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Find Retirement Advisors for Retirement Planning in Grand Rapids, Michigan
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Grand Rapids, Michigan
Last Updated - May 15, 2025Grand Rapids has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Grand Rapids, Michigan have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Grand Rapids, Michigan
VERIFIEDAdam Schwallier
CFP®
Schwallier Wealth Management LLC
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Grand Rapids, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503 | $20,209,044,347 | 85 | 74 | A percentage of AUM, Performance Based |
| 2 | 40 Pearl St., Nw, Suite 500, Grand Rapids, MI, 49503-3026 | $2,354,512,728 | 2599 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 171 Monroe Ave. Nw, Suite 800 Grand Rapids, MI, 49503 | $2,232,574,455 | 3183 | 26 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 333 Bridge Street Nw, Suite 601 Grand Rapids, MI, 49504 | $1,628,447,738 | 59 | 15 | A percentage of AUM |
| 5 | 3075 Charlevoix Dr Se, Grand Rapids, MI, 49546 | $1,071,810,373 | 3513 | 40 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 630 Kenmoor Ave. Se, Suite 206 Grand Rapids, MI, 49546 | $947,304,066 | 891 | 8 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
| 7 | 4251 Cascade Road S.E., Grand Rapids, MI, 49546 | $913,274,779 | 1180 | 14 | A percentage of AUM, Hourly charges, Fixed fees, Other (COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.) |
| 8 | 625 Kenmoor Ave Se, Suite 209 Grand Rapids, MI, 49546 | $870,037,039 | 777 | 6 | A percentage of AUM |
| 9 | 4095 Park East Ct., Ste. C Grand Rapids, MI, 49546 | $742,298,024 | 3785 | 40 | A percentage of AUM, Fixed fees |
| 10 | 333 Bridge Street Nw, Suite 800 Grand Rapids, MI, 49504 | $604,519,121 | 1062 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI, 49546 | $576,126,530 | 669 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 12 | 124 Fulton St. East, Suite 200 Grand Rapids, MI, 49503 | $555,420,848 | 1294 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 99 Monroe Ave, Nw,, Suite 504 Grand Rapids, MI, 49503 | $490,209,538 | 1465 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 38 Commerce Avenue Sw, Suite 310 Grand Rapids, MI, 49503 | $446,640,410 | 550 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 4280 Cascade Road Se, Grand Rapids, MI, 49546 | $393,802,741 | 1270 | 7 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Grand Rapids, Michigan
QualificationsFirm CRD# 282516
Assets Under Management $20,209,044,347
No. Of Clients85
Clients Per Financial Advisor1
OA PRIVATE CAPITAL is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 85 clients. The team consists of 74 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 104683
Assets Under Management $2,354,512,728
No. Of Clients2599
Clients Per Financial Advisor173
NPF INVESTMENT ADVISORS is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2599 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTATION SERVICES)
QualificationsFirm CRD# 289913
Assets Under Management $2,232,574,455
No. Of Clients3183
Clients Per Financial Advisor122
INNOVIA WEALTH, LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3183 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (BUSINESS AND TAX CONSULTING)
QualificationsFirm CRD# 170939
Assets Under Management $1,628,447,738
No. Of Clients59
Clients Per Financial Advisor4
RED CEDAR INVESTMENT MANAGEMENT is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 7763
Assets Under Management $1,071,810,373
No. Of Clients3513
Clients Per Financial Advisor88
CENTENNIAL SECURITIES COMPANY INC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3513 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 125389
Assets Under Management $947,304,066
No. Of Clients891
Clients Per Financial Advisor111
MIDWEST CAPITAL ADVISORS, LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $947M assets under management, the firm specializes in crafting personalized retirement planning solutions for 891 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CONSULTING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (RETIREMENT PLAN CONSULTING)
QualificationsFirm CRD# 105472
Assets Under Management $913,274,779
No. Of Clients1180
Clients Per Financial Advisor84
FINANCIAL ADVISORY CORPORATION is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $913M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1180 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (COMBINATION OF ASSETS UNDER MANAGEMENT
- NET WORTH
- AND BASE FEE.)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 168831
Assets Under Management $870,037,039
No. Of Clients777
Clients Per Financial Advisor130
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $870M assets under management, the firm specializes in crafting personalized retirement planning solutions for 777 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)
QualificationsFirm CRD# 288255
Assets Under Management $742,298,024
No. Of Clients3785
Clients Per Financial Advisor95
LIFEWORKS ADVISORS, LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3785 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 132137
Assets Under Management $604,519,121
No. Of Clients1062
Clients Per Financial Advisor82
GRAND WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $605M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1062 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 166251
Assets Under Management $576,126,530
No. Of Clients669
Clients Per Financial Advisor134
STONEBRIDGE FINANCIAL GROUP is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $576M assets under management, the firm specializes in crafting personalized retirement planning solutions for 669 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 172103
Assets Under Management $555,420,848
No. Of Clients1294
Clients Per Financial Advisor48
FIDUCIARY FINANCIAL ADVISORS is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $555M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1294 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CORPORATE EMPLOYEE EDUCATION SERVICES)
QualificationsFirm CRD# 118048
Assets Under Management $490,209,538
No. Of Clients1465
Clients Per Financial Advisor183
VOISARD ASSET MANAGEMENT GROUP is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $490M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1465 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 313469
Assets Under Management $446,640,410
No. Of Clients550
Clients Per Financial Advisor69
HILL ISLAND FINANCIAL LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $447M assets under management, the firm specializes in crafting personalized retirement planning solutions for 550 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 140099
Assets Under Management $393,802,741
No. Of Clients1270
Clients Per Financial Advisor181
BEMANAGED is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $394M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1270 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.