Top 10 financial advisors in Southfield, MI
We’ve curated a list of the best financial advisors in Southfield, take a look at it below
Find an advisor in Southfield| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $8,310,825,987 | 130 advisors | ||
| 2 | $4,901,997,615 | 355 advisors | ||
| 3 | $3,529,082,456 | 54 advisors | ||
| 4 | $2,391,503,994 | 52 advisors | ||
| 5 | $1,957,268,517 | 121 advisors | ||
| 6 | $1,762,860,769 | 17 advisors | ||
| 7 | $1,289,317,552 | 13 advisors | ||
| 8 | $1,119,522,000 | 14 advisors | ||
| 9 | $391,811,582 | 7 advisors | ||
| 10 | $173,750,137 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Southfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Southfield. 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.
Plante Moran Financial Advisors
Plante Moran Financial Advisors is a financial advisory firm based in Southfield, Michigan. It currently has approximately $8,310,825,987 of assets under management and employs about 130 people. Plante Moran Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$8,310,825,987
Headcount
130 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-44058
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)
Hantz Financial Services, Inc.
Hantz Financial Services, Inc. is a financial advisory firm based in Southfield, Michigan. It currently has approximately $4,901,997,615 of assets under management and employs about 355 people. Hantz Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$4,901,997,615
Headcount
355 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-106859
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Advance Capital Management Inc
Advance Capital Management Inc is a financial advisory firm based in Southfield, Michigan. It currently has approximately $3,529,082,456 of assets under management and employs about 54 people. Advance Capital Management Inc uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$3,529,082,456
Headcount
54 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-28092
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
Telemus Capital, LLC
Telemus Capital, LLC is a financial advisory firm based in Southfield, Michigan. It currently has approximately $2,391,503,994 of assets under management and employs about 52 people. Telemus Capital, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,391,503,994
Headcount
52 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-78535
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Family Office Services; Corporate Executive Services; Credit And Cash Management Solutions
Corecap Advisors
Corecap Advisors is a financial advisory firm based in Southfield, Michigan. It currently has approximately $1,957,268,517 of assets under management and employs about 121 people. Corecap Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,957,268,517
Headcount
121 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-72687
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)
Selection Of Other Advisers
Educational Seminars/workshops
Deroy & Devereaux Private Investment Counsel, Inc.
Deroy & Devereaux Private Investment Counsel, Inc. is a financial advisory firm based in Southfield, Michigan. It currently has approximately $1,762,860,769 of assets under management and employs about 17 people. Deroy & Devereaux Private Investment Counsel, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,762,860,769
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-61316
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)
- Not sure which one to choose?Use our smart matching tool
Center For Financial Planning Inc
Center For Financial Planning Inc is a financial advisory firm based in Southfield, Michigan. It currently has approximately $1,289,317,552 of assets under management and employs about 13 people. Center For Financial Planning Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and third party adviser/manager fees.
Assets under management
$1,289,317,552
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY ADVISER/MANAGER FEES
SEC number
801-65076
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Peninsula Capital Partners, L.l.c.
Peninsula Capital Partners, L.l.c. is a financial advisory firm based in Southfield, Michigan. It currently has approximately $1,119,522,000 of assets under management and employs about 14 people. Peninsula Capital Partners, L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,119,522,000
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-73782
Services offered
Portfolio Management For Pooled Investment Vehicles
Skyoak Wealth
Skyoak Wealth is a financial advisory firm based in Southfield, Michigan. It currently has approximately $391,811,582 of assets under management and employs about 7 people. Skyoak Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$391,811,582
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114715
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
- Not sure which one to choose?Use our smart matching tool
Cig Asset Management, Inc.
Cig Asset Management, Inc. is a financial advisory firm based in Southfield, Michigan. It currently has approximately $173,750,137 of assets under management and employs about 6 people. Cig Asset Management, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$173,750,137
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-66667
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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