STREAMSONG ADVISORS, LLC
Grand Rapids, MI
AUM
$124.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(616) 433-6006
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MI
201 advisers found
VANDERPOL INVESTMENTS L.L.C.
Caledonia, MI
AUM
$118.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(616) 315-2550
EASTOWN FINANCIAL ADVISORS, LLC
Grand Rapids, MI
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(616) 233-9773
STRICKLER INVESTMENT SERVICES, LLC
Brighton, MI
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
5176189000
DYNAMIC WEALTH SOLUTIONS LLC
Southfield, MI
AUM
$102.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-844-397-7767
FAIRWAY INVESTMENT GROUP, LLC
East Lansing, MI
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
26 advisors
Clients
—
Fees
Percentage of AUM
800-292-1950
DOCSA CAPITAL MANAGEMENT, INC.
Portage, MI
AUM
$95.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
269-488-2322
STEWARD CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$95.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-647-5990
WITTENBERG INVESTMENTS INC.
Southfield, MI
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-202-4470
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
Grand Rapids, MI
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(616) 363-3209
HORIZONS PLANNING CORPORATION
Ann Arbor, MI
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-761-3155
ECOS WEALTH ADVISORS
Clarkston, MI
AUM
$86.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(248) 942-4842
PINNACLE INVESTMENT ADVISORS, LLC
Ann Arbor, MI
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-662-1746
ATARAXIS ADVISORS LLC
Lansing, MI
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
517-882-7800
BOWLINE FINANCIAL, LLC
Grosse Pointe Woods, MI
AUM
$64.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(248) 327-6390
TREMONTE FINANCIAL CONSULTANTS
Traverse City, MI
AUM
$63.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(231) 486-6050
HARWOOD INVESTMENT STRATEGIES, L.L.C.
Monroe, MI
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
734-242-2408
TIM CRAWFORD CPA
Bridgeport, MI
AUM
$58.9M
Trusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(989) 652-0157
MY FINANCIAL COACH, LLC
Midland, MI
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(989) 239-5189
VALLEY OAK INVESTMENT STRATEGIES LLC
Kalamazoo, MI
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
269-492-7220
LONG LAKE CAPITAL MANAGEMENT, LLC
Birmingham, MI
AUM
$42.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-712-6160
GREAT LAKES RETIREMENT SOLUTIONS, INC.
Saginaw, MI
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
989-401-2949
MANGOTREE CAPITAL, LLC
Sterling Heights, MI
AUM
$39.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-626-4637
JIM ROBERTS INVESTMENT ADVISORS LLC
St.. Joseph, MI
AUM
$37.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
269-982-4188