Retirement Plan Advisors in Grand Rapids, MI
The top-ranked retirement plan advisors serving Grand Rapids, MI are Fiduciary Financial Advisors, Grand Wealth Management, LLC and Hill Island Financial LLC. We list 29 retirement plan advisors serving Grand Rapids, MI. 29 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 Grand Rapids, MI (Kent County). 29 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 Grand Rapids
- FIDUCIARY FINANCIAL ADVISORSBased in Grand Rapids, MI
#2Grand Wealth Management, LLC
GRAND WEALTH MANAGEMENT, LLCBased in Grand Rapids, MI#3Hill Island Financial LLC
HILL ISLAND FINANCIAL LLCBased in Grand Rapids, MI#4Innovia Wealth, LLC
STRATEGIES WEALTH ADVISORS, LLCBased in Grand Rapids, MI#5Stonebridge Financial Group
GLOBAL FINANCIAL GROUP ADVISORS LLCBased in Grand Rapids, MI#6Voisard Asset Management Group
VAM GROUP, INC.Based in Grand Rapids, MI#7Midwest Capital Advisors, LLC
MIDWEST CAPITAL ADVISORS, LLCServes this area from MI#8Schwallier Wealth Management
FEE-ONLY FIDUCIARY ADVISORS LLCServes this area from MI#9Synergy Wealth Management, LLC
SYNERGY WEALTH MANAGEMENT, LLCServes this area from MI#10Lafleur & Godfrey Private Wealth Management
LAFLEUR & GODFREY LLCServes this area from MI
19 more providers serving this area
- Lifeworks Advisors, LLC, Kentwood, MI (5 mi)
- Streamsong Advisors, LLC, Kentwood, MI (5 mi)
- Burnham & Company LLC, Forest Hills, MI (6 mi)
- Regal Investment Advisors LLC, Kentwood, MI (6 mi)
- Blue Water Asset Management, Northview, MI (6 mi)
- Stewardship Trust Advisors, Grandville, MI (7 mi)
- Centennial Securities Company Inc, MI
- Hungerford Financial LLC, MI
- Graetz Wealth, Jenison, MI (8 mi)
- Henrickson Nauta Wealth Advisors, Inc., MI
- Vanderpol Investments L.L.C., MI
- Wealthspan Investment Management, LLC, MI
- Calder Financial Group, Forest Hills, MI (9 mi)
- Rbs Wealth Management, MI
- Advisory Alpha, LLC, Holland, MI (25 mi)
- Db & C Advisors, LLC, Holland, MI (25 mi)
- West Michigan Advisors, MI
- Captrust Wealth Advisors, Holland, MI (26 mi)
- Abbit Management Corp, MI
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Frequently asked questions
How many retirement plan advisors serve Grand Rapids?
We list 29 retirement plan advisors serving Grand Rapids, MI: 6 based there and 23 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 Grand Rapids?
The top-ranked retirement plan advisors serving Grand Rapids, MI are Fiduciary Financial Advisors, Grand Wealth Management, LLC, Hill Island Financial LLC, Innovia Wealth, LLC and Stonebridge Financial Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Grand Rapids are verified against official records?
10 of the top 10 match an active official record: Fiduciary Financial Advisors (U.S. Securities and Exchange Commission), Grand Wealth Management, LLC (U.S. Securities and Exchange Commission), Hill Island Financial LLC (U.S. Securities and Exchange Commission), Innovia Wealth, LLC (U.S. Securities and Exchange Commission) and Stonebridge Financial 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 .