Top financial advisors in Livonia, MI
We’ve curated a list of the best financial advisors in Livonia, take a look at it below
Find an advisor in Livonia| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $882,602,035 | 10 advisors | ||
| 2 | $295,444,809 | 74 advisors | ||
| 3 | $159,828,020 | 3 advisors | ||
| 4 | $127,400,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Livonia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Livonia. 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.
Strategic Investment Advisors, LLC
Strategic Investment Advisors, LLC is a financial advisory firm based in Livonia, Michigan. It currently has approximately $882,602,035 of assets under management and employs about 10 people. Strategic Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$882,602,035
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-110692
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Concorde Asset Management, LLC
Concorde Asset Management, LLC is a financial advisory firm based in Livonia, Michigan. It currently has approximately $295,444,809 of assets under management and employs about 74 people. Concorde Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and promoter fees from other advisors.
Assets under management
$295,444,809
Headcount
74 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PROMOTER FEES FROM OTHER ADVISORS
SEC number
801-74519
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
Meadowbrook Investment Advisors LLC
Meadowbrook Investment Advisors LLC is a financial advisory firm based in Livonia, Michigan. It currently has approximately $159,828,020 of assets under management and employs about 3 people. Meadowbrook Investment Advisors LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$159,828,020
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-57918
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)
Cnd Financial
Cnd Financial is a financial advisory firm based in Livonia, Michigan. It currently has approximately $127,400,000 of assets under management and employs about 4 people. Cnd Financial uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$127,400,000
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-121895
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Financial Planning-consulting
Your first meeting is free.