BERNARD WEALTH MANAGEMENT CORP.
Royal Oak, MI
AUM
$314.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
248-556-2900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MI
201 advisers found
MILLER CAPITAL
Troy, MI
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
248-901-1650
FAI ADVISORS, INC.
Farmington Hills, MI
AUM
$302.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
248-482-3600
SECURITY FIRST FINANCIAL
Swartz Creek, MI
AUM
$299.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
810-655-2129
MANER WEALTH
Lansing, MI
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
517-323-7500
STONEPATH WEALTH MANAGEMENT
Traverse City, MI
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(231) 668-6999
USA FINANCIAL SECURITIES LLC
Ada, MI
AUM
$296.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
134 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-407-8198
PALATINE HILL WEALTH MANAGEMENT
Birmingham, MI
AUM
$295.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
734-218-0085
UNION HERITAGE CAPITAL
Detroit, MI
AUM
$295.2M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
313-300-0207
HEMMING& WEALTH MANAGEMENT, INC.
Traverse City, MI
AUM
$292.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-2900
DBS INVESTMENT ADVISERS, LLC
Bay City, MI
AUM
$280.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
989-686-6222
TRUE BLUE FINANCIAL, LLC
Stevensville, MI
AUM
$271.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(269) 982-2710
RFM FINANCIAL SOLUTIONS, LLC
Mt. Pleasant, MI
AUM
$260.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
989.772.1209
BRAEBURN WEALTH MANAGEMENT, LLC
Muskegon, MI
AUM
$259.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
231-720-0743
ABBIT MANAGEMENT CORP
Grand Haven, MI
AUM
$252.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
616-842-0280
DB & C ADVISORS, LLC
Holland, MI
AUM
$252.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
616-355-3455
EVERGREEN WEALTH MANAGEMENT, LLC
Williamston, MI
AUM
$248.7M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(517) 655-2118
NORTHERN EDGE WEALTH MANAGEMENT
Marquette, MI
AUM
$246.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
906-228-6018
PINNACLE WEALTH MANAGEMENT GROUP, INC.
Plymouth, MI
AUM
$243.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-667-5581
CPR INVESTMENTS INC
Rochester, MI
AUM
$238.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
800-213-1164
RACHOR INVESTMENT ADVISORY SERVICES, LLC
Linden, MI
AUM
$238.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM
810-732-7777
SPECTRUM FINANCIAL RESOURCES
Troy, MI
AUM
$235.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
248-643-0033
ANTONELLI FINANCIAL ADVISORS, LLC
Grosse Pointe, MI
AUM
$229.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
313-290-2602
J W KORTH & COMPANY
Lansing, MI
AUM
$228.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Commissions
800-454-1628 OPTION#1