Top 10 financial 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.
Yousif Capital Management, LLC
Yousif Capital Management, LLC is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $12,103,858,871 of assets under management and employs about 15 people. Yousif Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$12,103,858,871
Headcount
15 advisors
Fee structure
A percentage of assets under your management
SEC number
801-120350
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)
Oa Private Capital
Oa Private Capital is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $11,845,666,260 of assets under management and employs about 64 people. Oa Private Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$11,845,666,260
Headcount
64 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-107115
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
Plante Moran Financial Advisors
Plante Moran Financial Advisors is a financial advisory firm based in Southfield, Michigan. It currently has approximately $8,310,825,987 of assets under management and employs about 130 people. Plante Moran Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$8,310,825,987
Headcount
130 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-44058
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)
Clarkston Capital Partners, LLC
Clarkston Capital Partners, LLC is a financial advisory firm based in Rochester, Michigan. It currently has approximately $6,498,273,358 of assets under management and employs about 37 people. Clarkston Capital Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$6,498,273,358
Headcount
37 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-67681
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)
Hantz Financial Services, Inc.
Hantz Financial Services, Inc. is a financial advisory firm based in Southfield, Michigan. It currently has approximately $4,901,997,615 of assets under management and employs about 355 people. Hantz Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$4,901,997,615
Headcount
355 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-106859
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Advance Capital Management Inc
Advance Capital Management Inc is a financial advisory firm based in Southfield, Michigan. It currently has approximately $3,529,082,456 of assets under management and employs about 54 people. Advance Capital Management Inc uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$3,529,082,456
Headcount
54 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-28092
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
Mainstay Capital Management, LLC
Mainstay Capital Management, LLC is a financial advisory firm based in Grand Blanc, Michigan. It currently has approximately $3,379,375,602 of assets under management and employs about 30 people. Mainstay Capital Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$3,379,375,602
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-58099
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Schwartz Investment Counsel Inc
Schwartz Investment Counsel Inc is a financial advisory firm based in Plymouth, Michigan. It currently has approximately $2,869,566,431 of assets under management and employs about 20 people. Schwartz Investment Counsel Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,869,566,431
Headcount
20 advisors
Fee structure
A percentage of assets under your management
SEC number
801-32773
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)
Azimuth Capital Management
Azimuth Capital Management is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $2,853,254,809 of assets under management and employs about 22 people. Azimuth Capital Management uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates ftcs and frs.
Assets under management
$2,853,254,809
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS
SEC number
801-123448
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
Schechter Investment Advisors, LLC
Schechter Investment Advisors, LLC is a financial advisory firm based in Birmingham, Michigan. It currently has approximately $2,473,054,775 of assets under management and employs about 29 people. Schechter Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$2,473,054,775
Headcount
29 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-78607
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.