Data / Investment advisers / Michigan / NPF Investment Advisors
NPF Investment Advisors, Grand Rapids, MI: $2.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
NPF Investment Advisors is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $2.7 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 104683
- SEC file number
- 801-3475
- SEC status
- Approved, effective January 30, 1984
- Legal name
- Norris Perne & French LLP
- Main office
- 40 Pearl St., NW, Suite 500, Grand Rapids, MI 49503
- Phone
- (616) 459-3421
- Website
- norrisperne.com
- Regulatory AUM
- $2,691,127,889 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $2,691,127,889
- Accounts
- 3,233
- Employees
- 18, of which 13 give investment advice
- Form of organization
- Limited Liability Partnership
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 537 | $2.22 billion |
| Individuals (other than high net worth individuals) | 401 | $155.4 million |
| Corporations or other businesses | 21 | $143.5 million |
| Charitable organizations | 28 | $136.2 million |
| Pension and profit sharing plans | 6 | $37.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.69 billion | March 27, 2026 |
| December 1, 2025 | $2.53 billion | March 24, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oa Private Capital | Grand Rapids | $22.95 billion | 28 | adviserinfo.sec.gov |
| Red Cedar Investment Management | Grand Rapids | $3.33 billion | 1 | adviserinfo.sec.gov |
| Innovia Wealth, LLC | Grand Rapids | $3.29 billion | 2 | adviserinfo.sec.gov |
| Midwest Capital Advisors, LLC | Grand Rapids | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Centennial Securities Company Inc | Grand Rapids | $1.34 billion | Not listed | adviserinfo.sec.gov |
| Fiduciary Financial Advisors | Grand Rapids | $1.33 billion | 2 | adviserinfo.sec.gov |
| Financial Advisory Corporation | Grand Rapids | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Lafleur & Godfrey Private Wealth Management | Grand Rapids | $1.02 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- NPF Investment Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.