Licensed · Grand Rapids
Licensed & Insured Financial Advisors in Grand Rapids, MI
Every financial advisors listed here carries proper licensing and insurance in MI. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Grand Rapids, MI by verified customer ratings and review volume. The highest-rated is Jacobs Financial Services LLC with a 4.8-star rating from 165 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
32
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Jacobs Financial Services LLC
3061 Macatawa Dr # D, Grandville, MI 49418, USA
Mattson Financial Services
3226 28th St SE, Kentwood, MI 49512, USA
Ethan Heiden, Fiduciary Financial Advisor
124 Fulton St E, Grand Rapids, MI 49503, USA
Financial 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 | Grand Wealth Management333 Bridge St NW # 800, Grand Rapids, MI 49504, USA | 5.0★ | 4 |
| #6 | NPF Investment Advisors40 Pearl St NW Suite 500, Grand Rapids, MI 49503, USA | 5.0★ | 2 |
| #7 | Lifeworks Advisors LLC4095 Park E Ct SE STE C, Grand Rapids, MI 49546, USA | 5.0★ | 24 |
| #8 | Schwallier Wealth Management535 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA | 5.0★ | 15 |
| #9 | Mosaic Wealth Management607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA | 4.9★ | 28 |
| #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 May 2026
All Financial Advisors in Grand Rapids
Voisard Asset Management Group
99 Monroe Ave NW #504, Grand Rapids, MI 49503, USA
Grand Wealth Management
333 Bridge St NW # 800, Grand Rapids, MI 49504, USA
NPF Investment Advisors
40 Pearl St NW Suite 500, Grand Rapids, MI 49503, USA
Lifeworks Advisors LLC
4095 Park E Ct SE STE C, Grand Rapids, MI 49546, USA
Schwallier Wealth Management
535 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Mosaic Wealth Management
607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Eastown Financial Advisors
1514 Wealthy St SE STE 226, Grand Rapids, MI 49506, USA
AAM Financial Planning and Investments
4555 Wilson Ave SW #4, Wyoming, MI 49418, USA
Riley Planning & Investments-Financial Planners & Advisors
1600 E Beltline Ave NE Ste 114, Grand Rapids, MI 49525, USA
Midwest Capital Advisors
688 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
O'Neill Asset Management, LLC
346 Wealthy St SE, Grand Rapids, MI 49503, USA
Thatcher Wealth Management
4843 Cascade Rd SE Ste 400, Grand Rapids, MI 49546, USA
Hill Island Financial
38 Commerce Ave SW Ste 310, Grand Rapids, MI 49503, USA
Kroon & Mitchell
29 Pearl St NW # 400, Grand Rapids, MI 49503, USA
Hundred Financial Planning
77 Monroe Center St NW Suite 600, Grand Rapids, MI 49503, USA
America Group Wealth Management - Grand Rapids Financial Advisor
2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546, USA
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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: May 17, 2026.
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