How many financial advisors are in Livonia, Michigan?

Falists lists 7 registered investment advisers with a principal office or filing address in Livonia, Michigan, based on public SEC IAPD data.

How do financial advisors in Livonia charge fees?

Fee structures vary by firm. In Livonia, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Livonia?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Michigan · 7 advisers

Financial Advisors in Livonia, Michigan

Looking for a financial advisor in Livonia, Michigan? Falists indexes 7 SEC-registered and state-registered investment advisers in Livonia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $532.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$532.3M

Financial planning

Filter by specialty

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

All Wealth7 Planning6 Trusts7 Retirement2 Institutional1

Top advisors in Livonia

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

View all 7 →

WHITE PINE INVESTMENT CO

Livonia, MI

AUM

$532.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM

734-464-2532

Full profile Visit site →

MEADOWBROOK INVESTMENT ADVISORS LLC

Livonia, MI

AUM

$185.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

Fees

Percentage of AUM

734-953-8688

Full profile Visit site →

SAUNDERS FINANCIAL LLC

Livonia, MI

AUM

$68.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

248-644-6610

Full profile Visit site →

KIDD FINANCIAL PLANNING, LLC.

Livonia, MI

AUM

$14.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

734-293-0055

Full profile Visit site →

CND FINANCIAL

Livonia, MI

AUM

$199.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

734-427-2030

Full profileNo website

THE WOLTER GROUP, INC.

Livonia, MI

AUM

$53.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM

734-524-9408

Full profileNo website

GRAD WEALTH MANAGEMENT PLLC

Livonia, MI

AUM

$1.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

734-462-6161

Full profileNo website

More cities in Michigan

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Common questions

How many financial advisors are in Livonia, Michigan?: 7 registered investment advisers are listed in our Livonia directory, sourced from public SEC filings.
What types of advisors are in Livonia?: 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 Livonia?: 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.