SPC
Ann Arbor, MI
AUM
$6.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
471 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
734-663-1611
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
40 advisers found
RETIREMENT INCOME SOLUTIONS, INC.
Ann Arbor, MI
AUM
$2.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
734-769-7727
COLUMBIA ASSET MANAGEMENT, L.L.C.
Ann Arbor, MI
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-665-1455
SPEYSIDE EQUITY ADVISERS LLC
Ann Arbor, MI
AUM
$811.4M
Wealth Mgmt
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
616-502-7731
ARBOR TRUST WEALTH ADVISORS, LLC
Ann Arbor, MI
AUM
$611.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(734) 389-7794
CONCORDE ASSET MANAGEMENT, LLC
Ann Arbor, MI
AUM
$598.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
248-824-6710
DARDEN WEALTH GROUP
Ann Arbor, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-294-0100
CYPRESS CAPITAL WEALTH MANAGEMENT LLC
Ann Arbor, MI
AUM
$330.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(734) 228-0460
RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.
Ann Arbor, MI
AUM
$292.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
734-997-8661
SAGE HILL CAPITAL
Ann Arbor, MI
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
888-988-5623
FOUR FINANCIAL MANAGEMENT
Ann Arbor, MI
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-272-4322
ARBOR INVESTMENT MANAGEMENT
Ann Arbor, MI
AUM
$162.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
734-6453622
ARBORFI ADVISORS, LLC
Ann Arbor, MI
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
734-345-6980
VISION CAPITAL PARTNERS
Ann Arbor, MI
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
734-356-3250
IMBER FINANCIAL GROUP, LLC
Ann Arbor, MI
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
734-769-1719
HORIZONS PLANNING CORPORATION
Ann Arbor, MI
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-761-3155
PROVIZR
Ann Arbor, MI
AUM
$76.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
734-272-4322
PINNACLE INVESTMENT ADVISORS, LLC
Ann Arbor, MI
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-662-1746
A B L E WEALTH MANAGEMENT SOLUTIONS LLC
Ann Arbor, MI
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-786-3875
KRAFT CAPITAL
Ann Arbor, MI
AUM
$6.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
734-717-1047
VEDANTA SENTINEL INVESTMENT ADVISORS
Ann Arbor, MI
AUM
$3.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
734-234-8742
PIERCE FINANCIAL LLC
Ann Arbor, MI
AUM
$2.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
734-975-8750
BOARDWALK WEALTH MANAGEMENT
Ann Arbor, MI
AUM
$1.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
734-476-0320
Page 1 of 2Next