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 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 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. 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.

S.A. Mason, LLC is a small investment advisory firm based out of Holland, MI. With one office location, they specialize in providing investment advisory services to their clients. S.A. Mason, LLC stands out with their impressive average of approximately $227,130,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's portfolio comprises less than 30% of 401K and individual accounts, they possess the expertise to effectively manage employer funds. Notably, 52% of the assets they manage are discretionary, highlighting their ability to make investment decisions on behalf of their clients. S.A. Mason, LLC primarily serves high net worth individuals, as the majority of the assets they manage are from this client segment. They have cultivated a substantial client base of over 140 individuals, entrusted with an impressive $454,256,000 in assets under management. Within the firm, Samuel Mason and Braden Proctor hold the distinction of being the longest tenured registered advisors, exemplifying their experience and dedication to providing exceptional service. With a commitment to delivering personalized investment advice and leveraging their extensive knowledge of the market, S.A. Mason, LLC aims to optimize their clients' financial positions and help them achieve their long-term goals.

Premier Estate Planners, LLC, based out of Clinton Township, MI, is a reputable and dynamic investment advisory firm. With over 590 individual clients and an impressive $178,080,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in estate planning, Premier Estate Planners, LLC assists clients in preserving and growing their assets through tailored strategies. Their expertise lies in managing assets from both employer 401Ks and individual portfolios, making them well-versed in these areas. About 49% of the assets they manage are discretionary, demonstrating their ability to navigate complex financial landscapes effectively. The compensation structure at Premier Estate Planners, LLC offers clients flexibility and transparency. They employ various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose an arrangement that suits their unique needs. With a dedicated team of four employees, including two investment advisors, Premier Estate Planners, LLC provides personalized and attentive service to their discerning clientele. On average, each investment advisor oversees approximately $89,040,000 in assets under management, aligning with industry standards. Notably, Donald Carnaghi and Thomas Mazza are two of the longest-tenured registered advisors at the firm, contributing their extensive experience and expertise to the team's success. Premier Estate Planners, LLC prides itself on its commitment to delivering comprehensive estate planning solutions, fostering financial security and peace of mind for their valued clients.

Summit Financial Working With People You Trust, based out of Sterling Heights, MI, is a trusted local investment advisory firm. With over 850 individual clients and an impressive $94,696,000 in assets under management, they have established themselves as a reliable choice for investors seeking financial guidance. The firm operates from a single office, delivering personalized services to their clients. In addition to being a registered representative of a broker-dealer, Summit Financial Working With People You Trust also acts as an insurance broker or agent. Notably, a significant portion of their assets under management, over 80%, consists of employer 401K plans and individual investments. Their expertise in managing 401K plans for both employers and employees is highly regarded. Summit Financial Working With People You Trust manages a substantial 92% of their assets under management on a discretionary basis, showcasing their ability to make informed investment decisions on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency. With a dedicated team of five employees, each providing investment advisory services, Summit Financial Working With People You Trust maintains an impressive average of approximately $18,940,000 in assets under management per investment advisor. The firm takes pride in its long-serving advisors, such as Robert Wink, James Wink, and Kenneth Wink, who have played an instrumental role in shaping the company's success and building enduring relationships with their clients. Summit Financial Working With People You Trust is committed to working closely with their clients, earning their trust, and providing tailored financial solutions to help them achieve their investment goals.

Spectrum Financial Resources is a prominent investment advisory firm based in Troy, MI, known for its comprehensive financial services. With three strategically located offices, the firm caters to a diverse client base seeking expert guidance in managing their investments. Spectrum Financial Resources boasts a team of six highly skilled professionals, each specializing in providing top-notch investment advisory services. With an average of $26,150,000 in assets under management per investment advisor, Spectrum Financial Resources has garnered a reputation for excellence and reliability. Their compensation structure is designed to align with clients' needs, offering options such as a percentage of assets under management, fixed fees, and hourly charges. What sets Spectrum Financial Resources apart is their extensive experience in managing employer 401Ks and individual portfolios. Around half of their impressive assets under management are derived from these sources, highlighting their proficiency in this particular space. Additionally, a notable 52% of the assets they manage are handled on a discretionary basis, demonstrating their clients' trust in their expertise. Spectrum Financial Resources serves over 200 individual clients, collectively overseeing a substantial $156,882,000 in assets under management. The firm prides itself on its long-standing advisors, including the highly respected professionals David Laidlaw, Daniel Hoban, and John Schoelch, who have contributed significantly to the firm's success and forged enduring relationships with their clients. With a commitment to personalized service, expert advice, and a proven track record, Spectrum Financial Resources is the go-to choice for individuals and employers seeking exceptional investment advisory services in Troy, MI, and beyond.

FIRSTMETRIC, headquartered in Troy, MI, is a thriving small investment advisory firm with a strong track record. With over 10 individual clients and an impressive $187,919,000 in assets under management, Firstmetric stands out as a trusted partner in the financial industry. The firm operates from two well-established offices, catering to the needs of high net worth individuals. Firstmetric's primary focus is providing discretionary asset management services. Their team of experienced professionals, led by Scott Salaske, who has been with the firm since 2018, is committed to delivering personalized investment strategies tailored to each client's unique goals. With an average of $187,920,000 in assets under management per investment advisor, Firstmetric surpasses industry standards in terms of effectiveness and expertise. The firm's compensation structure is designed to align with client interests. By offering a variety of fee options, including fixed fees, Firstmetric ensures that their clients have flexibility and transparency in determining the most suitable payment arrangement for their investment needs. The dedicated team at Firstmetric is driven by their shared commitment to providing exceptional investment advisory services and building long-term relationships based on trust and performance. As Firstmetric continues to expand its client base and deliver outstanding results, the firm's reputation for delivering top-tier financial solutions remains unparalleled. By combining a deep understanding of the market with a personalized approach, Firstmetric is well-positioned to meet the evolving needs of its clients and guide them towards financial success.

Confidential Management Advisors, Inc., a small investment advisory firm based out of Troy, MI, specializes in providing comprehensive investment advisory services. With a team of two dedicated professionals, they offer personalized financial solutions to a diverse clientele. Their advisors have extensive experience in managing investments, guiding clients towards their financial goals. With an average of approximately $113,750,000 in assets under management per investment advisor, Confidential Management Advisors, Inc. maintains a solid standing within the industry, comparable to the average. They utilize a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring their clients have options that suit their specific needs. The firm boasts a substantial client base, serving over 20 individual clients with a combined asset value of more than $131,266,000. A significant portion of the assets they manage belongs to high net worth individuals, highlighting their expertise in catering to affluent clients. Notably, Confidential Management Advisors, Inc. has full discretion over 100% of the assets they manage, allowing them to make informed investment decisions on behalf of their clients. Headed by experienced professionals, Craig Adams and John Noonan, who are among the longest-tenured registered advisors with the firm, Confidential Management Advisors, Inc. exemplifies stability and expertise in the investment advisory field. Their commitment to providing top-notch service and personalized attention sets them apart as a trusted partner for individuals seeking comprehensive financial management solutions.

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.