Henrickson Nauta Wealth Advisors, Inc., based out of Belmont, MI, is a leading local investment advisory firm dedicated to providing comprehensive wealth management services. With over 210 individual clients and a staggering $433,360,000 in assets under management, they have firmly established themselves as a trusted partner for affluent individuals seeking personalized financial solutions. Although 401K and individual accounts represent less than 30% of their assets under management, Henrickson Nauta Wealth Advisors, Inc. possesses the expertise and capacity to effectively manage employer funds. Impressively, 95% of the assets they oversee are discretionary, demonstrating their clients' trust in their investment decisions. With a team of 11 dedicated professionals, including 6 investment advisors, Henrickson Nauta Wealth Advisors, Inc. combines extensive experience and specialized knowledge to deliver superior advisory services. On average, each investment advisor manages approximately $72,230,000 in assets, which aligns with the industry average. The firm's compensation structure is designed to cater to diverse client needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the most suitable arrangement based on their preferences and financial goals. Notably, Henrickson Nauta Wealth Advisors, Inc. boasts a team of seasoned advisors who have been instrumental in the firm's success. Jeffery Nauta, Tamara Snable, and Douglas Henrickson, among others, possess extensive industry knowledge and have consistently delivered exceptional results for their clients. With a commitment to excellence and a focus on individualized wealth management, Henrickson Nauta Wealth Advisors, Inc. continues to be a respected presence in the financial advisory industry, empowering their clients to navigate the complexities of wealth management with confidence and success.

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.

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.

Kroon & Mitchell Asset Management LLC, headquartered in Grand Rapids, MI, is a distinguished investment advisory firm catering to the financial needs of a diverse clientele. With a robust portfolio of 130 individual clients, they oversee an impressive $119,553,000 in assets under management. As a small yet highly capable firm, Kroon & Mitchell Asset Management LLC prides itself on providing personalized and attentive service to each client. Specializing in employer 401Ks and individual investments, Kroon & Mitchell Asset Management LLC boasts extensive experience and expertise in these areas. All of the assets they manage, totaling 100%, are under their discretionary management, ensuring optimal decision-making for their clients. The firm's compensation structure reflects their commitment to transparency and flexibility. They offer a range of options, including a percentage of assets under management and hourly charges, tailoring their services to meet the unique needs of each client. With a dedicated team of two skilled professionals, all of whom provide investment advisory services, Kroon & Mitchell Asset Management LLC maintains an impressive average of approximately $59,780,000 in assets under management per investment advisor. This level of expertise aligns with industry standards, establishing the firm as a reliable and knowledgeable partner in wealth management. Notably, Phillip Mitchell and Andrew Glover are among the longest-tenured registered advisors at Kroon & Mitchell Asset Management LLC. Their seasoned perspectives contribute to the firm's strong reputation and commitment to delivering exceptional results for their valued clients.

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.

Legacy Planning & Associates, Inc. is a well-established investment advisory firm located in Grand Rapids, MI. With a dedicated team of three employees, they specialize in providing comprehensive investment advisory services to individuals and businesses alike. Operating from two offices, Legacy Planning & Associates, Inc. has built a reputation for its expertise and personalized approach in the industry. The firm boasts an impressive average of $37,440,000 in assets under management per investment advisor, demonstrating their ability to handle significant portfolios. Their compensation structure is designed to align with their clients' needs, offering various options such as a percentage of assets under management and fixed fees. While Legacy Planning & Associates, Inc. primarily focuses on managing discretionary assets, they also possess the capability to handle employer funds, showcasing their versatility in accommodating different client requirements. With a strong emphasis on wealth preservation and growth, the firm consistently delivers tailored investment strategies that align with their clients' financial objectives. Currently, Legacy Planning & Associates, Inc. manages over 110 individual clients, whose combined assets under management exceed $112,310,000. The firm takes pride in nurturing long-term relationships with its clientele, and this dedication is reflected in the tenure of their experienced advisors. Notable names among their team include Michael Wood, Elizabeth Burgess, and Michael Cook, who have provided trusted guidance and support to clients over the years. Legacy Planning & Associates, Inc. is committed to providing exceptional investment advisory services, ensuring their clients' financial legacies endure for generations to come.

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.

LFN ADVISORS INC.: A Trusted Investment Advisory Firm in Muskegon, MI With a strong reputation in the financial industry, LFN Advisors Inc. stands as a reputable investment advisory firm based out of Muskegon, MI. Boasting 19 offices throughout the region, LFN Advisors Inc. has firmly established itself as a reliable partner for individuals and employers seeking expert guidance on wealth management. Committed to delivering exceptional service, LFN Advisors Inc. caters to a diverse clientele, currently serving over 10 individual clients with an impressive $945,000 in assets under management. Their comprehensive approach ensures that over 80% of these assets are comprised of employer 401K plans and individual investments. With a focus on discretion, the firm manages 100% of the assets under their purview. At LFN Advisors Inc., clients can rely on the expertise of their highly qualified team of investment advisors. The firm prides itself on its ability to manage 401K plans for both employers and employees. With a compensation structure that includes a percentage of assets under management, LFN Advisors Inc. aligns their success with that of their clients. The firm's two registered advisors, Michael Markey and Ernest Anderson, have been with LFN Advisors Inc. for an extensive period, showcasing their dedication to client satisfaction and long-term success. Together with their skilled team of investment professionals, they average approximately $470,000 in assets under management per advisor. Whether you're an individual seeking personalized investment strategies or an employer looking to optimize your 401K plan, LFN Advisors Inc. offers tailored solutions to help you achieve your financial goals. Trust LFN Advisors Inc. to guide you towards 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.