0 0 A percentage of AUM
Fixed fees
Ds Investment Advisors
750 Front Ave Nw Suite 305,
Grand Rapids, MI 49504
$0 0 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Grand Rapids, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Benjamin S Balbach
    Inquire with Benjamin
    5122 Cascade Road SE 1st, Fl, Grand Rapids, MI  49546 616-771-6086
    Barry Gilbertson
    Inquire with Barry
    333 Bridge St NW, Ste 205, Grand Rapids, MI  49504 616-957-3218
    Brian McCabe
    Inquire with Brian
    333 Bridge St NW, Ste 205, Grand Rapids, MI  49504 616-957-4935
    America Group Financial Services
    Inquire with America
    2025 East Beltline Southeast, Suite 205, Grand Rapids, MI  49546 616-975-1300
    Andy Tran
    Inquire with Andy
    333 Bridge St NW, Ste 205, Grand Rapids, MI  49504 616-957-8991
    Bruce Meyers
    Inquire with Bruce
    5136 Cascade Rd SE, Ste 2B, Grand Rapids, MI  49546 616-456-6550
    Global Financial Trust
    Inquire with Global
    770 Kenmoor Ave. SE, Suite 203, Grand Rapids, MI  49546 616-956-9900
    Michael Adinovich
    Inquire with Michael
    333 Bridge St NW, Ste 205, Grand Rapids, MI  49504 616-957-4633
    George Wit
    Inquire with George
    3347 Eagle Run Dr NE, Ste C, Grand Rapids, MI  49525 616-726-1452
    Lisa Cargill
    Inquire with Lisa
    6701 Old 28th St SE, Ste A, Grand Rapids, MI  49546 616-682-5103
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