ACORN WEALTH ADVISORS, LLC
Grand Blanc, MI
AUM
$561.4M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
810-953-4444
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
WHITE PINE INVESTMENT CO
Livonia, MI
AUM
$532.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
734-464-2532
S.A. MASON, LLC
Holland, MI
AUM
$528.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-355-3500
MATTSON FINANCIAL SERVICES, LLC
Kentwood, MI
AUM
$515.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-536-8907
AUM
$512.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
248-688-9399
MKD WEALTH
Troy, MI
AUM
$505.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-418-5100
GREYSTONE FINANCIAL GROUP, LLC
Bloomfield Hills, MI
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
248-267-1270
HUNGERFORD FINANCIAL LLC
Grand Rapids, MI
AUM
$492.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
616-302-1558
SS&H FINANCIAL ADVISORS, INC.
Troy, MI
AUM
$482.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
248-538-9755
STRAIGHT PATH WEALTH MANAGEMENT
Jenison, MI
AUM
$472.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
616-288-3670
LAKESHORE FINANCIAL PLANNING INC.
Saint Clair Shores, MI
AUM
$469.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
586-498-0788
MILLER FINANCIAL SERVICES LLC
Marshall, MI
AUM
$462.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
269-781-5129
GAINPLAN LLC
Bloomfield Hills, MI
AUM
$461.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248.385.3737
ASPEN INVESTMENT MANAGEMENT INC.
Grand Rapids, MI
AUM
$452.5M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
616-361-2500
POINTE CAPITAL MANAGEMENT LLC
Grosse Pointe Farms, MI
AUM
$452.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(313) 882-7100
M1 CAPITAL MANAGEMENT LLC
Troy, MI
AUM
$450.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
248-556-4600
PEAK WEALTH MANAGEMENT, LLC
Plymouth, MI
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
734-681-7575
FAMILY CAPITAL MANAGEMENT
Grand Rapids, MI
AUM
$435.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF NET WORTH
616-774-4560
INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$429.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
248-593-8900
BLUE WATER ASSET MANAGEMENT
Grand Rapids, MI
AUM
$428.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-447-1600
BEMANAGED
Grand Rapids, MI
AUM
$410.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
616.871.0751
CENTENNIAL WEALTH ADVISORY, LLC
Traverse City, MI
AUM
$397.1M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
231-995-9575
GENERATIONAL WEALTH, INC.
Zeeland, MI
AUM
$394.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
616-931-1270
DS INVESTMENT ADVISORS
Grand Rapids, MI
AUM
$386.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
6168400284