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.

Guidance Investment Advisors, LLC, located in Elkhart, IN, is a well-established small investment advisory firm serving over 220 individual clients. With more than $283,456,000 in assets under management, their expertise lies in discretionary asset management. Although 401K and individual accounts constitute less than 30% of their portfolio, they possess the capability to effectively handle employer funds. The firm operates from a single office in Elkhart. Guidance Investment Advisors, LLC employs a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services. With an average of $70,860,000 in assets under management per investment advisor, they maintain a performance level on par with industry standards. The compensation structure at Guidance Investment Advisors, LLC offers various options, including a percentage of assets under management, fixed fees, and hourly charges, providing flexibility to clients. One of the firm's distinguishing qualities is the presence of experienced advisors who have been with the company for a significant period. Notable among them are Bryan Focht, Michael Griggs, and John Mcsorley, who bring valuable expertise and knowledge to their client relationships. Guidance Investment Advisors, LLC is committed to delivering personalized and tailored investment strategies to meet the unique goals and objectives of each client. With a focus on providing discretionary management services, they have earned a solid reputation for their professionalism and commitment to excellence in the field of investment advisory.

Korhorn Financial Group is a reputable regional investment advisory firm headquartered in Granger, IN, serving clients across five offices. With a total of 74 dedicated employees, 34 of whom specialize in providing expert investment advisory services, the firm boasts a strong team of financial professionals. Leveraging their extensive knowledge and experience, they strive to optimize their clients' financial portfolios. The average assets under management per investment advisor at Korhorn Financial Group stand at an impressive $17,450,000, demonstrating their ability to handle significant wealth portfolios. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and client satisfaction. Korhorn Financial Group has established a strong presence in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their expertise in managing such funds has garnered them a noteworthy reputation, further enhancing their credibility in the industry. Boasting a remarkable 98% of discretionary assets under management, Korhorn Financial Group demonstrates their clients' confidence in their ability to make informed investment decisions. With over 1,650 individual clients and an impressive $593,297,000 in assets under management, the firm has solidified its position as a trusted advisor in the financial services industry. The firm is distinguished by its dedicated and experienced team, with renowned advisors such as Amy Masters, Joshua Korhorn, and Joshua Gregory, who have been with the company for an extended period. Their commitment to providing exceptional service and delivering optimal financial outcomes sets Korhorn Financial Group apart as a reliable and trustworthy partner for individuals and organizations seeking sound investment guidance.

Hilltop Wealth Solutions, based in Mishawaka, IN, is a reputable local investment advisory firm. With five offices strategically located in the area, the company is well-positioned to serve its clients effectively. Comprising a dedicated team of 10 professionals, with seven of them specializing in investment advisory services, Hilltop Wealth Solutions brings a wealth of knowledge and expertise to their clients. The firm boasts an impressive average of approximately $45,330,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, commissions, and hourly charges, ensuring flexibility to meet clients' individual needs. Hilltop Wealth Solutions has established a strong foothold in managing employer 401Ks and individual accounts, which together make up around half of their assets under management. With extensive experience in this domain, the firm has earned a stellar reputation for delivering outstanding results and guiding clients toward their financial goals. Notably, 91% of the assets under their management are discretionary, reflecting the high level of trust and confidence their clients have in their expertise. In addition to investment advisory services, Hilltop Wealth Solutions also operates as a registered representative of a broker-dealer, further expanding their capabilities to provide comprehensive financial solutions. With an impressive client base of over 670 individuals, the firm manages more than $317,322,000 in assets, exemplifying their strong presence in the market. Hilltop Wealth Solutions takes pride in its experienced team of advisors, including William Davis, Elizabeth Foley, and Erik Brenner, who have demonstrated exceptional dedication and longevity within the company. Overall, Hilltop Wealth Solutions stands as a reliable partner for individuals and businesses seeking expert financial guidance, backed by a proven track record of success.

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.

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.

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.