Top 10 advisors in Michigan
We’ve curated a list of the best financial advisors in Michigan, take a look at it below
Find an advisor in Michigan| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $12,103,858,871 | 15 advisors | ||
| 2 | $11,845,666,260 | 64 advisors | ||
| 3 | $8,310,825,987 | 130 advisors | ||
| 4 | $6,498,273,358 | 37 advisors | ||
| 5 | $4,901,997,615 | 355 advisors | ||
| 6 | $3,529,082,456 | 54 advisors | ||
| 7 | $3,379,375,602 | 30 advisors | ||
| 8 | $2,869,566,431 | 20 advisors | ||
| 9 | $2,853,254,809 | 22 advisors | ||
| 10 | $2,473,054,775 | 29 advisors |
How we came up with this list
To generate our top financial advisors list in Michigan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Michigan. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Yousif Capital Management, LLC
Assets under management
$12,103,858,871
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Oa Private Capital
Assets under management
$11,845,666,260
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Plante Moran Financial Advisors
Assets under management
$8,310,825,987
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Clarkston Capital Partners, LLC
Assets under management
$6,498,273,358
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Hantz Financial Services, Inc.
Assets under management
$4,901,997,615
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
6. Advance Capital Management Inc
Assets under management
$3,529,082,456
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Mainstay Capital Management, LLC
Assets under management
$3,379,375,602
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
8. Schwartz Investment Counsel Inc
Assets under management
$2,869,566,431
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Azimuth Capital Management
Assets under management
$2,853,254,809
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Credit, Cash Management, And Insurance Solutions
- Not sure which one to choose?Use our smart matching tool
10. Schechter Investment Advisors, LLC
Assets under management
$2,473,054,775
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.