WEALTH MANAGEMENT INSTITUTE, INC.
Lansing, MI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
517-323-2063
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
616 advisers found
WEALTH MANAGEMENT SERVICES, LLC
Bloomfield Hills, MI
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges; Fixed fees
248-334-9600
WELLSAGE WEALTH MANAGEMENT LLC
Northville, MI
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-781-4996
MODELL CAPITAL MANAGEMENT LLC
Bloomfield Hills, MI
AUM
$1.88B
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(248) 723-8000
Full profileNo website
MCMILLAN OFFICE, INC.
St.. Clair Shores, MI
AUM
$913.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
313-962-0787
Full profileNo website
FIELDVIEW CAPITAL MANAGEMENT, LLC
Niles, MI
AUM
$712.5M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
269-479-1493
Full profileNo website
JOHN A. WOLFE & ASSOCIATES, INC.
Portage, MI
AUM
$560.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
269-324-1988
Full profileNo website
LAKESIDE DRIVE MANAGEMENT LLC
Birmingham, MI
AUM
$372.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-939-3877
Full profileNo website
N.V.N.G. INVESTMENTS, INC.
Kalamazoo, MI
AUM
$329.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
269-329-2422
Full profileNo website
PPS & V ASSET MANAGEMENT CONSULTANTS INC
Portage, MI
AUM
$253.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
269-321-4444
Full profileNo website
AUM
$247.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(734) 354-9720
Full profileNo website
MBX INVESTORS LLC
Farmington Hills, MI
AUM
$224.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-960-1700
Full profileNo website
CND FINANCIAL
Livonia, MI
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
734-427-2030
Full profileNo website
AUM
$187.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
419 290 0167
Full profileNo website
WOLVERINE WEALTH ADVISORY SERVICES INC.
Bloomfield Hills, MI
AUM
$140.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-220-2202
Full profileNo website
ROBERT CHARLES CAPITAL MANAGEMENT
Grand Rapids, MI
AUM
$110.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
616-293-6292
Full profileNo website
UHY WEALTH MANAGEMENT RIA LLC
Farmington Hills, MI
AUM
$102.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
2486091610
Full profileNo website
STEWARDS WEALTH PLANNING, LLC
Okemos, MI
AUM
$99.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
517 323 7526
Full profileNo website
XLM CAPITAL MANAGEMENT
Dexter, MI
AUM
$96.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
734-426-8560
Full profileNo website
THE BROCK GROUP, LLC
Plymouth, MI
AUM
$93.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-744-8008
Full profileNo website
MCN INVESTMENT MANAGEMENT CO.
Troy, MI
AUM
$89.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-918-0480
Full profileNo website
WORLDWIDE CAPITAL ADVISORS, LLC
Southgate, MI
AUM
$84.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-246-4774
Full profileNo website
NORTHPOINTE INVESTMENT ADVISORY, LLC
St.. Joseph, MI
AUM
$75.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(269) 930-2269
Full profileNo website
AFFINITY WEALTH MANAGEMENT, LLC
Plymouth, MI
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
734-404-6977
Full profileNo website