Find Top Financial Advisors in Grandville, 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 Grandville, Michigan
Last Updated - 09-Aug-2022

Grandville has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 6 non-vetted advisors in your local area. These financial advisors in Grandville, Michigan have an average of 15 years of experience.

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

Qualified Financial Advisors in Grandville, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Dan Rausch
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed Not Specified Not Specified Fee-Based
Phillip Mitchell
29 Pearl St,
Ste 400,
Grand Rapids, MI 49503
21 $84M Not Specified Fee-Only
Ryan Lind
5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546
10 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Grandville

Qualifications CRD# 5636455
Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 4320 44th Street SW, Suite 102,
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

Qualifications CRD# 6251940
Firm CRD# 168120
Series 65

Compensation/Fee Fee-Only, Based on Assets, Hourly

Office Location 29 Pearl St,
Ste 400,
Grand Rapids,
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# 5726311
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 5510 Cascade Rd SE,
Suite 280,
Grand Rapids,
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.

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

Firm Name AUM No. of Clients Fee Structure
Aam Fee-Only Financial Planning And Investment Advisory, Llc
4555 Wilson Ave Sw , Ste 2,
Grandville, MI 49418
$148,901,425 1296 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Grandville, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Edward Jones
    Inquire with Edward
    4165 Prairie St SW, Suite B, Grandville, MI  49418 616-855-1579
    Edward Jones
    Inquire with Edward
    4175 Parkway Place, Suite 102, Grandville, MI  49418 616-531-1471
    Edward Jones
    Inquire with Edward
    3980 Chicago Dr, Suite 210, Grandville, MI  49418 616-531-8009
    Edward Jones
    Inquire with Edward
    3083 Washington Ave SW, Suite C, Grandville, MI  49418 616-288-7438
    Edward Jones
    Inquire with Edward
    3107 Prairie SW, Grandville, MI  49418 616-531-8203
    Edward Jones
    Inquire with Edward
    4165 Prairie St SW, Suite B, Grandville, MI  49418 616-855-1579
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?