Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Holland has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Holland, Michigan have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 348 S Waverly Rd, Suite 100 Holland, MI, 49423 | $2,997,055,995 | 20609 | 57 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 85 E 8th Street, Suite 150 Holland, MI, 49423 | $1,889,548,733 | 2912 | 26 | A percentage of AUM, Fixed fees |
3 | 240 South River Avenue, Holland, MI, 49423 | $874,644,000 | 5075 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 170 College Avenue, Suite 260 Holland, MI, 49423 | $573,916,685 | 720 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 301 Hoover Blvd., Suite 300 Holland, MI, 49423 | $494,777,070 | 3079 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
6 | 355 Settlers Road, Suite 310 Holland, MI, 49423 | $231,102,796 | 292 | 8 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 158282
Assets Under Management $2,997,055,995
No. Of Clients20609
Clients Per Financial Advisor362
ADVISORY ALPHA, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20609 clients. The team consists of 57 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173736
Assets Under Management $1,889,548,733
No. Of Clients2912
Clients Per Financial Advisor112
CAPTRUST WEALTH ADVISORS is a financial advisory firm situated in Holland, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2912 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 124228
Assets Under Management $874,644,000
No. Of Clients5075
Clients Per Financial Advisor203
LVZ, INC. is a financial advisory firm situated in Holland, Michigan. With a nearly $875M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5075 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151440
Assets Under Management $573,916,685
No. Of Clients720
Clients Per Financial Advisor360
S.A. MASON, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 720 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312073
Assets Under Management $494,777,070
No. Of Clients3079
Clients Per Financial Advisor205
WEST MICHIGAN ADVISORS is a financial advisory firm situated in Holland, Michigan. With a nearly $495M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3079 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155645
Assets Under Management $231,102,796
No. Of Clients292
Clients Per Financial Advisor37
DB & C ADVISORS, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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