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Wealth Management Firms (RIAs) in Grand Rapids

37 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Innovia Wealth is the largest: $3.3 billion through Strategies Wealth Advisors, LLC (filed ).

NPF Investment Advisors follows with $2.7 billion. The 37 advisers counted report $25.8 billion together; the ten largest hold 62% of it, and half report less than $472 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $25.8BN sitsThe 37 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $1BN to $5BN54%8 firms
  2. $500MM to $1BN25%9 firms
  3. Under $500MM21%20 firms

Latest Form ADV of each, filed Feb 2026 to Sep 2026. Read ; sources at the end of the page.

Wealth management firms listedList of November 2026; 36 are wealth managers and 1 is a wealth manager with a broker-dealer
37
Combined assets37 counted; as filed to Sep 2026
$25.8BN
Largest: Innovia WealthAs filed
$3.3BN
Median firmHalf of the 37 report less
$472MM
Held by the ten largestOf the $25.8BN combined
62%

Innovia Wealth, NPF Investment Advisors and Captrust Wealth Advisors lead the Grand Rapids wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $21.7BN, 84% of the $25.8BN the 37 counted report.

  1. 1

    Innovia Wealth

    Wealth manager, Grand Rapids, MI

    $3.3BNRegulatory assets, Jul 2026

    76% high net worth, 14% pension plans, 9% other individuals

    Individual clients
    727
    Private funds
    2
  2. 2

    NPF Investment Advisors

    Wealth manager, Grand Rapids, MI

    $2.7BNRegulatory assets, Mar 2026

    82% high net worth, 6% other individuals, 5% businesses

    Individual clients
    938
  3. 3

    Captrust Wealth Advisors

    Wealth manager, Holland, MI

    $2.0BNRegulatory assets, Aug 2026

    71% high net worth, 10% charities, 9% businesses

    Individual clients
    863
  4. 4

    Centennial Securities Company

    Wealth manager with a broker-dealer, Grand Rapids, MI

    $1.3BNRegulatory assets, Apr 2026

    53% other individuals, 42% high net worth, 3% businesses

    Individual clients
    2,468
  5. 5

    Fiduciary Financial Advisors

    Wealth manager, Grand Rapids, MI

    $1.3BNRegulatory assets, Apr 2026

    72% high net worth, 26% other individuals

    Individual clients
    2,164
    Private funds
    2
  6. 6

    LVZ

    Wealth manager, Holland, MI

    $1.1BNRegulatory assets, Sep 2026

    74% other individuals, 23% high net worth, 2% pension plans

    Individual clients
    2,438
  7. 7

    Financial Advisory Corporation

    Wealth manager, Grand Rapids, MI

    $1.1BNRegulatory assets, Feb 2026

    48% high net worth, 30% charities, 12% businesses

    Individual clients
    258
  8. 8

    Lafleur & Godfrey Private Wealth Management

    Wealth manager, Grand Rapids, MI

    $1.0BNRegulatory assets, Jul 2026

    90% high net worth, 5% other individuals, 3% charities

    Individual clients
    479
  9. 9

    Henrickson Nauta Wealth Advisors

    Wealth manager, Belmont, MI

    $998MMRegulatory assets, Sep 2026

    88% high net worth, 7% other individuals, 4% pension plans

    Individual clients
    527
    Private funds
    1
  10. 10

    Lifeworks Advisors

    Wealth manager, Grand Rapids, MI

    $967MMRegulatory assets, Jun 2026

    67% high net worth, 26% other individuals, 6% pension plans

    Individual clients
    1,772
  11. 11

    JVL Wealth Strategies

    Wealth manager, Wyoming, MI

    $784MMRegulatory assets, Apr 2026

    95% high net worth, 4% other individuals

    Individual clients
    186
  12. 12

    West Michigan Advisors

