AdvisorCensus / Financial advisors / Michigan / Grand Rapids, MI / Branch offices
Advisory firms with an office in Grand Rapids, MI, headquartered elsewhere
69 investment advisory firms with a principal office outside the Grand Rapids, MI metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advance Capital Management Inc | Grand Rapids, MI | Southfield, MI | SEC-registered investment adviser |
| Advisor Share Wealth Management, LLC | Hudsonville, MI | Vancouver, WA | SEC-registered investment adviser |
| Aegis Wealth Management, Inc. | Grandville, MI | Guthrie Center, IA | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Holland, MI | Chicago, IL | SEC-registered investment adviser |
| Asset Allocation Strategies, LLC | Grand Rapids, MI | Farmington, MI | SEC-registered investment adviser |
| AZA Capital Management | Grand Rapids, MI | Chicago, IL | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Grand Rapids, MI | Chicago, IL | SEC-registered investment adviser |
| Benjamin F. Edwards & Company, Incorporated | Grand Rapids, MI | St. Louis, MO | SEC-registered investment adviser |
| Brookstone Asset Management, LLC | Grand Rapids, MI | Wheaton, IL | SEC-registered investment adviser |
| Brookstone Capital Management LLC | Grand Rapids, MI | Wheaton, IL | SEC-registered investment adviser |
| Callan Family Office, LLC | Ada, MI | Radnor, PA | SEC-registered investment adviser |
| CGN Advisors, LLC | Grand Rapids, MI | Manhattan, KS | SEC-registered investment adviser |
| Corecap Advisors | Grand Rapids, MI | Southfield, MI | SEC-registered investment adviser |
| Cornerstone Wealth Partners, LLC | Grand Rapids, MI | Okemos, MI | SEC-registered investment adviser |
| Creative Planning | Grand Rapids, MI | Overland Park, KS | SEC-registered investment adviser |
| Dynamic | Grand Rapids, MI | Phoenix, AZ | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Ada, MI | Birmingham, AL | SEC-registered investment adviser |
| Fairway Investment Group, LLC | Holland, MI | East Lansing, MI | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | Portland, MI | Lake St. Louis, MO | SEC-registered investment adviser |
| Foguth Wealth Management, LLC. | Grand Rapids, MI | Brighton, MI | SEC-registered investment adviser |
| Gasaway Investment Advisors, Inc. | Zeeland, MI | Kalamazoo, MI | SEC-registered investment adviser |
| Gradient Wealth Management | Grand Rapids, MI | Arden Hills, MN | SEC-registered investment adviser |
| Hantz Financial Services, Inc. | Grandville, MI | Southfield, MI | SEC-registered investment adviser |
| Harborfront Financial Group | Jenison, MI | Ludington, MI | SEC-registered investment adviser |
| Harbour Investments, Inc. | Holland, MI | Madison, WI | SEC-registered investment adviser |
| HBW Advisory Services LLC | Grand Rapids, MI | Simi Valley, CA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Grand Rapids, MI | Chicago, IL | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Grand Rapids, MI | Springfield, IL | SEC-registered investment adviser |
| Huntington Financial Advisors | Byron Center, MI | Columbus, OH | SEC-registered investment adviser |
| Impact Partnership Wealth, LLC | Grand Rapids, MI | Marietta, GA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Grand Rapids, MI | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Belmont, MI | Tampa, FL | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Byron Center, MI | Charlotte, NC | SEC-registered investment adviser |
| Kuhn Capital Partners | Grand Haven, MI | Oak Brook, IL | SEC-registered investment adviser |
| LFN Advisors Inc. | Grand Rapids, MI | Muskegon, MI | SEC-registered investment adviser |
| Mariner | Grand Rapids, MI | Overland Park, KS | SEC-registered investment adviser |
| Money Concepts Advisory Service | Middleville, MI | Palm Beach Gardens, FL | SEC-registered investment adviser |
| MPM Wealth Advisors | Grand Rapids, MI | Holland, OH | SEC-registered investment adviser |
| Mutual Advisors, LLC | Caledonia, MI | Omaha, NE | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Grand Rapids, MI | Rock Island, IL | SEC-registered investment adviser |
| Newedge Advisors | Grand Rapids, MI | New Orleans, LA | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Grand Rapids, MI | Indianapolis, IN | SEC-registered investment adviser |
| Oxford Financial Group, Ltd | Grand Rapids, MI | Carmel, IN | SEC-registered investment adviser |
| Planmember Securities Corporation | Grandville, MI | Carpinteria, CA | SEC-registered investment adviser |
| Plante Moran Financial Advisors | Grand Rapids, MI | Southfield, MI | SEC-registered investment adviser |
| Principal Securities, Inc. | Grand Rapids, MI | Des Moines, IA | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Grand Rapids, MI | St. Petersburg, FL | SEC-registered investment adviser |
| Rcplanners | Grand Rapids, MI | Glen Allen, VA | SEC-registered investment adviser |
| Red Oak Partners, LLC | Ada, MI | Boca Raton, FL | Exempt reporting adviser |
| Rehmann Wealth | Grand Rapids, MI | Lansing, MI | SEC-registered investment adviser |
| RFG Advisory, LLC | Grand Rapids, MI | Vestavia Hills, AL | SEC-registered investment adviser |
| Ritholtz Wealth Management | Grand Rapids, MI | New York, NY | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Grand Rapids, MI | Milwaukee, WI | SEC-registered investment adviser |
| Rockefeller Capital Management | Grand Rapids, MI | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Grand Rapids, MI | New York, NY | SEC-registered investment adviser |
| SB Advisory, LLC | Grand Rapids, MI | Atlanta, GA | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Grand Rapids, MI | Troy, MI | SEC-registered investment adviser |
| Simplicity Wealth | Grand Rapids, MI | Summit, NJ | SEC-registered investment adviser |
| Skyoak Wealth | Grand Rapids, MI | Southfield, MI | SEC-registered investment adviser |
| State Farm Investment Management Corp. | Holland, MI | Bloomington, IL | SEC-registered investment adviser |
| Stonepath Wealth Management | Holland, MI | Traverse City, MI | SEC-registered investment adviser |
| Talon LLC | Grand Rapids, MI | San Juan, PR | SEC-registered investment adviser |
| The Mather Group, LLC | Grand Rapids, MI | Chicago, IL | SEC-registered investment adviser |
| Valmark Advisers, Inc. | Grand Rapids, MI | Akron, OH | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Grand Rapids, MI | Cincinnati, OH | SEC-registered investment adviser |
| Wealthcare Capital Management LLC | Grand Rapids, MI | Richmond, VA | SEC-registered investment adviser |
| Wedbush Securities Inc. | Grand Rapids, MI | Pasadena, CA | SEC-registered investment adviser |
| Xypn Sapphire | Grand Rapids, MI | Bozeman, MT | SEC-registered investment adviser |
| Zhang Financial | Ada, MI | Portage, MI | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Grand Rapids, MI, headquartered elsewhere. https://advisorcensus.com/advisors/mi/grand-rapids/branch-offices https://advisorcensus.com/advisors/mi/grand-rapids/branch-offices