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.

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.

Hungerford Financial LLC, a small investment advisory firm headquartered in Grand Rapids, MI, is committed to providing top-notch financial services to its clients. With a team of four highly skilled professionals, the company specializes in investment advisory services. Their impressive track record is evident in their average assets under management per investment advisor, which stands at approximately $173,250,000, surpassing the industry average. The compensation structure at Hungerford Financial LLC is diverse, offering various options, including a percentage of assets under management. This ensures that the firm's interests are aligned with the success of their clients. With over 160 individual clients and more than $250,713,000 in assets under management, Hungerford Financial LLC has earned the trust and confidence of its clientele. Although 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage employer funds. An impressive 71% of the assets they oversee are managed on a discretionary basis, highlighting their competence in making sound investment decisions. Operating from a single office in Grand Rapids, MI, Hungerford Financial LLC takes pride in its team of experienced advisors. Key members such as Brett Bauman, Connor Price, and Thomas Price have demonstrated their dedication and expertise over the years, contributing to the firm's success and reputation. Hungerford Financial LLC stands as a trusted partner, offering personalized investment strategies and comprehensive financial solutions to help clients achieve their financial goals.

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.

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.

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.

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.