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Find Best Financial Advisors in Michigan

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A densely populated state like Michigan has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Michigan and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Michigan
Last Updated - 11-May-2022

Michigan has 12 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1838 non-vetted advisors in your local area. These financial advisors in Michigan have an average of 16 years of experience.

NOTE: The list of financial advisors in Michigan mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Michigan .

List of Qualified Financial Advisors in Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Hylan Moises
NORTH STAR FINANCIAL ADVISOR
415 Detroit Street Suite 100,
Ann Arbor, MI 48104
17 Not Specified Not Specified Fee-Based
Joseph N Vitale
AMERICAN RETIREMENT ADVISORS
3778 S. Lapeer Rd,
Metamora, MI 48455
32 $30,000,000 Not Specified Fee-Based
Matt Saltzgaber
AIF®
VISION WEALTH MANAGEMENT
1668 S. Telegraph, Suite 250C,
Bloomfield Hills, MI 48302
8 0 100000 Fee-Based
Phillip Mitchell
CPA, CFA®
KROON & MITCHELL ASSET MANAGEMENT
29 Pearl St,
Grand Rapids, MI 49503
21 $84M Not Specified Fee-Only
Ashley Kremhelmer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39555 Orchard Hill Place,
Novi Township, MI 48375
22 Not Specified Not Specified Fee-Based
Brian Sites
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39775 Traditions Drive,
Northville, MI 48168
15 Not Specified Not Specified Fee-Based
Dan Rausch
CFP®
ALLWORTH FINANCIAL
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed Not Specified Not Specified Fee-Based
Matt Breimayer
STRATEGY FINANCIAL, LLC
12935 S. West Bayshore Drive,
Traverse City, MI 49684
15 Not Specified Not Specified Not Specified
Ryan Lind
EDELMAN FINANCIAL ENGINES, LLC
5510 Cascade Rd SE,
Grand Rapids, MI 49546
10 Not Specified Not Specified Fee-Based
Sara Uh
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39425 Garfield Rd,
Clinton Township, MI 48038
17 Not Specified Not Specified Fee-Based
Andrzej Mendela
CFP®, Registered Financial Consultant (RFC), RFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
201 West Big Beaver Road,
Troy, MI 48084
14 Not Specified Not Specified Fee-Based
Christopher Mollan
Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), Life & Health Insurance licensed, Accredited Wealth Management Advisor(AWMA)
LPL FINANCIAL
31731 Northwestern Hwy.,
Farmington Hills, MI 48334
14 36,000,000 $25000 Fee-Based

Information on Qualified Financial Advisors in Michigan

Qualifications CRD# 4855954
FirmCRD# 8032
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 415 Detroit Street Suite 100,
Ann Arbor,
MI
48104
Phone Number 734-213-6240

My motivation to become a financial advisor stems from my passion for investing and an enduring commitment to educate others and help enhance their financial well-being. I believe it is beneficial to the clients I serve that I became a financial advisor later in life and followed a rather non-traditional path, having transitioned from being a university professor to become an independent investment advisor representative. Prior to securing my financial credentials in 2004, I developed my investment expertise and market wisdom the "old-fashioned" way. I learned to manage uncertainty in financial markets and temper the emotional volatility I experienced as an individual investor by successfully navigating through bull and bear markets beginning in the mid 1970s. From to my academic background, I understand and appreciate the importance of being a good listener and respecting the opinions of others. As a doctorally prepared neuroscientist, I understand the need to think critically and analytically and to maintain a commitment to life-long learning. My knowledge of behavioral finance and neuro-economics allows me to appreciate how my clients think and behave about money and help them understand that as well. Using this perspective, I provide my clients with a unique style of leadership and personalized guidance with all aspects of their life that involve financial decisions. As an Investment Adviser Representative of Commonwealth Financial Network®, I adhere to a personal philosophy of always putting the interest of my clients first. In my advisory role, I specialize in comprehensive financial life planning, risk-managed portfolio construction, tactical asset management, tax control strategies, and retirement income planning. As a tactical asset manager, my goal is to be resilient, nimble and adaptable in the face of changing and unexpected market environments. I received my undergraduate degree from the University of Washington in Seattle and earned my Ph.D. in Physiology and Neuroscience from the University of Rochester (Rochester, NY). I was a tenured Professor of Physiology and Neuroscience at the University of Michigan (Ann Arbor, MI, 1981-2004), before leaving academia to pursue a career in business as an investment advisor. Prior to co-founding North Star Financial Advisors in 2007, I worked as a financial advisor for Ameriprise Financial Services (08/2004 -12/2006). I have resided with my family in Ann Arbor for the past 39 years and recently welcomed our first grandchild, Ryder into this world.

