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Find Top Financial Advisors in Kalamazoo, 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 Kalamazoo, Michigan
Last Updated - 22-Mar-2023

Kalamazoo has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 40 non-vetted advisors in your local area. These financial advisors in Kalamazoo, Michigan have an average of 23 years of experience.

NOTE: The list of financial advisors in Kalamazoo, 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 Kalamazoo, Michigan.

Qualified Financial Advisors in Kalamazoo, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
ALLWORTH FINANCIAL
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Adam Schwallier
CFP®
SCHWALLIER WEALTH MANAGEMENT LLC
607 Cascade West Parkway SE,
Grand Rapids, MI 49546
21 $137,835,572 Not Specified Fee-Only
Robb A DeJonge
LUTCF®, AIF®
PRIVATE MEMBER GROUP AT NOTRE DAME FCU
2025 Edison Rd,
Suite A,
South Bend, IN 46637
25 $250 Million $250,000 Fee-Based

Information on Qualified Financial Advisors in Kalamazoo

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


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

About Allworth Financial

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


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# 2912462
Firm CRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 2025 Edison Rd,
Suite A,
South Bend,
IN
46637
Phone Number 574-400-4786

Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been helping individuals and their families since 1997. Robb is an Accredited Investment Fiduciary® (AIF®), he currently holds the Life Underwriting Training Council Fellow® (LUTCF®) designation and is a member of the National Association of Insurance and Financial Advisors. Robb is a lifelong resident of Michiana and currently lives in Niles, Michigan with his wife, Kymm. When he is not working, he enjoys traveling with Kymm, playing golf and spending time with his family, especially his new grandson.

About Private Member Group at Notre Dame FCU

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


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

Firm Name AUM No. of Clients Fee Structure
CWS FINANCIAL ADVISORS LLC
405 West Michigan Avenue , Suite 110,
Kalamazoo, MI 49007
$1,106,265,657 2122 A percentage of AUM
Hourly charges
Fixed fees
ARCADIA INVESTMENT MANAGEMENT CORP
125 South Kalamazoo Mall, Ste 306,
Kalamazoo, MI 49007
$652,918,613 336 A percentage of AUM
Fixed fees
WOLFF FINANCIAL MANAGEMENT LLC
5938 Venture Park Drive,
Kalamazoo, MI 49009
$409,631,923 997 A percentage of AUM
LONG ROAD INVESTMENT COUNSEL, LLC
107 W. Michigan Ave , Suite 804,
Kalamazoo, MI 49007-3946
$301,115,000 109 A percentage of AUM
TRUNORTH CAPITAL MANAGEMENT, LLC
1321 S. Westnedge Aveune,
Kalamazoo, MI 49008
$270,032,183 635 A percentage of AUM
Fixed fees
N.V.N.G. INVESTMENTS, INC.
555 Crosstown Parkway , Suite 405,
Kalamazoo, MI 49008-1982
$233,834,824 38 A percentage of AUM
GASAWAY INVESTMENT ADVISORS, INC.
7110 Stadium Drive,
Kalamazoo, MI 49009
$162,800,478 680 A percentage of AUM
Hourly charges
Fixed fees
CLEAR RIDGE WEALTH MANAGEMENT, LLC
259 E. Michigan Avenue , Suite 105,
Kalamazoo, MI 49007
$150,991,437 296 A percentage of AUM
Hourly charges
Fixed fees
BREAKWATER CAPITAL
251 N Rose Street Suite 200,
Kalamazoo, MI 49007
$131,413,439 374 A percentage of AUM
Hourly charges

    List of Additional Advisors in Kalamazoo, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Blue Star Financial Group
    Inquire with Blue
    6800 W Q Ave, Kalamazoo, MI  49009 269-321-5021
    Adam Kokinis
    Inquire with Adam
    277 South Rose St, Kalamazoo, MI  49007 269-373-2645
    Cherry Tree Financial
    Inquire with Cherry
    433 E Michigan Ave, Kalamazoo, MI  49007 269-216-7070
    Linda Enzinger
    Inquire with Linda
    5751 E G Ave, Kalamazoo, MI  49004 269-349-8006
    Robert Schauer
    Inquire with Robert
    1090 N 10th St, Ste 200, Kalamazoo, MI  49009 269-544-0210
    Neal Miedema
    Inquire with Neal
    5991 Venture Park Dr, Kalamazoo, MI  49009 269-329-1683
    Miedema & Associates
    Inquire with Miedema
    5991 Venture Park Dr, Kalamazoo, MI  49009 269-329-1683
    George Smojver
    Inquire with George
    6800 W Q Ave, Kalamazoo, MI  49009 269-321-5021
    Paul Seals
    Inquire with Paul
    1090 N 10th St, Ste 200, Kalamazoo, MI  49009 269-544-1871
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    277 South Rose St, Kalamazoo, MI  49007 269-373-2650
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