20 advisors with offices in Grand Rapids. Credentials, fee structures, and minimums are disclosed on each listing.
Grand Rapids, Michigan
Advance Capital Management operates in Grand Rapids, Michigan and provides estate planning, financial planning, and investment management services. The firm serves clients in English.
View detailsGrand Rapids, Michigan
Insurance-Based
Benjamin Fisher, Agent with New York Life, operates from Grand Rapids, Michigan and provides financial planning and insurance analysis services. The firm specializes in insurance-based solutions for clients seeking guidance on coverage needs and financial planning matters.
View detailsGrand Rapids, Michigan
BridgePoint Wealth Management is an investment management firm based in Grand Rapids, Michigan. The firm provides investment management services to clients in the region.
View detailsGrand Rapids, Michigan
Bridgewright Wealth Partners is an investment advisory firm located in Grand Rapids, Michigan. The firm serves clients in English.
View detailsGrand Rapids, Michigan
Cascade Wealth Advisors, LLC is an investment advisory firm located in Grand Rapids, Michigan. The firm serves clients in English.
View detailsGrand Rapids, Michigan
ClearVista Advisors is a Grand Rapids-based financial planning and investment management firm serving clients in Michigan. The firm offers financial planning and investment management services. ClearVista Advisors conducts business in English.
View detailsGrand Rapids, Michigan
CooperDavis Financial Group provides financial planning and retirement planning services to clients in Grand Rapids, Michigan. The firm specializes in retirement planning strategy and related financial guidance. More details about fee structure and advisor credentials are available by contacting the firm directly.
View detailsGrand Rapids, Michigan
Ethan Heiden, Fiduciary Financial Advisor operates in Grand Rapids, Michigan and provides retirement planning and investment management services. As a fiduciary, the advisor is legally bound to act in clients' best interests. The firm holds a 5-star rating based on 54 Google reviews.
View detailsGrand Rapids, Michigan
Frattallone Wealth Partners is based in Grand Rapids, Michigan and provides investment advisory services. Additional details about the firm's specialties, service offerings, and fee structure are not currently available.
View detailsGrand Rapids, Michigan
IBS Financial Group is based in Grand Rapids, Michigan and provides financial advisory services.
View detailsGrand Rapids, Michigan
Masters Wealth Management, based in Grand Rapids, Michigan, provides financial planning, investment management, and retirement planning services. The firm specializes in investment management, retirement planning, and wealth management for its clients.
View detailsGrand Rapids, Michigan
Independent RIA
Mercer Advisors - Grand Rapids is an independent registered investment advisor based in Michigan. The firm provides wealth management services to clients in the Grand Rapids area. As a fiduciary, it operates under a legal obligation to act in clients' best interests.
View detailsGrand Rapids, Michigan
Michael J. Michalak operates 2M Financial Group LLC in Grand Rapids, Michigan, providing financial planning services with a focus on retirement planning and investment management. The firm serves clients in English and has a 5-star rating based on Google reviews.
View detailsGrand Rapids, Michigan
Midwest Capital Advisors is an investment management firm based in Grand Rapids, Michigan. The firm provides investment management and retirement planning services to clients. Languages served include English.
View detailsGrand Rapids, Michigan
Insurance-Based
Northwestern Mutual in Grand Rapids provides financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm operates on an insurance-based model and conducts business in English. Customer reviews on Google average 3.5 stars across 15 ratings
View detailsGrand Rapids, Michigan
Raymond James & Associates in Grand Rapids provides retirement planning services with particular focus on small business owners. The team holds CLU credentials and conducts business in English. Fee structure information is not publicly available.
View detailsGrand Rapids, Michigan
Rinvelt & David LLC is a financial planning and investment management firm based in Grand Rapids, Michigan. The firm provides financial planning and investment management services to clients.
View detailsGrand Rapids, Michigan
VFG Solutions is an investment advisory firm located in Grand Rapids, Michigan. The firm provides services to clients in the region.
View detailsGrand Rapids, Michigan
Waypointe Wealth Advisors is located in Grand Rapids, Michigan and provides investment advisory services. The firm operates in English.
View detailsGrand Rapids, Michigan
Western & Southern Life, located in Grand Rapids, Michigan, provides insurance analysis and investment management services with a focus on insurance planning. The firm operates in English and holds a 3.4 rating based on five Google reviews.
View detailsAdvisors serving Grand Rapids specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Michigan's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.