Top 10 financial advisors in Troy, MI
We’ve curated a list of the best financial advisors in Troy, take a look at it below
Find an advisor in Troy| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $953,742,658 | 8 advisors | ||
| 2 | $781,898,399 | 9 advisors | ||
| 3 | $614,586,891 | 21 advisors | ||
| 4 | $511,346,265 | 1 advisors | ||
| 5 | $489,773,923 | 6 advisors | ||
| 6 | $290,209,212 | 13 advisors | ||
| 7 | $161,401,813 | 3 advisors | ||
| 8 | $156,160,737 | 4 advisors | ||
| 9 | $144,082,029 | 5 advisors | ||
| 10 | $141,147,730 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Troy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Troy. 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.
Straightline
Straightline is a financial advisory firm based in Troy, Michigan. It currently has approximately $953,742,658 of assets under management and employs about 8 people. Straightline uses a fee structure of a percentage of assets under your management, fixed fees and insurance commissions.
Assets under management
$953,742,658
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
INSURANCE COMMISSIONS
SEC number
801-63408
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Consultations
Jay A. Fishman, Ltd
Jay A. Fishman, Ltd is a financial advisory firm based in Troy, Michigan. It currently has approximately $781,898,399 of assets under management and employs about 9 people. Jay A. Fishman, Ltd uses a fee structure of and a percentage of assets under your management.
Assets under management
$781,898,399
Headcount
9 advisors
Fee structure
A percentage of assets under your management
SEC number
801-6618
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)
Isto Advisors, LLC
Isto Advisors, LLC is a financial advisory firm based in Troy, Michigan. It currently has approximately $614,586,891 of assets under management and employs about 21 people. Isto Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$614,586,891
Headcount
21 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-108409
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
Arbor Wealth Advisors LLC
Arbor Wealth Advisors LLC is a financial advisory firm based in Troy, Michigan. It currently has approximately $511,346,265 of assets under management and employs about 1 people. Arbor Wealth Advisors LLC uses a fee structure of hourly charges and fixed fees.
Assets under management
$511,346,265
Headcount
1 advisor
Fee structure
Hourly charges
Fixed fees
SEC number
801-78796
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Baron Wealth Management, LLC
Baron Wealth Management, LLC is a financial advisory firm based in Troy, Michigan. It currently has approximately $489,773,923 of assets under management and employs about 6 people. Baron Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$489,773,923
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71168
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
Consultation Services
Mkd Wealth Coaches, LLC
Mkd Wealth Coaches, LLC is a financial advisory firm based in Troy, Michigan. It currently has approximately $290,209,212 of assets under management and employs about 13 people. Mkd Wealth Coaches, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$290,209,212
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-68330
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
J2 Capital Management, Inc.
J2 Capital Management, Inc. is a financial advisory firm based in Troy, Michigan. It currently has approximately $161,401,813 of assets under management and employs about 3 people. J2 Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and subadviser fees.
Assets under management
$161,401,813
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SUBADVISER FEES
SEC number
801-107928
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Miller Capital
Miller Capital is a financial advisory firm based in Troy, Michigan. It currently has approximately $156,160,737 of assets under management and employs about 4 people. Miller Capital uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$156,160,737
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-64489
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
Portfolio Consulting/research
Retirement Funding Advisors Inc.
Retirement Funding Advisors Inc. is a financial advisory firm based in Troy, Michigan. It currently has approximately $144,082,029 of assets under management and employs about 5 people. Retirement Funding Advisors Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$144,082,029
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-49645
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
Confidential Management Advisors, Inc.
Confidential Management Advisors, Inc. is a financial advisory firm based in Troy, Michigan. It currently has approximately $141,147,730 of assets under management and employs about 2 people. Confidential Management Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$141,147,730
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-70741
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.