About North Star Financial Advisor

Our mission at North Star Financial Advisors is to provide you with the leadership and broad range of trusted advice to navigate your way to financial security, however you may define it. Because we are independent Investment Adviser Representatives, we have the advantage of gaining access to a very broad array of investment and insurance choices. We work only for you and keep your best interests in mind. We have no hidden pressures or incentives from company executives.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1920232
FirmCRD# 284112
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 3778 S. Lapeer Rd,
Metamora,
MI
48455
Phone Number 855-756-5700

Early in his career working as an insurance agent for AAA, he developed an appreciation for customer service working hard to service his clients. As a result he received numerous awards including the Presidents Elite Award. In 2007, Joe founded American Retirement Solutions helping families with their elderly loved ones navigate Medicaid. In addition he began helping families with estate and retirement planning*. In the late 1980's Joe obtained his 6 & 63 securities registration. In 2016, Joe founded American Retirement Advisors, Inc as a Registered Investment Advisory Firm and became a Fiduciary to help ensure his clients received the very best of service and accountability for their Retirement planning and strategies. Joe draws upon his 30+ years of experience in the financial arena helping families avoid potential pitfalls in retirement so they can enjoy a comfortable retirement. Income maximization and replacement strategies are his particular forte. Joe believes it's all about distribution and preservation. Joe resides in Lapeer County where he is involved with and supports numerous local and national charities and enjoys spending time with his immediate and large extended family and friends. In his spare time you can find him relaxing in the country with his family or trying to better his golf game, which needs help.

About American Retirement Advisors

American Retirement Advisors, Inc., is a registered investment advisor whose mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. Headquartered in beautiful rural Metamora, and with three additional locations, we provide financial planning and investment management services throughout Michigan communities on a Holistic level. We have a team of CPAs and CFPs to assist with Strategic Case design with particular awareness of income and tax efficiency. We assist our client to intelligently invest their assets to meet short and long-term needs, while looking to maintain and improve their overall financial standing. We provide full transparency and utilize both investment and insurance* solutions to achieve financial independence. We are, "Your Trusted Guide to Retirement."

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6117651
FirmCRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based


Office Location 1668 S. Telegraph, Suite 250C,
Bloomfield Hills,
MI
48302
Phone Number 248-259-7729

Matt is a business professional with over 20 years of experience, two Master's degrees, and is an independent Financial Advisor. Matt holds a Bachelor's degree from Michigan State University along with a Master's Degree in Mechanical Engineering and a Master's Degree in Business Administration (MBA). Prior to joining LPL Financial, he was a successful Program Manager at General Dynamics Land Systems and was responsible for multi-million dollar programs for the US Army. In addition to Program Management, he also owned several small businesses. As a wealth advisor, he helps you pursue your financial and retirement goals and handle life's circumstances. He performs comprehensive financial planning and manages all aspects of your overall portfolio. He has experience with active portfolio management, financial and retirement planning, estate planning, tax planning, and ensuring that your family is properly insured. Matt is a very passionate and caring individual and provides all of his clients with a high level of service and dedication. Matt lives in West Bloomfield, MI with his wife, Jacquelyn, and four children Alana, Ryan, Cora, and their angel, Eve. Matt is very active in the community and recently served as the President of the Lakes Area Rotary Club located in Walled Lake, MI. In his spare time, he enjoys watching Michigan State University Basketball and Football games, and more importantly, spending quality time playing with his kids. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. finra.org, sipc.org

About Vision Wealth Management

Guidance that Brings your Vision for the Future into Sharp Focus At Vision Wealth Management, we help you find your focus, clearing a path through the maze of complex issues that you face at every stage of life. Our commitment to honesty, integrity, and comprehensive service shape what we do every day, as we provide our clients with objective financial guidance. Whether your focus is on building your nest egg, retirement, or leaving a legacy, we can help. As independent financial advisors, the plans and strategies we construct are tailored to your precise objectives and risk tolerance. Lets start a conversation and get to know each other. We look forward to working with you now and for years to come.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6251940
FirmCRD# 168120
Series 65

Compensation/Fee Fee-Only, Based on Assets, Hourly


Office Location 29 Pearl St,
Ste 400,
Grand Rapids,
MI
49503
Phone Number 616-356-2002

Phillip's past experience includes serving as Investment Portfolio Manager for a Mid-Michigan Insurance Company where he was responsible for investing and overseeing over $800M in Corporate, Pension, and foundation assets. Prior to this position, Phillip worked as an Equity Analyst for a value-oriented investment manager in Atlanta, Georgia. Phillip also has held the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant. Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.

About Kroon & Mitchell Asset Management

Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5525567
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 39555 Orchard Hill Place,
Suite 365,
Novi Township,
MI
48375
Phone Number 248-468-1355

As a financial planning professional, I bring experience and a passion for helping people to achieve their goals to every interaction with my clients. I have a genuine interest in people, and some of my most important skills as a financial planner include extreme attention to detail and a love for solving financial puzzles. Ask me what is most important to me, and I'll tell you it's my family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5058299
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39775 Traditions Drive,
Suite D-800,
Northville,
MI
48168
Phone Number 248-412-0160

I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I'm married with one son.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5636455
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number 888-242-6766

Dan Rausch is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, and financial advisor in our Grand Rapids, Michigan office. The married father of three is from Holland, Michigan and started his career as a CPA in Grand Rapids. Dan earned a bachelor’s degree at Grand Valley and his MBA at Northwestern University’s JL Kellogg School. He has over a decade of financial services experience. Dan approaches advising with the philosophy that “intentional planning can deliver predictable results.”

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4817098
FirmCRD# 124583
Series 63, 65


Office Location 12935 S. West Bayshore Drive,
Suite 325,
Traverse City,
MI
49684
Phone Number 231-714-5077

Matt has been working with individuals and businesses in the area for over 16 years and is licensed to sell a variety of investment and insurance products. He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with Matt is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Matt looks forward to using his expertise to help you pursue your financial goals.

About Strategy Financial, LLC

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We provide sound financial information to help clients better identify goals and make sound decisions. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.


Qualifications CRD# 5726311
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 5510 Cascade Rd SE,
Suite 280,
Grand Rapids,
MI
49546
Phone Number 616-426-8320

I'm passionate about working with individuals and families to help them accomplish their financial goals. In my spare time, I enjoy spending time with my wife and two daughters and being at the beach or on the golf course.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4938299
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39425 Garfield Rd,
Suite 25,
Clinton Township,
MI
48038
Phone Number 248-468-1864

I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy - coaching our two boys in various sports, such as golf, mountain biking, and skiing - and have a goal to see all the national parks together.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4886498
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 201 West Big Beaver Road,
Suite 950,
Troy,
MI
48084
Phone Number 248-825-8220

As an experienced financial planner, I take great pride in helping my clients create effective financial plans and strategies so they can achieve their financial, investment and retirement goals. My time away from work is spent with my wife and three children hiking, playing soccer and pursuing my interest in photography. Also, I grew up in Poland and speak fluent Polish.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4629054
Series 7, 31, 63, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
MI
48334
Phone Number 248-987-8054

About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.


Top Financial Advisor Firms in Michigan
Firm Name AUM No. of Clients Fee Structure
Dillon & Associates Inc
2585 Spring Arbor Road,
Jackson, MI 49203
$698,429,706 727 A percentage of AUM
Fixed fees
Schwartz Investment Counsel Inc
801 W. Ann Arbor Trail , Ste 244,
Plymouth, MI 48170
$3,228,958,914 81 A percentage of AUM
Liberty Capital Management Inc
401 S Old Woodward Avenue , Ste 430,
Birmingham, MI 48009
$517,819,116 321 A percentage of AUM
Bloom Advisors
31275 Northwestern Hwy , Suite 145,
Farmington Hills, MI 48334-2531
$1,327,652,913 1202 A percentage of AUM
Provident Investment Management, Inc.
39555 Orchard Hill Place , Ste 139,
Novi, MI 48375
$1,178,825,000 338 A percentage of AUM
Performance Based
Lejeune Puetz Investment Counsel
13721 West Bay Shore Drive,
Traverse City, MI 49684
$392,327,000 83 A percentage of AUM
Hourly charges
Fixed fees
Seizert Capital Partners
34100 Woodward Avenue , Suite 210,
Birmingham, MI 48009-0961
$2,305,137,462 232 A percentage of AUM
Fixed fees
Performance Based
Meadowbrook Investment Advisors Llc
17199 N Laurel Park Dr , Ste 311,
Livonia, MI 48152-7904
$170,247,791 195 A percentage of AUM
Pps & V Asset Management Consultants Inc
2750 Old Centre Ave , Suite 100,
Portage, MI 49024
$184,003,331 616 A percentage of AUM
Security First Financial
6012 S. Linden Road , Suite 10,
Swartz Creek, MI 48473
$259,959,460 1516 A percentage of AUM
Dbs Investment Advisers, Llc
6006 Westside Saginaw Road,
Bay City, MI 48706
$177,385,576 638 A percentage of AUM
Hourly charges
Other (SHARE IN THIRD PARTY ADVISORY FEES)
Ipex, Inc.
156 West Liberty Street,
Plymouth, MI 48170-1315
$2,176,591,026 47 A percentage of AUM
Fixed fees
Patrick Financial Group Llc.
Millpond Parke Office Building , 824 West Grand River Avenue,
Brighton, MI 48116
$168,275,320 1298 A percentage of AUM
Nantucket Multi Managers, Llc
40950 Woodward- Ste 307,
Bloomfield Hills, MI 48304
$358,873,789 3 A percentage of AUM
Performance Based
Other (ANNUAL MANAGEMENT FEES BASED ON AUM (TO CLARIFY E(1))
Q3 Asset Management Corporation
2175 Cole Street,
Birmingham, MI 48009
$794,171,978 3808 A percentage of AUM
Hourly charges
Subscription fees
Performance Based

    List of Additional Advisors in Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Aaron Irving
    Inquire with Aaron
    2970 E Lake Lansing Rd, East Lansing, MI  48823 517-803-4203
    Brian Lee
    Inquire with Brian
    505 Pleasant St, Ste 200, St Joseph, MI  49085 269-983-7555
    Advantage Wealth Benefit & Retirement Services LLC
    Inquire with Advantage
    27739 Jefferson Ave, St Clair Shores, MI  48081 800-388-5013
    Brad Batur
    Inquire with Brad
    1108 North Main Street, Rochester, MI  48307 248-218-8255
    Bill Lee
    Inquire with Bill
    3337 S Airport Rd W, Ste 4, Traverse City, MI  49684 231-947-6700
    Amy R Cole
    Inquire with Amy
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7106
    Brian Donohoe
    Inquire with Brian
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7129
    Aaron Harrison
    Inquire with Aaron
    1 Heritage Pl, Ste 500, Southgate, MI  48195 734-281-3700
    Benjamin S Balbach
    Inquire with Benjamin
    5122 Cascade Road SE 1st, Fl, Grand Rapids, MI  49546 616-771-6086
    Bruce A French
    Inquire with Bruce
    1108 North Main Street, Rochester, MI  48307 248-218-8243
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?