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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI
516 advisers found
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
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
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
PENINSULA CAPITAL PARTNERS, L.L.C.
Southfield, MI
AUM
$1.04B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
313-237-5100
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
HURON CAPITAL PARTNERS LLC
Detroit, MI
AUM
$1.02B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
313-962-5800
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