# Financial advisors in Grand Rapids, MI

> AdvisorCensus lists 101 investment advisory firms with a principal office in the Grand Rapids metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/grand-rapids/page/2

## At a glance

- Investment advisory firms: 101
- Registration: SEC-registered investment adviser: 58, State-registered investment adviser: 33, Exempt reporting adviser: 10
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 33 (36%); Percentage of assets 86 (95%); Hourly charges 51 (56%); Subscription fees (newsletter or periodical) 3 (3%); Fixed fees 59 (65%); Commissions 3 (3%); Performance-based fees 4 (4%); Other 10 (11%); No compensation arrangements reported 10
- Regulatory assets under management (Item 5.F): Under $25 million 15 (15%); $25 million to $100 million 13 (13%); $100 million to $500 million 31 (31%); $500 million to $1 billion 12 (12%); $1 billion to $5 billion 13 (13%); Over $5 billion 1 (1%); Not reported 16 (16%)
- Years registered: Under 5 years 46 (46%); 5 to 9 years 23 (23%); 10 to 19 years 23 (23%); 20 years or more 9 (9%)

## Firms (page 2 of 3, 51 to 100 of 101, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Hundred Financial Planning](https://advisorcensus.com/firm/hundred-financial-planning-grand-rapids-mi-343895) ([md](https://advisorcensus.com/firm/hundred-financial-planning-grand-rapids-mi-343895.md)) | 343895 | Grand Rapids, MI | State-registered investment adviser | Under $25 million | 0 | % 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 |
| [IM Wealth](https://advisorcensus.com/firm/im-wealth-ada-mi-338459) ([md](https://advisorcensus.com/firm/im-wealth-ada-mi-338459.md)) | 338459 | Ada, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [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 |
| [Integrity Financial Advisors, LLC](https://advisorcensus.com/firm/integrity-financial-advisors-llc-grand-rapids-mi-290127) ([md](https://advisorcensus.com/firm/integrity-financial-advisors-llc-grand-rapids-mi-290127.md)) | 290127 | Grand Rapids, MI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [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 |
| [Kroon & Mitchell Asset Management LLC](https://advisorcensus.com/firm/kroon-and-mitchell-asset-management-llc-grand-rapids-mi-168120) ([md](https://advisorcensus.com/firm/kroon-and-mitchell-asset-management-llc-grand-rapids-mi-168120.md)) | 168120 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [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 |
| [Lakewood Hughes, LLC](https://advisorcensus.com/firm/lakewood-hughes-llc-grand-rapids-mi-313012) ([md](https://advisorcensus.com/firm/lakewood-hughes-llc-grand-rapids-mi-313012.md)) | 313012 | Grand Rapids, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Mattson Financial Services, LLC](https://advisorcensus.com/firm/mattson-financial-services-llc-kentwood-mi-153067) ([md](https://advisorcensus.com/firm/mattson-financial-services-llc-kentwood-mi-153067.md)) | 153067 | Kentwood, MI | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee, Other |
| [Method and Theory Capital Management, LLC](https://advisorcensus.com/firm/method-and-theory-capital-management-llc-grand-rapids-mi-327788) ([md](https://advisorcensus.com/firm/method-and-theory-capital-management-llc-grand-rapids-mi-327788.md)) | 327788 | Grand Rapids, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Michigan Capital Network Ventures](https://advisorcensus.com/firm/michigan-capital-network-ventures-grand-rapids-mi-323429) ([md](https://advisorcensus.com/firm/michigan-capital-network-ventures-grand-rapids-mi-323429.md)) | 323429 | Grand Rapids, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Mitch Lyons Wealth LLC](https://advisorcensus.com/firm/mitch-lyons-wealth-llc-rockford-mi-339699) ([md](https://advisorcensus.com/firm/mitch-lyons-wealth-llc-rockford-mi-339699.md)) | 339699 | Rockford, MI | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [New Community Transformation Fund GP, LLC](https://advisorcensus.com/firm/new-community-transformation-fund-gp-llc-grand-rapids-mi-312390) ([md](https://advisorcensus.com/firm/new-community-transformation-fund-gp-llc-grand-rapids-mi-312390.md)) | 312390 | Grand Rapids, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Pearl Wealth Group](https://advisorcensus.com/firm/pearl-wealth-group-caledonia-mi-326283) ([md](https://advisorcensus.com/firm/pearl-wealth-group-caledonia-mi-326283.md)) | 326283 | Caledonia, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Personal Legacy Planners](https://advisorcensus.com/firm/personal-legacy-planners-grand-rapids-mi-153996) ([md](https://advisorcensus.com/firm/personal-legacy-planners-grand-rapids-mi-153996.md)) | 153996 | Grand Rapids, MI | State-registered investment adviser | Not reported | 12 | % of assets, Hourly, Fixed fee |
| [Rapids Financial LLC](https://advisorcensus.com/firm/rapids-financial-llc-kentwood-mi-336795) ([md](https://advisorcensus.com/firm/rapids-financial-llc-kentwood-mi-336795.md)) | 336795 | Kentwood, MI | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [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 |
| [RM Investment Strategies, LLC](https://advisorcensus.com/firm/rm-investment-strategies-llc-grand-rapids-mi-322828) ([md](https://advisorcensus.com/firm/rm-investment-strategies-llc-grand-rapids-mi-322828.md)) | 322828 | Grand Rapids, MI | SEC-registered investment adviser | Under $25 million | 4 | % of assets |
