GRAND RAPIDS, MICRD 172103Latest ADV April 14, 2026
Fiduciary Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated April 14, 2026, reports $1.3B in regulatory assets under management, 50 employees, 13 offices, and 8,246 accounts.
Assets Under Management
$1.3B
Employees
50
Offices
13 offices
Total Clients
2,183
Primary office
GRAND RAPIDS, MI
124 FULTON ST. EAST, SUITE 200, GRAND RAPIDS, MI, United States
Top client segmentIndividuals represent 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
1,609
2
HNWI
25.4%
555
3
Pooled Investment Vehicles
0.4%
9
4
Charitable
0.4%
9
Additional categories (<0.1%)
Pension Plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of April 14, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts8,246
10Y AUM Change+$1.2B (+663.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee44:1
10Y Employee Change+39 (+354.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.