Top 10 financial advisors in Bloomfield Hills, MI
We’ve curated a list of the best financial advisors in Bloomfield Hills, take a look at it below
Find an advisor in Bloomfield Hills| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $12,103,858,871 | 15 advisors | ||
| 2 | $2,853,254,809 | 22 advisors | ||
| 3 | $1,564,181,995 | 93 advisors | ||
| 4 | $1,232,839,913 | 10 advisors | ||
| 5 | $1,138,884,124 | 23 advisors | ||
| 6 | $735,613,415 | 12 advisors | ||
| 7 | $688,326,672 | 19 advisors | ||
| 8 | $676,302,366 | 7 advisors | ||
| 9 | $554,548,498 | 13 advisors | ||
| 10 | $384,731,337 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Bloomfield Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bloomfield Hills. 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)
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
Flexible Plan Investments Ltd
Flexible Plan Investments Ltd is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $1,564,181,995 of assets under management and employs about 93 people. Flexible Plan Investments Ltd uses a fee structure of a percentage of assets under your management and subscription fees annuity price center.
Assets under management
$1,564,181,995
Headcount
93 advisors
Fee structure
A percentage of assets under your management
SUBSCRIPTION FEES ANNUITY PRICE CENTER
SEC number
801-21073
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)
Publication Of Periodicals Or Newsletters
Security Ratings Or Pricing Services
Diversified Portfolios, Inc.
Diversified Portfolios, Inc. is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $1,232,839,913 of assets under management and employs about 10 people. Diversified Portfolios, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,232,839,913
Headcount
10 advisors
Fee structure
A percentage of assets under your management
SEC number
801-56371
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
O2 Investment Partners, L.p.
O2 Investment Partners, L.p. is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $1,138,884,124 of assets under management and employs about 23 people. O2 Investment Partners, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,138,884,124
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-119161
Services offered
Portfolio Management For Pooled Investment Vehicles
Lsia
Lsia is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $735,613,415 of assets under management and employs about 12 people. Lsia uses a fee structure of and a percentage of assets under your management.
Assets under management
$735,613,415
Headcount
12 advisors
Fee structure
A percentage of assets under your management
SEC number
801-69340
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)
- Not sure which one to choose?Use our smart matching tool
Alidade Capital, LLC
Alidade Capital, LLC is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $688,326,672 of assets under management and employs about 19 people. Alidade Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$688,326,672
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-78660
Services offered
Portfolio Management For Pooled Investment Vehicles
Cranbrook Wealth Management, LLC
Cranbrook Wealth Management, LLC is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $676,302,366 of assets under management and employs about 7 people. Cranbrook Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$676,302,366
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-66180
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Northern Financial Advisors, Inc
Northern Financial Advisors, Inc is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $554,548,498 of assets under management and employs about 13 people. Northern Financial Advisors, Inc uses a fee structure of and fixed fees.
Assets under management
$554,548,498
Headcount
13 advisors
Fee structure
Fixed fees
SEC number
801-119217
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Tax Prep
- Not sure which one to choose?Use our smart matching tool
Lifecycle Financial Planners Inc.
Lifecycle Financial Planners Inc. is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $384,731,337 of assets under management and employs about 9 people. Lifecycle Financial Planners Inc. uses a fee structure of and fixed fees.
Assets under management
$384,731,337
Headcount
9 advisors
Fee structure
Fixed fees
SEC number
801-112138
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tax Preparation Services
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