    Wealth manager, Holland, MI

    $781MMRegulatory assets, Jul 2026

    64% high net worth, 36% other individuals

    Individual clients
    1,378
  13. 13

    Hill Island Financial

    Wealth manager, Grand Rapids, MI

    $624MMRegulatory assets, Aug 2026

    89% high net worth, 6% pension plans, 3% charities

    Individual clients
    208
  14. 14

    Grand Wealth Management

    Wealth manager, Grand Rapids, MI

    $598MMRegulatory assets, Sep 2026

    79% high net worth, 10% pension plans, 5% businesses

    Individual clients
    147
  15. 15

    Voisard Asset Management Group

    Wealth manager, Grand Rapids, MI

    $589MMRegulatory assets, Jul 2026

    73% high net worth, 20% other individuals, 7% pension plans

    Individual clients
    446
  16. 16

    S.A. Mason, LLC

    Wealth manager, Holland, MI

    $529MMRegulatory assets, Mar 2026

    87% high net worth, 6% charities, 5% other individuals

    Individual clients
    254
  17. 17

    Mattson Financial Services

    Wealth manager, Kentwood, MI

    $515MMRegulatory assets, Jun 2026

    56% other individuals, 44% high net worth

    Individual clients
    1,127
  18. 18

    Hungerford Financial

    Wealth manager, Grand Rapids, MI

    $492MMRegulatory assets, Jul 2026

    59% high net worth, 19% charities, 15% other individuals

    Individual clients
    285
  19. 19

    Straight Path Wealth Management

    Wealth manager, Jenison, MI

    $472MMRegulatory assets, Feb 2026

    51% high net worth, 40% other individuals, 4% insurers

    Individual clients
    897
  20. 20

    Family Capital Management

    Wealth manager, Grand Rapids, MI

    $435MMRegulatory assets, Mar 2026

    72% high net worth, 20% other individuals, 6% charities

    Individual clients
    491

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

The ten largest hold 62% of the assets

How the 37 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 37 firms counted, log scaleEach dot is one adviser and links to its row. Innovia Wealth $3.3BN; NPF Investment Advisors $2.7BN; Captrust Wealth Advisors $2.0BN; median $472MM.$100MM$1BN$10BNInnovia Wealth: $3.3BNNPF Investment Advisors: $2.7BNCaptrust Wealth Advisors: $2.0BNCentennial Securities Company: $1.3BNFiduciary Financial Advisors: $1.3BNLVZ: $1.1BNFinancial Advisory Corporation: $1.1BNLafleur & Godfrey Private Wealth Management: $1.0BNHenrickson Nauta Wealth Advisors: $998MMLifeworks Advisors: $967MMJVL Wealth Strategies: $784MMWest Michigan Advisors: $781MMHill Island Financial: $624MMGrand Wealth Management: $598MMVoisard Asset Management Group: $589MMS.A. Mason, LLC: $529MMMattson Financial Services: $515MMHungerford Financial: $492MMStraight Path Wealth Management: $472MMFamily Capital Management: $435MMBlue Water Asset Management: $428MMBemanaged: $410MMGenerational Wealth: $395MMPrufid Financial Advisors: $358MMRBS Wealth Management: $322MMCalder Financial Group: $297MMStewardship Trust Advisors: $295MMDB & C Advisors: $252MMKroon & Mitchell Asset Management: $221MMSchwallier Wealth Management: $197MMAdvisory Advocates: $159MMGraetz Wealth: $158MMRevalue: $129MMSynergy Wealth Management: $127MMStreamsong Advisors: $124MMVanderpol Investments: $118MMPearl Wealth Group: $103MMInnovia Wealth $3.3BNNPF Investment Advisors $2.7BNCaptrust Wealth Advisors $2.0BNMedian $472MMAssets of each of the 37 firms counted, log scaleEach dot is one adviser and links to its row. Innovia Wealth $3.3BN; NPF Investment Advisors $2.7BN; Captrust Wealth Advisors $2.0BN; median $472MM.$1BNInnovia Wealth $3.3BNMedian $472MM

One dot per firm counted. Read .

