SIGMA INVESTMENT COUNSELORS
Northville, MI
AUM
$2.17B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
248-223-0122
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
CAPTRUST WEALTH ADVISORS
Holland, MI
AUM
$2.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(616) 392-5332
CENTER FOR FINANCIAL PLANNING INC
Southfield, MI
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(248)948-7900
DIVERSIFIED PORTFOLIOS, INC.
Bloomfield Hills, MI
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM
248-644-3030
BLUE CHIP PARTNERS, LLC
Farmington Hills, MI
AUM
$1.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
248-848-1111
C2 PRIVATE WEALTH
Novi, MI
AUM
$1.82B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
248-567-6688
CLARKSTON CAPITAL PARTNERS, LLC
Rochester, MI
AUM
$1.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM
248-940-3040
SIGNAL ADVISORS WEALTH, LLC
Detroit, MI
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-866-774-4625
USA FINANCIAL EXCHANGE
Ada, MI
AUM
$1.64B
Wealth MgmtTrusts & Estates
Team
38 employees
Clients
0
Fees
PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM
888-444-0125
THE NEMES RUSH GROUP, LLC
Novi, MI
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
248-449-5436
BLOOM ADVISORS
Farmington Hills, MI
AUM
$1.62B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
0
Fees
Percentage of AUM
248-932-5200
PLANNING ALTERNATIVES LTD
Birmingham, MI
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
248-645-1520
SPARTAN WEALTH MANAGEMENT
Bingham Farms, MI
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-297-6600
FLEXIBLE PLAN INVESTMENTS LTD
Bloomfield Hills, MI
AUM
$1.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
800-347-3539
MIDWEST CAPITAL ADVISORS, LLC
Grand Rapids, MI
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
616-454-9600
CENTENNIAL SECURITIES COMPANY INC
Grand Rapids, MI
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-942-7680
FIDUCIARY FINANCIAL ADVISORS
Grand Rapids, MI
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-622-3062
CWS FINANCIAL ADVISORS LLC
Kalamazoo, MI
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(269) 349-4600
LVM CAPITAL MANAGEMENT LTD
Portage, MI
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
269-321-8120
MANAGED ASSET PORTFOLIOS, LLC
Rochester, MI
AUM
$1.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
248-601-6677
JAY A. FISHMAN, LTD
Troy, MI
AUM
$1.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
248-740-9400
COLUMBIA ASSET MANAGEMENT, L.L.C.
Ann Arbor, MI
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-665-1455
STRAIGHTLINE
Troy, MI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
248-269-8366
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
248-380-1700