{
  "path": "/advisors/mi/grand-rapids",
  "url": "https://advisorcensus.com/advisors/mi/grand-rapids",
  "page_type": "metro",
  "title": "Financial advisors in Grand Rapids, MI",
  "filters": {},
  "scope_total": 101,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Grand Rapids, MI?",
      "a": "AdvisorCensus lists 101 investment advisory firms with a principal office in the Grand Rapids metro area, from Form ADV filings as of October 2026: 58 SEC-registered, 33 state-registered, and 10 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Grand Rapids, MI?",
      "a": "33 of the 101 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Grand Rapids, MI offer financial planning?",
      "a": "68 of the 91 firms in Grand Rapids, MI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Grand Rapids, MI fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 33 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 101 investment advisory firms with a principal office in the Grand Rapids metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "Grand Rapids has 101 investment advisory firms with a principal office in the metro area as of October 2026: 58 SEC-registered, 33 state-registered, and 10 exempt reporting advisers. 33 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 28 report under $100 million in regulatory assets under management. The metro area has 440,316 households, 45,387 of them with income of $200,000 or more, or 449 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in Grand Rapids, MI: 101 firms from Form ADV filings as of October 2026.",
  "total_firms": 101,
  "page": 1,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 58,
    "state": 33,
    "exempt": 10
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 33
    },
    {
      "code": "percentage_of_aum",
      "count": 86
    },
    {
      "code": "hourly",
      "count": 51
    },
    {
      "code": "subscription",
      "count": 3
    },
    {
      "code": "fixed",
      "count": 59
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 4
    },
    {
      "code": "other",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 10
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 46
    },
    {
      "code": "5_to_9",
      "count": 23
    },
    {
      "code": "10_to_19",
      "count": 23
    },
    {
      "code": "20_plus",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 15
    },
    {
      "code": "25m_100m",
      "count": 13
    },
    {
      "code": "100m_500m",
      "count": 31
    },
    {
      "code": "500m_1b",
      "count": 12
    },
    {
      "code": "1b_5b",
      "count": 13
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 16
    }
  ],
  "firms": [
    {
      "crd_number": 343013,
      "name": "1885 Capital",
      "name_as_filed": "1885 CAPITAL",
      "url": "https://advisorcensus.com/firm/1885-capital-hancock-mi-343013",
      "city": "Hancock",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 300987,
      "name": "320 Life Financial Planning",
      "name_as_filed": "320 LIFE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/320-life-financial-planning-holland-mi-300987",
      "city": "Holland",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110507,
      "name": "Abbit Management Corp",
      "name_as_filed": "ABBIT MANAGEMENT CORP",
      "url": "https://advisorcensus.com/firm/abbit-management-corp-grand-haven-mi-110507",
      "city": "Grand Haven",
      "state": "MI",
      "years_registered": 45,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301780,
      "name": "Advance Wealth Management Service, LLC",
      "name_as_filed": "ADVANCE WEALTH MANAGEMENT SERVICE, LLC",
      "url": "https://advisorcensus.com/firm/advance-wealth-management-service-llc-grand-rapids-mi-301780",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316880,
      "name": "Advisor 123 LLC",
      "name_as_filed": "ADVISOR 123 LLC",
      "url": "https://advisorcensus.com/firm/advisor-123-llc-caledonia-mi-316880",
      "city": "Caledonia",
      "state": "MI",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284100,
      "name": "Advisory Advocates LLC",
      "name_as_filed": "ADVISORY ADVOCATES LLC",
      "url": "https://advisorcensus.com/firm/advisory-advocates-llc-grand-rapids-mi-284100",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158282,
      "name": "Advisory Alpha, LLC",
      "name_as_filed": "ADVISORY ALPHA, LLC",
      "url": "https://advisorcensus.com/firm/advisory-alpha-llc-holland-mi-158282",
      "city": "Holland",
      "state": "MI",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130405,
      "name": "Advosion",
      "name_as_filed": "ADVOSION",
      "url": "https://advisorcensus.com/firm/advosion-ada-mi-130405",
      "city": "Ada",
      "state": "MI",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334908,
      "name": "AI Alpha LLC",
      "name_as_filed": "AI ALPHA LLC",
      "url": "https://advisorcensus.com/firm/ai-alpha-llc-grand-rapids-mi-334908",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152012,
      "name": "Alliance Investment Management, LLC",
      "name_as_filed": "ALLIANCE INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/alliance-investment-management-llc-jenison-mi-152012",
      "city": "Jenison",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112081,
      "name": "Aspen Investment Management Inc.",
      "name_as_filed": "ASPEN INVESTMENT MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/aspen-investment-management-inc-grand-rapids-mi-112081",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307098,
      "name": "Aspire Wealth",
      "name_as_filed": "ASPIRE WEALTH",
