LVZ, INC.
Holland, MI
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
616-394-4994
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
FINANCIAL ADVISORY CORPORATION
Grand Rapids, MI
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
616-235-5260
INTEGRATED INVESTMENT CONSULTANTS, LLC
Bloomfield Hills, MI
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
866-433-3581
ISTO ADVISORS, LLC
Troy, MI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
248-458-1100
WILLIAM MACK & ASSOCIATES INC
Troy, MI
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
248-643-4310
ASSET ALLOCATION STRATEGIES, LLC
Farmington, MI
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-489-0101
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
Grand Rapids, MI
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
616-942-1580
CARRERA CAPITAL ADVISORS
Troy, MI
AUM
$968.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-362-5009
LIFEWORKS ADVISORS, LLC
Grand Rapids, MI
AUM
$966.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(616) 200-6512
STONEBROOK PRIVATE LLC
Northville, MI
AUM
$937.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(248) 349-3027
LSIA
Bloomfield Hills, MI
AUM
$932.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
414-459-1759
OLD MISSION INVESTMENT COMPANY, LLC
Traverse City, MI
AUM
$929.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
231-929-4100
DILLON & ASSOCIATES INC
Jackson, MI
AUM
$916.4M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
517-796-7090
CRANBROOK WEALTH MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$906.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
248-362-0900
JLB & ASSOCIATES INC
Plymouth, MI
AUM
$892.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
734-454-9191
SECURE ASSET MANAGEMENT, L.L.C.
Troy, MI
AUM
$870.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
55 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
248-414-1562
CAMBIENT FAMILY OFFICE, LLC
Ada, MI
AUM
$857.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(616) 330-2270
LIBERTY CAPITAL MANAGEMENT INC
Birmingham, MI
AUM
$849.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248 258-9290
BARON WEALTH MANAGEMENT, LLC
Troy, MI
AUM
$846.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(248) 251-0161
FOGUTH WEALTH MANAGEMENT, LLC.
Brighton, MI
AUM
$825.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
32 advisors
Clients
More than 500
Fees
Percentage of AUM
(810) 522-5650
HENRICKSON NAUTA WEALTH ADVISORS, INC.
Belmont, MI
AUM
$805.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
616-361-9308
Q3 ASSET MANAGEMENT CORPORATION
Birmingham, MI
AUM
$794.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(248) 566-1122
JVL WEALTH STRATEGIES
Wyoming, MI
AUM
$784.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-261-2800
DAHRING | CUSMANO AND ASSOCIATES
Novi, MI
AUM
$781.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-348-0100