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GrandRapidsTopRated / Financial Advisors

Best financial advisors in Grand Rapids, MI

Verified Grand Rapids financial advisors for wealth management, retirement planning, estate and tax strategy - serving East Grand Rapids, Ada, Cascade, Rockford, Hudsonville, Grandville and beyond.

Rankings updated September 2026 from Google ratings and review volume - not paid placement

How to pick a financial advisor in Grand Rapids

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Searching for financial advisors near me in Grand Rapids? Everyone ranked below serves Grand Rapids and the surrounding neighborhoods, including East Grand Rapids, Ada, Cascade, Rockford, Hudsonville, Grandville. Check the address and service area on a listing before you call, because the closest one is not always the one a search engine puts first.

The full Grand Rapids ranking

1
Mattson Financial Services Independent · Locally Owned
★★★★★ 5 · 102 Google reviews · 3226 28th St SE
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2
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3
O'Neill Asset Management, LLC Independent · Locally Owned
★★★★★ 5 · 55 Google reviews · 346 Wealthy St SE
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4
AAM Financial Planning and Investments Independent · Locally Owned
★★★★★ 5 · 44 Google reviews · 4555 Wilson Ave SW #4
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5
Thatcher Wealth Management Independent · Locally Owned
★★★★★ 5 · 42 Google reviews · 4843 Cascade Rd SE Ste 400
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6
Voisard Asset Management Group Independent · Locally Owned
★★★★★ 5 · 33 Google reviews · 99 Monroe Ave NW #504
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7
Fiduciary Financial Advisors Independent · Locally Owned
★★★★★ 5 · 31 Google reviews · 124 Fulton St E Ste 200
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8
Lifeworks Advisors LLC Independent · Locally Owned
★★★★★ 5 · 26 Google reviews · 4095 Park E Ct SE Ste C
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9
Hundred Financial Planning Independent · Locally Owned
★★★★★ 5 · 18 Google reviews · 77 Monroe Center St NW Ste 600
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10
Schwallier Wealth Management Independent · Locally Owned
★★★★★ 5 · 15 Google reviews · 535 Cascade W Pkwy SE
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11
Mosaic Wealth Management Independent · Locally Owned
★★★★½ 4.9 · 27 Google reviews · 607 Cascade W Pkwy SE
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12
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Financial Advisors in Grand Rapids: common questions

Who are the best financial advisors in Grand Rapids?

Based on Google ratings and review volume as of September 2026, the top rated financial advisors in Grand Rapids are Mattson Financial Services, Ethan Heiden, Fiduciary Financial Advisor, O'Neill Asset Management, LLC. See the live ranked list, ratings, and contact details on this page.

How do I find financial advisors near me in Grand Rapids?

Every company ranked on this page serves Grand Rapids and the surrounding area, including East Grand Rapids, Ada, Cascade, Rockford, Hudsonville, Grandville. Open any listing for its address, phone number and service area, then call the two or three closest to you. Distance is worth checking yourself: the nearest financial advisor is not automatically the best one, so this page ranks on rating and review volume first and leaves proximity to you.

How do I choose a financial advisor in Grand Rapids?

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

National resources

Useful national platforms for this category. These are not ranked listings: no ratings are involved and placement cannot be bought into the rankings above.

wealth.comOnline estate planning: wills, trusts and beneficiaries, built with advisors

Are you a top-rated Grand Rapids pro?

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Prefer to talk? Call or text the Top Rated directory on (813) 454-0813. This is our number, not the number of any business listed here.