Find Top Financial Advisors Near Michigan

WEST MICHIGAN ADVISORS, LLC

Holland, Michigan

West Michigan Advisors, LLC, a local investment advisory firm headquartered in Holland, MI, is dedicated to serving the financial needs of the community. With a team of 13 professionals, including nine investment advisors, they possess the expertise to provide comprehensive and personalized services to their clients. Each investment advisor oversees an average of approximately $31,090,000 in assets under management, demonstrating their commitment to delivering individualized attention and tailored strategies. West Michigan Advisors' compensation structure is flexible, encompassing models such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment with their clients' best interests. They have gained significant experience in managing employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. As an investment advisory firm, West Michigan Advisors manages all assets under a discretionary arrangement, showcasing their ability to make informed investment decisions on behalf of their clients. Additionally, they provide insurance brokerage and agent services, expanding their offerings to meet clients' diverse financial needs. With over 770 individual clients and a remarkable $279,823,000 in assets under management, West Michigan Advisors has established a strong presence in the region. The firm takes pride in their team of experienced advisors, including Kenneth Bauman, Aaron Clark, and Kevin Clark, who contribute their extensive knowledge to the firm's success and client satisfaction. West Michigan Advisors, LLC, through their commitment to personalized service and comprehensive financial solutions, continues to be a trusted partner in helping clients achieve their financial goals in the local community.

DB & C ADVISORS, LLC

Holland, Michigan

DB & C Advisors, LLC is a prominent investment advisory firm headquartered in Holland, MI, with two offices serving a diverse clientele. With a knowledge base spanning over 50 words, DB & C Advisors, LLC has established a reputation for excellence in the financial industry. Currently managing over $160,169,000 in assets under management (AUM) for more than 230 individual clients, the firm takes pride in its ability to provide comprehensive and personalized investment solutions. While 401K and individual accounts make up less than 30% of their AUM, DB & C Advisors, LLC possesses the expertise and capability to effectively manage employer funds. With 72% of their AUM being discretionary, the firm demonstrates a proactive approach in navigating the complex and ever-changing investment landscape. DB & C Advisors, LLC boasts a team of eight dedicated professionals, seven of whom specialize in providing top-tier investment advisory services to their discerning clientele. With an average of approximately $22,880,000 in AUM per investment advisor, the firm ensures that each client receives personalized attention and tailored strategies to meet their unique financial goals. The firm's compensation structure is flexible, offering various options, including a percentage of AUM and hourly charges, ensuring transparency and aligning the interests of both clients and advisors. DB & C Advisors, LLC takes pride in their long-tenured advisors, such as Mark Veenstra, George Gardner, and Douglas Plamondon, who bring a wealth of experience and expertise to their clients' portfolios. Whether clients seek guidance for wealth management, retirement planning, or investment strategies, DB & C Advisors, LLC stands ready to deliver exceptional service, leveraging their comprehensive knowledge and dedication to client success.

ADVISORY ALPHA, LLC

Holland, Michigan

Advisory Alpha, LLC is a highly reputable regional investment advisory firm located in Holland, MI. With over 4,530 individual clients and an impressive $1,786,095,000 in assets under management, they have firmly established themselves as a trusted partner in the financial industry. Their comprehensive range of services includes specialized expertise as an accountant or accounting firm, further enhancing their ability to cater to clients' diverse needs. Boasting 24 offices, Advisory Alpha, LLC has cultivated a strong presence throughout the region, enabling them to provide personalized attention and support to their vast clientele. They have garnered extensive experience in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. Notably, every asset they handle is managed on a discretionary basis, showcasing their commitment to delivering superior investment strategies. The firm's compensation structure offers flexibility to clients, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. With a team of 52 dedicated employees, each equipped with expertise in investment advisory services, Advisory Alpha, LLC ensures that their clients receive individualized guidance and exceptional financial planning. Advisory Alpha, LLC takes pride in its team's expertise and tenure. Notable individuals such as Janine Osterink, James Schipper, and Steven Osterink, who have been with the firm for an extensive period, bring a wealth of knowledge and a strong track record of success to the table. With their outstanding client base, impressive assets under management, and a commitment to excellence, Advisory Alpha, LLC continues to thrive as a leading investment advisory firm, providing exceptional financial solutions to individuals and businesses alike.

LVZ, INC.

Holland, Michigan

LVZ, Inc. is a prominent local investment advisory firm headquartered in Holland, MI, specializing in managing assets for a diverse clientele. With over 2,390 individual clients and a staggering $808,429,000 in assets under management, they have established themselves as a trusted partner in wealth management. The company operates through 11 offices strategically positioned to serve their extensive client base. A notable aspect of LVZ, Inc. is their expertise in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. With extensive experience in this domain, they possess a deep understanding of the unique challenges and opportunities associated with these types of investments. An impressive 97% of the assets they oversee are managed with discretion, enabling them to make informed decisions tailored to each client's financial objectives. LVZ, Inc. offers a comprehensive compensation structure that accommodates various client needs. Their options include a percentage-based fee structure tied to the assets under management, hourly charges, and fixed fees. This flexible approach ensures clients can choose a payment arrangement that aligns with their preferences and investment strategies. With a dedicated team of 21 employees, including 17 experienced investment advisors, LVZ, Inc. delivers personalized and insightful advisory services. On average, each investment advisor manages approximately $47,550,000 in assets under management, in line with the industry average. Noteworthy among the team are the longest tenured advisors, Julie Devisser, Nathan Baumann, and Ryan Vanderzwart, whose extensive experience and industry knowledge contribute to the firm's success. Overall, LVZ, Inc. stands as a reliable and experienced partner for individuals and organizations seeking expert investment advisory services. Their comprehensive approach, extensive clientele, and knowledgeable team set them apart in the competitive financial landscape.