MANGOTREE CAPITAL, LLC
Sterling Heights, MI
AUM
$39.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-626-4637
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
MFG CAPITAL, INC.
Trenton, MI
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
734-556-4054
JIM ROBERTS INVESTMENT ADVISORS LLC
St.. Joseph, MI
AUM
$37.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
269-982-4188
PROFESSIONAL ANALYSTS, LLC
Bay City, MI
AUM
$37.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
989-922-5564
RIDGE INVESTMENT ADVISORS
Novi, MI
AUM
$37.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
312-944-3400
BRIDGEWISE WEALTH MANAGEMENT
Troy, MI
AUM
$35.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-266-1187
FINANCIALMD, LLC
Okemos, MI
AUM
$35.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
5173467970
EXCHANGE STREET CAPITAL
Spring Lake, MI
AUM
$32.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
616-223-4616
AGILE WEALTH PARTNERS
Northville, MI
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(313) 443-0067
A B L E WEALTH MANAGEMENT SOLUTIONS LLC
Ann Arbor, MI
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-786-3875
JOHN M. LEONARD, LLC
Douglas, MI
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
269-857-2860
STERLING ADVISORY GROUP LLC
Southfield, MI
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
313.765.0541
FACE 2 FACE FINANCIAL PLANNING, LLC
Portage, MI
AUM
$29.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
269-389-0422
SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC
Kalamazoo, MI
AUM
$29.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
269-323-7964
NEW ERA INVESTMENTS LLC
Southfield, MI
AUM
$29.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
248-352-1951
CLEARVIEW CAPITAL
Holland, MI
AUM
$27.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
616-920-1411
DRIVENWEALTH, LLC
East Lansing, MI
AUM
$27.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PROMOTOR FEES
517-274-8501
SKIVER INVESTMENT SERVICES
Allen Park, MI
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(313) 388-0486
NEW VIEW FINANCIAL, LLC
Auburn Hills, MI
AUM
$26.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-954-4522
PARK INVESTMENTS AND CONSULTING LLC
Grosse Pointe, MI
AUM
$25.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(313) 818-1102
J WILSON WEALTH MANAGEMENT
Davison, MI
AUM
$25.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
810-202-9264
VOORMAN INVESTMENT COUNSEL LLC
Plymouth, MI
AUM
$24.0M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-943-0565
RMG ADVISORY SERVICES
Jackson, MI
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
517-795-5571
LFN ADVISORS INC.
Muskegon, MI
AUM
$23.7M
Financial PlanningWealth Mgmt
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; SOLICITOR FEES
616-589-4004