Firms by city
Registered investment advisers in Kalamazoo, MI
9 SEC-registered advisers headquartered in Kalamazoo, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| CWS Financial Advisors | Kalamazoo, MI | $1.33B |
| TruNorth Capital Management | Kalamazoo, MI | $725M |
| Wolff Financial Management | Kalamazoo, MI | $613M |
| Long Road Investment Counsel | Kalamazoo, MI | $346M |
| N.V.N.G. Investments | Kalamazoo, MI | $330M |
| Daus Financial Services | Kalamazoo, MI | $271M |
| Clear Ridge Wealth Management | Kalamazoo, MI | $245M |
| Gasaway Investment Advisors | Kalamazoo, MI | $173M |
| Breakwater Capital | Kalamazoo, MI | $157M |
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $1.33B
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $725M
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $613M
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $346M
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $330M
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $271M
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $245M
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $173M
- Headquarters
- Kalamazoo, MI
- Regulatory AUM
- $157M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Kalamazoo on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Michigan.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.