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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grand Rapids, MI

Every SEC-registered investment adviser representative at a firm office in Grand Rapids, with the firms that employ the most of them.

951 registered advisors work in Grand Rapids; the most are at LPL Financial LLC (66). 143 list the CFP designation and 706 are also registered broker representatives.

Firms with the most advisors in Grand Rapids

Advisors in Grand Rapids, A to Z (first 300 of 951)

CFP advisors in Grand Rapids →

Other cities in Michigan

All of Michigan →

Troy 761Ann Arbor 649Bloomfield Hills 576Southfield 479Birmingham 453Farmington Hills 393Traverse City 230Holland 203Novi 200Portage 193Brighton 161Kalamazoo 159East Lansing 157Plymouth 154Rochester 153Saginaw 142Grand Blanc 124Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99Grandville 96

Questions

How many financial advisors are in Grand Rapids, MI?

951 investment adviser representatives are registered at firm offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 706 of them are also registered as broker representatives, and 143 list the CFP designation.

Which firm has the most financial advisors in Grand Rapids?

LPL Financial LLC, with 66 registered advisors in Grand Rapids, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 52.

How do I check a financial advisor in Grand Rapids?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.