      "url": "https://advisorcensus.com/firm/aspire-wealth-caledonia-mi-307098",
      "city": "Caledonia",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290177,
      "name": "Auxo Investment Partners, LLC",
      "name_as_filed": "AUXO INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/auxo-investment-partners-llc-grand-rapids-mi-290177",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335397,
      "name": "Beckett Industries 1",
      "name_as_filed": "BECKETT INDUSTRIES 1",
      "url": "https://advisorcensus.com/firm/beckett-industries-1-grand-rapids-mi-335397",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 140099,
      "name": "Bemanaged",
      "name_as_filed": "BEMANAGED",
      "url": "https://advisorcensus.com/firm/bemanaged-grand-rapids-mi-140099",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298823,
      "name": "Blackford Capital",
      "name_as_filed": "BLACKFORD CAPITAL",
      "url": "https://advisorcensus.com/firm/blackford-capital-grand-rapids-mi-298823",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 175362,
      "name": "Blue Water Asset Management",
      "name_as_filed": "BLUE WATER ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/blue-water-asset-management-grand-rapids-mi-175362",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338244,
      "name": "Bostwick Investment Consulting",
      "name_as_filed": "BOSTWICK INVESTMENT CONSULTING",
      "url": "https://advisorcensus.com/firm/bostwick-investment-consulting-grand-rapids-mi-338244",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281681,
      "name": "Branch Capital Management",
      "name_as_filed": "BRANCH CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/branch-capital-management-holland-mi-281681",
      "city": "Holland",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339352,
      "name": "Brohl Financial LLC",
      "name_as_filed": "BROHL FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/brohl-financial-llc-grand-rapids-mi-339352",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114173,
      "name": "Brooktree Capital Management Inc.",
      "name_as_filed": "BROOKTREE CAPITAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/brooktree-capital-management-inc-grand-rapids-mi-114173",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319339,
      "name": "Burnham & Company LLC",
      "name_as_filed": "BURNHAM & COMPANY LLC",
      "url": "https://advisorcensus.com/firm/burnham-and-company-llc-grand-rapids-mi-319339",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143973,
      "name": "Calder Financial Group",
      "name_as_filed": "CALDER FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/calder-financial-group-ada-mi-143973",
      "city": "Ada",
      "state": "MI",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335128,
      "name": "Cambient Family Office, LLC",
      "name_as_filed": "CAMBIENT FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/cambient-family-office-llc-ada-mi-335128",
      "city": "Ada",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173736,
      "name": "Captrust Wealth Advisors",
      "name_as_filed": "CAPTRUST WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/captrust-wealth-advisors-holland-mi-173736",
      "city": "Holland",
      "state": "MI",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 7763,
      "name": "Centennial Securities Company Inc",
      "name_as_filed": "CENTENNIAL SECURITIES COMPANY INC",
      "url": "https://advisorcensus.com/firm/centennial-securities-company-inc-grand-rapids-mi-7763",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155417,
      "name": "Charter Private Capital Management, LLC",
      "name_as_filed": "CHARTER PRIVATE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/charter-private-capital-management-llc-grand-rapids-mi-155417",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 327199,
      "name": "Clearview Capital",
      "name_as_filed": "CLEARVIEW CAPITAL",
      "url": "https://advisorcensus.com/firm/clearview-capital-holland-mi-327199",
      "city": "Holland",
      "state": "MI",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143693,
      "name": "Clearview Investments, LLC",
      "name_as_filed": "CLEARVIEW INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/clearview-investments-llc-jenison-mi-143693",
      "city": "Jenison",
      "state": "MI",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168084,
      "name": "Compound Value Advisers, LLC",
      "name_as_filed": "COMPOUND VALUE ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/compound-value-advisers-llc-grand-rapids-mi-168084",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155645,
      "name": "DB & C Advisors, LLC",
      "name_as_filed": "DB & C ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/db-and-c-advisors-llc-holland-mi-155645",
      "city": "Holland",
      "state": "MI",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328815,
      "name": "DC & Associates",
      "name_as_filed": "DC & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/dc-and-associates-grand-rapids-mi-328815",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319351,
      "name": "DS Investment Advisors",
      "name_as_filed": "DS INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/ds-investment-advisors-grand-rapids-mi-319351",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305675,
      "name": "Eastown Financial Advisors, LLC",
      "name_as_filed": "EASTOWN FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/eastown-financial-advisors-llc-grand-rapids-mi-305675",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314998,
      "name": "EFG Financial, LLC",
