# Financial advisors for charitable organizations in Grand Rapids, MI

> AdvisorCensus lists 38 investment advisory firms with a principal office in the Grand Rapids metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/grand-rapids/for-charities

## At a glance

- Investment advisory firms: 38
- Registration: SEC-registered investment adviser: 36, State-registered investment adviser: 2
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (39%); Percentage of assets 38 (100%); Hourly charges 25 (66%); Subscription fees (newsletter or periodical) 3 (8%); Fixed fees 28 (74%); Performance-based fees 2 (5%); Other 4 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 1 (3%); $100 million to $500 million 16 (42%); $500 million to $1 billion 9 (24%); $1 billion to $5 billion 11 (29%); Over $5 billion 1 (3%)
- Years registered: Under 5 years 8 (21%); 5 to 9 years 12 (32%); 10 to 19 years 11 (29%); 20 years or more 7 (18%)

## Firms (page 1 of 1, 1 to 38 of 38, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Alliance Investment Management, LLC](https://advisorcensus.com/firm/alliance-investment-management-llc-jenison-mi-152012) ([md](https://advisorcensus.com/firm/alliance-investment-management-llc-jenison-mi-152012.md)) | 152012 | Jenison, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Aspen Investment Management Inc.](https://advisorcensus.com/firm/aspen-investment-management-inc-grand-rapids-mi-112081) ([md](https://advisorcensus.com/firm/aspen-investment-management-inc-grand-rapids-mi-112081.md)) | 112081 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets |
| [Blue Water Asset Management](https://advisorcensus.com/firm/blue-water-asset-management-grand-rapids-mi-175362) ([md](https://advisorcensus.com/firm/blue-water-asset-management-grand-rapids-mi-175362.md)) | 175362 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Brooktree Capital Management Inc.](https://advisorcensus.com/firm/brooktree-capital-management-inc-grand-rapids-mi-114173) ([md](https://advisorcensus.com/firm/brooktree-capital-management-inc-grand-rapids-mi-114173.md)) | 114173 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Burnham & Company LLC](https://advisorcensus.com/firm/burnham-and-company-llc-grand-rapids-mi-319339) ([md](https://advisorcensus.com/firm/burnham-and-company-llc-grand-rapids-mi-319339.md)) | 319339 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Calder Financial Group](https://advisorcensus.com/firm/calder-financial-group-ada-mi-143973) ([md](https://advisorcensus.com/firm/calder-financial-group-ada-mi-143973.md)) | 143973 | Ada, MI | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Cambient Family Office, LLC](https://advisorcensus.com/firm/cambient-family-office-llc-ada-mi-335128) ([md](https://advisorcensus.com/firm/cambient-family-office-llc-ada-mi-335128.md)) | 335128 | Ada, MI | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee |
| [Captrust Wealth Advisors](https://advisorcensus.com/firm/captrust-wealth-advisors-holland-mi-173736) ([md](https://advisorcensus.com/firm/captrust-wealth-advisors-holland-mi-173736.md)) | 173736 | Holland, MI | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee |
| [Centennial Securities Company Inc](https://advisorcensus.com/firm/centennial-securities-company-inc-grand-rapids-mi-7763) ([md](https://advisorcensus.com/firm/centennial-securities-company-inc-grand-rapids-mi-7763.md)) | 7763 | Grand Rapids, MI | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [DB & C Advisors, LLC](https://advisorcensus.com/firm/db-and-c-advisors-llc-holland-mi-155645) ([md](https://advisorcensus.com/firm/db-and-c-advisors-llc-holland-mi-155645.md)) | 155645 | Holland, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Eastown Financial Advisors, LLC](https://advisorcensus.com/firm/eastown-financial-advisors-llc-grand-rapids-mi-305675) ([md](https://advisorcensus.com/firm/eastown-financial-advisors-llc-grand-rapids-mi-305675.md)) | 305675 | Grand Rapids, MI | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Family Capital Management](https://advisorcensus.com/firm/family-capital-management-grand-rapids-mi-111230) ([md](https://advisorcensus.com/firm/family-capital-management-grand-rapids-mi-111230.md)) | 111230 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Other |
