Michigan · 24 advisers
Financial Advisors in Birmingham, Michigan
Looking for a financial advisor in Birmingham, Michigan? Falists indexes 24 SEC-registered and state-registered investment advisers in Birmingham — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 20 firms list a website you can visit directly. Firms in this directory manage up to $2.48B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
24
With website
20
Largest AUM
$2.48B
Financial planning
7
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Birmingham
Ranked by AUM · Fees, team & specialties at a glance
SEIZERT CAPITAL PARTNERS
Birmingham, MI
AUM
$2.48B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
248-593-1500
PLANNING ALTERNATIVES LTD
Birmingham, MI
AUM
$1.54B
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
248-645-1520
LIBERTY CAPITAL MANAGEMENT INC
Birmingham, MI
AUM
$849.5M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248 258-9290
Q3 ASSET MANAGEMENT CORPORATION
Birmingham, MI
AUM
$794.7M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(248) 566-1122
VALSTONE PARTNERS VI
Birmingham, MI
AUM
$735.9M
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
248-646-9200
STURBRIDGE CAPITAL LLC
Birmingham, MI
AUM
$730.9M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-220-8400
TRP CAPITAL ADVISORS V, LLC
Birmingham, MI
AUM
$691.0M
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
248 648-2358
STRENGTH CAPITAL PARTNERS, LLC
Birmingham, MI
AUM
$528.0M
Team
9 advisors
Clients
0
Fees
A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C
248-593-6872
BLOOMFIELD CAPITAL HOLDINGS, LLC
Birmingham, MI
AUM
$465.7M
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(248) 745-1700
MOTIVE WEALTH ADVISORS, LLC
Birmingham, MI
AUM
$362.6M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(248) 987-5731
TRP CAPITAL ADVISORS VI, LLC
Birmingham, MI
AUM
$310.8M
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
248-648-2358
PALATINE HILL WEALTH MANAGEMENT
Birmingham, MI
AUM
$295.9M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
734-218-0085
SOLYCO WEALTH LLC
Birmingham, MI
AUM
$116.2M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
947-208-4035
TRP CAPITAL ADVISORS, LLC
Birmingham, MI
AUM
$82.5M
Team
9 advisors
Clients
—
Fees
Performance-based fees; WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO
248-648-2358
LONG LAKE CAPITAL MANAGEMENT, LLC
Birmingham, MI
AUM
$42.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-712-6160
QUARTON CAPITAL PARTNERS
Birmingham, MI
AUM
$1.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
7134443560
LAKESIDE DRIVE MANAGEMENT LLC
Birmingham, MI
AUM
$372.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-939-3877
NORTHPOINT FINANCIAL
Birmingham, MI
AUM
—
Team
2 advisors
Clients
11-25
Fees
Hourly charges
248-644-1901
More cities in Michigan
Common questions
- How many financial advisors are in Birmingham, Michigan?
- 24 registered investment advisers are listed in our Birmingham directory, sourced from public SEC filings.
- What types of advisors are in Birmingham?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Birmingham?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.