ROYAL OAK FINANCIAL ADVISORS, LLC
Royal Oak, MI
AUM
$366.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-709-6134
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
616 advisers found
MOTIVE WEALTH ADVISORS, LLC
Birmingham, MI
AUM
$362.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(248) 987-5731
AUM
$358.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
269-857-2743
AUM
$351.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
877-429-4690
LONG ROAD INVESTMENT COUNSEL, LLC
Kalamazoo, MI
AUM
$346.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
269-488-8001
VERTRIX WEALTH MANAGEMENT, LLC
Troy, MI
AUM
$343.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(248) 602 0555
WASHINGTON AVENUE ADVISORS
Lansing, MI
AUM
$336.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
844-678-1842
CYPRESS CAPITAL WEALTH MANAGEMENT LLC
Ann Arbor, MI
AUM
$330.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(734) 228-0460
PEARL PLANNING
Dexter, MI
AUM
$329.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734.274.6744
RBS WEALTH MANAGEMENT
Alto, MI
AUM
$322.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
6167278484
DUET ADVISORY SERVICES LLC
Bingham Farms, MI
AUM
$316.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248.723.4321
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
MELONE PRIVATE WEALTH, LLC
Auburn Hills, MI
AUM
$313.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-293-5830
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
TRP CAPITAL ADVISORS VI, LLC
Birmingham, MI
AUM
$310.8M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
248-648-2358
THRIVE RETIREMENT SPECIALISTS
Royal Oak, MI
AUM
$303.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
(833) 217-9613
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
CALDER FINANCIAL GROUP
Ada, MI
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-235-2442
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