RICHMOND BROTHERS, INC.
Jackson, MI
AUM
$240.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(517) 435-4040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
CPR INVESTMENTS INC
Rochester, MI
AUM
$238.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
800-213-1164
RACHOR INVESTMENT ADVISORY SERVICES, LLC
Linden, MI
AUM
$238.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM
810-732-7777
SPECTRUM FINANCIAL RESOURCES
Troy, MI
AUM
$235.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
248-643-0033
VIMA, LLC
Troy, MI
AUM
$229.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-526-6700
ANTONELLI FINANCIAL ADVISORS, LLC
Grosse Pointe, MI
AUM
$229.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
313-290-2602
J W KORTH & COMPANY
Lansing, MI
AUM
$228.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Commissions
800-454-1628 OPTION#1
PREMIER ESTATE PLANNERS, LLC
Clinton Township, MI
AUM
$226.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
586-228-7772
KROON & MITCHELL ASSET MANAGEMENT LLC
Grand Rapids, MI
AUM
$220.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
616-356-2002
HAVERDINK FINANCIAL MANAGEMENT, LLC
Portage, MI
AUM
$220.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
269-321-5070
SIMPLYRIA ADVISOR NETWORK
Brighton, MI
AUM
$214.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
24 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
810-355-1325
SAGE HILL CAPITAL
Ann Arbor, MI
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
888-988-5623
RETIREMITTEN FINANCIAL LLC
Milford, MI
AUM
$213.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
248-935-0470
FINANCIAL FREEDOM HOUSE
Waterford, MI
AUM
$212.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-673-2900
DANIEL INVESTMENT GROUP INC.
Royal Oak, MI
AUM
$210.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-544-4122
DWP
Grosse Pointe Farms, MI
AUM
$208.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
313-885-0114
ALLIANCE INVESTMENT MANAGEMENT, LLC
Jenison, MI
AUM
$206.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
800-890-1246
AUM
$206.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
586-203-2275
AUM
$204.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(855)344-4368
UP NORTH FINANCIAL, LLC
Traverse City, MI
AUM
$203.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(231) 929-9300
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Bingham Farms, MI
AUM
$203.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-641-3540
INDEPENDENT WEALTH MANAGEMENT, LLC
Traverse City, MI
AUM
$203.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
231-929-1086
SAPPHIRE BLUE INVESTMENT PARTNERS
Fenton, MI
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
810-714-9456
SCHWALLIER WEALTH MANAGEMENT
Grand Rapids, MI
AUM
$197.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-855-2051