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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 - April 25, 2025

Grand 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

advisor
vector.svg VERIFIED

Adam 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 15 Retirement Planning firms in Grand Rapids, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
$20,209,044,3478574
A percentage of AUM, Performance Based
2

40 Pearl St., Nw, Suite 500,
Grand Rapids, MI, 49503-3026
$2,354,512,728259915
A percentage of AUM, Hourly charges, Fixed fees
3

171 Monroe Ave. Nw, Suite 800
Grand Rapids, MI, 49503
$2,232,574,455318326
A percentage of AUM, Hourly charges, Fixed fees
4

333 Bridge Street Nw, Suite 601
Grand Rapids, MI, 49504
$1,628,447,7385915
A percentage of AUM
5

3075 Charlevoix Dr Se,
Grand Rapids, MI, 49546
$1,071,810,373351340
A percentage of AUM, Hourly charges, Fixed fees
6

630 Kenmoor Ave. Se, Suite 206
Grand Rapids, MI, 49546
$947,304,0668918
A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
7

4251 Cascade Road S.E.,
Grand Rapids, MI, 49546
$913,274,779118014
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
$870,037,0397776
A percentage of AUM
9

4095 Park East Ct., Ste. C
Grand Rapids, MI, 49546
$742,298,024378540
A percentage of AUM, Fixed fees
10

333 Bridge Street Nw, Suite 800
Grand Rapids, MI, 49504
$604,519,121106213
A percentage of AUM, Hourly charges, Fixed fees
11

3333 Deposit Drive Ne, Suite 220,
Grand Rapids, MI, 49546
$576,126,5306695
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
12

124 Fulton St. East, Suite 200
Grand Rapids, MI, 49503
$555,420,848129427
A percentage of AUM, Hourly charges, Fixed fees
13

99 Monroe Ave, Nw,, Suite 504
Grand Rapids, MI, 49503
$490,209,53814658
A percentage of AUM, Hourly charges, Fixed fees
14

38 Commerce Avenue Sw, Suite 310
Grand Rapids, MI, 49503
$446,640,4105508
A percentage of AUM, Hourly charges, Fixed fees
15

4280 Cascade Road Se,
Grand Rapids, MI, 49546
$393,802,74112707
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
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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)
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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)
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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
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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
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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)
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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
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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)
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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
View Full Profile

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
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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
View Full Profile

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)
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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
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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
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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
View Full Profile

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