AdvisorCensus / Financial advisors / Michigan / Grand Rapids, MI / Fidelity Investments
Financial advisors in Grand Rapids, MI using Fidelity Investments
21 SEC-registered investment advisory firms headquartered in the Grand Rapids, MI metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advisory Alpha, LLC | Holland | SEC-registered investment adviser | $1 billion to $5 billion |
| Bemanaged | 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 |
| Calder Financial Group | Ada | SEC-registered investment adviser | $100 million to $500 million |
| Cambient Family Office, LLC | Ada | SEC-registered investment adviser | $500 million to $1 billion |
| DS Investment Advisors | 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 |
| Grand Wealth Management, LLC | Grand Rapids | SEC-registered investment adviser | $500 million to $1 billion |
| Henrickson Nauta Wealth Advisors, Inc. | Belmont | SEC-registered investment adviser | $500 million to $1 billion |
| Hill Island Financial LLC | Grand Rapids | SEC-registered investment adviser | $500 million to $1 billion |
| Innovia Wealth, LLC | Grand Rapids | SEC-registered investment adviser | $1 billion to $5 billion |
| JVL Wealth Strategies | Wyoming | SEC-registered investment adviser | $500 million to $1 billion |
| LVZ, Inc. | Holland | SEC-registered investment adviser | $1 billion to $5 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 |
| Regal Investment Advisors LLC | Kentwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Schwallier Wealth Management | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Stonebridge Financial Group | Grand Rapids | SEC-registered investment adviser | $500 million to $1 billion |
| Synergy Wealth Management, LLC | Grand Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Wealthspan Investment Management, LLC | Grand Rapids | SEC-registered investment adviser | $25 million to $100 million |
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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Grand Rapids, MI using Fidelity Investments. https://advisorcensus.com/advisors/mi/grand-rapids/custodians/fidelity https://advisorcensus.com/advisors/mi/grand-rapids/custodians/fidelity