J.V.B. INVESTMENT COMPANY
Jackson, MI
AUM
$157.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
517-787-2430
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
BREAKWATER CAPITAL
Kalamazoo, MI
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
269-903-2360
STAR WEALTH MANAGEMENT CORPORATION
Bingham Farms, MI
AUM
$156.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2487234321
RHL GROUP, LLC
Holly, MI
AUM
$155.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-634-7720
GREENWAY FINANCIAL, LLC
Farmington Hills, MI
AUM
$151.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
248-851-2727
HARBORFRONT FINANCIAL GROUP
Ludington, MI
AUM
$149.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
231-843-1516
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
CORNERSTONE WEALTH PARTNERS, LLC
Okemos, MI
AUM
$145.9M
Financial PlanningWealth MgmtInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
517-381-3450
DANIEL KRUG & ASSOCIATES
Clarkston, MI
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
248-625-2788
BROOKTREE CAPITAL MANAGEMENT INC.
Grand Rapids, MI
AUM
$138.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
616-774-3159
BLACK WALNUT WEALTH MANAGEMENT
Traverse City, MI
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
231-421-7711
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
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-643-4820
LEGACY WEALTH ADVISORS, LLC
Clinton Township, MI
AUM
$132.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
586-273-0072
WEALTH EASE WEALTH MANAGEMENT
Marshall, MI
AUM
$132.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
269-781-8371
BURNHAM & COMPANY LLC
Grand Rapids, MI
AUM
$129.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
616-430-5105
INFINITY ADVISORY GROUP
Portage, MI
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
269-888-2301
REVALUE LLC
Grand Rapids, MI
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
888-642-2728
SYNERGY WEALTH MANAGEMENT, LLC
Grand Rapids, MI
AUM
$127.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
616-285-7818
STREAMSONG ADVISORS, LLC
Grand Rapids, MI
AUM
$124.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(616) 433-6006
LEGACY FINANCIAL SERVICES GROUP, INC.
Traverse City, MI
AUM
$122.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
231-933-0631
ALLEN FINANCIAL MANAGEMENT
Oxford, MI
AUM
$121.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-572-4731
OPTIMAL CAPITAL ADVISORS, LLC
Traverse City, MI
AUM
$119.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
231-933-4677