🤫 Directory · consent-first

Near 49504. Grand Rapids.

24 financial advisors & firms and 0 insurance agents verified near Grand Rapids, MI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 49504

Grand Wealth Management, LLC0 mi

RIA firm · Grand Rapids, MI 49504 · Registered investment adviser · $598M AUM

CRD 132137 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Red Cedar Investment Management0 mi

RIA firm · Grand Rapids, MI 49504 · Registered investment adviser · $3.3B AUM

CRD 170939 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

DS Investment Advisors0 mi

RIA firm · Grand Rapids, MI 49504 · Registered investment adviser · $386M AUM

CRD 319351 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Npf Investment Advisors2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $2.7B AUM

CRD 104683 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Family Capital Management2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $435M AUM

CRD 111230 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Voisard Asset Management Group2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $589M AUM

CRD 118048 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Charter Private Capital Management, LLC2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $134M AUM

CRD 155417 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Revalue LLC2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $129M AUM

CRD 165499 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kroon & Mitchell Asset Management LLC2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $221M AUM

CRD 168120 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fiduciary Financial Advisors2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $1.3B AUM

CRD 172103 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

OA Private Capital2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $22.9B AUM

CRD 282516 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Robert Charles Capital Management2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $110M AUM

CRD 283124 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Innovia Wealth, LLC2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $3.3B AUM

CRD 289913 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Auxo Investment Partners, LLC2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $412M AUM

CRD 290177 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Advance Wealth Management Service, LLC2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $89M AUM

CRD 301780 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hill Island Financial LLC2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser · $624M AUM

CRD 313469 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hughes Family Capital, LLC2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser

CRD 338201 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bostwick Investment Consulting2.9 mi

RIA firm · Grand Rapids, MI 49503 · Registered investment adviser

CRD 338244 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gps Financial Group, LLC3.8 mi

RIA firm · Grand Rapids, MI 49505 · Registered investment adviser · $80M AUM

CRD 281534 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Personal Legacy Planners4.4 mi

RIA firm · Grand Rapids, MI 49544 · Registered investment adviser

CRD 153996 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Noble Street Wealth Management4.5 mi

RIA firm · Grand Rapids, MI 49507 · Registered investment adviser · $38k AUM

CRD 336228 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Greenrock Wealth Management, LLC5.5 mi

RIA firm · East Grand Rapids, MI 49506 · Registered investment adviser · $44M AUM

CRD 275030 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eastown Financial Advisors, LLC5.5 mi

RIA firm · Grand Rapids, MI 49506 · Registered investment adviser · $109M AUM

CRD 305675 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Efg Financial, LLC5.5 mi

RIA firm · Grand Rapids, MI 49506 · Registered investment adviser

CRD 314998 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Grand Rapids, MI.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 49504. Grand Rapids.

24 financial advisors & firms and 0 insurance agents verified near Grand Rapids, MI — every one cited to the regulator, claimable and removable by the person named.

Find your person