RIA Intel›Advisers›Michigan›GPS FINANCIAL GROUP, LLC

GPS FINANCIAL GROUP, LLC

Advisory

GRAND RAPIDS, MI

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in MI

#431

of 521 advisers by AUM

Average account

$228K

across 350 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$80M

Discretionary AUM$67M

Non-Discretionary AUM$13M

Discretionary %84.3%

Total Clients122

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, IN, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

122 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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