City
Wealth management firms in Jenison, Michigan
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Jenison, Michigan reported $896.6 million in regulatory assets under management; the largest by assets was Straight Path Wealth Management, with $472.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $896.6 million
- Average per firm
- $179.3 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Straight Path Wealth Management | SEC | $472.5 million | 2,069 |
| 2 | Alliance Investment Management, LLC | SEC | $206.8 million | 600 |
| 3 | Graetz Wealth | SEC | $158.2 million | 861 |
| 4 | Clearview Investments, LLC | State | $59.1 million | 486 |
| 5 | Socrates Financial Planning | 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.