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Best financial advisors in Grand Rapids, MI

Registered advisers within 25 miles of Grand Rapids, MI.

Offices
603
Firms
205
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,056,904 clients when Item 5C has a number
Avg / client
$5.51M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
FIDUCIARY FINANCIAL ADVISORS
REVALUE LLC
AUXO INVESTMENT PARTNERS, LLC
HILL ISLAND FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC INSTITUTIONS, INC.
SB ADVISORY, LLC
KROON & MITCHELL ASSET MANAGEMENT LLC
NPF INVESTMENT ADVISORS
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
MARINER
NEW COMMUNITY TRANSFORMATION FUND GP, LLC
EDWARD JONES
THE HUNTINGTON INVESTMENT COMPANY

Investors

MARK EVAN TANGEN
DAVID CHARLES MINNICH
SHELLEY SUSAN STROBEL-ERHARDT
CASEY ALLEN TJALSMA
JAMES GORDON HAMILTON
BROOKE ANGELA GIBBARD
DOUGLAS ROBERT FISHER
JASON MICHAEL KOOISTRA
THOMAS M BLOWER
ANDREW JOHN BATTIN WESSELL
Leanne Nicole Rahn
Benjamin Joseph Lex
Spencer Raymond Miller
Timothy Gerrit Ketelhut
TYLER JOSEPH OWCZARSKI
BENJAMIN MARK VERWYS
STEVEN ANDREW STARNES
BRADLEY JAY HUNTER
ANDREW JOHN-GARRETT MITCHELL
TYLER Gray SAINT AMOUR
Ethan James Heiden
JACOB Daniel HANSMA
Connor McDowell
Travis James Thompson
Michael Martin
James Bland
Andrew John Stamp
John Alden Bussey
Dane Ashley Coyle
Duncan White
Guido Sebastian Jaramillo Blum
Bryant Rivera
Casey Arends
TERRY CHARLES SEELY
JAMES THOMAS SHUSTER
CONNOR P. MCDEVITT
ROBERT ANTHONY BARCELONA
Heath Biller
Patrick Joseph Brunner
Jacob Nathanael Uithoven
Andrew Mckee Howard
Jane Bunch
REBECKA LOUISE PRATT
Blake Alexander Appell
Joshua Moeller
KEVIN MATTHEW TOLER
DANIEL JAY BLOEMERS
Amanda Bassford
Jacob Adrian VandenBosch
ARIAN LEIGH NELSON
DANIELLE ROWLAND
MOLLY J CHELOVICH
THOMAS ARTHUR MUNROE
Carmen A Solano
Thomas Robert Munroe
WILLIAM BENJAMIN WEBER
CHARLES JOHN LINDHOLM
BRIAN M ADAMS
DICK H TUPPER
Jonathan Dewey
CHELSEY LYNN KOSTER
Robert Arthur Roper
Zachary Kenneth Smith
PHILLIP MITCHELL
Spencer Lademan
Lukas Lindhout
KURT MARVIN ARVIDSON
DAVID STEVEN HODGE
TYLER JAY BOSGRAAF
DANIEL PAUL MICHAUD
DAVID TIMOTHY DOPPEL
Maria Kay Kuiper
Pedro Gomes
CHARLES LOUIS DUTCHER
LAUREN M BRENNAN
THADDEUS DWIGHT PHELPS
DANIEL JASON LUPO
GLENN PATRICK HEFNER
Breanna K Seech
Zachary Mitchel Tyler
Carleen Marie Van Strien
Lisa Jean Ayotte
Layne Elizabeth Bearss
Brian LaFave
WILLIAM ANDREW MOKMA
JASON GARDINER HALL

Within 25 miles of Grand Rapids, MI, Best Investors lists 205 registered investment advisory firms with 603 offices nearby, managing about $16.8T in combined regulatory AUM across 3,056,904 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Grand Rapids

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM