White Pine Investment Co, based out of Livonia, MI, is a highly regarded small investment advisory firm with a strong presence in the financial industry. With over 210 individual clients and an impressive $347,446,000 in assets under management, they have built a reputation for their exceptional service and expertise. While their 401K and individual accounts constitute less than 30% of their assets under management, White Pine Investment Co possesses the capability to effectively manage employer funds. Notably, they exercise complete discretion over the entirety of the assets they manage. Catering primarily to high net worth individuals, White Pine Investment Co focuses on meeting the unique investment goals and financial aspirations of their esteemed clientele. Their compensation structure offers various options, including a percentage of assets under management, ensuring alignment with their clients' best interests. White Pine Investment Co employs a dedicated team of six professionals, four of whom provide expert investment advisory services. Each investment advisor manages an average of approximately $86,860,000 in assets, which aligns with the industry standard. The firm prides itself on the expertise and experience of its team, with long-tenured advisors such as Anthony Digiovanni, William Johnson, and John King contributing significantly to their success. With their deep knowledge of the financial markets and a commitment to client satisfaction, White Pine Investment Co continues to excel in providing comprehensive and tailored investment solutions, empowering their clients to achieve their long-term financial goals.

Generational Wealth Management is a premier investment advisory firm headquartered in Zeeland, MI, dedicated to assisting clients in building and preserving generational wealth. With a team of ten talented professionals, including eight experienced investment advisors, they provide comprehensive financial services tailored to meet individual needs. The firm boasts an impressive track record, managing an average of $85,740,000 in assets per investment advisor, aligning with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management. Generational Wealth Management takes pride in their extensive client base, serving over 410 individuals and families. Their total assets under management exceed $208,296,000, with a significant portion originating from employer 401Ks and individual accounts. With deep expertise in this space, they deliver exceptional results and strategic guidance. As a trusted local firm, Generational Wealth Management operates from three offices, ensuring accessibility and personalized service for their clients. The company's success can be attributed to their long-standing advisors, such as David Wilson, Schyuler Wilson, and Jennifer Archambault, who bring a wealth of experience and expertise to their clients' financial goals. Committed to providing top-tier investment advice, Generational Wealth Management exercises discretionary control over 100% of the assets they manage. Their dedication to client satisfaction and their ability to navigate complex financial landscapes have established them as a leading player in the wealth management industry.

Schwallier Wealth Management, a small investment advisory firm located in Grand Rapids, MI, has been serving clients since its establishment. With a single office in the area, the firm boasts a team of 5 dedicated professionals, 2 of whom specialize in providing expert investment advisory services. With an average of $66,810,000 in assets under management per investment advisor, Schwallier Wealth Management aligns well with the industry average. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. Employer 401Ks and individual investments contribute to roughly half of their extensive assets under management. The firm has earned a reputable standing in this space, backed by their considerable experience and expertise. Notably, an impressive 92% of the assets they manage are discretionary, demonstrating the trust placed in their capable hands. Schwallier Wealth Management proudly serves a diverse client base of over 190 individuals, managing a substantial sum of over $133,619,000 in assets. Within the firm, Adam Schwallier and Mary Britenfeld stand as the longest-tenured registered advisors, further attesting to the firm's stability and commitment to building enduring client relationships. Schwallier Wealth Management continues to provide comprehensive investment advisory services, delivering personalized strategies and solutions to help clients achieve their financial goals. With their expertise, client-centric approach, and extensive industry knowledge, the firm stands as a reliable partner in navigating the complex world of wealth management.

Henrickson Nauta Wealth Advisors, Inc., based out of Belmont, MI, is a leading local investment advisory firm dedicated to providing comprehensive wealth management services. With over 210 individual clients and a staggering $433,360,000 in assets under management, they have firmly established themselves as a trusted partner for affluent individuals seeking personalized financial solutions. Although 401K and individual accounts represent less than 30% of their assets under management, Henrickson Nauta Wealth Advisors, Inc. possesses the expertise and capacity to effectively manage employer funds. Impressively, 95% of the assets they oversee are discretionary, demonstrating their clients' trust in their investment decisions. With a team of 11 dedicated professionals, including 6 investment advisors, Henrickson Nauta Wealth Advisors, Inc. combines extensive experience and specialized knowledge to deliver superior advisory services. On average, each investment advisor manages approximately $72,230,000 in assets, which aligns with the industry average. The firm's compensation structure is designed to cater to diverse client needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the most suitable arrangement based on their preferences and financial goals. Notably, Henrickson Nauta Wealth Advisors, Inc. boasts a team of seasoned advisors who have been instrumental in the firm's success. Jeffery Nauta, Tamara Snable, and Douglas Henrickson, among others, possess extensive industry knowledge and have consistently delivered exceptional results for their clients. With a commitment to excellence and a focus on individualized wealth management, Henrickson Nauta Wealth Advisors, Inc. continues to be a respected presence in the financial advisory industry, empowering their clients to navigate the complexities of wealth management with confidence and success.

Yousif Capital Management, LLC, a reputable local investment advisory firm based in Bloomfield Hills, MI, is dedicated to providing comprehensive financial management services. With a team of 11 skilled professionals, 6 of whom specialize in investment advisory services, the firm boasts a diverse range of expertise. Their compensation structure offers flexibility to clients, with options such as a percentage-based fee tied to assets under management and performance-based fees. Yousif Capital Management, LLC takes pride in its ability to deliver customized investment solutions tailored to the unique goals and needs of their clients. Impressively, the firm manages a substantial amount of assets, with over 130 individual clients entrusting them with more than $12,103,859,000 in assets under management. A testament to their expertise, 100% of the assets they manage are discretionary, highlighting the firm's ability to make informed decisions on behalf of their clients. Yousif Capital Management, LLC operates from a single office in Bloomfield Hills, MI, providing localized expertise and personalized service. The firm's success can be attributed to its team of experienced advisors, including Eric Lessnau, Kelly Fetterman, and Gary Bender, who have remained dedicated to the firm for an extended period. With a commitment to delivering exceptional financial management services, Yousif Capital Management, LLC continues to earn the trust and satisfaction of its clients. Through their expertise, personalized approach, and dedication to excellence, the firm has established itself as a reliable partner in helping clients achieve their financial objectives.

Aspen Investment Management Inc., a small investment advisory firm based out of Grand Rapids, MI, caters to over 160 individual clients, managing an impressive $247,716,000 in assets. With expertise in discretionary asset management, Aspen Investment Management Inc. demonstrates its capability to handle both 401K and individual accounts, although they constitute less than 30% of their total assets under management. The firm also possesses the ability to manage employer funds, further diversifying their service offerings. Primarily catering to high net worth individuals, Aspen Investment Management Inc. has established a strong reputation in the industry. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with clients' investment goals. With a dedicated team of four employees, all of whom provide investment advisory services, Aspen Investment Management Inc. maintains an average of approximately $61,930,000 in assets under management per investment advisor. This figure aligns with the industry average, reflecting the firm's commitment to personalized client attention. Noteworthy within the firm are several long-tenured advisors, including Deborah Pelton, John Hoogland, and William Alphenaar. Their experience and expertise contribute to Aspen Investment Management Inc.'s ability to deliver tailored investment strategies and build lasting relationships with clients. Aspen Investment Management Inc. distinguishes itself as a trusted partner in wealth management, offering comprehensive investment advisory services to a diverse clientele in Grand Rapids and beyond.

Taylor & Morgan Asset Management, LLC is a reputable local investment advisory firm headquartered in Flint, MI, with four offices strategically located to serve their clients efficiently. With a team of eight dedicated professionals, seven of whom specialize in providing expert investment advisory services, Taylor & Morgan Asset Management offers comprehensive financial guidance and solutions to a diverse range of clients. Known for their exceptional track record, Taylor & Morgan Asset Management manages an impressive average of approximately $31,880,000 in assets under management per investment advisor. Their compensation structure is flexible and caters to the unique needs of each client, including a percentage of assets under management and hourly charges. Employer 401Ks and individual accounts account for approximately half of the firm's assets under management, showcasing their expertise in managing retirement plans and individual investment portfolios. The firm prides itself on having a 100% discretionary management approach, allowing them to make informed investment decisions on behalf of their clients. With a robust client base consisting of over 340 individuals, Taylor & Morgan Asset Management oversees a substantial $223,147,000 in assets under management. The firm's success is attributed, in part, to the expertise and experience of their longest tenured advisors, including Bryan Long, Robert Taylor, and William Morgan, who provide invaluable guidance and support to their clients. Taylor & Morgan Asset Management, LLC is committed to helping clients achieve their financial goals through personalized investment strategies, reliable advice, and a steadfast commitment to their clients' best interests. With their strong presence in the Flint, MI area and their proven expertise in the investment advisory field, Taylor & Morgan Asset Management continues to be a trusted partner for individuals and employers alike.

Act Two Financial Advisors, LLC is a reputable investment advisory firm located in Bay City, MI. With a single office, this small yet dedicated firm has established itself as a trusted resource for individuals and employers seeking expert financial guidance. With a team of two highly skilled professionals, Act Two Financial Advisors, LLC offers comprehensive investment advisory services. The firm boasts an impressive average of $13,540,000 in assets under management per investment advisor, showcasing their ability to effectively manage substantial portfolios. Act Two Financial Advisors, LLC operates under a flexible compensation structure, which includes options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability ensures that clients have access to suitable payment arrangements that align with their unique needs. A significant portion of Act Two Financial Advisors, LLC's assets under management originates from employer 401Ks and individuals, highlighting their extensive experience and proficiency in this specialized area. Demonstrating their commitment to client satisfaction, the firm manages 100% of their assets on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. With a diverse client base of over 70 individuals, Act Two Financial Advisors, LLC has successfully accumulated over $27,080,000 in assets under management. Their track record of success, combined with their personalized approach, has solidified their reputation as a go-to financial advisory firm in the Bay City area.

First Financial Advisors Inc, based out of Muskegon, MI, is a small investment advisory firm with a dedicated team of professionals. With a total of five employees, three of them specialize in providing investment advisory services. They possess a wealth of knowledge and expertise, offering their clients comprehensive financial advice tailored to their individual needs. With an average of approximately $105,320,000 in assets under management per investment advisor, First Financial Advisors Inc performs at the industry average. Their compensation structure is flexible, including various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have multiple options to choose from that suit their specific requirements. First Financial Advisors Inc proudly serves over 600 individual clients, overseeing a substantial total of $232,714,000 in assets under management. Their expertise lies particularly in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. This proven track record demonstrates their exceptional understanding of this space. All of the assets managed by First Financial Advisors Inc are discretionary, allowing the firm to make investment decisions on behalf of their clients without requiring constant approval. This level of trust and autonomy further enhances their ability to provide efficient and effective financial solutions. Located in Muskegon, MI, First Financial Advisors Inc operates from a single office. The firm boasts a team of experienced advisors, including James Mikesell, Anthony Tidswell, and Eric Lans, who have demonstrated long tenures and a commitment to delivering exceptional service to their clients.

ZHANG FINANCIAL, a prominent local investment advisory firm, is headquartered in Portage, MI and operates from 8 offices. With a total of 40 dedicated professionals, including 16 highly experienced investment advisors, the firm has established a strong presence in the financial industry. Setting them apart, Zhang Financial boasts an impressive average of $279,030,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. While 401K and individual accounts account for less than 30% of their managed assets, Zhang Financial possesses the capability to effectively oversee employer funds. An exceptional 61% of the assets entrusted to them are managed with discretionary authority, further demonstrating the firm's expertise and client trust. With over 1,000 individual clients and a staggering $4,464,459,000 in assets under management, Zhang Financial has established itself as a trusted partner in wealth management. The firm takes pride in its team of highly tenured advisors, including renowned professionals such as Lynn Chen-Zhang, Christine Lindberg, and Charles Zhang. Their extensive experience and unwavering dedication have contributed to the firm's success, making Zhang Financial the go-to choice for comprehensive investment advisory services in Portage, MI, and beyond.

MKD Wealth Coaches, LLC is a small investment advisory firm based out of Troy, MI, with two offices. With a total of 13 employees, four of whom provide investment advisory services, the company maintains an average asset under management (AUM) of approximately $77,350,000 per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, such as a percentage of AUM, fixed fees, and hourly charges. While less than 30% of their AUM comprises 401K and individual accounts, MKD Wealth Coaches, LLC possesses the capability to effectively manage employer funds. The firm exercises discretionary control over a significant portion, accounting for 94%, of the assets they oversee. Primarily serving high-net-worth individuals, they manage a substantial portfolio of assets. In addition to investment advisory services, MKD Wealth Coaches, LLC also provides insurance brokerage and agency services, catering to a diverse range of financial needs. The firm boasts a client base of over 120 individuals, with a total AUM exceeding $309,390,000. Notably, the company retains seasoned advisors, including Joseph Mackey, Cassandra Beardslee, and Nathan Bohannon, who have demonstrated long-standing dedication and expertise in the field. With a commitment to delivering tailored financial solutions and leveraging their extensive experience, MKD Wealth Coaches, LLC stands as a trusted partner for their clients, providing comprehensive wealth management and insurance services to help individuals achieve their financial goals.