STRAIGHTLINE
Troy, MI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
248-269-8366
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI, TROY
34 advisers found
ISTO ADVISORS, LLC
Troy, MI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
248-458-1100
WILLIAM MACK & ASSOCIATES INC
Troy, MI
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
248-643-4310
CARRERA CAPITAL ADVISORS
Troy, MI
AUM
$968.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-362-5009
SECURE ASSET MANAGEMENT, L.L.C.
Troy, MI
AUM
$870.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
55 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
248-414-1562
BARON WEALTH MANAGEMENT, LLC
Troy, MI
AUM
$846.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(248) 251-0161
ARBOR WEALTH ADVISORS LLC
Troy, MI
AUM
$657.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
(855) 927-2679
FSA ADVISORS, INC.
Troy, MI
AUM
$573.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(800) 977-9292
AUM
$512.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
248-688-9399
MKD WEALTH
Troy, MI
AUM
$505.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-418-5100
M1 CAPITAL MANAGEMENT LLC
Troy, MI
AUM
$450.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
248-556-4600
VERTRIX WEALTH MANAGEMENT, LLC
Troy, MI
AUM
$343.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(248) 602 0555
MILLER CAPITAL
Troy, MI
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
248-901-1650
FIRSTMETRIC
Troy, MI
AUM
$272.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
248-817-8919
SPECTRUM FINANCIAL RESOURCES
Troy, MI
AUM
$235.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
248-643-0033
VIMA, LLC
Troy, MI
AUM
$229.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-526-6700
J2 CAPITAL MANAGEMENT, INC.
Troy, MI
AUM
$195.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-641-4444
AUM
$161.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-540-7511
CITY CENTER ADVISORS, LLC
Troy, MI
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
888-267-1321
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-643-4820
GLOBAL WEALTH ADVISORS LLC
Troy, MI
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-457-4555
AUM
$75.0M
Financial PlanningTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
248-457-4570
BARKING SANDS CAPITAL
Troy, MI
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-687-1040
LINEGUARD INVESTMENTS, LLC
Troy, MI
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-687-1110
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