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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 - 22-Jan-2023

Grand Rapids has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 138 non-vetted advisors in your local area. These financial advisors in Grand Rapids, Michigan have an average of 22 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
23 $120,000,000.00 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

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


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
Hourly charges
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
FINANCIAL ADVISORY CORPORATION
4251 Cascade Road S.E.,
Grand Rapids, MI 49546
$854,332,137 1078 A percentage of AUM
Hourly charges
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
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
Hourly charges
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
Hourly charges
Fixed fees
BURNHAM & DELLS ADVISORS
750 Front Street , Suite 305,
Grand Rapids, MI 49504
$386,284,866 365 A percentage of AUM
Hourly charges
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)
SCHWALLIER WEALTH MANAGEMENT
607 Cascade West Parkway Se,
Grand Rapids, MI 49546
$137,835,572 780 A percentage of AUM
Hourly charges
Fixed fees
KROON & MITCHELL ASSET MANAGEMENT LLC
29 Pearl Street Nw , Ste 400,
Grand Rapids, MI 49503
$117,733,554 381 A percentage of AUM
Hourly charges
BURNHAM & COMPANY LLC
750 Front Ave , Suite 305,
Grand Rapids, MI 49504
$85,000,000 250 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
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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