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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI
516 advisers found
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
BLOOMFIELD CAPITAL HOLDINGS, LLC
Birmingham, MI
AUM
$465.7M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(248) 745-1700
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
AUXO INVESTMENT PARTNERS, LLC
Grand Rapids, MI
AUM
$412.0M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
616-980-9810
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
SCULATI WEALTH MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$381.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
248-325-9947
626 FINANCIAL, LLC
Portage, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
(269) 321-5040
DARDEN WEALTH GROUP
Ann Arbor, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-294-0100
FAIRHAVEN FINANCIAL ADVISORY CORPORATION
East Lansing, MI
AUM
$377.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
517-332-2900
B.A. ROBERTS FINANCIAL SERVICES, INC.
Marquette, MI
AUM
$373.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(906) 228-5564
AUM
$372.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
248-305-9911