Wealth manager, independent · Holland, MI
LVZ, Inc.
SEC-registered investment adviser · CRD 124228 · SEC 801-66772
At a glance
LVZ, Inc. is an SEC-registered investment adviser based in Holland, Michigan, with $1.1B in regulatory assets under management as of its Form ADV filed September 16, 2026. It reports 2,438 individual clients, 126 of them high-net-worth, holding an average of about $0.4 million each, and 24 employees. That ranks it 975th among the nation’s 5,657 independent wealth management RIAs and 27th of 178 in Michigan. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 616-394-4994lvzinc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #975 of 5,657
- Rank among all SEC RIAs
- #5,022 of 17,210
- Rank in Michigan
- #27 of 178
- Individual clients
- 2,438
- High-net-worth clients
- 126
- Accounts
- 5,879
- Discretionary
- 100% of AUM
- Employees
- 24
- Advisory staff
- 18
- Offices
- 15
Owners and executives on its Form ADV
- Ryan J VanderzwartPresident/chief Compliance Officer
- Nathan L. BaumannVice President
Custody and brokerage
Broker-dealer
Hybrid RIA
LVZ, Inc. is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names Harbour Investments as the broker-dealer its advisers are registered with.
OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS”, our firm’s principals and some of our employees are also registered representatives of Harbour Investments, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 2,312 | $829M | 74% |
| High-net-worth individuals | 126 | $257M | 23% |
| Pension and profit sharing plans | 14 | $21M | 2% |
| Corporations or other businesses | 12 | $15M | 1% |
| Charitable organizations | 9 | $3M | <1% |
Disciplinary disclosures
LVZ, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗lvzinc.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Columbia Asset Management, L.L.C.ANN Arbor | $1.2B | 411 |
| StraightlineTroy | $1.2B | 2,358 |
| Provident Investment Management, Inc.Novi | $1.1B | 318 |
| Financial Advisory CorporationGrand Rapids | $1.1B | 258 |
| Foguth Wealth Management, LLC.Brighton | $1.1B | 2,690 |
| Isto Advisors, LLCTroy | $1.1B | 358 |
Background
Questions
How much does LVZ, Inc. manage?
LVZ, Inc. reports $1.1B in regulatory assets under management across 5,879 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 16, 2026.
How many clients does LVZ, Inc. have?
It reports 2,438 individual clients: 126 high-net-worth individuals and 2,312 other individuals. Individuals account for about 97% of its regulatory assets.
Where is LVZ, Inc. headquartered?
Its main office is in Holland, Michigan. It reports 15 offices in total and 24 employees, 18 of whom perform investment advisory functions.
How does LVZ, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does LVZ, Inc. use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 16, 2026, it reports these amounts held: Fidelity ($841M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is LVZ, Inc. a hybrid RIA with a broker-dealer?
LVZ, Inc. is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is LVZ, Inc. a fiduciary?
As an SEC-registered investment adviser, LVZ, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is LVZ, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →