Top financial advisors in Grand Blanc, MI
We’ve curated a list of the best financial advisors in Grand Blanc, take a look at it below
Find an advisor in Grand Blanc# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $3,379,375,602 | 30 advisors | ||
2 | $315,824,850 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Grand Blanc, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Blanc. 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.
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
Acorn Wealth Advisors, LLC
Acorn Wealth Advisors, LLC is a financial advisory firm based in Grand Blanc, Michigan. It currently has approximately $315,824,850 of assets under management and employs about 5 people. Acorn Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$315,824,850
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-79211
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.