LIGHTSQUARE WEALTH MANAGEMENT, LLC
Bingham Farms, MI
AUM
$203.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-641-3540
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
616 advisers found
SG REAL ESTATE I
Southfield, MI
AUM
$203.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
313-617-9723
INDEPENDENT WEALTH MANAGEMENT, LLC
Traverse City, MI
AUM
$203.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
231-929-1086
AI ALPHA LLC
Grand Rapids, MI
AUM
$200.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
FEES FOR PROVIDING MODEL PORTFOLIOS AND INVESTMENT SIGNALS
616-600-2060
SAPPHIRE BLUE INVESTMENT PARTNERS
Fenton, MI
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
810-714-9456
SCHWALLIER WEALTH MANAGEMENT
Grand Rapids, MI
AUM
$197.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-855-2051
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
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
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
AUM
$186.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(906) 236-5500
MEADOWBROOK INVESTMENT ADVISORS LLC
Livonia, MI
AUM
$185.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
734-953-8688
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Sterling Heights, MI
AUM
$184.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
586-226-2100
SHOTWELL RUTTER BAER INC
Lansing, MI
AUM
$183.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
517-321-4832
AUM
$183.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
914-997-0403
ROCHESTER WEALTH STRATEGIES, LLC
Rochester, MI
AUM
$177.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(248) 434-6550
GASAWAY INVESTMENT ADVISORS, INC.
Kalamazoo, MI
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(269) 324-0080
HOOVER PRIVATE WEALTH, LLC
Royal Oak, MI
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(248) 298-4000
PATRICK FINANCIAL GROUP LLC.
Brighton, MI
AUM
$170.4M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
810-225-9876
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
GREAT LAKES WEALTH, LLC
Northville, MI
AUM
$166.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(248) 378-1200
RETIREMENT RESOURCES, LLC
Auburn Hills, MI
AUM
$166.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-732-5751
OCTO CAPITAL, LLC
Bingham Farms, MI
AUM
$165.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
248-731-7729
RIVER RAISIN INVESTMENT PARTNERS, INC.
Monroe, MI
AUM
$163.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(734) 241-5771
FOUR FINANCIAL MANAGEMENT
Ann Arbor, MI
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-272-4322