Top financial advisors in Flint, MI
We’ve curated a list of the best financial advisors in Flint, take a look at it below
Find an advisor in Flint| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $821,003,487 | 22 advisors | ||
| 2 | $304,937,000 | 30 advisors | ||
| 3 | $277,511,235 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Flint, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Flint. 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.
Stephens Consulting, LLC
Stephens Consulting, LLC is a financial advisory firm based in Flint, Michigan. It currently has approximately $821,003,487 of assets under management and employs about 22 people. Stephens Consulting, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$821,003,487
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-122003
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
Oliver Lagore Vanvalin Investment Group, Inc.
Oliver Lagore Vanvalin Investment Group, Inc. is a financial advisory firm based in Flint, Michigan. It currently has approximately $304,937,000 of assets under management and employs about 30 people. Oliver Lagore Vanvalin Investment Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$304,937,000
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120957
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
Selection Of Other Advisers
Consulting
Taylor & Morgan Asset Management, LLC
Taylor & Morgan Asset Management, LLC is a financial advisory firm based in Flint, Michigan. It currently has approximately $277,511,235 of assets under management and employs about 7 people. Taylor & Morgan Asset Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$277,511,235
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-113195
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Your first meeting is free.