City
Wealth management firms in Holland, Michigan
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Holland, Michigan reported $9.5 billion in regulatory assets under management; the largest by assets was Advisory Alpha, LLC, with $4.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $9.5 billion
- Average per firm
- $681.5 million
- SEC-registered, of those listed
- 7 of 14 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Advisory Alpha, LLC | SEC | $4.4 billion | 24,401 |
| 2 | CAPTRUST Wealth Advisors | SEC | $2.0 billion | 2,988 |
| 3 | LVZ, Inc. | SEC | $1.1 billion | 5,879 |
| 4 | West Michigan Advisors | SEC | $781.3 million | 2,993 |
| 5 | S.A. Mason, LLC | SEC | $528.7 million | 881 |
| 6 | Prufid Financial Advisors LLC | SEC | $358.0 million | 30 |
| 7 | DB & C Advisors, LLC | SEC | $252.2 million | 342 |
| 8 | Branch Capital Management | State | $79.0 million | 241 |
| 9 | Clearview Capital | State | $27.7 million | 76 |
| 10 | Lamberson Knight Wealth Management LLC | State | $7.7 million | 42 |
| 11 | Magna Advisors | State | $2.9 million | 37 |
| 12 | Bowen Financial Planning LLC | State | $2.1 million | 7 |
| 13 | 320 Life Financial Planning | State | $0 | 0 |
| 14 | Entrusted Stewardship LLC | 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.