AdvisorCensus / Financial advisors / Michigan / Grand Rapids, MI / Charles Schwab
Financial advisors in Grand Rapids, MI using Charles Schwab
37 SEC-registered investment advisory firms headquartered in the Grand Rapids, MI metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advisory Advocates LLC | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Advisory Alpha, LLC | Holland | SEC-registered investment adviser | $1 billion to $5 billion |
| AI Alpha LLC | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Alliance Investment Management, LLC | Jenison | SEC-registered investment adviser | $100 million to $500 million |
| Aspen Investment Management Inc. | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Blue Water Asset Management | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Brooktree Capital Management Inc. | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Burnham & Company LLC | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Family Capital Management | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Fiduciary Financial Advisors | Grand Rapids | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Advisory Corporation | Grand Rapids | SEC-registered investment adviser | $1 billion to $5 billion |
| Generational Wealth, Inc. | Zeeland | SEC-registered investment adviser | $100 million to $500 million |
| Hungerford Financial LLC | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Innovia Wealth, LLC | Grand Rapids | SEC-registered investment adviser | $1 billion to $5 billion |
| Kroon & Mitchell Asset Management LLC | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Lafleur & Godfrey Private Wealth Management | Grand Rapids | SEC-registered investment adviser | $1 billion to $5 billion |
| Lifeworks Advisors, LLC | Grand Rapids | SEC-registered investment adviser | $500 million to $1 billion |
| Mattson Financial Services, LLC | Kentwood | SEC-registered investment adviser | $500 million to $1 billion |
| Midwest Capital Advisors, LLC | Grand Rapids | SEC-registered investment adviser | $1 billion to $5 billion |
| NPF Investment Advisors | Grand Rapids | SEC-registered investment adviser | $1 billion to $5 billion |
| Pearl Wealth Group | Caledonia | SEC-registered investment adviser | $100 million to $500 million |
| RBS Wealth Management | Alto | SEC-registered investment adviser | $100 million to $500 million |
| Red Cedar Investment Management | Grand Rapids | SEC-registered investment adviser | $1 billion to $5 billion |
| Regal Investment Advisors LLC | Kentwood | SEC-registered investment adviser | $1 billion to $5 billion |
| RM Investment Strategies, LLC | Grand Rapids | SEC-registered investment adviser | Under $25 million |
| Robert Charles Capital Management | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| S.A. Mason, LLC | Holland | SEC-registered investment adviser | $500 million to $1 billion |
| Stonebridge Financial Group | Grand Rapids | SEC-registered investment adviser | $500 million to $1 billion |
| Straight Path Wealth Management | Jenison | SEC-registered investment adviser | $100 million to $500 million |
| Streamsong Advisors, LLC | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Synergy Wealth Management, LLC | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| USA Financial Exchange | Ada | SEC-registered investment adviser | $1 billion to $5 billion |
| USA Financial Formulas Corporation | Ada | SEC-registered investment adviser | $500 million to $1 billion |
| Vanderpol Investments L.L.C. | Caledonia | SEC-registered investment adviser | $100 million to $500 million |
| Voisard Asset Management Group | Grand Rapids | SEC-registered investment adviser | $500 million to $1 billion |
| Wealthspan Investment Management, LLC | Grand Rapids | SEC-registered investment adviser | $25 million to $100 million |
| West Michigan Advisors | Holland | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Grand Rapids, MI using Charles Schwab. https://advisorcensus.com/advisors/mi/grand-rapids/custodians/charles-schwab https://advisorcensus.com/advisors/mi/grand-rapids/custodians/charles-schwab