Skip to main content
Fidelon
← All firms
Market Standing · 2026
The most transparent firms in Grand Rapids-Wyoming-Kentwood.
135 scored firmsTop 5 recognizedfidelon.com/markets/grand-rapids-wyoming-kentwood-mi
1IA-only—93Arank within Top 5; below the 80 standard
2IA-only—92.8Arank within Top 5; below the 80 standard
3
Msdr Partners
CRD 338048
IA-only$25.5M91.1ARecognized · Top 5
4IA-only—91Arank within Top 5; below the 80 standard
5IA-only—91Arank within Top 5; below the 80 standard
6IA-only—91A—
7IA-only—91A—
8
Im Wealth
CRD 338459
IA-only—91A—
9
Brohl Financial
CRD 339352
IA-only—91A—
10IA-only—91A—
11
Helmholdt 360
CRD 125562
IA-only—90.9A—
12
Advisor 123
CRD 316880
IA-only—90.9A—
13IA-only$1.8M90.6A—
14IA-only$472M90.3A—
15IA-only$7.7M89.7A—
16IA-only$4.9M89.7A—
17IA-only$2.3M89.6A—
18IA-only$85.8M89.5A—
19IA-only$59.1M89.5A—
20IA-only$54M89.4A—
21IA-only$2.1M89.1A—
22IA-only$88M89A—
23IA-only$2B89A—
24IA-only$79.8M89A—
25IA-only$38.2K88.8A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.