AdvisorCensus / Financial advisors / Michigan / Grand Rapids, MI / New firms

New investment advisory firms in Grand Rapids, MI

7 investment advisory firms in Grand Rapids, MI first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Grand Rapids, MI · Atom feed · How this list is built

October 2026 (1)

Firm	Location	Registration
Hundred Financial Planning	Grand Rapids, MI	State-registered investment adviser

September 2026 (1)

Firm	Location	Registration
Robert Charles Capital Management	Grand Rapids, MI	SEC-registered investment adviser

May 2026 (1)

Firm	Location	Registration
Streamsong Advisors, LLC	Grand Rapids, MI	SEC-registered investment adviser

April 2026 (1)

Firm	Location	Registration
Advisory Advocates LLC	Grand Rapids, MI	SEC-registered investment adviser

March 2026 (1)

Firm	Location	Registration
Pearl Wealth Group	Caledonia, MI	SEC-registered investment adviser

January 2026 (1)

Firm	Location	Registration
Tamarisk Capital Management	Holland, MI	SEC-registered investment adviser

December 2025 (1)

Firm	Location	Registration
Synergy Wealth Management, LLC	Grand Rapids, MI	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Grand Rapids, MI. https://advisorcensus.com/advisors/mi/grand-rapids/new-firms
https://advisorcensus.com/advisors/mi/grand-rapids/new-firms