Michigan · 442 firms
Trust & Estate Advisors in Michigan
Advisers working with trusts, estates, and charitable organizations. Browse 442 advisers in Michigan matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Michigan
PLANTE MORAN FINANCIAL ADVISORS
Southfield, MI
AUM
$25.12B
Team
146 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
248-352-2500
OA PRIVATE CAPITAL
Grand Rapids, MI
AUM
$22.95B
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
616-278-6000
YOUSIF CAPITAL MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$14.73B
Team
8 advisors
Clients
—
Fees
Percentage of AUM
833-342-5926
SCHWARTZ & CO.
Bloomfield Hills, MI
AUM
$10.49B
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
248-644-2701
MCQUEEN FINANCIAL ADVISORS II, INC.
Clawson, MI
AUM
$10.09B
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
248-548-8400
HANTZ FINANCIAL SERVICES, INC.
Southfield, MI
AUM
$10.00B
Team
333 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
248-304-2855
ZHANG FINANCIAL
Portage, MI
AUM
$8.37B
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
269-385-5888
SPC
Ann Arbor, MI
AUM
$6.10B
Team
471 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
734-663-1611
REHMANN WEALTH
Lansing, MI
AUM
$5.27B
Team
39 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
517-316-2400
ADVANCE CAPITAL MANAGEMENT INC
Southfield, MI
AUM
$4.98B
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
248-350-8543
MAINSTAY CAPITAL MANAGEMENT, LLC
Grand Blanc, MI
AUM
$4.84B
Team
19 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
866-444-6246
CG ADVISORY SERVICES
Williamston, MI
AUM
$4.64B
Team
69 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
517-339-7662
ADVISORY ALPHA, LLC
Holland, MI
AUM
$4.37B
Team
61 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
866-530-1400
AZIMUTH CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$3.99B
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
248-433-4000
CORECAP ADVISORS
Southfield, MI
AUM
$3.99B
Team
110 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-296-3360
SCHWARTZ INVESTMENT COUNSEL INC
Plymouth, MI
AUM
$3.79B
Team
11 advisors
Clients
0
Fees
Percentage of AUM
7344557777
RED CEDAR INVESTMENT MANAGEMENT
Grand Rapids, MI
AUM
$3.33B
Team
13 advisors
Clients
—
Fees
Percentage of AUM
616-378-6916
INNOVIA WEALTH, LLC
Grand Rapids, MI
AUM
$3.29B
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
616-719-5007
RETIREMENT INCOME SOLUTIONS, INC.
Ann Arbor, MI
AUM
$2.97B
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
734-769-7727
REGAL INVESTMENT ADVISORS LLC
Kentwood, MI
AUM
$2.88B
Team
118 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
616-224-2204
NPF INVESTMENT ADVISORS
Grand Rapids, MI
AUM
$2.69B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-459-3421
IPEX, INC.
Plymouth, MI
AUM
$2.65B
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
734-451-0777
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.
Bloomfield Hills, MI
AUM
$2.58B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
248-358-3220
SEIZERT CAPITAL PARTNERS
Birmingham, MI
AUM
$2.48B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
248-593-1500
616 total advisers in Michigan. Browse all Michigan advisors