NPF Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,373,621,404
Clients
938
Advisors
13
of 18 employees
About
NPF Investment Advisors provides financial planning, portfolio management, and consulting to individuals (including high-net-worth clients) as well as institutional clients such as foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm also serves as the investment adviser to the NPF Core Equity ETF, which it launched in March 2026, in addition to managing separately tailored, discretionary client portfolios.
The firm develops individualized investment policies based on each client’s objectives, risk tolerance, time horizon, and tax considerations, and it typically manages accounts on a discretionary basis with ongoing monitoring and quarterly reporting. NPF uses fundamental security analysis and conventional asset-allocation strategies for managed accounts, while the firm’s ETF is run to provide broad equity exposure rather than bespoke client-level customization.
Noteworthy distinctions include the firm’s dual role as a sponsor/manager of its own ETF and its disclosure of personnel registrations with the fund distributor, practices that are less common among peers. The brochure also discloses arrangements that are atypical for multi-team firms—payment of third-party solicitor referral fees and an internal employee referral bonus program, use of client testimonials in advertising, and constructive custody features such as fee-debit authority and standing transfer authorizations—along with use of third-party services for retirement-plan account management and proxy-claim recovery.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%
$250 to $500 per hour for planning services
Account minimum: $1,500,000 Minimum fee: $10,000 minimum annual fee for new accounts Fee-only: Fee-only SEC-registered investment adviser
Main office
40 Pearl St., NW, Suite 500
Grand Rapids MI 49503-3026
Advisors at this office
13
Most active in
Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Louisiana · Massachusetts · Michigan · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Wisconsin
Also doing business as
Norris Perne & French Llp · Npf Investment Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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