| [Fiduciary Financial Advisors](https://advisorcensus.com/firm/fiduciary-financial-advisors-grand-rapids-mi-172103) ([md](https://advisorcensus.com/firm/fiduciary-financial-advisors-grand-rapids-mi-172103.md)) | 172103 | Grand Rapids, MI | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Financial Advisory Corporation](https://advisorcensus.com/firm/financial-advisory-corporation-grand-rapids-mi-105472) ([md](https://advisorcensus.com/firm/financial-advisory-corporation-grand-rapids-mi-105472.md)) | 105472 | Grand Rapids, MI | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee, Other |
| [Grand Wealth Management, LLC](https://advisorcensus.com/firm/grand-wealth-management-llc-grand-rapids-mi-132137) ([md](https://advisorcensus.com/firm/grand-wealth-management-llc-grand-rapids-mi-132137.md)) | 132137 | Grand Rapids, MI | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Henrickson Nauta Wealth Advisors, Inc.](https://advisorcensus.com/firm/henrickson-nauta-wealth-advisors-inc-belmont-mi-141201) ([md](https://advisorcensus.com/firm/henrickson-nauta-wealth-advisors-inc-belmont-mi-141201.md)) | 141201 | Belmont, MI | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly, Fixed fee |
| [Hill Island Financial LLC](https://advisorcensus.com/firm/hill-island-financial-llc-grand-rapids-mi-313469) ([md](https://advisorcensus.com/firm/hill-island-financial-llc-grand-rapids-mi-313469.md)) | 313469 | Grand Rapids, MI | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Hungerford Financial LLC](https://advisorcensus.com/firm/hungerford-financial-llc-grand-rapids-mi-249789) ([md](https://advisorcensus.com/firm/hungerford-financial-llc-grand-rapids-mi-249789.md)) | 249789 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Innovia Wealth, LLC](https://advisorcensus.com/firm/innovia-wealth-llc-grand-rapids-mi-289913) ([md](https://advisorcensus.com/firm/innovia-wealth-llc-grand-rapids-mi-289913.md)) | 289913 | Grand Rapids, MI | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [JVL Wealth Strategies](https://advisorcensus.com/firm/jvl-wealth-strategies-wyoming-mi-124018) ([md](https://advisorcensus.com/firm/jvl-wealth-strategies-wyoming-mi-124018.md)) | 124018 | Wyoming, MI | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [Lafleur & Godfrey Private Wealth Management](https://advisorcensus.com/firm/lafleur-and-godfrey-private-wealth-management-grand-rapids-mi-168831) ([md](https://advisorcensus.com/firm/lafleur-and-godfrey-private-wealth-management-grand-rapids-mi-168831.md)) | 168831 | Grand Rapids, MI | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Other |
| [Lifeworks Advisors, LLC](https://advisorcensus.com/firm/lifeworks-advisors-llc-grand-rapids-mi-288255) ([md](https://advisorcensus.com/firm/lifeworks-advisors-llc-grand-rapids-mi-288255.md)) | 288255 | Grand Rapids, MI | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [LVZ, Inc.](https://advisorcensus.com/firm/lvz-inc-holland-mi-124228) ([md](https://advisorcensus.com/firm/lvz-inc-holland-mi-124228.md)) | 124228 | Holland, MI | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Midwest Capital Advisors, LLC](https://advisorcensus.com/firm/midwest-capital-advisors-llc-grand-rapids-mi-125389) ([md](https://advisorcensus.com/firm/midwest-capital-advisors-llc-grand-rapids-mi-125389.md)) | 125389 | Grand Rapids, MI | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Noble Street Wealth Management](https://advisorcensus.com/firm/noble-street-wealth-management-grand-rapids-mi-336228) ([md](https://advisorcensus.com/firm/noble-street-wealth-management-grand-rapids-mi-336228.md)) | 336228 | Grand Rapids, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Subscription, Fixed fee |
| [NPF Investment Advisors](https://advisorcensus.com/firm/npf-investment-advisors-grand-rapids-mi-104683) ([md](https://advisorcensus.com/firm/npf-investment-advisors-grand-rapids-mi-104683.md)) | 104683 | Grand Rapids, MI | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets, Hourly, Fixed fee |
