Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Valmark Advisers, Inc. financial advisors in Grand Rapids, MI

Every SEC-registered investment adviser representative at a Valmark Advisers, Inc. office in Grand Rapids, A to Z.

The short answer

3 registered advisors work at Valmark Advisers, Inc. in Grand Rapids, out of 267 at the firm nationwide; it ranks number 65 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Valmark Advisers, Inc. advisors in Grand Rapids, A to Z

Every Valmark Advisers, Inc. advisor →

Valmark Advisers, Inc. advisors in every city and state →Valmark Advisers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Valmark Advisers, Inc. advisors in other cities

Akron, OH 41Cincinnati, OH 12Falmouth, ME 12Mason, MI 8Irvine, CA 7Canfield, OH 6Fairlawn, OH 6Plainville, MA 6Fort Wright, KY 5Gloucester, MA 5Jackson, MS 5San Francisco, CA 5Ashburn, VA 4Charlotte, NC 4Fort Lauderdale, FL 4

Other firms in Grand Rapids

All Grand Rapids advisors →

LPL Financial LLC 64Morgan Stanley 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Ameriprise Financial Services, LLC 43Edward Jones 40Wells Fargo Clearing Services, LLC 34Robert W. Baird & Co. Incorporated 33Centennial Securities Company, Inc. 31Fiduciary Financial Advisors 31Raymond James & Associates, Inc. 27J.P. Morgan Securities LLC 23Stifel, Nicolaus & Company, Incorporated 21

Questions

How many financial advisors does Valmark Advisers, Inc. have in Grand Rapids?

3 investment adviser representatives are registered at Valmark Advisers, Inc. offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 267 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Valmark Advisers, Inc. one of the largest advisor employers in Grand Rapids?

Valmark Advisers, Inc. ranks number 65 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 64.

How do I check a Valmark Advisers, Inc. advisor in Grand Rapids?

Each advisor below links to a profile with their registrations, exams, designations 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 Valmark Advisers, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.