The 37 firms, by size
Under $500MM2021%$5.5BN
$500MM to $1BN925%$6.4BN
$1BN to $5BN854%$13.9BN
$5BN to $10BN00%$0
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $25.8BN combined, one row per firm. Read .

13%

of the assets reported sits with one firm, Innovia Wealth. The five largest hold 41%; 29 of 37 report under $1 billion.

13%Largest29%Next 459%Other 32
Who the 37 are
  1. Wealth managers36
  2. Wealth manager with a broker-dealer1

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 37 advisers' assets by type of client
  1. High net worth67%
  2. Other individuals22%
  3. Pension plans4%
  4. Charities4%
  5. Businesses3%
  6. Insurers0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Centennial Securities Company2,468Apr 2026
2LVZ2,438Sep 2026
3Fiduciary Financial Advisors2,164Apr 2026
4Lifeworks Advisors1,772Jun 2026
5West Michigan Advisors1,378Jul 2026
6Mattson Financial Services1,127Jun 2026
7Bemanaged1,072Mar 2026
8NPF Investment Advisors938Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Fiduciary Financial Advisors555Apr 2026
2NPF Investment Advisors537Mar 2026
3Lifeworks Advisors435Jun 2026
4Centennial Securities Company414Apr 2026
5Captrust Wealth Advisors366Aug 2026
6Innovia Wealth359Jul 2026
7Lafleur & Godfrey Private Wealth Management319Jul 2026
8Henrickson Nauta Wealth Advisors241Sep 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1Fiduciary Financial Advisors2Apr 2026
2Innovia Wealth2Jul 2026
3Henrickson Nauta Wealth Advisors1Sep 2026

The list is public. The warm path is not. Schedule a conversation

All 37 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 37 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Grand Rapids 37 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Advisory Advocates
Wealth manager, Grand Rapids, MI.
Detail and sources for Advisory Advocates

Form ADV of Advisory Advocates LLC (CRD 284100), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $159MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 243 individuals, 47 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$159MMMar 2026249100%
Bemanaged
Wealth manager, Grand Rapids, MI.
Detail and sources for Bemanaged

Form ADV of Bemanaged Financial Services, Inc. (CRD 140099), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $410MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,072 individuals, 83 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$410MMMar 20261,072100%
Blue Water Asset Management
Wealth manager, Grand Rapids, MI.
Detail and sources for Blue Water Asset Management

Form ADV of Blue Water Asset Management, LLC (CRD 175362), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $428MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 916 individuals, 122 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$428MMJun 202694096%
Calder Financial Group
Wealth manager, Ada, MI.
Detail and sources for Calder Financial Group

Form ADV of Calder Investment Advisors (CRD 143973), SEC registered adviser, filed , main office Ada, MI: regulatory assets $297MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and publications. Clients (Item 5.D): 511 individuals, 48 of them high net worth; individuals hold 60% of its regulatory assets.

Files: SEC Form ADV.

$297MMMar 202654460%
Captrust Wealth Advisors
Wealth manager, Holland, MI.
Detail and sources for Captrust Wealth Advisors

Form ADV of Well Done, LLC (CRD 173736), SEC registered adviser, filed , main office Holland, MI: regulatory assets $2.0BN; 26 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Well Done, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 863 individuals, 366 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.0BNAug 202692680%
Centennial Securities Company
Wealth manager with a broker-dealer, Grand Rapids, MI.
Detail and sources for Centennial Securities Company

Form ADV of Centennial Securities Company Inc. (CRD 7763), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $1.3BN; 45 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 2,468 individuals, 414 of them high net worth; individuals hold 95% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$1.3BNApr 20262,52095%
DB & C Advisors
Wealth manager, Holland, MI.
Detail and sources for DB & C Advisors

