Top 3 financial advisor firms in Jenison

3 SEC-registered financial advisor firms are headquartered in Jenison, MI, with $837M in combined regulatory assets under management. The largest by assets are Financial Arcitects ($472M), Alliance Investment Management ($207M) and Graetz Wealth ($158M).

3
Financial advisor firms: $837M
Their combined AUM: $207M
Median firm AUM: 1,393
Clients of the top 3

The 3 largest by assets

1
Financial Arcitects
RIA
$472M
1.35% to 1.50% a year
2
Alliance Investment Management
RIA
$207M
Regulatory AUM
3
Graetz Wealth
RIA
$158M
Up to 2.00% a year

Profiles of the top 3

No. 1 · RIA

Financial Arcitects

Financial Arcitects is an investment adviser based in Jenison, MI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $472 million, as filed on 9 February 2026.

Financial Arcitects charges 1.35%–1.50% a year for its Investment advisory services.

Regulatory AUM: $472M
Clients: 902
Advisory staff: 10
Fee schedule: 1.35% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 7699 Georgetown Center Drive, Jenison, MI 49428
Phone: 616-288-3670
Website: straightpathwealth.com

No. 2 · RIA

Alliance Investment Management

Alliance Investment Management is an investment adviser based in Jenison, MI, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $207 million, as filed on 30 March 2026.

Regulatory AUM: $207M
Clients: 170
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 507 Baldwin St, Jenison, MI 49428
Phone: 800-890-1246
Website: allianceim.com

No. 3 · RIA

Graetz Wealth

Graetz Wealth is an investment adviser based in Jenison, MI, registered with the SEC since 2024. 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 $158 million, as filed on 24 March 2026.

Graetz Wealth charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $158M
Clients: 321
Advisory staff: 3
Fee schedule: Up to 2.00% a year
Custodians: Altruist
Headquarters: 501 Baldwin Street, Suite 207, Jenison, MI 49428
Phone: 616-226-8867
Website: graetzwealth.com

Questions about financial advisors in Jenison

How many financial advisor firms are headquartered in Jenison?

3 SEC-registered financial advisor firms report their principal office in Jenison, MI, managing $837M 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 Jenison?

Financial Arcitects, with $472M in regulatory assets under management on its latest Form ADV. The next largest are Alliance Investment Management ($207M) and Graetz Wealth ($158M).

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

How large is a typical financial advisor firm in Jenison?

The median firm manages $207M in regulatory assets. That is the midpoint of the 3 firms headquartered in Jenison.

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

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

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

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