YOUSIF CAPITAL MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$14.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
833-342-5926
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI, BLOOMFIELD HILLS
30 advisers found
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
AZIMUTH CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$3.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
248-433-4000
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.
Bloomfield Hills, MI
AUM
$2.58B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
248-358-3220
DIVERSIFIED PORTFOLIOS, INC.
Bloomfield Hills, MI
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM
248-644-3030
FLEXIBLE PLAN INVESTMENTS LTD
Bloomfield Hills, MI
AUM
$1.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
800-347-3539
INTEGRATED INVESTMENT CONSULTANTS, LLC
Bloomfield Hills, MI
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
866-433-3581
LSIA
Bloomfield Hills, MI
AUM
$932.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
414-459-1759
CRANBROOK WEALTH MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$906.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
248-362-0900
NORTHERN FINANCIAL ADVISORS, INC
Bloomfield Hills, MI
AUM
$684.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Fixed fees
248-985-1632
LIFECYCLE FINANCIAL PLANNERS INC.
Bloomfield Hills, MI
AUM
$671.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Fixed fees
248-737-7090
HERON BAY CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$643.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
248-970-0900
GREYSTONE FINANCIAL GROUP, LLC
Bloomfield Hills, MI
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
248-267-1270
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
INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$429.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
248-593-8900
SCULATI WEALTH MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$381.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
248-325-9947
GPM GROWTH INVESTORS, INC.
Bloomfield Hills, MI
AUM
$281.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
248-865-0518
KRS CAPITAL MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$188.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-433-0621
CIRRUS CAPITAL LLC
Bloomfield Hills, MI
AUM
$170.4M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
248-290-6222
PROSPERITY WEALTH STRATEGIES LLC
Bloomfield Hills, MI
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(248) 963-0568
STEWARD CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$95.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-647-5990
TRINITY FINANCIAL SERVICES, INC.
Bloomfield Hills, MI
AUM
$91.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-454-1996
DYNAMIC ASSET MANAGEMENT GROUP LLC
Bloomfield Hills, MI
AUM
$84.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-644-3009
BONE ASSET MANAGEMENT
Bloomfield Hills, MI
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
248-220-2205
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