Falists

Michigan · 45 advisers

Financial Advisors in Bloomfield Hills, Michigan

Looking for a financial advisor in Bloomfield Hills, Michigan? Falists indexes 45 SEC-registered and state-registered investment advisers in Bloomfield Hills — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 41 firms list a website you can visit directly. Firms in this directory manage up to $14.73B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

45

With website

41

Largest AUM

$14.73B

Financial planning

23

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth37Planning23Trusts30Retirement20Institutional13

Top advisors in Bloomfield Hills

Ranked by AUM · Fees, team & specialties at a glance

View all 45 →

SCHWARTZ & CO.

Bloomfield Hills, MI

AUM

$10.49B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

23 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

248-644-2701

Full profileVisit site →

LSIA

Bloomfield Hills, MI

AUM

$932.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM

414-459-1759

Full profileVisit site →

GAINPLAN LLC

Bloomfield Hills, MI

AUM

$461.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

248.385.3737

Full profileVisit site →

IIC

Bloomfield Hills, MI

AUM

$125.0M

Wealth MgmtRetirement

Team

5 advisors

Clients

—

Fees

Fixed fees; CHARGE AN ASSET BASED FEE ON RETIREMENT PLANS UNDER ADVISEMENT

248-339-9808

Full profileVisit site →
View all 45 advisors in Bloomfield Hills

More cities in Michigan

Grand Rapids (56)Troy (46)Ann Arbor (40)Southfield (26)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)Detroit (12)

Common questions

How many financial advisors are in Bloomfield Hills, Michigan?
45 registered investment advisers are listed in our Bloomfield Hills directory, sourced from public SEC filings.
What types of advisors are in Bloomfield Hills?
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 Bloomfield Hills?
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.