DYNAMIC WEALTH SOLUTIONS LLC
Southfield, MI
AUM
$102.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-844-397-7767
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
616 advisers found
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
VITALE WEALTH MANAGEMENT
Metamora, MI
AUM
$101.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
855-756-5700
FRONT STREET WEALTH MANAGEMENT
Traverse City, MI
AUM
$97.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
231-947-3775
FAIRWAY INVESTMENT GROUP, LLC
East Lansing, MI
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
26 advisors
Clients
—
Fees
Percentage of AUM
800-292-1950
LEONARD ADVISORY GROUP LLC
Saint Joseph, MI
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
269-588-1362
DOCSA CAPITAL MANAGEMENT, INC.
Portage, MI
AUM
$95.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
269-488-2322
PROSPERITY WEALTH STRATEGIES LLC
Bloomfield Hills, MI
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(248) 963-0568
STEWARD CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$95.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-647-5990
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
Grand Rapids, MI
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-655-1696
TRINITY FINANCIAL SERVICES, INC.
Bloomfield Hills, MI
AUM
$91.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-454-1996
WITTENBERG INVESTMENTS INC.
Southfield, MI
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-202-4470
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
Grand Rapids, MI
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(616) 363-3209
HORIZONS PLANNING CORPORATION
Ann Arbor, MI
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-761-3155
ECOS WEALTH ADVISORS
Clarkston, MI
AUM
$86.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(248) 942-4842
DYNAMIC ASSET MANAGEMENT GROUP LLC
Bloomfield Hills, MI
AUM
$84.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-644-3009
TRP CAPITAL ADVISORS, LLC
Birmingham, MI
AUM
$82.5M
Team
9 advisors
Clients
—
Fees
Performance-based fees; WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO
248-648-2358
VISION WEALTH MANAGEMENT, INC.
Commerce Twp, MI
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-259-7729
SMART MONEY FINANCIAL ADVISORS, LLC
Sterling Heights, MI
AUM
$80.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
586-262-6400
GPS FINANCIAL GROUP, LLC
Grand Rapids, MI
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-717-2266
FAIRLANE INVESTMENT ADVISORS INC
Northville, MI
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
313-593-3925
BRANCH CAPITAL MANAGEMENT
Holland, MI
AUM
$79.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
616-392-1389
SIMPLIFIED FINANCIAL PARTNERS
Calumet, MI
AUM
$78.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
906-337-4727
PROVIZR
Ann Arbor, MI
AUM
$76.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
734-272-4322