Top Financial Advisors in Kalamazoo, Michigan
Finding the right financial advisor in Kalamazoo is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Kalamazoo, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Kalamazoo, MI.
Find the Best Financial Advisor Firms in Kalamazoo:
CWS FINANCIAL ADVISORS LLC
CRD#: 297000
Address: 405 West Michigan Avenue Suite 110, Kalamazoo, MI 49007
Clients: 455
Average Clients per Advisor: 91
AUM: $ 1.2B
WOLFF FINANCIAL MANAGEMENT LLC
CRD#: 283239
Address: 5938 Venture Park Drive, Kalamazoo, MI 49009
Clients: 229
Average Clients per Advisor: 57
AUM: $ 532M
DAUS FINANCIAL GROUP, LLC
CRD#: 323054
Address: 487 South Drake Road Suite A, Kalamazoo, MI 49009
Clients: 229
Average Clients per Advisor: 114
AUM: $ 211M
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CRD#: 172689
Address: 259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007
Clients: 52
Average Clients per Advisor: 26
AUM: $ 200M
GASAWAY INVESTMENT ADVISORS, INC.
CRD#: 123807
Address: 7110 Stadium Drive, Kalamazoo, MI 49009
Clients: 364
Average Clients per Advisor: 60
AUM: $ 162M
BREAKWATER CAPITAL
CRD#: 172498
Address: 251 N Rose Street Suite 200, Kalamazoo, MI 49007
Clients: 81
Average Clients per Advisor: 40
AUM: $ 143M
How We Chose the Top Financial Advisors in Kalamazoo, Michigan
To create this list of top financial advisor firms in Kalamazoo, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Kalamazoo has to offer.
Search Financial Advisors in Kalamazoo, Michigan
Jeffrey D Schaub
Leon Bennett
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Kevin Scott Beck
Robert C. Marciniak
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Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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