Top financial advisors in Brighton, MI
We’ve curated a list of the best financial advisors in Brighton, take a look at it below
Find an advisor in Brighton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $144,770,417 | 2 advisors | ||
| 2 | $112,692,000 | 5 advisors | ||
| 3 | $70,608,927 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Brighton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brighton. 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.
Patrick Financial Group Llc.
Patrick Financial Group Llc. is a financial advisory firm based in Brighton, Michigan. It currently has approximately $144,770,417 of assets under management and employs about 2 people. Patrick Financial Group Llc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$144,770,417
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-80932
Services offered
Portfolio Management For Individuals And/or Small Businesses
See full profileMeet the advisor
Millpond Parke Office Building,
824 West Grand River Avenue,
Brighton,
Michigan,
48116Pinnacle Wealth Management, Inc.
Pinnacle Wealth Management, Inc. is a financial advisory firm based in Brighton, Michigan. It currently has approximately $112,692,000 of assets under management and employs about 5 people. Pinnacle Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$112,692,000
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-125967
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Advisory Consulting
Old Oak Financial Planning, Inc.
Old Oak Financial Planning, Inc. is a financial advisory firm based in Brighton, Michigan. It currently has approximately $70,608,927 of assets under management and employs about 2 people. Old Oak Financial Planning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$70,608,927
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117480
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.