ASPIRE WEALTH
Caledonia, MI
AUM
$74.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(616) 828-3803
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI
516 advisers found
AFFINITY FINANCIAL ADVISORY
Allen Park, MI
AUM
$72.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
313-294-9290
PINNACLE INVESTMENT ADVISORS, LLC
Ann Arbor, MI
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-662-1746
ATARAXIS ADVISORS LLC
Lansing, MI
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
517-882-7800
ADVIZE WEALTH MANAGEMENT
Rochester, MI
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(310) 765-7568
SAUNDERS FINANCIAL LLC
Livonia, MI
AUM
$68.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-644-6610
COOK & ASSOCIATES
Troy, MI
AUM
$66.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS MONITORED
248-530-4555
WEALTH & WELLNESS GROUP, LLC
Brighton, MI
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-267-1138
BONE ASSET MANAGEMENT
Bloomfield Hills, MI
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
248-220-2205
BOWLINE FINANCIAL, LLC
Grosse Pointe Woods, MI
AUM
$64.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(248) 327-6390
BRIDGERIVER ADVISORS LLC
Bloomfield Hills, MI
AUM
$63.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-785-3734
TREMONTE FINANCIAL CONSULTANTS
Traverse City, MI
AUM
$63.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(231) 486-6050
HARWOOD INVESTMENT STRATEGIES, L.L.C.
Monroe, MI
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
734-242-2408
CASTLE WEALTH GROUP INVESTMENTS LLC
Brighton, MI
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-885-4200
RICHMARK PRIVATE WEALTH MANAGEMENT
Frankenmuth, MI
AUM
$61.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
989-652-2056
DANIEL INVESTMENTS, INC.
Troy, MI
AUM
$60.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-723-0901
LIFEGOALS FINANCIAL GROUP
Owosso, MI
AUM
$59.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
989-725-1116
CLEARVIEW INVESTMENTS, LLC
Jenison, MI
AUM
$59.1M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
616-667-8990
TIM CRAWFORD CPA
Bridgeport, MI
AUM
$58.9M
Trusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(989) 652-0157
INTEGRITY FINANCIAL ADVISORS, LLC
Grand Rapids, MI
AUM
$57.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
616-301-9291
THOMAS JONES FINANCIAL LLC
St.. Clair Shores, MI
AUM
$56.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
586-777-4850
RAIDER DENNIS AGENCY
Farmington, MI
AUM
$55.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
248-442-5000
HARTWELL & COMPANY
St. Joseph, MI
AUM
$54.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(269) 983-2212
MY FINANCIAL COACH, LLC
Midland, MI
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(989) 239-5189