Top 6 financial advisor firms in Holland

6 SEC-registered financial advisor firms are headquartered in Holland, MI, with $9.06B in combined regulatory assets under management. The largest by assets are Advisory Alpha ($4.37B), Well Done ($2B) and LVZ ($1.13B).

6
Financial advisor firms: $9.06B
Their combined AUM: $953M
Median firm AUM: 19,219
Clients of the top 6

The 6 largest by assets

1
Advisory Alpha
RIA
$4.37B
Regulatory AUM
2
Well Done
RIA
$2B
0.20% to 1.50% a year
3
LVZ
RIA
$1.13B
Up to 2.00% a year
4
Tamarisk Financial
RIA
$781M
0.25% to 2.50%
5
S.A. Mason
RIA
$529M
0.60% to 1.00% a year
6
DB & C Advisors
RIA
$252M
Up to 2.25% a year

Profiles of the top 6

No. 1 · RIA

Advisory Alpha

Advisory Alpha is an investment adviser based in Holland, MI, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include other investment advisers, individual clients and high-net-worth individuals. Its regulatory assets under management total $4.37 billion, as filed on 31 March 2026.

Regulatory AUM: $4.37B
Clients: 13,831
Advisory staff: 61
Custodians: Charles Schwab, Fidelity
Headquarters: 348 S Waverly RD, Suite 100, Holland, MI 49423
Phone: 866-530-1400
Website: advisoryalpha.com

No. 2 · RIA

Well Done

Well Done is an investment adviser based in Holland, MI, registered with the SEC since 2015. 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 $2 billion, as filed on 28 August 2026.

Well Done charges 0.20%–1.50% a year for its Investment Management Services.

Regulatory AUM: $2B
Clients: 926
Advisory staff: 20
Fee schedule: 0.20% to 1.50% a year
Custodians: Pershing
Headquarters: 85 E 8th Street, Suite 150, Holland, MI 49423
Phone: 616-392-5332

No. 3 · RIA

LVZ

LVZ is an investment adviser based in Holland, MI, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $1.13 billion, as filed on 16 September 2026.

LVZ charges up to 2.00% a year for its Investment Management.

Regulatory AUM: $1.13B
Clients: 2,473
Advisory staff: 18
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 240 South River Avenue, Holland, MI 49423
Phone: 616-394-4994
Website: lvzfinancialplanning.com

No. 4 · RIA

Tamarisk Financial

Tamarisk Financial is an investment adviser based in Holland, MI, registered with the SEC since 2021. 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 $781 million, as filed on 22 July 2026.

Tamarisk Financial charges 0.25%–2.50% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $781M
Clients: 1,378
Advisory staff: 16
Fee schedule: 0.25% to 2.50%
Custodians: Raymond James, Charles Schwab
Headquarters: 301 Hoover BLVD., Suite 300, Holland, MI 49423
Phone: 616-820-1040
Website: westmichiganadvisors.com

No. 5 · RIA

S.A. Mason

S.A. Mason is an investment adviser based in Holland, MI, registered with the SEC since 2009. 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 $529 million, as filed on 26 March 2026.

S.A. Mason charges 0.60%–1.00% a year for its Investment Management Services.

Regulatory AUM: $529M
Clients: 282
Advisory staff: 3
Founded: 2009
Fee schedule: 0.60% to 1.00% a year
Custodians: Fifth Third Bank, Charles Schwab
Headquarters: 170 College Avenue, Suite 260, Holland, MI 49423
Phone: 616-355-3500
Website: sa-mason.com

No. 6 · RIA

DB & C Advisors

DB & C Advisors is an investment adviser based in Holland, MI, registered with the SEC since 2018. 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 $252 million, as filed on 17 September 2026.

DB & C Advisors charges up to 2.25% a year for its Investment management and wealth management fee.

Regulatory AUM: $252M
Clients: 329
Advisory staff: 9
Fee schedule: Up to 2.25% a year
Custodians: Raymond James
Headquarters: 355 Settlers Road, Suite 310, Holland, MI 49423
Phone: 616-355-3455

Questions about financial advisors in Holland

How many financial advisor firms are headquartered in Holland?

6 SEC-registered financial advisor firms report their principal office in Holland, MI, managing $9.06B in regulatory assets between them.

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

What is the largest financial advisor firm in Holland?

Advisory Alpha, with $4.37B in regulatory assets under management on its latest Form ADV. The next largest are Well Done ($2B) and LVZ ($1.13B).

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

How large is a typical financial advisor firm in Holland?

The median firm manages $953M in regulatory assets. That is the midpoint of the 6 firms headquartered in Holland.

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

How much do financial advisors in Holland charge?

Of the 6 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% 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 Holland?

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

Holland has 6 financial advisor firms; see every adviser in the city →