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.

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.

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.

Miller Financial Services LLC is a small investment advisory firm based out of Marshall, MI, with a team of three dedicated professionals. With an impressive average of $229,400,000 in assets under management per investment advisor, the firm stands out for its exceptional financial expertise and success in the industry. With a compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, Miller Financial Services LLC ensures flexibility and transparency in serving their clients' financial needs. They cater to a diverse clientele, boasting over 630 individual clients and managing a total of $272,999,000 in assets. The firm's specialization lies in employer 401Ks and individual accounts, where they have demonstrated substantial expertise and garnered a strong reputation. Approximately half of the assets they manage originate from these sources, underscoring their extensive experience in this particular domain. In addition to investment advisory services, Miller Financial Services LLC also offers insurance brokerage services, broadening their range of financial solutions to meet clients' comprehensive needs. With one office location in Marshall, MI, the firm enjoys a local presence while maintaining a professional and personalized approach. Notably, the team includes several long-tenured advisors, such as Alex White, Austin Rinard, and Joseph Miller, who bring a wealth of experience and knowledge to their clients' financial journeys. With a commitment to excellence and a client-centric approach, Miller Financial Services LLC continues to provide top-tier financial advisory and insurance services to help clients navigate 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.

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.

TruNorth Capital Management, LLC, headquartered in Kalamazoo, MI, is a reputable investment advisory firm catering primarily to high net worth individuals. With a team of four experienced professionals, they specialize in providing personalized investment advisory services to their diverse clientele. TruNorth boasts an impressive average of approximately $140,540,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. TruNorth manages a substantial client base of over 180 individuals, collectively holding assets totaling over $294,631,000. While a significant portion of their assets are allocated to high net worth individuals, TruNorth also possesses the capability to effectively manage employer funds, despite 401K and individual accounts constituting less than 30% of their total assets under management. TruNorth Capital Management, LLC distinguishes itself as a small yet influential investment advisory firm, maintaining a single office in Kalamazoo, MI. Notably, the company prides itself on its long-serving advisors, including Kevin Miller, John Schoolman, and Brian Mullally, who bring extensive expertise and experience to the firm. As a testament to their commitment to excellence, TruNorth manages all assets under their purview on a discretionary basis, ensuring full control over investment decisions. With their impressive track record, personalized approach, and focus on high net worth clients, TruNorth Capital Management, LLC has established itself as a trusted partner in the financial landscape, providing tailored investment strategies to help clients achieve their financial goals.

Breakwater Capital, based in Kalamazoo, MI, is a small investment advisory firm specializing in providing comprehensive financial services to a diverse clientele. With two dedicated employees, they offer personalized investment advisory services tailored to individual needs. Each investment advisor at Breakwater Capital manages an average of $50,220,000 in assets, aligning with the industry average. With over 40 individual clients, Breakwater Capital oversees a substantial $114,502,000 in assets under management. The firm primarily serves high net worth individuals, with a majority of the assets they manage belonging to this demographic. While 401K and individual accounts comprise less than 30% of their total assets, Breakwater Capital possesses the capability to manage employer funds. Breakwater Capital's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' financial success. The firm prides itself on offering discretionary asset management, granting them the authority to make investment decisions on behalf of their clients. Operating from a single office in Kalamazoo, Breakwater Capital has established a solid reputation in the financial industry. Ross Pollard and Lucas Mansberger, two of the longest-tenured registered advisors at the firm, bring extensive experience and expertise to their clients' portfolios. Overall, Breakwater Capital strives to provide exceptional investment advisory services, leveraging their knowledge and resources to help clients achieve their financial goals and secure a prosperous 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.

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.

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.