Top 6 financial advisors in Novi, MI
We’ve curated a list of the best financial advisors in Novi, take a look at it below
Find an advisor in Novi| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $913,673,312 | 8 advisors | ||
| 2 | $871,159,416 | 10 advisors | ||
| 3 | $366,648,716 | 10 advisors | ||
| 4 | $263,833,052 | 9 advisors | ||
| 5 | $122,353,720 | 6 advisors | ||
| 6 | $37,238,726 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Novi, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Novi. 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.
The Nemes Rush Group, LLC
The Nemes Rush Group, LLC is a financial advisory firm based in Novi, Michigan. It currently has approximately $913,673,312 of assets under management and employs about 8 people. The Nemes Rush Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$913,673,312
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120727
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Provident Investment Management, Inc.
Provident Investment Management, Inc. is a financial advisory firm based in Novi, Michigan. It currently has approximately $871,159,416 of assets under management and employs about 10 people. Provident Investment Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$871,159,416
Headcount
10 advisors
Fee structure
A percentage of assets under your management
SEC number
801-16412
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)
Dahring | Cusmano And Associates
Dahring | Cusmano And Associates is a financial advisory firm based in Novi, Michigan. It currently has approximately $366,648,716 of assets under management and employs about 10 people. Dahring | Cusmano And Associates uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$366,648,716
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117222
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
Educational Seminars/workshops
Richard W. Paul & Associates, LLC
Richard W. Paul & Associates, LLC is a financial advisory firm based in Novi, Michigan. It currently has approximately $263,833,052 of assets under management and employs about 9 people. Richard W. Paul & Associates, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Assets under management
$263,833,052
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES
SEC number
801-116985
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Pathworks Financial, Inc.
Pathworks Financial, Inc. is a financial advisory firm based in Novi, Michigan. It currently has approximately $122,353,720 of assets under management and employs about 6 people. Pathworks Financial, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$122,353,720
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120476
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Co-advisory Services
Nfi Advisors, Inc
Nfi Advisors, Inc is a financial advisory firm based in Novi, Michigan. It currently has approximately $37,238,726 of assets under management and employs about 3 people. Nfi Advisors, Inc uses a fee structure of a percentage of assets under your management and residual referral of third-party investment advisors..
Assets under management
$37,238,726
Headcount
3 advisors
Fee structure
A percentage of assets under your management
RESIDUAL REFERRAL OF THIRD-PARTY INVESTMENT ADVISORS.
SEC number
801-63082
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.