      "name_as_filed": "EFG FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/efg-financial-llc-grand-rapids-mi-314998",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333360,
      "name": "Exchange Street Capital",
      "name_as_filed": "EXCHANGE STREET CAPITAL",
      "url": "https://advisorcensus.com/firm/exchange-street-capital-spring-lake-mi-333360",
      "city": "Spring Lake",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111230,
      "name": "Family Capital Management",
      "name_as_filed": "FAMILY CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/family-capital-management-grand-rapids-mi-111230",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172103,
      "name": "Fiduciary Financial Advisors",
      "name_as_filed": "FIDUCIARY FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/fiduciary-financial-advisors-grand-rapids-mi-172103",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105472,
      "name": "Financial Advisory Corporation",
      "name_as_filed": "FINANCIAL ADVISORY CORPORATION",
      "url": "https://advisorcensus.com/firm/financial-advisory-corporation-grand-rapids-mi-105472",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 37,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281330,
      "name": "Generational Wealth, Inc.",
      "name_as_filed": "GENERATIONAL WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/generational-wealth-inc-zeeland-mi-281330",
      "city": "Zeeland",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311595,
      "name": "Golden Goose Wealth Planning",
      "name_as_filed": "GOLDEN GOOSE WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/golden-goose-wealth-planning-grand-rapids-mi-311595",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281534,
      "name": "GPS Financial Group, LLC",
      "name_as_filed": "GPS FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/gps-financial-group-llc-grand-rapids-mi-281534",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317857,
      "name": "Graetz Wealth",
      "name_as_filed": "GRAETZ WEALTH",
      "url": "https://advisorcensus.com/firm/graetz-wealth-jenison-mi-317857",
      "city": "Jenison",
      "state": "MI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336696,
      "name": "Grand Ventures Management LLC",
      "name_as_filed": "GRAND VENTURES MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/grand-ventures-management-llc-grand-rapids-mi-336696",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 132137,
      "name": "Grand Wealth Management, LLC",
      "name_as_filed": "GRAND WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/grand-wealth-management-llc-grand-rapids-mi-132137",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 275030,
      "name": "Greenrock Wealth Management, LLC",
      "name_as_filed": "GREENROCK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/greenrock-wealth-management-llc-east-grand-rapids-mi-275030",
      "city": "East Grand Rapids",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125562,
      "name": "Helmholdt 360, LLC",
      "name_as_filed": "HELMHOLDT 360, LLC",
      "url": "https://advisorcensus.com/firm/helmholdt-360-llc-grand-rapids-mi-125562",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141201,
      "name": "Henrickson Nauta Wealth Advisors, Inc.",
      "name_as_filed": "HENRICKSON NAUTA WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/henrickson-nauta-wealth-advisors-inc-belmont-mi-141201",
      "city": "Belmont",
      "state": "MI",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313469,
      "name": "Hill Island Financial LLC",
      "name_as_filed": "HILL ISLAND FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/hill-island-financial-llc-grand-rapids-mi-313469",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338201,
      "name": "Hughes Family Capital, LLC",
      "name_as_filed": "HUGHES FAMILY CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/hughes-family-capital-llc-grand-rapids-mi-338201",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/mi",
      "label": "Financial advisors in Michigan"
    },
    "metro": {
      "path": "/advisors/mi/grand-rapids",
      "label": "Financial advisors in Grand Rapids, MI"
    },
    "city_pages": [
      {
        "path": "/advisors/mi/grand-rapids/holland",
        "label": "Financial advisors in Holland, MI",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/mi/grand-rapids/fee-only",
        "label": "Fee-only financial advisors in Grand Rapids, MI",
        "firm_count": 33
      },
      {
        "path": "/advisors/mi/grand-rapids/flat-fee",
        "label": "Flat-fee financial advisors in Grand Rapids, MI",
        "firm_count": 59
      },
      {
        "path": "/advisors/mi/grand-rapids/hourly",
        "label": "Hourly financial advisors in Grand Rapids, MI",
        "firm_count": 51
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/mi/grand-rapids/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Grand Rapids, MI"
      },
      {
        "path": "/advisors/mi/grand-rapids/retirees",
        "firm_count": 1,
        "label": "Financial advisors for retirees in Grand Rapids, MI"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/mi/grand-rapids.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  },
  "sec_registrations_12_months": {
    "new_sec_registrations": 6,
    "sec_registered_at_start": 51,
    "per_100_registered": null,
    "national_per_100": 10.0,
    "as_of": "2026-09-01",
    "sentence": "Over the 12 months to September 1, 2026, 6 firms here registered with the SEC as investment advisers.",
    "source": "https://advisorcensus.com/reports/monthly/2026-09"
  }
}