Top 10 advisors in Southfield

Top 10 advisors in Southfield

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.

  • 1. Plante Moran Financial Advisors

    Assets under management

    $8,310,825,987

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    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)

  • 2. Hantz Financial Services, Inc.

    Assets under management

    $4,901,997,615

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • 3. Advance Capital Management Inc

    Assets under management

    $3,529,082,456

    Fee structure

    A percentage of assets under your management

    Fixed fees

    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

  • 4. Telemus Capital, LLC

    Assets under management

    $2,391,503,994

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    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

  • 5. Corecap Advisors

    Assets under management

    $1,957,268,517

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    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

  • 6. Deroy & Devereaux Private Investment Counsel, Inc.

    Assets under management

    $1,762,860,769

    Fee structure

    A percentage of assets under your management

    Fixed fees

    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?
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    7. Center For Financial Planning Inc

    Assets under management

    $1,289,317,552

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    THIRD PARTY ADVISER/MANAGER FEES

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

  • 8. Peninsula Capital Partners, L.l.c.

    Assets under management

    $1,119,522,000

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 9. Skyoak Wealth

    Assets under management

    $391,811,582

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    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

    10. Cig Asset Management, Inc.

    Assets under management

    $173,750,137

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].