LPL Financial
47yrs
Top advisor by experience in Grand Rapids
16yrs
Alison Ann Devries
Financial advisor at Rockefeller Capital Management
Based in Grand Rapids, Michigan, Alison Ann Devries is a fiduciary financial advisor with 16 years of industry experience. Alison joined Rockefeller Capital Management in 2024, after eight years at Merrill Lynch, Pierce, Fenner & Smith and less than a year at Wells Fargo Advisors. Rockefeller Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 52% of advisors at Rockefeller Capital Management
Office45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?2 states
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – now
- 2024 – nowRockefeller Financial LLCCurrent firm
- 2011 – 2019
- Feb 2011 – Mar 2011Wells Fargo Clearing Services, LLCPreviously
Questions to ask Alison
Tailored to Alison’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alison
How do I contact Alison?
Call Rockefeller Capital Management at 212-549-5100 and ask for Alison Ann Devries. Alison works from the Grand Rapids, MI office.
How long has Alison been a financial advisor?
Alison has been in the industry since 2011, about 16 years. More experience than 52% of advisors at Rockefeller Capital Management.
What licenses does Alison hold?
Series 66. Tap any license on this page to see what it allows.
Is Alison a fiduciary?
Alison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alison paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Alison for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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