Hill Island Financial LLC is a well-established investment advisory firm located in Grand Rapids, MI. With a single office, they provide personalized financial solutions to their local clientele. The firm consists of a dedicated team of seven employees, with five of them specializing in investment advisory services. Each investment advisor at Hill Island Financial LLC manages an average of approximately $66,320,000 in assets under management, in line with industry norms. Their compensation structure offers flexibility to clients, including options such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts account for less than 30% of their assets under management, Hill Island Financial LLC possesses the expertise and capability to effectively manage employer funds. An impressive 94% of the assets they manage are under their discretionary control, showcasing their expertise in making strategic investment decisions. The firm primarily focuses on serving high-net-worth individuals, managing a substantial portfolio of assets for over 120 individual clients. Their total assets under management exceed $331,582,000, reflecting the trust and confidence placed in Hill Island Financial LLC by their valued clients. The company boasts a team of experienced advisors, including Joshua Moeller, Kevin Toler, and Rebecka Pratt, who have provided their expertise to the firm for an extended period. Hill Island Financial LLC offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. With a commitment to delivering personalized solutions and building enduring client relationships, they strive to help their clients achieve their financial goals. Note: The ChatGPT's response consists of the first 50 words, while the remaining text is based on the provided description.

Ds Investment Advisors is a small investment advisory firm based out of Grand Rapids, MI. With one office location, they cater to a diverse range of clients seeking expert financial guidance. The firm prides itself on its team of four dedicated professionals, two of whom provide investment advisory services. Known for their exceptional performance, Ds Investment Advisors boasts an impressive average of approximately $140,850,000 in assets under management per investment advisor, surpassing industry standards. Ds Investment Advisors has gained recognition for its unique compensation structure, offering clients various options such as a percentage of assets under management and fixed fees. Moreover, the firm demonstrates its commitment to client trust by managing 21% of the assets under their discretion. One of the firm's core strengths lies in its extensive client base, consisting of over 50 individual clients. Through their exceptional expertise and personalized approach, Ds Investment Advisors has amassed a substantial $281,700,000 in assets under management from their clients. Carla Dells and Justin Meuser, two of the longest tenured registered advisors with the firm, contribute to its success and reputation. Their extensive experience and deep understanding of the financial landscape enable them to provide valuable insights and strategic recommendations to clients. Ds Investment Advisors continues to be a trusted partner in the investment advisory industry, delivering outstanding results and empowering clients to achieve their financial goals.

Kroon & Mitchell Asset Management LLC, headquartered in Grand Rapids, MI, is a distinguished investment advisory firm catering to the financial needs of a diverse clientele. With a robust portfolio of 130 individual clients, they oversee an impressive $119,553,000 in assets under management. As a small yet highly capable firm, Kroon & Mitchell Asset Management LLC prides itself on providing personalized and attentive service to each client. Specializing in employer 401Ks and individual investments, Kroon & Mitchell Asset Management LLC boasts extensive experience and expertise in these areas. All of the assets they manage, totaling 100%, are under their discretionary management, ensuring optimal decision-making for their clients. The firm's compensation structure reflects their commitment to transparency and flexibility. They offer a range of options, including a percentage of assets under management and hourly charges, tailoring their services to meet the unique needs of each client. With a dedicated team of two skilled professionals, all of whom provide investment advisory services, Kroon & Mitchell Asset Management LLC maintains an impressive average of approximately $59,780,000 in assets under management per investment advisor. This level of expertise aligns with industry standards, establishing the firm as a reliable and knowledgeable partner in wealth management. Notably, Phillip Mitchell and Andrew Glover are among the longest-tenured registered advisors at Kroon & Mitchell Asset Management LLC. Their seasoned perspectives contribute to the firm's strong reputation and commitment to delivering exceptional results for their valued clients.

Jvl Wealth Strategies is a reputable investment advisory firm located in Wyoming, MI, boasting a singular office to serve their clients. With a dedicated team of five knowledgeable professionals, Jvl Wealth Strategies offers comprehensive investment advisory services. Their average assets under management per investment advisor reach an impressive $86,350,000, aligning them with industry standards. Jvl Wealth Strategies adopts a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, or fixed fees. While their portfolio composition indicates that 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary expertise to effectively manage employer funds. Furthermore, an astounding 98% of the assets they oversee are handled on a discretionary basis. With a focus on high-net-worth individuals, Jvl Wealth Strategies diligently manages the assets of over 60 individual clients, which collectively amount to a remarkable $431,737,000. The firm's success is partly attributed to the invaluable contributions of seasoned advisors such as Chad Soukup, Matthew Kunnen, and Gerald Vanderlugt, who have demonstrated their commitment and expertise over many years. Jvl Wealth Strategies strives to provide personalized, reliable investment advisory services to their discerning clientele. By leveraging their extensive industry knowledge and experience, the firm aims to help clients achieve their financial goals and secure their financial future.

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.

Midwest Capital Advisors, LLC, based out of Grand Rapids, MI, is a reputable local investment advisory firm. With a team of 8 dedicated professionals, 7 of whom specialize in providing top-notch investment advisory services, they possess extensive expertise and knowledge in the financial industry. Impressively, each investment advisor at Midwest Capital Advisors manages an average of approximately $137,430,000 in assets under management, which is significantly higher than the industry average. This showcases their ability to deliver exceptional financial guidance and effectively grow their clients' portfolios. Midwest Capital Advisors' compensation structure includes various types, such as a percentage of assets under management and performance-based fees. This flexible approach ensures that their interests are aligned with their clients' goals, driving optimal performance and generating long-term value. With over 210 individual clients and a total of $767,048,000 in assets under management, Midwest Capital Advisors has earned the trust of numerous individuals seeking expert financial guidance. Although 401K and individual accounts represent less than 30% of their assets under management, the firm also possesses the capability to effectively manage employer funds, catering to a diverse range of clients. Furthermore, 82% of the assets they manage are discretionary, providing clients with the confidence that Midwest Capital Advisors has the necessary expertise and autonomy to make informed investment decisions on their behalf. Established with one office in Grand Rapids, MI, Midwest Capital Advisors has cultivated a team of experienced advisors, including Jack Tunge, Michael Desmyter, and Henry Swain, who have shown remarkable dedication to their clients' financial success. Through their personalized approach and commitment to excellence, Midwest Capital Advisors stands as a trusted partner for individuals and organizations looking to navigate the complex world of investments.

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.

Mattson Financial Services, LLC is a reputable investment advisory firm headquartered in Kentwood, MI. With one office serving the local community, the company is dedicated to delivering comprehensive investment advisory services. Comprising a team of five skilled professionals, Mattson Financial Services, LLC boasts expertise in managing a substantial amount of assets under management (AUM), averaging around $46,750,000 per investment advisor, which aligns with industry standards. The firm's compensation structure offers various options, including a percentage of AUM and fixed fees, ensuring flexibility for clients. An essential aspect of their portfolio management lies in their proficiency in handling employer 401Ks and individual investments, which collectively account for approximately half of their AUM. With a strong track record and considerable experience in this domain, Mattson Financial Services, LLC has cultivated trust and confidence among their clientele. With a focus on discretionary asset management, the firm oversees 100% of the assets they manage, allowing them to make informed decisions based on their clients' financial goals and risk tolerance. Mattson Financial Services, LLC takes pride in their extensive client base, which comprises over 800 individuals, benefiting from their dedicated services. The firm's long-standing success can be attributed, in part, to the expertise and commitment of their experienced advisors, including Taylor Steward, Gerald Green, and Gary Mattson, who have been instrumental in shaping the company's reputation and growth. Overall, Mattson Financial Services, LLC stands as a trusted and capable investment advisory firm, offering personalized financial solutions to help their clients navigate the complexities of wealth management and achieve their long-term financial objectives.

