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 you 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 registrations check. 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.
Kalamazoo has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Kalamazoo, Michigan have an average of 0 years of experience.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CWS FINANCIAL ADVISORS LLC 405 West Michigan Avenue, Suite 110 Kalamazoo, MI, 49007 | $988,545,959 | 2102 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | ARCADIA INVESTMENT MANAGEMENT CORP 125 South Kalamazoo Mall, Ste 306, Kalamazoo, MI, 49007 | $503,767,971 | 333 | 5 | A Percentage of AUM, Fixed Fees |
3 | WOLFF FINANCIAL MANAGEMENT LLC 5938 Venture Park Drive, Kalamazoo, MI, 49009 | $409,764,074 | 1064 | 5 | A Percentage of AUM |
4 | TRUNORTH CAPITAL MANAGEMENT, LLC 1090 North 10th Street, Suite 210 Kalamazoo, MI, 49009 | $294,630,787 | 726 | 5 | A Percentage of AUM, Fixed Fees |
5 | LONG ROAD INVESTMENT COUNSEL, LLC 107 W. Michigan Ave, Suite 804 Kalamazoo, MI, 49007-3946 | $252,905,000 | 111 | 1 | A Percentage of AUM |
6 | N.V.N.G. INVESTMENTS, INC. 555 Crosstown Parkway, Suite 405 Kalamazoo, MI, 49008-1982 | $172,862,677 | 43 | 1 | A Percentage of AUM |
7 | CLEAR RIDGE WEALTH MANAGEMENT, LLC 259 E. Michigan Avenue, Suite 105 Kalamazoo, MI, 49007 | $154,133,079 | 340 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | GASAWAY INVESTMENT ADVISORS, INC. 7110 Stadium Drive, Kalamazoo, MI, 49009 | $134,452,708 | 718 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | DAUS FINANCIAL GROUP, LLC 487 South Drake Road, Suite A Kalamazoo, MI, 49009 | $120,000,000 | 575 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | BREAKWATER CAPITAL 251 N Rose Street Suite 200, Kalamazoo, MI, 49007 | $114,501,925 | 416 | 2 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 297000
Assets Under Management $988,545,959
No. Of Clients2102
Clients Per Financial Advisor191
CWS FINANCIAL ADVISORS LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2102 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104867
Assets Under Management $503,767,971
No. Of Clients333
Clients Per Financial Advisor67
ARCADIA INVESTMENT MANAGEMENT CORP is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $504M assets under management, the firm specializes in crafting personalized retirement planning solutions for 333 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283239
Assets Under Management $409,764,074
No. Of Clients1064
Clients Per Financial Advisor213
WOLFF FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1064 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165285
Assets Under Management $294,630,787
No. Of Clients726
Clients Per Financial Advisor145
TRUNORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 726 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171343
Assets Under Management $252,905,000
No. Of Clients111
Clients Per Financial Advisor111
LONG ROAD INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107446
Assets Under Management $172,862,677
No. Of Clients43
Clients Per Financial Advisor43
N.V.N.G. INVESTMENTS, INC. is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172689
Assets Under Management $154,133,079
No. Of Clients340
Clients Per Financial Advisor113
CLEAR RIDGE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 340 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 123807
Assets Under Management $134,452,708
No. Of Clients718
Clients Per Financial Advisor72
GASAWAY INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 718 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323054
Assets Under Management $120,000,000
No. Of Clients575
Clients Per Financial Advisor96
DAUS FINANCIAL GROUP, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 575 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172498
Assets Under Management $114,501,925
No. Of Clients416
Clients Per Financial Advisor208
BREAKWATER CAPITAL is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.