NPF INVESTMENT ADVISORS

RIASEC RegisteredEst. 1984
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$832K
Accounts
3,233
Employees
18
Advisory reps
12

Firm details

Headquarters
GRAND RAPIDS, Michigan
CRD number
104683
Registered since
January 30, 1984
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI82.43%
  • Individuals5.78%
  • Corporations / Businesses5.33%
  • Charitable Organizations5.06%
  • Pension & Profit Sharing Plans1.4%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

NPF Investment Advisors is an independent registered investment adviser organized as a limited liability partnership and operating since the mid-1980s. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment positioning is equity‑centric. The firm favors exchange‑traded equities and ETFs as core building blocks, while also deploying mutual funds, corporate debt and annuities where client objectives call for income or diversification. NPF Investment Advisors uses private placements to access alternative return streams rather than acting as a capital allocator to third‑party funds. The adviser does not emphasize ESG integration and maintains a single‑state registration posture. NPF was recognized among the Financial Times’ Top 300 RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, State & Local Bonds 15%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 8%, US Government Bonds 4%, Investment Grade Corp Bonds 4%, Non-Investment Grade Corp Bonds 4%57%
  • Exchange Traded Equities57%
  • State & Local Bonds15%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents8%
  • US Government Bonds4%

Owners & executives

1 of 1
  • KURT ARVIDSON

    Partner, Chief Investment Officer, Portfolio ManagerCRD 1867408

Contacts

3 of 11
  • TYLER BOSGRAAF

    PartnerCRD 5944328

  • Maria Kuiper

    Associate Investment AdvisorCRD 6958218

  • GLENN HEFNER

    Portfolio ManagerCRD 2703453

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 36

Active vs passive

$705M in ETFs

Passive

21%

$144M

Active

1%

$560M

ETFProviderStyleCategoryValueShares% of portfolio
NPF CORE EQUITY ETF (NPFE)$556M22,964,69478.89%

Location

Primary office

GRAND RAPIDS, MI

KENT

Location

GRAND RAPIDS, MI

Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
KENT
Address
40 Pearl St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth