City
Wealth management firms in Grand Rapids, Michigan
As of October 2, 2026, 45 wealth management firms, including broker-dealer firms, with their main office in Grand Rapids, Michigan reported $17.7 billion in regulatory assets under management; the largest by assets was Innovia Wealth, LLC, with $3.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 45
- Regulatory assets under management
- $17.7 billion
- Average per firm
- $393.9 million
- SEC-registered, of those listed
- 26 of 45 (57.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Innovia Wealth, LLC | SEC | $3.3 billion | 3,978 |
| 2 | NPF Investment Advisors | SEC | $2.7 billion | 3,233 |
| 3 | Centennial Securities Company Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.3 billion | 3,962 |
| 4 | Fiduciary Financial Advisors | SEC | $1.3 billion | 8,246 |
| 5 | Financial Advisory Corporation | SEC | $1.1 billion | 1,162 |
| 6 | Lafleur & Godfrey Private Wealth Management | SEC | $1.0 billion | 853 |
| 7 | Lifeworks Advisors, LLC | SEC | $966.7 million | 4,836 |
| 8 | Hill Island Financial LLC | SEC | $623.8 million | 821 |
| 9 | Grand Wealth Management, LLC | SEC | $597.8 million | 929 |
| 10 | Voisard Asset Management Group | SEC | $589.4 million | 1,614 |
| 11 | Hungerford Financial LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $492.1 million | 1,061 |
| 12 | Aspen Investment Management Inc. | SEC | $452.5 million | 617 |
| 13 | Family Capital Management | SEC | $435.1 million | 1,322 |
| 14 | Blue Water Asset Management | SEC | $428.5 million | 1,855 |
| 15 | Bemanaged | SEC | $410.0 million | 1,072 |
| 16 | Kroon & Mitchell Asset Management LLC | SEC | $220.9 million | 729 |
| 17 | Schwallier Wealth Management | SEC | $197.0 million | 885 |
| 18 | Advisory Advocates LLC | SEC | $158.6 million | 559 |
| 19 | Brooktree Capital Management Inc. | SEC | $138.9 million | 143 |
| 20 | Burnham & Company LLC | SEC | $129.5 million | 282 |
| 21 | Revalue LLC | SEC | $128.5 million | 501 |
| 22 | Synergy Wealth Management, LLC | SEC | $127.1 million | 604 |
| 23 | Streamsong Advisors, LLC | SEC | $124.4 million | 479 |
| 24 | Robert Charles Capital Management | SEC | $110.3 million | 135 |
| 25 | Eastown Financial Advisors, LLC | State | $109.2 million | 626 |
| 26 | Luminist Capital, LLC | SEC | $104.6 million | 781 |
| 27 | Wealthspan Investment Management, LLC | SEC | $93.1 million | 448 |
| 28 | Advance Wealth Management Service, LLC | State | $88.5 million | 587 |
| 29 | GPS Financial Group, LLC | State | $79.8 million | 350 |
| 30 | Integrity Financial Advisors, LLC | State | $57.2 million | 453 |
| 31 | Vermeulen Capital Management | State | $24.3 million | 28 |
| 32 | DC & Associates | State | $19.1 million | 124 |
| 33 | Strategic Navigators Private Wealth | State | $14.6 million | 79 |
| 34 | Global Portfolio Services LLC | State | $12.3 million | 48 |
| 35 | Clarity Wealth Management LLC | State | $9.9 million | 290 |
| 36 | Hughes Family Capital, LLC | State | $7.7 million | 13 |
| 37 | Freedom Financial Planning Solutions, LLC | State | $2.4 million | 37 |
| 38 | Adestella Investment Management LLC | State | $2.3 million | 12 |
| 39 | Villaire Financial, LLC | State | $1.8 million | 80 |
| 40 | Noble Street Wealth Management | State | $38,188 | 9 |
| 41 | Brohl Financial LLC | State | $0 | 0 |
| 42 | Efg Financial, LLC | State | $0 | 0 |
| 43 | Hundred Financial Planning | State | $0 | 0 |
| 44 | Personal Legacy Planners | State | $0 | 0 |
| 45 | Thatcher Wealth Management | State | $0 | 0 |
Wealth management firms in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.