Rialytix insights

Largest RIA Firms in Holland, Michigan by AUM

Explore registered investment advisers headquartered in Holland, Michigan, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 firms with $9.1B in total reported AUM and median AUM of $953.3M.

Firms

Matching current profiles

Total AUM

$9.1B

Reported regulatory AUM

Median AUM

$953.3M

Across firms with AUM

Largest firm

$4.4B

Advisory Alpha, LLC

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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. Advisory Alpha, LLC CRD 158282 · Limited Liability Company	HOLLAND, MI	$4.4B Mar 2026	+$905.5M+26.1%	+$2.6B+144.9%	+$3.6B+446.2%	+$4.3B+7094.1%	+14 employees+26.9% over 3Y	+10,690 accounts+78.0% over 3Y
2. Captrust Wealth Advisors CRD 173736 · Limited Liability Company	HOLLAND, MI	$2.0B Aug 2026	+$113.3M+6.0%	+$486.5M+32.1%	+$485.4M+32.0%	—	+2 employees+8.3% over 3Y	+282 accounts+10.4% over 3Y
3. Lvz, INC. CRD 124228 · Corporation	HOLLAND, MI	$1.1B Sep 2026	+$156.0M+16.1%	+$316.8M+39.2%	+$349.9M+45.1%	+$942.2M+514.7%	+2 employees+9.1% over 3Y	+687 accounts+13.2% over 3Y
4. West Michigan Advisors CRD 312073 · Limited Liability Company	HOLLAND, MI	$781.3M Oct 2026	+$166.9M+27.2%	+$501.5M+179.2%	+$528.4M+208.9%	—	+10 employees+76.9% over 3Y	+799 accounts+36.4% over 3Y
5. S.a. Mason, LLC CRD 151440 · Limited Liability Company	HOLLAND, MI	$528.7M Mar 2026	-$107.4M-16.9%	+$74.4M+16.4%	+$48.8M+10.2%	+$358.8M+211.3%	+1 employees+50.0% over 3Y	+223 accounts+33.9% over 3Y
6. Db & C Advisors, LLC CRD 155645 · Limited Liability Company	HOLLAND, MI	$252.2M Sep 2026	+$21.1M+9.1%	+$92.0M+57.4%	+$89.7M+55.2%	+$123.3M+95.6%	+3 employees+37.5% over 3Y	-391 accounts-53.3% over 3Y

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 sufficient historical filing data is unavailable for the lookback period.