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Wealth Managers in Holland, MI: 2026 rankings

29 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Holland: Pearl Wealth Group, RFA Score 69/100; 5.0★ from 107 Google reviews.

  2. 2

    Most-reviewed: Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC, 58 Google reviews at 5.0★, the most of 29 ranked after Pearl Wealth Group; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

29 Holland wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 29 rated firms.

Top 10 wealth managers in Holland at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Holland at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Pearl Wealth Group695.0★ (107)Carrollwood, 28 mi awayTop score
2Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC685.0★ (58)Kentwood, 20 mi awayMost reviews
3Straight Path Wealth Management685.0★ (43)Jenison, 17 mi away—
4Generational Wealth Management674.4★ (23)Holland—
5Thatcher Wealth Management665.0★ (50)Grand Rapids, 30 mi away—
6Kyle Trevino - Private Wealth Advisor, Ameriprise Financial Services, LLC645.0★ (11)Allendale, 14 mi away—
7Mosaic Wealth Management644.9★ (28)Grand Rapids, 30 mi away—
8CapTrust Wealth Advisors645.0★ (4)Holland—
9GreenRock Wealth Management645.0★ (20)East Grand Rapids, 28 mi away—
10Braeburn Wealth Management634.8★ (26)Muskegon, 32 mi away—

All 29 wealth managers in Holland, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Holland

    #1 Pearl Wealth Group

    Based in Carrollwood, 28 mi away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 107 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Pearl Wealth Group(616) 726-2090

  7. #7 Mosaic Wealth Management

    Based in Grand Rapids, 30 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    607 Cascade W Pkwy SE, Grand Rapids, MI 49546
    View profile for Mosaic Wealth Management(616) 949-0900

  10. #10 Braeburn Wealth Management

    Based in Muskegon, 32 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 26 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    111 W Western Ave, Muskegon, MI 49442
    View profile for Braeburn Wealth Management(231) 720-0743

  11. #11 Schaner Health & Wealth

    Based in Allendale, 13 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Health insurance agency”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3484 Chicago Dr Ste B, Hudsonville, MI 49426
    View profile for Schaner Health & Wealth(616) 379-6567

  14. #14 ARGO Wealth Partners

    Based in Muskegon, 30 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 19 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 19 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    2145 W Sherman Blvd, Muskegon, MI 49441
    View profile for ARGO Wealth Partners(231) 727-8176

  19. #19 Kapteyn Wealth Partners

    Based in Grand Rapids, 25 mi away

    60/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6677 Crossings Dr SE Ste 2, Grand Rapids, MI 49508
    View profile for Kapteyn Wealth Partners(616) 816-1600

  20. #20 Grand Wealth Management

    Based in Grand Rapids, 25 mi away

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    333 Bridge St NW Apt 800, Grand Rapids, MI 49504
    View profile for Grand Wealth Management(616) 451-4228

  22. #22 Medalist Wealth Management

    Based in Grand Rapids, 31 mi away

    59/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    4940 Cascade Rd SE Ste 220, Grand Rapids, MI 49546
    View profile for Medalist Wealth Management(844) 633-2547

  24. #24 Merrill Lynch Wealth Management

    Based in Grand Rapids, 25 mi away

    59/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 2.7★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 7 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
    View profile for Merrill Lynch Wealth Management(616) 774-4200

All 29 wealth managers

#1 to #25 are shown in full above. Here are #26 to #29, in RFA Score order; each links to its profile.

wealth managers in Holland, ranks 26 to 29
RankBusinessRFA ScoreGoogle ratingDistance
26Cascade Wealth Advisors, LLC585.0★ (4)32 mi
27Integrated for Me | Wealth Management and Retirement Plan Consultant584.7★ (3)28 mi
28Kanai Wealth Management Group585.0★ (3)30 mi
29IM Wealth585.0★ (4)34 mi

Also serving Holland

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Holland
BusinessGoogle ratingDistance
Advisory Alpha5.0★ (2)In Holland
Blue Trust | Holland Financial Advisors5.0★ (6)In Holland
Branch Capital Management3.7★ (3)In Holland
Charles Schwab1.0★ (7)In Holland
DeLong & Brower CPAs PLLC4.8★ (5)In Holland
Edward Jones - Financial Advisor: Erin Avery Zylman, CFP®5.0★ (3)In Holland
Edward Jones - Financial Advisor: Joe Meckley, CFP®|AAMS®4.0★ (3)In Holland
Edward Jones - Financial Advisor: Julia Maltbie5.0★ (1)In Holland
Edward Jones - Financial Advisor: Kristopher Reinhardt, ChFC®|CEPA®|AAMS®|CRPS™5.0★ (2)In Holland
Edward Jones - Financial Advisor: Ross W Diekema, CFP®|AAMS®4.0★ (4)In Holland
Ideal Life Financial5.0★ (26)In Holland
Jordan Financial & Associates5.0★ (3)In Holland
Kammeraad Financial Group LLC5.0★ (3)In Holland
Koele Godfrey Investment Group Inc.5.0★ (12)In Holland
Legacy Financial Network5.0★ (2)In Holland
MKS Wealth Advisors of Raymond James5.0★ (1)In Holland
Pathway Financial Design, LLC3.5★ (4)In Holland
Raymond James & Associates3.0★ (2)In Holland
Stifel5.0★ (2)In Holland
Wells Fargo Advisors4.0★ (5)In Holland

How we ranked Holland wealth managers

We scored 29 Holland wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Holland data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Holland: frequently asked questions

Which wealth manager has the highest RFA Score in Holland?

By RFA Score, the highest-ranked wealth manager in Holland, MI is Pearl Wealth Group with an RFA Score of 69/100. It has 5.0★ from 107 Google reviews. Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC (#2) and Straight Path Wealth Management (#3) follow. We ranked 29 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Holland?

RankedFinancialAdvisors ranks 29 wealth managers serving Holland, MI. 2 of them are based in Holland; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Holland wealth managers have?

The median Google rating among 29 rated wealth managers in Holland is 5.0★, with a median of 6 reviews. Pearl Wealth Group has the most, 107 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Holland count in this ranking?

Yes, if they are within 40 mi of the Holland city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Holland ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Holland a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Holland

  1. November 2026: RFA Scores recalculated for 29 wealth managers serving Holland.

More wealth managers and Holland pages