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Financial advisory firms
in Grand Rapids, MI.

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38 financial advisors30 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

30 advisory firmsCompare public facts. Verify experience directly.
38 financial advisors30 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ADVISORY ADVOCATES LLCCRD 284100

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AI ALPHA LLCCRD 334908

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Investment companiesOther investment advisersOther: SIGNAL PROVIDERPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ASPEN INVESTMENT MANAGEMENT INC.CRD 112081

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AUXO INVESTMENT PARTNERS, LLCCRD 290177

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLUE WATER ASSET MANAGEMENTCRD 175362

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BROOKTREE CAPITAL MANAGEMENT INC.CRD 114173

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BURNHAM & COMPANY LLCCRD 319339

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CENTENNIAL SECURITIES COMPANY INCCRD 7763

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DS INVESTMENT ADVISORSCRD 319351

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FAMILY CAPITAL MANAGEMENTCRD 111230

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FIDUCIARY FINANCIAL ADVISORSCRD 172103

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINANCIAL ADVISORY CORPORATIONCRD 105472

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GRAND WEALTH MANAGEMENT, LLCCRD 132137

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HILL ISLAND FINANCIAL LLCCRD 313469

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HUNGERFORD FINANCIAL LLCCRD 249789

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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INNOVIA WEALTH, LLCCRD 289913

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KROON & MITCHELL ASSET MANAGEMENT LLCCRD 168120

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENTCRD 168831

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LIFEWORKS ADVISORS, LLCCRD 288255

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MIDWEST CAPITAL ADVISORS, LLCCRD 125389

Advisory firm

Filed advisory firm office: Grand Rapids, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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