Falists

Michigan · 15 advisers

Financial Advisors in Kalamazoo, Michigan

Looking for a financial advisor in Kalamazoo, Michigan? Falists indexes 15 SEC-registered and state-registered investment advisers in Kalamazoo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $1.33B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

13

Largest AUM

$1.33B

Financial planning

10

Filter by specialty

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

AllWealth13Planning10Trusts13Retirement4Institutional2

Top advisors in Kalamazoo

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

View all 15 →

More cities in Michigan

Grand Rapids (56)Troy (46)Bloomfield Hills (45)Ann Arbor (40)Southfield (26)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Novi (15)Brighton (13)Detroit (12)

Common questions

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