Top 10 financial advisor firms in Grand Rapids

22 SEC-registered financial advisor firms are headquartered in Grand Rapids, MI, with $15.7B in combined regulatory assets under management. The largest by assets are Strategies Wealth Advisors ($3.29B), Norris Perne & French ($2.69B) and Fiduciary Financial Advisors ($1.33B).

22
Financial advisor firms: $15.7B
Their combined AUM: $444M
Median firm AUM: 7,768
Clients of the top 10

The 10 largest by assets

1
Strategies Wealth Advisors
RIA
$3.29B
0.35% to 1.00% a year
2
Norris Perne & French
RIA
$2.69B
0.55% to 0.90% a year
3
Fiduciary Financial Advisors
RIA
$1.33B
0.15% to 0.95% a year
4
Financial Advisory
RIA
$1.1B
0.25% to 0.95% a year
5
LaFleur & Godfrey
RIA
$1.02B
0.50% to 1.00% a year
6
Lifeworks Advisors
RIA
$967M
Up to 1.50% a year
7
Hill Island Financial
RIA
$624M
0.55% to 1.65% a year
8
Grand Wealth Management
RIA
$598M
0.30% to 1.00% a year
9
Vam Group
RIA
$589M
0.60% to 1.00% a year
10
Hanc Wealth Management
RIA
$492M
0.65% to 0.95% a year

Profiles of the top 10

No. 1 · RIA

Strategies Wealth Advisors

Strategies Wealth Advisors is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $3.29 billion, as filed on 20 July 2026.

Strategies Wealth Advisors charges 0.35%–1.00% a year for its Investment Management Fee.

Regulatory AUM: $3.29B
Clients: 804
Advisory staff: 17
Fee schedule: 0.35% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 171 Monroe Ave. NW, Suite 800, Grand Rapids, MI 49503
Phone: 616-719-5007
Website: innoviawealth.com

No. 2 · RIA

Norris Perne & French

Norris Perne & French is an investment adviser based in Grand Rapids, MI, registered with the SEC since 1984. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.69 billion, as filed on 27 March 2026.

Norris Perne & French charges 0.55%–0.90% a year for its Separately Managed Account Services.

Regulatory AUM: $2.69B
Clients: 993
Advisory staff: 13
Founded: 1933
Fee schedule: 0.55% to 0.90% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 40 Pearl St., NW, Suite 500, Grand Rapids, MI 49503-3026
Phone: 616-459-3421
Website: npfinvest.com

No. 3 · RIA

Fiduciary Financial Advisors

Fiduciary Financial Advisors is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $1.33 billion, as filed on 14 April 2026.

Fiduciary Financial Advisors charges 0.15%–0.95% a year for its Portfolio management fee.

Regulatory AUM: $1.33B
Clients: 2,183
Advisory staff: 50
Fee schedule: 0.15% to 0.95% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 124 Fulton St. East, Suite 200, Grand Rapids, MI 49503
Phone: 616-622-3062
Website: forfiduciary.com

No. 4 · RIA

Financial Advisory

Financial Advisory is an investment adviser based in Grand Rapids, MI, registered with the SEC since 1989. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.1 billion, as filed on 3 February 2026.

Financial Advisory charges 0.25%–0.95% a year for its Wealth Management Fee.

Regulatory AUM: $1.1B
Clients: 293
Advisory staff: 14
Fee schedule: 0.25% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 4251 Cascade Road S.e., Grand Rapids, MI 49546
Phone: 616-235-5260
Website: facwealth.com

No. 5 · RIA

LaFleur & Godfrey

LaFleur & Godfrey is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.02 billion, as filed on 9 July 2026.

LaFleur & Godfrey charges 0.50%–1.00% a year for its Investment management.

Regulatory AUM: $1.02B
Clients: 498
Advisory staff: 6
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 625 Kenmoor Ave Se, Suite 209, Grand Rapids, MI 49546
Phone: 616-942-1580
Website: lafleurgodfrey.com

No. 6 · RIA

Lifeworks Advisors

Lifeworks Advisors is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $967 million, as filed on 17 June 2026.

Lifeworks Advisors charges up to 1.50% a year for its Wealth Management Services.

Regulatory AUM: $967M
Clients: 1,814
Advisory staff: 40
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab, Apex Clearing, Altruist
Headquarters: 4095 Park East CT., Ste. C, Grand Rapids, MI 49546
Phone: 616-200-6512
Website: lifeworksadvisors.com

No. 7 · RIA

Hill Island Financial

Hill Island Financial is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $624 million, as filed on 5 August 2026.

Hill Island Financial charges 0.55%–1.65% a year for its Investment Management Services.

Regulatory AUM: $624M
Clients: 217
Advisory staff: 8
Founded: 2021
Fee schedule: 0.55% to 1.65% a year
Custodians: Fidelity
Headquarters: 38 Commerce Avenue SW, Suite 310, Grand Rapids, MI 49503
Phone: 616-977-2639
Website: hillislandfinancial.com

No. 8 · RIA

Grand Wealth Management

Grand Wealth Management is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $598 million, as filed on 25 September 2026.

Grand Wealth Management charges 0.30%–1.00% a year for its Wealth management fee.

Regulatory AUM: $598M
Clients: 156
Advisory staff: 6
Founded: 2004
Fee schedule: 0.30% to 1.00% a year
Custodians: Fidelity
Headquarters: 333 Bridge Street NW, Suite 800, Grand Rapids, MI 49504
Phone: 616-451-4228
Website: grandwealth.com

No. 9 · RIA

Vam Group

Vam Group is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $589 million, as filed on 21 July 2026.

Vam Group charges 0.60%–1.00% a year for its Individual Portfolio Management.

Regulatory AUM: $589M
Clients: 461
Advisory staff: 6
Founded: 2002
Fee schedule: 0.60% to 1.00% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 99 Monroe Ave, NW,, Suite 504, Grand Rapids, MI 49503
Phone: 616-988-5778
Website: voisardgroup.com

No. 10 · RIA

Hanc Wealth Management

Hanc Wealth Management is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $492 million, as filed on 31 July 2026.

Hanc Wealth Management charges 0.65%–0.95% a year for its Portfolio Management Services.

Regulatory AUM: $492M
Clients: 349
Advisory staff: 5
Fee schedule: 0.65% to 0.95% a year
Minimum account: $100,000
Custodians: Charles Schwab, Charles Schwab
Headquarters: 2910 Lucerne Drive Se, Grand Rapids, MI 49546
Phone: 616-302-1558
Website: hungerfordfinancial.com

Questions about financial advisors in Grand Rapids

How many financial advisor firms are headquartered in Grand Rapids?

22 SEC-registered financial advisor firms report their principal office in Grand Rapids, MI, managing $15.7B in regulatory assets between them. The other 8 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Grand Rapids?

Strategies Wealth Advisors, with $3.29B in regulatory assets under management on its latest Form ADV. The next largest are Norris Perne & French ($2.69B) and Fiduciary Financial Advisors ($1.33B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Grand Rapids?

The median firm manages $444M in regulatory assets. That is the midpoint of the 22 firms headquartered in Grand Rapids.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Grand Rapids charge?

Of the 10 largest firms, 10 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 1.65% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Grand Rapids?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Grand Rapids has 22 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Grand Rapids

Top financial advisor firms in other Michigan cities