ARBOR INVESTMENT MANAGEMENT
Ann Arbor, MI
AUM
$162.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
734-6453622
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI
516 advisers found
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
KELLY WEALTH MANAGEMENT, INC.
Royal Oak, MI
AUM
$160.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
248-262-7217
OLD OAK FINANCIAL PLANNING, INC.
Brighton, MI
AUM
$160.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
810-220-4400
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
TRM ADVISORS LP
Southfield, MI
AUM
$159.8M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800-817-4152
ADVISORY ADVOCATES LLC
Grand Rapids, MI
AUM
$158.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 597-8938
GRAETZ WEALTH
Jenison, MI
AUM
$158.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(616) 226-8867
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
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
A SMARTER WAY TO INVEST
Brighton, MI
AUM
$150.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; SIGNAL PROVIDER
810-588-6178
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
CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
Grand Rapids, MI
AUM
$134.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
616-235-3555