| [Robert Charles Capital Management](https://advisorcensus.com/firm/robert-charles-capital-management-grand-rapids-mi-283124) ([md](https://advisorcensus.com/firm/robert-charles-capital-management-grand-rapids-mi-283124.md)) | 283124 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [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 |
| [Stewardship Trust Advisors](https://advisorcensus.com/firm/stewardship-trust-advisors-grandville-mi-121348) ([md](https://advisorcensus.com/firm/stewardship-trust-advisors-grandville-mi-121348.md)) | 121348 | Grandville, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Stonebridge Financial Group](https://advisorcensus.com/firm/stonebridge-financial-group-grand-rapids-mi-166251) ([md](https://advisorcensus.com/firm/stonebridge-financial-group-grand-rapids-mi-166251.md)) | 166251 | Grand Rapids, MI | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Commissions |
| [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 |
| [Strategic Financial Group, L.L.C.](https://advisorcensus.com/firm/strategic-financial-group-l-l-c-grand-haven-mi-316512) ([md](https://advisorcensus.com/firm/strategic-financial-group-l-l-c-grand-haven-mi-316512.md)) | 316512 | Grand Haven, MI | State-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Strategic Navigators Private Wealth](https://advisorcensus.com/firm/strategic-navigators-private-wealth-grand-rapids-mi-323003) ([md](https://advisorcensus.com/firm/strategic-navigators-private-wealth-grand-rapids-mi-323003.md)) | 323003 | Grand Rapids, MI | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [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 |
| [Synergy Wealth Management, LLC](https://advisorcensus.com/firm/synergy-wealth-management-llc-grand-rapids-mi-174633) ([md](https://advisorcensus.com/firm/synergy-wealth-management-llc-grand-rapids-mi-174633.md)) | 174633 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Tamarisk Capital Management](https://advisorcensus.com/firm/tamarisk-capital-management-holland-mi-339175) ([md](https://advisorcensus.com/firm/tamarisk-capital-management-holland-mi-339175.md)) | 339175 | Holland, MI | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Thatcher Wealth Management](https://advisorcensus.com/firm/thatcher-wealth-management-grand-rapids-mi-340188) ([md](https://advisorcensus.com/firm/thatcher-wealth-management-grand-rapids-mi-340188.md)) | 340188 | Grand Rapids, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Thornapple River Capital](https://advisorcensus.com/firm/thornapple-river-capital-grand-rapids-mi-291052) ([md](https://advisorcensus.com/firm/thornapple-river-capital-grand-rapids-mi-291052.md)) | 291052 | Grand Rapids, MI | Exempt reporting adviser | Not reported | 5 | Not reported |
| [True Wealth Retirement Partners, LLC](https://advisorcensus.com/firm/true-wealth-retirement-partners-llc-wyoming-mi-333443) ([md](https://advisorcensus.com/firm/true-wealth-retirement-partners-llc-wyoming-mi-333443.md)) | 333443 | Wyoming, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Upbeat Financial](https://advisorcensus.com/firm/upbeat-financial-ada-mi-312754) ([md](https://advisorcensus.com/firm/upbeat-financial-ada-mi-312754.md)) | 312754 | Ada, MI | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [USA Financial Exchange](https://advisorcensus.com/firm/usa-financial-exchange-ada-mi-283466) ([md](https://advisorcensus.com/firm/usa-financial-exchange-ada-mi-283466.md)) | 283466 | Ada, MI | SEC-registered investment adviser | $1 billion to $5 billion | 10 | Other |
| [USA Financial Formulas Corporation](https://advisorcensus.com/firm/usa-financial-formulas-corporation-ada-mi-139987) ([md](https://advisorcensus.com/firm/usa-financial-formulas-corporation-ada-mi-139987.md)) | 139987 | Ada, MI | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets |
| [USA Financial Securities LLC](https://advisorcensus.com/firm/usa-financial-securities-llc-ada-mi-103857) ([md](https://advisorcensus.com/firm/usa-financial-securities-llc-ada-mi-103857.md)) | 103857 | Ada, MI | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Commissions |
| [Valor Wealth Group, LLC](https://advisorcensus.com/firm/valor-wealth-group-llc-ada-mi-337746) ([md](https://advisorcensus.com/firm/valor-wealth-group-llc-ada-mi-337746.md)) | 337746 | Ada, MI | State-registered investment adviser | $25 million to $100 million | 1 | % 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 |
| [Wealthspan Investment Management, LLC](https://advisorcensus.com/firm/wealthspan-investment-management-llc-grand-rapids-mi-309553) ([md](https://advisorcensus.com/firm/wealthspan-investment-management-llc-grand-rapids-mi-309553.md)) | 309553 | Grand Rapids, MI | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**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.

## Related pages

- [Financial advisors in Michigan](https://advisorcensus.com/advisors/mi) (https://advisorcensus.com/advisors/mi.md)
- [Financial advisors in Grand Rapids, MI](https://advisorcensus.com/advisors/mi/grand-rapids) (https://advisorcensus.com/advisors/mi/grand-rapids.md)
- [Fee-only financial advisors in Grand Rapids, MI](https://advisorcensus.com/advisors/mi/grand-rapids/fee-only) (https://advisorcensus.com/advisors/mi/grand-rapids/fee-only.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/mi/grand-rapids.csv

Cite as: AdvisorCensus. Financial advisors in Grand Rapids, MI: 101 firms from Form ADV filings as of October 2026.