Skip to content

Advisers in Michigan

444 advisers in 106 Michigan cities, 444 registered with SEC or state.

Financial planning (343)Hourly fees (238)Flat / fixed fees (288)% of assets managed (421)Retirement plan consulting (135)

Cities

Troy42 advisers Grand Rapids35 advisers Bloomfield Hills32 advisers Ann Arbor25 advisers Southfield18 advisers Traverse City15 advisers Kalamazoo13 advisers Plymouth11 advisers Novi11 advisers Brighton11 advisers Portage10 advisers Farmington Hills10 advisers Royal Oak10 advisers Birmingham10 advisers Holland8 advisers Northville7 advisers Livonia7 advisers Lansing6 advisers Okemos6 advisers Bingham Farms6 advisers Ada5 advisers East Lansing4 advisers Jenison4 advisers Marquette4 advisers Rochester4 advisers Grosse Pointe Farms4 advisers Clarkston4 advisers Bay City4 advisers Jackson4 advisers Grand Blanc4 advisers Sterling Heights4 advisers Auburn Hills4 advisers Rochester Hills3 advisers St Joseph3 advisers Kentwood3 advisers Fenton2 advisers Grand Haven2 advisers Allen Park2 advisers Caledonia2 advisers Farmington2 advisers Muskegon2 advisers Midland2 advisers Waterford2 advisers Monroe2 advisers Trenton2 advisers Wyoming2 advisers Wyandotte2 advisers Stevensville2 advisers Highland2 advisers Clinton Township2 advisers Owosso2 advisers St. Clair Shores2 advisers Marshall2 advisers Canton2 advisers Dexter2 advisers Mt. Pleasant2 advisers Alpena2 advisers Bad Axe1 adviser Lambertville1 adviser Oxford1 adviser Grosse Pointe1 adviser New Baltimore1 adviser Grosse Pointe Woods1 adviser Oscoda1 adviser New Buffalo1 adviser Cadillac1 adviser Taylor1 adviser Williamston1 adviser Spring Lake1 adviser Mt. Clemens1 adviser Saline1 adviser Saginaw1 adviser East Grand Rapids1 adviser Spring Arbor1 adviser Ludington1 adviser Belmont1 adviser Harrison Township1 adviser Davison1 adviser Douglas1 adviser Brimley1 adviser Saint Clair Shores1 adviser Saint Joseph1 adviser Clawson1 adviser Chelsea1 adviser Linden1 adviser Alto1 adviser Freeland1 adviser Petoskey1 adviser Holly1 adviser Frankenmuth1 adviser Swartz Creek1 adviser Kalkaska1 adviser Lathrup Village1 adviser Detroit1 adviser Richmond1 adviser Calumet1 adviser Grandville1 adviser Utica1 adviser Bridgeport1 adviser Berkley1 adviser Commerce Twp1 adviser Metamora1 adviser Fair Haven1 adviser Elk Rapids1 adviser Ypsilanti1 adviser Southgate1 adviser

