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Financial ADVSR advisor directory · SEC adviser records

Captrust Wealth Advisors financial advisors in Holland, MI

Every SEC-registered investment adviser representative at a Captrust Wealth Advisors office in Holland, A to Z.

18 registered advisors work at Captrust Wealth Advisors in Holland, out of 18 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Captrust Wealth Advisors advisors in Holland, A to Z

Every Captrust Wealth Advisors advisor →

Other firms in Holland

All Holland advisors →

Advisory Alpha, LLC 37Edward Jones 28West Michigan Advisors 17Ameriprise Financial Services, LLC 11Wells Fargo Clearing Services, LLC 10Cetera Investment Advisers LLC 7LPL Financial LLC 7Db & C Advisors, LLC 6Lvz, Inc. 6Fifth Third Securities, Inc. 5Raymond James & Associates, Inc. 5Stifel, Nicolaus & Company, Incorporated 5

Questions

How many financial advisors does Captrust Wealth Advisors have in Holland?

18 investment adviser representatives are registered at Captrust Wealth Advisors offices in Holland, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Captrust Wealth Advisors one of the largest advisor employers in Holland?

Captrust Wealth Advisors ranks number 3 in Holland by registered advisors; Advisory Alpha, LLC has the most, with 37.

How do I check a Captrust Wealth Advisors advisor in Holland?

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 Captrust Wealth Advisors 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.