Rialytix insights

Top RIA Firms in Holland, Michigan

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Holland, Michigan. This hub covers 6 matching firms with $9.1B in total reported AUM and median AUM of $953.3M.

Firms

6

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

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount 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
Mar 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
Mar 2026
+$250.6M+28.7%+$207.7M+22.6%+$463.0M+69.9%+$942.2M+514.7%+6 employees+33.3% over 3Y+944 accounts+19.1% over 3Y
4. West Michigan Advisors
CRD 312073 · Limited Liability Company
HOLLAND, MI$781.3M
Apr 2026
+$166.9M+27.2%+$501.5M+179.2%+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
Mar 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.