JAY A. FISHMAN, LTD
Troy, MI
AUM
$1.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
248-740-9400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI, TROY
39 advisers found
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
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
SS&H FINANCIAL ADVISORS, INC.
Troy, MI
AUM
$482.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
248-538-9755
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
Page 1 of 2Next