Form ADV of DB & C Advisors, LLC (CRD 155645), SEC registered adviser, filed , main office Holland, MI: regulatory assets $252MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 323 individuals, 56 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$252MMSep 202632984%
Family Capital Management
Wealth manager, Grand Rapids, MI.
Detail and sources for Family Capital Management

Form ADV of Family Capital Management, Inc. (CRD 111230), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $435MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 491 individuals, 131 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$435MMMar 202649992%
Fiduciary Financial Advisors
Wealth manager, Grand Rapids, MI.
Detail and sources for Fiduciary Financial Advisors

Form ADV of Fiduciary Financial Advisors (CRD 172103), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $1.3BN; 2 private funds, $17MM gross; 50 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 2,164 individuals, 555 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$1.3BNApr 20262,18399%2
Financial Advisory Corporation
Wealth manager, Grand Rapids, MI.
Detail and sources for Financial Advisory Corporation

Form ADV of Financial Advisory Corporation (CRD 105472), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $1.1BN; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 258 individuals, 133 of them high net worth; individuals hold 54% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNFeb 202629354%
Generational Wealth
Wealth manager, Zeeland, MI.
Detail and sources for Generational Wealth

Form ADV of Generational Wealth, Inc. (CRD 281330), SEC registered adviser, filed , main office Zeeland, MI: regulatory assets $395MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 665 individuals, 99 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$395MMApr 2026665100%
Graetz Wealth
Wealth manager, Jenison, MI.
Detail and sources for Graetz Wealth

Form ADV of Graetz Wealth, LLC (CRD 317857), SEC registered adviser, filed , main office Jenison, MI: regulatory assets $158MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 316 individuals, 50 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$158MMMar 202632194%
Grand Wealth Management
Wealth manager, Grand Rapids, MI.
Detail and sources for Grand Wealth Management

Form ADV of Grand Wealth Management, LLC (CRD 132137), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $598MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 147 individuals, 112 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$598MMSep 202615682%
Henrickson Nauta Wealth Advisors
Wealth manager, Belmont, MI.
Detail and sources for Henrickson Nauta Wealth Advisors

Form ADV of Henrickson Nauta Wealth Advisors, Inc. (CRD 141201), SEC registered adviser, filed , main office Belmont, MI: regulatory assets $998MM; 1 private fund, $1.8MM gross; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Henrickson Nauta Wealth Advisors, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 527 individuals, 241 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$998MMSep 202655494%1
Hill Island Financial
Wealth manager, Grand Rapids, MI.
Detail and sources for Hill Island Financial

Form ADV of Hill Island Financial LLC (CRD 313469), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $624MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Hill Island Financial LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 208 individuals, 167 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$624MMAug 202621791%
Hungerford Financial
Wealth manager, Grand Rapids, MI.
Detail and sources for Hungerford Financial

Form ADV of Hanc Wealth Management, LLC (CRD 249789), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $492MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 285 individuals, 94 of them high net worth; individuals hold 73% of its regulatory assets.

Files: SEC Form ADV.

$492MMJul 202634973%
Innovia Wealth
Wealth manager, Grand Rapids, MI.
Detail and sources for Innovia Wealth

Form ADV of Strategies Wealth Advisors, LLC (CRD 289913), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $3.3BN; 2 private funds, $50MM gross; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Strategies Wealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, pension consulting and other services. Clients (Item 5.D): 727 individuals, 359 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.3BNJul 202680485%2
JVL Wealth Strategies
Wealth manager, Wyoming, MI.
Detail and sources for JVL Wealth Strategies

Form ADV of JVL Associates, LLC (CRD 124018), SEC registered adviser, filed , main office Wyoming, MI: regulatory assets $784MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of JVL Associates, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 186 individuals, 109 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$784MMApr 202618699%
Kroon & Mitchell Asset Management
Wealth manager, Grand Rapids, MI.
Detail and sources for Kroon & Mitchell Asset Management

