Research Report · 2026-06-30
Largest Registered Investment Advisers in Grand Rapids
Grand Rapids SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
33
Total AUM
$46.58B
Median AUM
$435.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | GRAND RAPIDS | 282516 | $22.95B | 91 | 2026-03-31 | → |
| 2 | RED CEDAR INVESTMENT MANAGEMENT, LLC | GRAND RAPIDS | 170939 | $3.33B | 18 | 2026-05-31 | → |
| 3 | STRATEGIES WEALTH ADVISORS, LLC | GRAND RAPIDS | 289913 | $3.29B | 31 | 2026-04-30 | → |
| 4 | NORRIS PERNE & FRENCH LLP | GRAND RAPIDS | 104683 | $2.69B | 18 | 2026-03-31 | → |
| 5 | MIDWEST CAPITAL ADVISORS, LLC | GRAND RAPIDS | 125389 | $1.36B | 11 | 2026-05-31 | → |
| 6 | CENTENNIAL SECURITIES COMPANY INC | GRAND RAPIDS | 7763 | $1.34B | 45 | 2026-04-30 | → |
| 7 | FIDUCIARY FINANCIAL ADVISORS | GRAND RAPIDS | 172103 | $1.33B | 50 | 2026-04-30 | → |
| 8 | FINANCIAL ADVISORY CORPORATION | GRAND RAPIDS | 105472 | $1.10B | 14 | 2026-02-28 | → |
| 9 | LAFLEUR & GODFREY LLC | GRAND RAPIDS | 168831 | $1.02B | 7 | 2026-03-31 | → |
| 10 | LIFEWORKS ADVISORS, LLC | GRAND RAPIDS | 288255 | $966.7M | 48 | 2026-06-30 | → |
| 11 | GLOBAL FINANCIAL GROUP ADVISORS LLC | GRAND RAPIDS | 166251 | $739.4M | 5 | 2026-03-31 | → |
| 12 | HILL ISLAND FINANCIAL LLC | GRAND RAPIDS | 313469 | $623.8M | 11 | 2026-03-31 | → |
| 13 | GRAND WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 132137 | $597.8M | 12 | 2026-03-31 | → |
| 14 | VAM GROUP, INC. | GRAND RAPIDS | 118048 | $589.4M | 8 | 2026-05-31 | → |
| 15 | HANC WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 249789 | $492.1M | 5 | 2026-04-30 | → |
| 16 | ASPEN INVESTMENT MANAGEMENT INC. | GRAND RAPIDS | 112081 | $452.5M | 5 | 2026-03-31 | → |
| 17 | FAMILY CAPITAL MANAGEMENT, INC. | GRAND RAPIDS | 111230 | $435.1M | 10 | 2026-03-31 | → |
| 18 | BLUE WATER ASSET MANAGEMENT, LLC | GRAND RAPIDS | 175362 | $428.5M | 10 | 2026-06-30 | → |
| 19 | AUXO INVESTMENT PARTNERS, LLC | GRAND RAPIDS | 290177 | $412.0M | 15 | 2026-03-31 | → |
| 20 | BEMANAGED FINANCIAL SERVICES, INC. | GRAND RAPIDS | 140099 | $410.0M | 6 | 2026-03-31 | → |
| 21 | DS INVESTMENT ADVISORS | GRAND RAPIDS | 319351 | $386.1M | 4 | 2026-03-31 | → |
| 22 | KROON & MITCHELL ASSET MANAGEMENT LLC | GRAND RAPIDS | 168120 | $220.9M | 5 | 2026-03-31 | → |
| 23 | AI ALPHA LLC | GRAND RAPIDS | 334908 | $200.0M | 3 | 2026-04-30 | → |
| 24 | FEE-ONLY FIDUCIARY ADVISORS LLC | GRAND RAPIDS | 143329 | $197.0M | 3 | 2026-06-30 | → |
| 25 | ADVISORY ADVOCATES LLC | GRAND RAPIDS | 284100 | $158.8M | 9 | 2026-03-31 | → |
| 26 | BROOKTREE CAPITAL MANAGEMENT INC. | GRAND RAPIDS | 114173 | $138.9M | 2 | 2026-03-31 | → |
| 27 | BURNHAM & COMPANY LLC | GRAND RAPIDS | 319339 | $129.5M | 2 | 2026-06-30 | → |
| 28 | REVALUE LLC | GRAND RAPIDS | 165499 | $128.5M | 8 | 2026-05-31 | → |
| 29 | SYNERGY WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 174633 | $127.1M | 3 | 2026-03-31 | → |
| 30 | STREAMSONG ADVISORS, LLC | GRAND RAPIDS | 168250 | $124.4M | 5 | 2026-04-30 | → |
| 31 | CRYSTAL VIEW CAPITAL, LLC | GRAND RAPIDS | 283124 | $110.3M | 1 | 2026-06-30 | → |
| 32 | WEALTHSPAN INVESTMENT MANAGEMENT, LLC | GRAND RAPIDS | 309553 | $93.1M | 5 | 2026-03-31 | → |
| 33 | RM INVESTMENT STRATEGIES, LLC | GRAND RAPIDS | 322828 | $21.9M | 3 | 2026-03-31 | → |
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