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Top RIA Firms in Grand Rapids, Michigan
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Grand Rapids, Michigan. This hub covers 31 matching firms with $46.3B in total reported AUM and median AUM of $452.5M.
Firms
31
Matching current profiles
Total AUM
$46.3B
Reported regulatory AUM
Median AUM
$452.5M
Across firms with AUM
Largest firm
$22.9B
Oa Private Capital
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Oa Private Capital CRD 282516 · Limited Liability Company | GRAND RAPIDS, MI | $22.9B Mar 2026 | +$2.6B+12.5% | +$5.5B+31.7% | +$9.6B+71.9% | +$18.2B+388.6% | +27 employees+42.2% over 3Y | +12 accounts+14.6% over 3Y |
| 2. Red Cedar Investment Management CRD 170939 · Limited Liability Company | GRAND RAPIDS, MI | $3.3B May 2026 | +$1.3B+67.9% | +$1.9B+128.8% | +$1.6B+92.9% | +$3.2B+1904.8% | +4 employees+28.6% over 3Y | +4 accounts+6.3% over 3Y |
| 3. Innovia Wealth, LLC CRD 289913 · Limited Liability Company | GRAND RAPIDS, MI | $3.3B Apr 2026 | +$857.7M+35.3% | +$1.9B+132.5% | +$2.6B+356.7% | — | +8 employees+34.8% over 3Y | +1,689 accounts+73.8% over 3Y |
| 4. Npf Investment Advisors CRD 104683 · Limited Liability Partnership | GRAND RAPIDS, MI | $2.7B Mar 2026 | +$166.0M+6.6% | +$695.1M+34.8% | +$691.7M+34.6% | +$1.9B+222.2% | +7 employees+63.6% over 3Y | +860 accounts+36.2% over 3Y |
| 5. Midwest Capital Advisors, LLC CRD 125389 · Limited Liability Company | GRAND RAPIDS, MI | $1.4B May 2026 | +$230.7M+20.5% | +$589.5M+76.9% | +$788.8M+138.9% | +$1.3B+2065.2% | +3 employees+37.5% over 3Y | +191 accounts+24.5% over 3Y |
| 6. Centennial Securities Company INC CRD 7763 · Corporation | GRAND RAPIDS, MI | $1.3B Apr 2026 | +$182.8M+15.9% | +$390.4M+41.3% | +$441.4M+49.4% | +$1.2B+750.7% | +5 employees+12.5% over 3Y | +732 accounts+22.7% over 3Y |
| 7. Fiduciary Financial Advisors CRD 172103 · Limited Liability Company | GRAND RAPIDS, MI | $1.3B Apr 2026 | +$163.6M+14.0% | +$977.3M+277.5% | +$1.2B+663.6% | +$1.2B+663.6% | +23 employees+85.2% over 3Y | +7,158 accounts+657.9% over 3Y |
| 8. Financial Advisory Corporation CRD 105472 · Corporation | GRAND RAPIDS, MI | $1.1B Feb 2026 | +$191.3M+21.0% | +$250.3M+29.3% | +$426.2M+62.8% | +$835.0M+309.7% | +2 employees+16.7% over 3Y | +84 accounts+7.8% over 3Y |
| 9. Lafleur & Godfrey Private Wealth Management CRD 168831 · Limited Liability Company | GRAND RAPIDS, MI | $1.0B Mar 2026 | +$146.4M+16.8% | +$109.5M+12.1% | +$401.5M+65.3% | +$629.2M+162.5% | +3 employees+75.0% over 3Y | +98 accounts+13.0% over 3Y |
| 10. Lifeworks Advisors, LLC CRD 288255 · Limited Liability Company | GRAND RAPIDS, MI | $966.7M May 2026 | +$224.4M+30.2% | +$705.5M+270.1% | +$844.3M+689.6% | +$862.8M+830.2% | +24 employees+100.0% over 3Y | +3,452 accounts+249.4% over 3Y |
| 11. Stonebridge Financial Group CRD 166251 · Limited Liability Company | GRAND RAPIDS, MI | $739.4M Mar 2026 | +$163.3M+28.3% | +$374.3M+102.5% | +$381.7M+106.7% | +$536.4M+264.2% | +2 employees+66.7% over 3Y | +526 accounts+204.7% over 3Y |
