PLANTE MORAN FINANCIAL ADVISORS
Southfield, MI
AUM
$25.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
146 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
248-352-2500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI, SOUTHFIELD
22 advisers found
HANTZ FINANCIAL SERVICES, INC.
Southfield, MI
AUM
$10.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
333 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
248-304-2855
ADVANCE CAPITAL MANAGEMENT INC
Southfield, MI
AUM
$4.98B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
248-350-8543
CORECAP ADVISORS
Southfield, MI
AUM
$3.99B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
110 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-296-3360
CENTER FOR FINANCIAL PLANNING INC
Southfield, MI
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(248)948-7900
PENINSULA CAPITAL PARTNERS, L.L.C.
Southfield, MI
AUM
$1.04B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
313-237-5100
SKYOAK WEALTH
Southfield, MI
AUM
$692.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-348-6500
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
Southfield, MI
AUM
$242.8M
Wealth MgmtFee-Only/Hourly
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(248) 603-5001
SG REAL ESTATE I
Southfield, MI
AUM
$203.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
313-617-9723
CIG ASSET MANAGEMENT, INC.
Southfield, MI
AUM
$192.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
248-827-1010
TRM ADVISORS LP
Southfield, MI
AUM
$159.8M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800-817-4152
ELE ADVISORY SERVICES, INC
Southfield, MI
AUM
$136.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-356-6555
DYNAMIC WEALTH SOLUTIONS LLC
Southfield, MI
AUM
$102.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-844-397-7767
WITTENBERG INVESTMENTS INC.
Southfield, MI
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-202-4470
STERLING ADVISORY GROUP LLC
Southfield, MI
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
313.765.0541
NEW ERA INVESTMENTS LLC
Southfield, MI
AUM
$29.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
248-352-1951
M.A. GLOBAL INVESTMENT ADVISOR, LLC
Southfield, MI
AUM
$19.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MANAGERS
248-358-8352
ERICA HALL WEALTH ADVISORS, LLC.
Southfield, MI
AUM
$13.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-440-7774
ANTONIO STOKES ADVISORS
Southfield, MI
AUM
$7.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
877-275-9545
PAYCHECK TO WEALTH, LLC
Southfield, MI
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Subscription fees
248-802-5884
MUELLER ASSET MANAGEMENT
Southfield, MI
AUM
$45.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-988-9898
Full profileNo website
RELIANCE CAPITAL HOLDINGS, LLC
Southfield, MI
AUM
$4.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Percentage of AUM; Hourly charges
248-355-9011
Full profileNo website