How many financial advisors are in Holland, Michigan?

Falists lists 9 registered investment advisers with a principal office or filing address in Holland, Michigan, based on public SEC IAPD data.

How do financial advisors in Holland charge fees?

Fee structures vary by firm. In Holland, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Holland?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Michigan · 9 advisers

Financial Advisors in Holland, Michigan

Looking for a financial advisor in Holland, Michigan? Falists indexes 9 SEC-registered and state-registered investment advisers in Holland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $4.37B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$4.37B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth8 Planning7 Trusts8 Retirement5 Institutional6

Top advisors in Holland

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

ADVISORY ALPHA, LLC

Holland, MI

AUM

$4.37B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

61 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

866-530-1400

Full profile Visit site →

CAPTRUST WEALTH ADVISORS

Holland, MI

AUM

$2.00B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

20 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

(616) 392-5332

Full profile Visit site →

LVZ, INC.

Holland, MI

AUM

$1.13B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

18 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

616-394-4994

Full profile Visit site →

WEST MICHIGAN ADVISORS

Holland, MI

AUM

$781.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

16 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

(616) 820-1040

Full profile Visit site →

S.A. MASON, LLC

Holland, MI

AUM

$528.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

616-355-3500

Full profile Visit site →

DB & C ADVISORS, LLC

Holland, MI

AUM

$252.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

616-355-3455

Full profile Visit site →

BRANCH CAPITAL MANAGEMENT

Holland, MI

AUM

$79.0M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM

616-392-1389

Full profile Visit site →

CLEARVIEW CAPITAL

Holland, MI

AUM

$27.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

616-920-1411

Full profile Visit site →

TAMARISK CAPITAL MANAGEMENT

Holland, MI

AUM

Team

2 advisors

Clients

—

Fees

Percentage of AUM

616-820-1040

Full profileNo website

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Common questions

How many financial advisors are in Holland, Michigan?: 9 registered investment advisers are listed in our Holland directory, sourced from public SEC filings.
What types of advisors are in Holland?: 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 Holland?: 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.