| [OA Private Capital](https://advisorcensus.com/firm/oa-private-capital-grand-rapids-mi-282516) ([md](https://advisorcensus.com/firm/oa-private-capital-grand-rapids-mi-282516.md)) | 282516 | Grand Rapids, MI | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee |
| [RBS Wealth Management](https://advisorcensus.com/firm/rbs-wealth-management-alto-mi-336536) ([md](https://advisorcensus.com/firm/rbs-wealth-management-alto-mi-336536.md)) | 336536 | Alto, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Red Cedar Investment Management](https://advisorcensus.com/firm/red-cedar-investment-management-grand-rapids-mi-170939) ([md](https://advisorcensus.com/firm/red-cedar-investment-management-grand-rapids-mi-170939.md)) | 170939 | Grand Rapids, MI | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets |
| [Regal Investment Advisors LLC](https://advisorcensus.com/firm/regal-investment-advisors-llc-kentwood-mi-125004) ([md](https://advisorcensus.com/firm/regal-investment-advisors-llc-kentwood-mi-125004.md)) | 125004 | Kentwood, MI | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee, Other |
| [Revalue LLC](https://advisorcensus.com/firm/revalue-llc-grand-rapids-mi-165499) ([md](https://advisorcensus.com/firm/revalue-llc-grand-rapids-mi-165499.md)) | 165499 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Subscription, Fixed fee |
| [S.A. Mason, LLC](https://advisorcensus.com/firm/s-a-mason-llc-holland-mi-151440) ([md](https://advisorcensus.com/firm/s-a-mason-llc-holland-mi-151440.md)) | 151440 | Holland, MI | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Schwallier Wealth Management](https://advisorcensus.com/firm/schwallier-wealth-management-grand-rapids-mi-143329) ([md](https://advisorcensus.com/firm/schwallier-wealth-management-grand-rapids-mi-143329.md)) | 143329 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Straight Path Wealth Management](https://advisorcensus.com/firm/straight-path-wealth-management-jenison-mi-148897) ([md](https://advisorcensus.com/firm/straight-path-wealth-management-jenison-mi-148897.md)) | 148897 | Jenison, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Streamsong Advisors, LLC](https://advisorcensus.com/firm/streamsong-advisors-llc-grand-rapids-mi-168250) ([md](https://advisorcensus.com/firm/streamsong-advisors-llc-grand-rapids-mi-168250.md)) | 168250 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Vanderpol Investments L.L.C.](https://advisorcensus.com/firm/vanderpol-investments-l-l-c-caledonia-mi-168174) ([md](https://advisorcensus.com/firm/vanderpol-investments-l-l-c-caledonia-mi-168174.md)) | 168174 | Caledonia, MI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Voisard Asset Management Group](https://advisorcensus.com/firm/voisard-asset-management-group-grand-rapids-mi-118048) ([md](https://advisorcensus.com/firm/voisard-asset-management-group-grand-rapids-mi-118048.md)) | 118048 | Grand Rapids, MI | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [West Michigan Advisors](https://advisorcensus.com/firm/west-michigan-advisors-holland-mi-312073) ([md](https://advisorcensus.com/firm/west-michigan-advisors-holland-mi-312073.md)) | 312073 | Holland, MI | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Subscription, Fixed fee |

## Questions people ask

**Which financial advisors in Grand Rapids, MI work with charitable organizations?**
38 investment advisory firms with a principal office in the Grand Rapids metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Grand Rapids, MI?**
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.

**How many fee-only financial advisors are in Grand Rapids, MI?**
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.

**How many financial advisors in Grand Rapids, MI offer financial planning?**
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.

**Are the financial advisors in Grand Rapids, MI fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors for charitable organizations in Grand Rapids, MI: 38 firms from Form ADV filings as of October 2026.