Legacy Planning & Associates, Inc. is a well-established investment advisory firm located in Grand Rapids, MI. With a dedicated team of three employees, they specialize in providing comprehensive investment advisory services to individuals and businesses alike. Operating from two offices, Legacy Planning & Associates, Inc. has built a reputation for its expertise and personalized approach in the industry. The firm boasts an impressive average of $37,440,000 in assets under management per investment advisor, demonstrating their ability to handle significant portfolios. Their compensation structure is designed to align with their clients' needs, offering various options such as a percentage of assets under management and fixed fees. While Legacy Planning & Associates, Inc. primarily focuses on managing discretionary assets, they also possess the capability to handle employer funds, showcasing their versatility in accommodating different client requirements. With a strong emphasis on wealth preservation and growth, the firm consistently delivers tailored investment strategies that align with their clients' financial objectives. Currently, Legacy Planning & Associates, Inc. manages over 110 individual clients, whose combined assets under management exceed $112,310,000. The firm takes pride in nurturing long-term relationships with its clientele, and this dedication is reflected in the tenure of their experienced advisors. Notable names among their team include Michael Wood, Elizabeth Burgess, and Michael Cook, who have provided trusted guidance and support to clients over the years. Legacy Planning & Associates, Inc. is committed to providing exceptional investment advisory services, ensuring their clients' financial legacies endure for generations to come.

Lifeworks Advisors, LLC is a well-established investment advisory firm based out of Grand Rapids, MI. With over 360 individual clients and a staggering $261,198,000 in assets under management, they have built a reputation for providing exceptional financial guidance and expertise. Operating out of 11 offices, Lifeworks Advisors, LLC offers a range of services, including accounting and financial planning, catering to the diverse needs of their clientele. While Lifeworks Advisors, LLC has the capability to manage employer funds, 401K and individual accounts make up less than 30% of their assets under management. However, the firm specializes in managing discretionary assets, with a remarkable 89% of the assets they oversee falling under this category. Notably, Lifeworks Advisors, LLC primarily serves high net worth individuals, indicating their proficiency in handling substantial wealth. Their compensation structure is flexible and encompasses various types, such as a percentage of assets under management and fixed fees. With a team of 24 dedicated professionals, including 16 investment advisors, Lifeworks Advisors, LLC boasts an impressive average of approximately $16,320,000 in assets under management per investment advisor. The firm's success is further attributed to the expertise of their longest-tenured advisors, including Eric Olivero, Kurt Van Dyken, and Ronald Bullis. Lifeworks Advisors, LLC is committed to delivering personalized financial solutions tailored to each client's unique circumstances. With their extensive experience, comprehensive services, and a proven track record of managing significant assets, Lifeworks Advisors, LLC stands as a trusted partner for individuals seeking sound financial advice in the Grand Rapids area and beyond.

CWS Financial Advisors LLC, a prominent investment advisory firm headquartered in Kalamazoo, MI, boasts an extensive client base of over 520 individuals, entrusting them with a staggering $988,546,000 in assets under management. With a robust presence in the region, CWS Financial Advisors offers its services through a single office. Although their management of 401K and individual accounts represents less than 30% of their assets under management, the firm possesses the expertise to handle employer funds as well. Impressively, a remarkable 94% of the assets they manage are discretionary, signifying a high level of trust and autonomy granted by their clients. CWS Financial Advisors focuses primarily on serving high-net-worth individuals, aligning their strategies with the unique needs and goals of this discerning clientele. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. With a total of 11 dedicated employees, CWS Financial Advisors leverages the expertise of five investment advisors, each managing an average of approximately $197,710,000 in assets. This figure surpasses the industry average, underscoring their team's exceptional aptitude and skill. Notably, the firm takes pride in the longevity of its advisors, with seasoned professionals such as Cory Wietfeldt, Lindsey Splendorio, and Joseph Splendorio contributing their extensive knowledge and experience to the success of the company. Overall, CWS Financial Advisors LLC is a trusted local partner for individuals seeking comprehensive and tailored investment advisory services, combining a solid track record, robust resources, and a client-centric approach to deliver exceptional financial guidance and asset management solutions.