#1Graetz Wealth
GRAETZ WEALTH, LLC
Serves this area from Jenison, MI (9 mi)
Retirement Plan Advisors in Allendale, MI
The top-ranked retirement plan advisors serving Allendale, MI are Graetz Wealth, Stewardship Trust Advisors and Grand Wealth Management, LLC. We list 33 retirement plan advisors serving Allendale, MI. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Allendale, MI (Ottawa County). 33 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Allendale
#2Stewardship Trust Advisors
PILGRIMS CAPITAL ADVISORS, INC.Serves this area from Grandville, MI (11 mi)#3Grand Wealth Management, LLC
GRAND WEALTH MANAGEMENT, LLCServes this area from Grand Rapids, MI (14 mi)#4Innovia Wealth, LLC
STRATEGIES WEALTH ADVISORS, LLCServes this area from Grand Rapids, MI (14 mi)#5Voisard Asset Management Group
VAM GROUP, INC.Serves this area from Grand Rapids, MI (14 mi)#6Hill Island Financial LLC
HILL ISLAND FINANCIAL LLCServes this area from Grand Rapids, MI (14 mi)#7Abbit Management Corp
THE ABBIT MANAGEMENT CORPServes this area from MI#8Fiduciary Financial Advisors
FIDUCIARY FINANCIAL ADVISORSServes this area from Grand Rapids, MI (14 mi)#9Advisory Alpha, LLC
ADVISORY ALPHA, LLCServes this area from Holland, MI (15 mi)#10West Michigan Advisors
TAMARISK FINANCIAL, LLCServes this area from MI
20 more providers serving this area
- Db & C Advisors, LLC, Holland, MI (15 mi)
- Captrust Wealth Advisors, Holland, MI (16 mi)
- Stonebridge Financial Group, Grand Rapids, MI (18 mi)
- Henrickson Nauta Wealth Advisors, Inc., MI
- Blue Water Asset Management, Northview, MI (18 mi)
- Regal Investment Advisors LLC, Kentwood, MI (19 mi)
- Midwest Capital Advisors, LLC, MI
- Schwallier Wealth Management, MI
- Streamsong Advisors, LLC, Kentwood, MI (19 mi)
- Synergy Wealth Management, LLC, MI
- Vanderpol Investments L.L.C., MI
- Lafleur & Godfrey Private Wealth Management, MI
- Lifeworks Advisors, LLC, Kentwood, MI (19 mi)
- Burnham & Company LLC, Forest Hills, MI (20 mi)
- Wealthspan Investment Management, LLC, MI
- Centennial Securities Company Inc, MI
- Hungerford Financial LLC, MI
- Calder Financial Group, Forest Hills, MI (24 mi)
- Rbs Wealth Management, MI
- Robert W. Baird & Co. Incorporated, Milwaukee, WI (99 mi)
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Frequently asked questions
How many retirement plan advisors serve Allendale?
We list 33 retirement plan advisors serving Allendale, MI: 0 based there and 33 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Allendale?
The top-ranked retirement plan advisors serving Allendale, MI are Graetz Wealth, Stewardship Trust Advisors, Grand Wealth Management, LLC, Innovia Wealth, LLC and Voisard Asset Management Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Allendale are verified against official records?
10 of the top 10 match an active official record: Graetz Wealth (U.S. Securities and Exchange Commission), Stewardship Trust Advisors (U.S. Securities and Exchange Commission), Grand Wealth Management, LLC (U.S. Securities and Exchange Commission), Innovia Wealth, LLC (U.S. Securities and Exchange Commission) and Voisard Asset Management Group (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .