FIRST FINANCIAL COACHING, INC.
Mt. Clemens, MI
AUM
$670.6M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Fixed fees; SOLICITORS FEES
586-463-1880
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
616 advisers found
ARBOR WEALTH ADVISORS LLC
Troy, MI
AUM
$657.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
(855) 927-2679
HERON BAY CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$643.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
248-970-0900
GEM ASSET MANAGEMENT, LLC
Plymouth, MI
AUM
$628.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
734-737-9108
HILL ISLAND FINANCIAL LLC
Grand Rapids, MI
AUM
$623.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(616) 977-2639
WOLFF FINANCIAL MANAGEMENT LLC
Kalamazoo, MI
AUM
$612.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
269-372-3100
ARBOR TRUST WEALTH ADVISORS, LLC
Ann Arbor, MI
AUM
$611.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(734) 389-7794
THE ENTERPRISE INVESTMENT COMPANY
Farmington Hills, MI
AUM
$607.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
248-539-8282
CONCORDE ASSET MANAGEMENT, LLC
Ann Arbor, MI
AUM
$598.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
248-824-6710
GRAND WEALTH MANAGEMENT, LLC
Grand Rapids, MI
AUM
$597.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(616) 451-4228
VOISARD ASSET MANAGEMENT GROUP
Grand Rapids, MI
AUM
$589.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
616-988-5778
FSA ADVISORS, INC.
Troy, MI
AUM
$573.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(800) 977-9292
ALIDADE CAPITAL, LLC
Bloomfield Hills, MI
AUM
$564.9M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-593-7878
SGH WEALTH MANAGEMENT
Lathrup Village, MI
AUM
$561.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(248) 731-0029
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
AUM
$534.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(888)407-8198
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
STRENGTH CAPITAL PARTNERS, LLC
Birmingham, MI
AUM
$528.0M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C
248-593-6872
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