Form ADV of Kroon & Mitchell Asset Management LLC (CRD 168120), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $221MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 203 individuals, 47 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$221MMMar 2026203100%
Lafleur & Godfrey Private Wealth Management
Wealth manager, Grand Rapids, MI.
Detail and sources for Lafleur & Godfrey Private Wealth Management

Form ADV of Lafleur & Godfrey LLC (CRD 168831), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $1.0BN; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Lafleur & Godfrey LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and other services. Clients (Item 5.D): 479 individuals, 319 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.0BNJul 202649895%
Lifeworks Advisors
Wealth manager, Grand Rapids, MI.
Detail and sources for Lifeworks Advisors

Form ADV of Lifeworks Advisors, LLC (CRD 288255), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $967MM; 48 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Lifeworks Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 1,772 individuals, 435 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$967MMJun 20261,81493%
LVZ
Wealth manager, Holland, MI.
Detail and sources for LVZ

Form ADV of LVZ, Inc. (CRD 124228), SEC registered adviser, filed , main office Holland, MI: regulatory assets $1.1BN; 24 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 2,438 individuals, 126 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNSep 20262,47397%
Mattson Financial Services
Wealth manager, Kentwood, MI.
Detail and sources for Mattson Financial Services

Form ADV of Mattson Financial Services, LLC (CRD 153067), SEC registered adviser, filed , main office Kentwood, MI: regulatory assets $515MM; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications, educational seminars and other services. Clients (Item 5.D): 1,127 individuals, 127 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$515MMJun 20261,127100%
NPF Investment Advisors
Wealth manager, Grand Rapids, MI.
Detail and sources for NPF Investment Advisors

Form ADV of Norris Perne & French LLP (CRD 104683), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $2.7BN; 18 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR/A of Norris Perne & French LLP, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 938 individuals, 537 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.7BNMar 202699388%
Pearl Wealth Group
Wealth manager, Caledonia, MI.
Detail and sources for Pearl Wealth Group

Form ADV of Pearl Wealth Group, LLC (CRD 326283), SEC registered adviser, filed : regulatory assets $103MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 273 individuals, 23 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$103MMJun 2026273100%
Prufid Financial Advisors
Wealth manager, Holland, MI.
Detail and sources for Prufid Financial Advisors

Form ADV of Prufid Financial Advisors LLC (CRD 121897), SEC registered adviser, filed : regulatory assets $358MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 27 individuals, 27 of them high net worth; individuals hold 68% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$358MMMar 20263068%
RBS Wealth Management
Wealth manager, Alto, MI.
Detail and sources for RBS Wealth Management

Form ADV of RBS Wealth Management, LLC (CRD 336536), SEC registered adviser, filed , main office Alto, MI: regulatory assets $322MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 468 individuals, 91 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$322MMMar 202647299%
Revalue
Wealth manager, Grand Rapids, MI.
Detail and sources for Revalue

Form ADV of Revalue LLC (CRD 165499), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $129MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminars and other services. Clients (Item 5.D): 254 individuals, 152 of them high net worth; individuals hold 73% of its regulatory assets.

Files: SEC Form ADV.

$129MMMay 202625473%
S.A. Mason, LLC
Wealth manager, Holland, MI.
Detail and sources for S.A. Mason, LLC

Form ADV of S.A. Mason, LLC (CRD 151440), SEC registered adviser, filed , main office Holland, MI: regulatory assets $529MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 254 individuals, 90 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$529MMMar 202628292%
Schwallier Wealth Management
Wealth manager, Grand Rapids, MI.
Detail and sources for Schwallier Wealth Management

Form ADV of Fee-only Fiduciary Advisors LLC (CRD 143329), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $197MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 290 individuals, 54 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$197MMJun 202629296%
Stewardship Trust Advisors
Wealth manager, Grandville, MI.
Detail and sources for Stewardship Trust Advisors

Form ADV of Pilgrims Capital Advisors, Inc. (CRD 121348), SEC registered adviser, filed , main office Grandville, MI: regulatory assets $295MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 285 individuals, 47 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$295MMMar 2026285100%
Straight Path Wealth Management
Wealth manager, Jenison, MI.
Detail and sources for Straight Path Wealth Management

Form ADV of Financial Arcitects, Inc. (CRD 148897), SEC registered adviser, filed , main office Jenison, MI: regulatory assets $472MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 897 individuals, 87 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$472MMFeb 202690292%
Streamsong Advisors
Wealth manager, Grand Rapids, MI.
Detail and sources for Streamsong Advisors

Form ADV of Streamsong Advisors, LLC (CRD 168250), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $124MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 263 individuals, 54 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$124MMAug 202626898%
Synergy Wealth Management
Wealth manager, Grand Rapids, MI.
Detail and sources for Synergy Wealth Management

Form ADV of Synergy Wealth Management, LLC (CRD 174633), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $127MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 282 individuals, 42 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$127MMMar 202628293%
Vanderpol Investments
Wealth manager, Caledonia, MI.
Detail and sources for Vanderpol Investments

Form ADV of Vanderpol Investments L.L.C. (CRD 168174), SEC registered adviser, filed , main office Caledonia, MI: regulatory assets $118MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 124 individuals, 25 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$118MMMar 202613195%
Voisard Asset Management Group
Wealth manager, Grand Rapids, MI.
Detail and sources for Voisard Asset Management Group

Form ADV of Vam Group, Inc. (CRD 118048), SEC registered adviser, filed , main office Grand Rapids, MI: regulatory assets $589MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 446 individuals, 162 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$589MMJul 202646193%
West Michigan Advisors
Wealth manager, Holland, MI.
Detail and sources for West Michigan Advisors

Form ADV of Tamarisk Financial, LLC (CRD 312073), SEC registered adviser, filed , main office Holland, MI: regulatory assets $781MM; 23 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR/A of Tamarisk Financial, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and publications. Clients (Item 5.D): 1,378 individuals, 160 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$781MMJul 20261,378100%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

A few large advisers hold most of the money

Five findings from the filings of the 37 firms counted.

  1. 13%

    of the $25.8 billion the 37 firms counted report is one firm's: Innovia Wealth. Without it, the other 36 report $22.5 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $472MM

    is the median: half of the 37 report less, and 29 report under $1 billion.

    Assets, latest Form ADV of each

  3. 5

    private funds are advised by the firms counted; Innovia Wealth advises the most, 2.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 67%

    of their assets is high net worth money; the next largest client type is other individuals, at 22%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 28

    of the 37 have their main office in Kent County, MI; the next place is Ottawa County, MI, with 9.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Grand Rapids?

This list holds 37 wealth management firms in the Grand Rapids metro; 37 of them report regulatory assets on Form ADV, $25.8 billion together.

What are the largest wealth management firms in Grand Rapids?

By the regulatory assets they report: Innovia Wealth $3.3 billion, NPF Investment Advisors $2.7 billion, Captrust Wealth Advisors $2.0 billion, Centennial Securities Company $1.3 billion, Fiduciary Financial Advisors $1.3 billion.

How much do wealth management firms in Grand Rapids typically manage?

Of the 37 that report, the median reports $472 million in regulatory assets; 29 report under $1 billion.

How do you start a relationship with wealth management firms in Grand Rapids?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
37 wealth management firms, 36 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Grand Rapids-Wyoming-Kentwood, MI MSA (Census CBSA 24340) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 37 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Grand Rapids metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $25.8BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 37, 37 report on a current Form ADV and 9 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 37 advisersFilings to 2026-10-01; read 2026-11-06
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 9 filers, by the CIK on each Form ADVLatest filing; read 2026-11-06
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-11-06
LogosNone shown: each firm has a monogramRead 2026-11-06

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Grand Rapids," updated November 6, 2026, praxisrock.com/resources/investors/wealth-management-firms-grand-rapids

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