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.

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.

Cahill Wealth Management, LLC, based out of Portage, MI, is a small investment advisory firm with a dedicated team of professionals who strive to provide personalized financial solutions. With a total of four employees, including two experienced investment advisors, they possess the expertise to manage a diverse range of client needs. Cahill Wealth Management boasts an impressive average of approximately $74,740,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure reflects their commitment to client success, incorporating various types, such as a percentage of assets under management and performance-based fees. With over 40 individual clients and assets under management totaling over $321,081,000, Cahill Wealth Management primarily serves high-net-worth individuals. While the majority of their managed assets are attributed to this client segment, they also possess the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Operating exclusively on a discretionary basis, Cahill Wealth Management ensures that clients' investment strategies are executed in accordance with their financial goals and risk tolerance. Their reputation as a trusted advisory firm has been built over the years, with Ryan Cahill and Veronica Darlington serving as the longest tenured registered advisors within the company. With their singular office located in Portage, MI, Cahill Wealth Management, LLC, is dedicated to delivering comprehensive financial solutions tailored to each client's unique circumstances and aspirations.

626 Financial, LLC is a reputable investment advisory firm based in Portage, MI. With over 370 individual clients and an impressive $260,978,000 in assets under management, they have established themselves as a trusted financial partner. 626 Financial, LLC operates from a single office, catering to clients in the local area. Dedicated to providing personalized investment solutions, 626 Financial, LLC boasts expertise in managing employer 401Ks and individual assets, accounting for roughly half of their assets under management. The firm's approach revolves around discretionary management, ensuring that all investment decisions are made by their experienced advisors. The compensation structure at 626 Financial, LLC encompasses various models, including a percentage of assets under management. This incentivizes the team to deliver excellent results while aligning their interests with the clients'. With a team of five skilled professionals, all fully committed to delivering exceptional investment advisory services, 626 Financial, LLC maintains an average of approximately $52,200,000 in assets under management per advisor. This figure aligns with industry standards, demonstrating their competence in handling a diverse range of client portfolios. At 626 Financial, LLC, clients can rely on the expertise of their longest-tenured advisors, including Ryan Howard, Ann Davis, and Karen Morse. Their collective experience and in-depth knowledge of the financial market contribute to the firm's solid reputation. Overall, 626 Financial, LLC stands as a trusted partner for individuals and businesses seeking comprehensive investment advisory services. With their strong track record, commitment to client satisfaction, and dedicated team, they strive to help clients achieve their financial goals and secure a prosperous future.

Bright Financial Advisors, Inc., based out of Portage, MI, is a reputable investment advisory firm serving over 480 individual clients. With assets under management totaling over $398,593,000, they specialize in providing personalized financial solutions. Operating from a single office, they also offer insurance brokerage services, catering to a diverse range of client needs. As experts in the field, Bright Financial Advisors, Inc. has extensive experience managing employer 401Ks and individual investments, which account for approximately half of their assets under management. They have developed a strong reputation for their expertise and professionalism in this space. Notably, all of the assets they manage are under their discretion, providing clients with peace of mind. The firm employs a team of 12 professionals, with three dedicated investment advisors. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment arrangement that aligns with their preferences and goals. One standout aspect of Bright Financial Advisors, Inc. is their exceptional average of approximately $132,860,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their ability to effectively handle substantial portfolios. Furthermore, Andrew Price and Brookes Welc, two of the firm's longest-tenured registered advisors, bring valuable experience and insights to the table. Clients can trust Bright Financial Advisors, Inc. to deliver expert financial guidance and tailored investment strategies that help them achieve their long-term objectives. With a track record of success and a commitment to client satisfaction, they have established themselves as a leading presence in the financial advisory industry.

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.

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.