Best Value · Grand Rapids
Affordable Financial Advisors in Grand Rapids, MI
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As of July 2026, RatingsNearMe ranks 19 financial advisors in Grand Rapids, MI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Jacobs Financial Services LLC with a 4.8-star rating from 165 Google reviews and an RNM Score of 83/100. Also in the top tier: Mattson Financial Services and Ethan Heiden, Fiduciary Financial Advisor. The average rating across all listed financial advisors in Grand Rapids is 4.9 stars from 32 reviews per business on average.
Financial advisors in Grand Rapids typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
O'Neill Asset Management, LLC
O'Neill Asset Management, LLC stands out as a top-ranked firm in Grand Rapids due to its strong reputation for personalized, client-focused financial planning and investment management.
Most Reviewed
Thatcher Wealth Management
A high review count indicates broad client engagement and trust, suggesting consistent service quality and reliability over time.
When choosing a financial advisor in Grand Rapids, consider both the firm's ranking and the number of client reviews to gauge reputation and reliability. Always verify credentials and schedule a consultation to ensure their approach aligns with your financial goals.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
32
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.8 stars from 165 Google reviews by clients in Grand Rapids.
3061 Macatawa Dr # D, Grandville, MI 49418, USATrusted by clients for a stellar 4.9-star rating from nearly 80 reviews.
3226 28th St SE, Kentwood, MI 49512, USA5.0 stars from 55 reviews, reflecting consistent client satisfaction.
124 Fulton St E, Grand Rapids, MI 49503, USAFinancial Advisors Rankings in Grand Rapids, MI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Jacobs Financial Services LLC3061 Macatawa Dr # D, Grandville, MI 49418, USA | 4.8★ | 165 |
| #2 | Mattson Financial Services3226 28th St SE, Kentwood, MI 49512, USA | 4.9★ | 78 |
| #3 | Ethan Heiden, Fiduciary Financial Advisor124 Fulton St E, Grand Rapids, MI 49503, USA | 5.0★ | 55 |
| #4 | Voisard Asset Management Group99 Monroe Ave NW #504, Grand Rapids, MI 49503, USA | 5.0★ | 32 |
| #5 | Riley Planning & Investments-Financial Planners & Advisors1600 E Beltline Ave NE Ste 114, Grand Rapids, MI 49525, USA | 5.0★ | 4 |
| #6 | AAM Financial Planning and Investments4555 Wilson Ave SW #4, Wyoming, MI 49418, USA | 5.0★ | 43 |
| #7 | Mosaic Wealth Management607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA | 4.9★ | 28 |
| #8 | Lifeworks Advisors LLC4095 Park E Ct SE STE C, Grand Rapids, MI 49546, USA | 5.0★ | 24 |
| #9 | Schwallier Wealth Management535 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA | 5.0★ | 15 |
| #10 | Eastown Financial Advisors1514 Wealthy St SE STE 226, Grand Rapids, MI 49506, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Grand Rapids
Top-rated Grand Rapids financial advisor with a perfect 5.0-star rating from 32 reviews.
99 Monroe Ave NW #504, Grand Rapids, MI 49503, USA
Top-rated Grand Rapids financial advisor with a perfect 5.0-star rating from four client reviews.
1600 E Beltline Ave NE Ste 114, Grand Rapids, MI 49525, USA
Trusted by dozens of clients with a perfect 5.0-star rating in Grand Rapids.
4555 Wilson Ave SW #4, Wyoming, MI 49418, USA
4.9-star rating from 28 reviews reflects exceptional client satisfaction in Grand Rapids.
607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
5.0★ rating from 24 reviews highlights trusted financial guidance in Grand Rapids.
4095 Park E Ct SE STE C, Grand Rapids, MI 49546, USA
A trusted Grand Rapids financial advisor with a perfect 5.0-star rating from 15 reviews.
535 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Rated 5.0 stars from 7 Google reviews in Grand Rapids.
1514 Wealthy St SE STE 226, Grand Rapids, MI 49506, USA
Rated 5.0 stars from 4 reviews, this Grand Rapids financial advisor earns exceptional client trust.
333 Bridge St NW # 800, Grand Rapids, MI 49504, USA
Exceptional 5.0-star rating from 2 Google reviews for Grand Rapids financial advising.
40 Pearl St NW Suite 500, Grand Rapids, MI 49503, USA
Trusted by clients with a perfect 5.0 rating from 54 Google reviews.
346 Wealthy St SE, Grand Rapids, MI 49503, USA
5.0 stars from 38 reviews, reflecting exceptional client trust in Grand Rapids.
4843 Cascade Rd SE Ste 400, Grand Rapids, MI 49546, USA
Known for strong client trust with a 4.5-star rating from 22 reviews.
2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546, USA
With a perfect 5.0-star rating from 17 reviews, clients consistently report outstanding service.
77 Monroe Center St NW Suite 600, Grand Rapids, MI 49503, USA
Rated 4.7 stars from 14 Google reviews by Grand Rapids clients.
29 Pearl St NW # 400, Grand Rapids, MI 49503, USA
A trusted Grand Rapids financial advisor with a perfect 5.0-star rating from clients.
688 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
38 Commerce Ave SW Ste 310, Grand Rapids, MI 49503, USA
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Financial Advisors in Grand Rapids, MI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Jacobs Financial Services LLC | 83/100 | 4.8 ★ | 165 |
| 2 | Mattson Financial Services | 80/100 | 4.9 ★ | 78 |
| 3 | Ethan Heiden, Fiduciary Financial Advisor | 80/100 | 5.0 ★ | 55 |
| 4 | Voisard Asset Management Group | 77/100 | 5.0 ★ | 32 |
| 5 | Riley Planning & Investments-Financial Planners & Advisors | 67/100 | 5.0 ★ | 4 |
| 6 | AAM Financial Planning and Investments | 79/100 | 5.0 ★ | 43 |
| 7 | Mosaic Wealth Management | 75/100 | 4.9 ★ | 28 |
| 8 | Lifeworks Advisors LLC | 76/100 | 5.0 ★ | 24 |
| 9 | Schwallier Wealth Management | 73/100 | 5.0 ★ | 15 |
| 10 | Eastown Financial Advisors | 70/100 | 5.0 ★ | 7 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Grand Rapids
What is a fiduciary financial advisor and why does it matter in Grand Rapids?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Grand Rapids, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Grand Rapids?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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