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Find Retirement Advisors for Retirement Planning in Holland, Michigan

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Finding the Best Retirement Planners in Holland, Michigan

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Holland, Michigan

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 6 Retirement Planning firms in Holland, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

348 S Waverly Rd, Suite 100
Holland, MI, 49423
$2,997,055,9952060957
A percentage of AUM, Hourly charges, Fixed fees
2

85 E 8th Street, Suite 150
Holland, MI, 49423
$1,889,548,733291226
A percentage of AUM, Fixed fees
3

240 South River Avenue,
Holland, MI, 49423
$874,644,000507525
A percentage of AUM, Hourly charges, Fixed fees
4

170 College Avenue, Suite 260
Holland, MI, 49423
$573,916,6857202
A percentage of AUM, Hourly charges, Fixed fees
5

301 Hoover Blvd., Suite 300
Holland, MI, 49423
$494,777,070307915
A percentage of AUM, Hourly charges, Fixed fees
6

355 Settlers Road, Suite 310
Holland, MI, 49423
$231,102,7962928
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Holland, Michigan

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.

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
  • Education seminars/workshops
View Full Profile

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.

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# 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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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.

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
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

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

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