Top advisers in Michigan

1st Securities Management, INC263 E. Huron Avenue · Bad Axe, MI 48413 · (989) 269-9231 · % of assets managedCRD 135757 · % of assetsState registeredNo commissions reported 4square Advisory Services, INC.205 Lincoln St · Fenton, MI 48430 · (800) 930-6454 · Financial planningCRD 177526 · % of assets, Hourly charges, Fixed fees · $19.7 million AUMState registeredNo commissions reported 626 Financial, LLC7950 Moorsbridge Road, Suite 104 · Portage, MI 49024 · (269) 321-5040 · Financial planningCRD 306474 · % of assets · $379.6 million AUMSEC registeredNo commissions reported A B L E Wealth Management Solutions LLC3380 Travis Pointe Road, Suite E · Ann Arbor, MI 48108 · (734) 786-3875 · Financial planningCRD 301257 · % of assets, Hourly charges, Fixed fees · $31.7 million AUMState registeredNo commissions reported Abbit Management Corp16986 Robbins Rd, Suite 100 · Grand Haven, MI 49417 · (616) 842-0280 · % of assets managedCRD 110507 · % of assets · $282.4 million AUMSEC registeredNo commissions reported Ace Management1760 Abbey Rd, 200 · East Lansing, MI 48823 · (517) 275-1000 · Financial planningCRD 306881 · % of assets, Hourly charges, Fixed fees · $13.5 million AUMState registeredNo commissions reported Advance Capital Management INCOne Towne Square, Suite 444 · Southfield, MI 48076 · (248) 350-8543 · Financial planningCRD 110767 · % of assets, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reported Advance Wealth Management Service, LLC40 Pearl Street Nw, Suite 800 · Grand Rapids, MI 49503 · (616) 363-3209 · Financial planningCRD 301780 · % of assets, Hourly charges, Fixed fees · $88.5 million AUMState registeredNo commissions reported Advanced Financial Management, INC.8336 Monroe Road, Suite 101 · Lambertville, MI 48144 · (734) 856-5698 · Financial planningCRD 310667 · % of assets, Hourly charges, Fixed fees · $21.6 million AUMState registeredNo commissions reported Advisory Advocates LLC4981 Cascade Road, Suite C · Grand Rapids, MI 49546 · (866) 597-8938 · Financial planningCRD 284100 · % of assets, Fixed fees · $158.6 million AUMSEC registeredNo commissions reported Advisory Alpha, LLC348 S Waverly Rd, Suite 100 · Holland, MI 49423 · (866) 530-1400 · Financial planningCRD 158282 · % of assets, Hourly charges, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reported Affinity Financial Advisory7300 Park Ave. · Allen Park, MI 48101 · (313) 294-9290 · Hourly feesCRD 134034 · % of assets, Hourly charges, Fixed fees · $72.0 million AUMState registeredNo commissions reported Affinity Wealth Management, LLC461 S Main St · Plymouth, MI 48170 · (734) 404-6977 · Financial planningCRD 338239 · % of assets, Hourly charges · $74.8 million AUMState registeredNo commissions reported Afs Wealth Management, LLC22029 Farmington Rd · Farmington Hills, MI 48336 · (248) 888-7530 · % of assets managedCRD 287832 · % of assets · $118.0 million AUMSEC registeredNo commissions reported Agile Wealth Partners114 Rayson St., Suite #2c · Northville, MI 48167 · (313) 443-0067 · Financial planningCRD 302019 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported Allen Financial Management925 N. Lapeer Rd, Suite 159 · Oxford, MI 48371 · (248) 572-4731 · % of assets managedCRD 153511 · % of assets · $121.2 million AUMSEC registeredNo commissions reported Alliance Advisors Wealth Management LLC39555 Orchard Hill Place, Crystal Glen, Suite 600 · Novi, MI 48375 · (734) 837-3672 · Financial planningCRD 305397 · % of assets, Hourly charges, Fixed fees · $15.0 million AUMState registeredNo commissions reported Alliance Investment Management, LLC507 Baldwin St · Jenison, MI 49428 · (800) 890-1246 · Flat / fixed feesCRD 152012 · % of assets, Fixed fees · $206.8 million AUMSEC registeredNo commissions reported Alpha Asset Advisors LLC306 South Washington Ave., Suite 228 · Royal Oak, MI 48067 · (248) 549-8888 · % of assets managedCRD 295093 · % of assets · $13.1 million AUMState registeredNo commissions reported Altrius Capital Management, INC.39555 Orchard Hill Pl, Suite 600 · Novi, MI 48375 · (252) 638-7598 · Financial planningCRD 121529 · % of assets · $716.0 million AUMSEC registeredNo commissions reported Antonelli Financial Advisors, LLC16824 Kercheval Place, Suite 202 · Grosse Pointe, MI 48230 · (313) 290-2602 · Financial planningCRD 286452 · % of assets, Hourly charges, Fixed fees · $229.1 million AUMSEC registeredNo commissions reported Antonio Stokes Advisors24445 Northwestern Hwy, Suite 115 · Southfield, MI 48075 · (877) 275-9545 · Financial planningCRD 313572 · % of assets, Hourly charges, Fixed fees · $7.9 million AUMState registeredNo commissions reported Arbor Investment Management3400 Travis Pointe Rd., Suite E · Ann Arbor, MI 48108 · (734) 645-3622 · % of assets managedCRD 154735 · % of assets · $162.0 million AUMSEC registeredNo commissions reported Arbor Trust Wealth Advisors, LLC825 Victors Way, Suite 150 · Ann Arbor, MI 48108 · (734) 389-7794 · Financial planningCRD 169611 · % of assets, Hourly charges, Fixed fees · $611.4 million AUMSEC registeredNo commissions reported Arbor Wealth Advisors LLC801 W Big Beaver Road, Suite 300 · Troy, MI 48084 · (855) 927-2679 · Financial planningCRD 169570 · Hourly charges, Fixed fees · $657.7 million AUMSEC registeredNo commissions reported Arborfi Advisors, LLC2395 S Huron Pkwy, Suite 101 · Ann Arbor, MI 48104 · (734) 345-6980 · Financial planningCRD 305009 · % of assets · $148.4 million AUMSEC registeredNo commissions reported Armor Wealth Strategies, LLC33228 West 12 Mile Rd., #131 · Farmington Hills, MI 48334 · (947) 275-8018 · Financial planningCRD 330730 · % of assets, Fixed fees · $15.0 million AUMState registeredNo commissions reported Arrow Financial Group31800 Northwestern Highway, Suite 300 · Farmington Hills, MI 48334 · (248) 918-4900 · Financial planningCRD 119423 · % of assets, Hourly charges, Fixed fees · $22.0 million AUMState registeredNo commissions reported Aspen Investment Management INC.4020 E. Beltline Ave Ne, Ste 103 · Grand Rapids, MI 49525 · (616) 361-2500 · % of assets managedCRD 112081 · % of assets · $452.5 million AUMSEC registeredNo commissions reported Aspire Wealth5659 N Kraft Lake Dr · Caledonia, MI 49316 · (616) 828-3803 · Financial planningCRD 307098 · % of assets, Hourly charges, Fixed fees · $74.1 million AUMState registeredNo commissions reported