Michigan · 3 advisers
Financial Advisors in Caledonia, Michigan
Looking for a financial advisor in Caledonia, Michigan? Falists indexes 3 SEC-registered and state-registered investment advisers in Caledonia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $118.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$118.1M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Caledonia
Ranked by AUM · Fees, team & specialties at a glance
VANDERPOL INVESTMENTS L.L.C.
Caledonia, MI
AUM
$118.1M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(616) 315-2550
ASPIRE WEALTH
Caledonia, MI
AUM
$74.1M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(616) 828-3803
ADVISOR 123 LLC
Caledonia, MI
AUM
—
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-828-3803
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Common questions
- How many financial advisors are in Caledonia, Michigan?
- 3 registered investment advisers are listed in our Caledonia directory, sourced from public SEC filings.
- What types of advisors are in Caledonia?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Caledonia?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.