| 12. Hill Island Financial LLC CRD 313469 · Limited Liability Company | GRAND RAPIDS, MI | $623.8M Mar 2026 | +$177.2M+39.7% | +$292.3M+88.1% | — | — | +4 employees+57.1% over 3Y | +324 accounts+65.2% over 3Y |
| 13. Grand Wealth Management, LLC CRD 132137 · Limited Liability Company | GRAND RAPIDS, MI | $597.8M Mar 2026 | -$6.7M-1.1% | +$15.5M+2.7% | +$110.3M+22.6% | +$456.7M+323.5% | -1 employees-7.7% over 3Y | +241 accounts+35.0% over 3Y |
| 14. Voisard Asset Management Group CRD 118048 · Corporation | GRAND RAPIDS, MI | $589.4M May 2026 | +$99.2M+20.2% | +$303.4M+106.1% | +$331.1M+128.2% | +$498.6M+549.0% | 0 employees+0.0% over 3Y | +434 accounts+36.8% over 3Y |
| 15. Hungerford Financial LLC CRD 249789 · Limited Liability Company | GRAND RAPIDS, MI | $492.1M Apr 2026 | +$113.8M+30.1% | +$241.4M+96.3% | +$239.5M+94.8% | +$345.8M+236.5% | +1 employees+25.0% over 3Y | +231 accounts+27.8% over 3Y |
| 16. Aspen Investment Management INC. CRD 112081 · Corporation | GRAND RAPIDS, MI | $452.5M Mar 2026 | +$166.8M+58.4% | +$188.3M+71.3% | +$226.6M+100.3% | +$224.2M+98.2% | +1 employees+25.0% over 3Y | +416 accounts+207.0% over 3Y |
| 17. Family Capital Management CRD 111230 · Corporation | GRAND RAPIDS, MI | $435.1M Mar 2026 | +$139.2M+47.1% | +$184.3M+73.5% | +$285.8M+191.4% | +$375.5M+629.9% | +1 employees+11.1% over 3Y | +317 accounts+31.5% over 3Y |
| 18. Blue Water Asset Management CRD 175362 · Limited Liability Company | GRAND RAPIDS, MI | $428.5M Apr 2026 | +$41.6M+10.8% | +$131.6M+44.3% | +$161.3M+60.4% | — | +2 employees+25.0% over 3Y | +230 accounts+14.2% over 3Y |
| 19. Auxo Investment Partners, LLC CRD 290177 · Limited Liability Company | GRAND RAPIDS, MI | $412.0M Mar 2026 | +$120.0M+41.1% | +$136.1M+49.3% | — | +$156.4M+61.2% | +2 employees+15.4% over 3Y | 0 accounts+0.0% over 3Y |
| 20. Bemanaged CRD 140099 · Corporation | GRAND RAPIDS, MI | $410.0M Mar 2026 | -$32.1M-7.3% | +$4.2M+1.0% | -$88.0M-17.7% | +$206.9M+101.9% | -1 employees-14.3% over 3Y | -304 accounts-22.1% over 3Y |
| 21. Ds Investment Advisors CRD 319351 · Limited Liability Company | GRAND RAPIDS, MI | $386.1M Mar 2026 | +$40.1M+11.6% | +$104.4M+37.1% | — | — | 0 employees+0.0% over 3Y | +34 accounts+14.2% over 3Y |
| 22. Kroon & Mitchell Asset Management LLC CRD 168120 · Limited Liability Company | GRAND RAPIDS, MI | $220.9M Mar 2026 | +$28.2M+14.7% | +$101.4M+84.8% | — | +$103.2M+87.6% | +3 employees+150.0% over 3Y | +134 accounts+22.5% over 3Y |
| 23. Ai Alpha LLC CRD 334908 · Limited Liability Company | GRAND RAPIDS, MI | $200.0M Apr 2026 | — | — | — | — | +1 employees+50.0% over 1Y | — |
| 24. Schwallier Wealth Management CRD 143329 · Limited Liability Company | GRAND RAPIDS, MI | $197.0M Apr 2026 | +$25.8M+15.0% | +$63.4M+47.4% | +$167.0M+556.7% | +$167.0M+556.7% | -2 employees-40.0% over 3Y | +158 accounts+21.7% over 3Y |
| 25. Advisory Advocates LLC CRD 284100 · Limited Liability Company | GRAND RAPIDS, MI | $158.6M Mar 2026 | — | — | — | -$232.8K-0.1% | 0 employees+0.0% over Total | -48 accounts-7.9% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.