City
Wealth management firms in Kalamazoo, Michigan
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Kalamazoo, Michigan reported $4.4 billion in regulatory assets under management; the largest by assets was CWS Financial Advisors LLC, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $4.4 billion
- Average per firm
- $293.4 million
- SEC-registered, of those listed
- 9 of 15 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | CWS Financial Advisors LLC | SEC | $1.3 billion | 2,156 |
| 2 | Trunorth Capital Management, LLC | SEC | $724.5 million | 1,045 |
| 3 | Wolff Financial Management LLC | SEC | $612.7 million | 1,133 |
| 4 | Long Road Investment Counsel, LLC | SEC | $346.4 million | 104 |
| 5 | N.V.N.G. Investments, Inc. | SEC | $329.5 million | 41 |
| 6 | Daus Financial Group, LLC | SEC | $270.5 million | 936 |
| 7 | Clear Ridge Wealth Management, LLC | SEC | $244.6 million | 425 |
| 8 | Gasaway Investment Advisors, Inc. | SEC | $173.1 million | 747 |
| 9 | Breakwater Capital | SEC | $156.6 million | 466 |
| 10 | Hallgren Financial LLC | State | $59.0 million | 40 |
| 11 | HFG Advisors 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. | State | $48.6 million | 55 |
| 12 | Valley Oak Investment Strategies LLC | State | $43.4 million | 357 |
| 13 | Southwest Michigan Wealth Management, LLC | State | $29.4 million | 195 |
| 14 | Lifetime Equity Investments LLC | State | $26.5 million | 123 |
| 15 | Black Diamond Investment Group,inc. | State | $6.9 million | 32 |
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.