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.

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.

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.

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.

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.

Alliance Investment Management, LLC is a small investment advisory firm based out of Jenison, MI. With one office location, the company prides itself on providing personalized financial guidance to its clients. With a total of five dedicated employees, two of whom specialize in investment advisory services, Alliance Investment Management strives to deliver exceptional results. On average, each investment advisor at Alliance handles approximately $59,500,000 in assets under management, which aligns with the industry average. The firm offers a flexible compensation structure, including various options such as a percentage of assets under management and fixed fees. Although 401K and individual accounts represent less than 30% of their assets under management, Alliance Investment Management possesses the necessary expertise to manage employer funds effectively. Notably, 86% of the assets they manage are discretionary, illustrating the trust and confidence clients place in their investment decisions. The majority of their managed assets belong to high net worth individuals, with over 90 individual clients entrusting them with more than $118,992,000 in assets under management. Within the firm, Thor Nelson and Jacob Holtrop stand out as two of the longest tenured registered advisors. Their wealth of experience and expertise contribute to the success and reputation of Alliance Investment Management, fostering long-term relationships with clients based on trust and quality service. Overall, Alliance Investment Management, LLC offers a comprehensive range of investment advisory services tailored to meet the unique financial goals and needs of their discerning clientele.

Financial Advisory Corporation is a reputable investment advisory firm located in Grand Rapids, MI. With over 80 individual clients and a staggering $795,720,000 in assets under management, they are dedicated to providing comprehensive financial solutions. The firm operates from a single office and possesses the expertise to handle both 401K and individual accounts. Moreover, their skillset extends to managing employer funds, ensuring diversified investment strategies. What sets Financial Advisory Corporation apart is that 100% of the assets they manage are discretionary, demonstrating their commitment to making informed decisions on behalf of their clients. Their compensation structure is flexible, offering options such as a percentage of assets under management, hourly charges, and fixed fees, catering to the unique needs of each client. With a team of 14 employees, Financial Advisory Corporation boasts a dedicated group of professionals, with almost all of them specializing in investment advisory services. On average, each investment advisor manages approximately $61,210,000 in assets, aligning with industry standards. The firm takes pride in the longevity of their advisors, with notable figures such as Ryan Allen, Paul Anthes, and Andrew Roberts having served for many years. Financial Advisory Corporation's commitment to personalized financial planning and wealth management has garnered a strong reputation in the industry. Their impressive track record and dedication to exceeding client expectations make them a trusted partner for individuals seeking expert guidance in their financial endeavors.

Gasaway Investment Advisors, Inc. is a well-established investment advisory firm headquartered in Kalamazoo, MI. With a team of 10 dedicated professionals, including 5 experienced investment advisors, they provide comprehensive financial guidance to a diverse clientele. Leveraging their expertise, Gasaway Investment Advisors manages an impressive average of $104,610,000 in assets per investment advisor, aligning with industry standards. The compensation structure at Gasaway Investment Advisors caters to clients' needs, offering flexibility and transparency. Clients can choose from various options, including a percentage of assets under management and hourly charges. This allows clients to select the most suitable arrangement for their financial goals. Gasaway Investment Advisors boasts a robust client base, serving over 370 individual clients and overseeing more than $134,453,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, reflecting their strong expertise in this area. A significant portion, 89%, of the assets they manage is under discretionary control, demonstrating their clients' trust in their judgment and decision-making. In addition to their investment advisory services, Gasaway Investment Advisors also serves as an insurance broker or agent, providing comprehensive coverage options to protect their clients' financial interests. As a local firm, Gasaway Investment Advisors has deep roots in the Kalamazoo community. They operate from a single office, and their long-tenured advisors, such as Chase Imberger, James Gasaway, and Charles Gasaway, bring a wealth of experience and expertise to their clients' financial journeys. With their commitment to personalized service and sound investment strategies, Gasaway Investment Advisors is dedicated to helping clients achieve their financial objectives and secure their future.

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.

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.

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.