Grand Wealth Management Recognized Among Top RIA Firms on 2025 RIA Edge 100 List

For the second year in a row, Grand Wealth Management has earned a spot on the RIA Edge 100 – a nationally recognized list compiled using objective performance metrics that underscore what truly matters: sustainable growth, exceptional service, and strong expert advisors. This prestigious distinction reflects our commitment to personalized, fiduciary-based wealth management in West Michigan – especially for business owners and partner-level professionals seeking a clear investment plan, guidance to minimalize taxes, and, ultimately, the freedom to live with financial security.

The methodology behind the RIA Edge 100 sets it apart. Firms are required to manage over $500 million in assets, serve primarily high-net-worth clients, and offer financial planning services. From there, metrics like client-to-advisor ratios, the proportion of CFP® professionals on staff, five-year AUM growth and AUM per advisor were evaluated equally.

This data-driven approach highlights firms that combine growth with exceptional client service and internal talent. As a thriving high-net-worth financial advisory firm in West Michigan, Grand Wealth Management remains focused on delivering evidence-based strategies, tailored to help you plan better and live better.

Your wealth deserves a strategy that is thorough, responsive, and managed by a team you can trust. Learn more about our personalized wealth management services.

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_{Disclosure:
Grand Wealth Management was placed on the RIA Edge 100 list for 2024 and 2025. This list was created by WealthManagement.com, who used criteria like size, AUM growth, employee-to-client ratio, etc. to form the list. Grand Wealth Management did not provide compensation to WealthManagement.com for this award.}