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Find the Best Financial Advisors in Michigan

Michigan offers a high quality of life with beautiful scenery, vibrant cities, and rich culture, making it an attractive place to live and work. Are you considering working with a vetted fiduciary financial advisor to manage your finances in Michigan? WiserAdvisor can help you connect with a trusted financial advisor who understands Michigan's complex financial landscape and can provide tailored advice on investment strategies, retirement planning, wealth management, estate planning, and more.

Why Work With a Michigan Financial Advisor?

  • Financial professionals have extensive knowledge and expertise to solve your specific financial needs and make informed decisions about your future.

  • They work with you to develop a customized plan that meets your goals and needs.

  • Advisors hold you accountable for achieving your financial goals and offer ongoing support and guidance.

  • With their local knowledge of Michigan's economy, advisors can provide valuable insights and advice to optimize your financial resources.

Finding the Top Financial Advisor in Michigan

Last Updated - 24-May-2023

Michigan has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 1900 non-vetted advisors in your local area. These financial advisors in Michigan have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in Michigan mentioned below does 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
Adam Schwallier
CFP®
SCHWALLIER WEALTH MANAGEMENT LLC
607 Cascade West Parkway SE,
Grand Rapids, MI 49546
21 Years $137,835,572 $250,000 Fee-Only
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
EXECUTIVE WEALTH MANAGEMENT
135 W North Street Ste 1,
Brighton, MI 48116
16 Years Not Specified $250,000 Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed $10,000,000,000 Not Specified Fee-Based
LPL Financial
LPL FINANCIAL
8770 23 Mile Road,
Utica, MI 48316
Not Disclosed $120,000,000 $50,000 Fee-Only
Phillip Mitchell
CPA, CFA®
KROON & MITCHELL ASSET MANAGEMENT
29 Pearl St,
Ste 400,
Grand Rapids, MI 49503
Not Disclosed $12,000,000,000 Not Specified Fee-Only

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Information on Qualified Financial Advisors in Michigan

Qualifications CRD# 4431899
Firm CRD# 143329
Series 66

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


Office Location 607 Cascade West Parkway SE,
Grand Rapids,
MI
49546
Phone Number 616-855-2051

With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 15 years as a fee-only advisor and planner at Schwallier Wealth Management. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace. History: After working as an advisor at Morgan Stanley and AG Edwards and becoming disenchanted with the standard of care to clients and advisors at large wirehouse firms, I struck out on my own for clients and became a fee-only advisor foregoing any commission-based business and working for my clients directly without the conflict of interest of working for a captive brokerage firm. I am constantly reading, learning, and improving my skill-set for clients. This includes proudly becoming a member of NAPFA as a fee-only CERTIFIED FINANCIAL PLANNER professional. Personal: I reside in Tallmadge Township with my wife, Val, and my two children. I enjoy spending time with my family, playing basketball as long as my body allows, and practicing yoga.

About Schwallier Wealth Management LLC

Schwallier Wealth Management LLC

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace. After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm. Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest. As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest. Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

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


Qualifications CRD# 5795799
Firm CRD# 140736

Compensation/Fee Fee-Based, Based on Assets


Office Location 135 W North Street Ste 1,
Brighton,
MI
48116
Phone Number 810-229-6446

Todd joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todd's background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans". Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP® certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.

About Executive Wealth Management

Executive Wealth Management

Each EWM advisor leveraging every skill we have to change lives, that's the Executive Wealth Management difference. Our passion for our clients combined with our industry expertise has allowed us to become one of the largest independent wealth management firms in the country over the last 30 years and clients in over 40 states. As full-service private wealth advisors we build trusting relationships by meeting with our clients regularly to understand their evolving goals and implementing customized strategies to achieve their needs. At Executive Wealth Management, Todd serves as a Private Wealth Advisor working directly with clients to develop and implement comprehensive financial plans that address their evolving goals and financial needs. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, family office wealth management, and charitable planning. At Executive Wealth Management each person in our firm is dedicated to our clients. As a CERTIFIED FINANCIAL PLANNER (TM) professional and over 15 years of industry experience, Todd understands the diverse wealth planning needs of high net-worth individuals and families. As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful relationships, build actionable plans and customized portfolios, allowing you to both protect and grow your wealth as you navigate complex markets and transitions in life.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


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

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

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


Qualifications Firm CRD# 6413

Compensation/Fee Fee-Only, Based on Assets


Office Location 8770 23 Mile Road,
Utica,
MI
48316
Phone Number 586-263-8800

About LPL Financial

LPL Financial

Financial consultants backed by LPL Financial have become a leading source of objective guidance for accumulating and managing personal wealth.

Advisory Services Provided:

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


Qualifications Firm CRD# 168120
Series 65

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


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

About Kroon & Mitchell Asset Management

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


Customer Reviews

Top Financial Advisor Firms in Michigan (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
SCHWARTZ INVESTMENT COUNSEL INC
801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170
20 81 $3,228,958,914
A percentage of AUM
COMERICA SECURITIES
411 West Lafayette Blvd., Detroit, MI 48226
198 4436 $2,781,793,715
A percentage of AUM, Hourly charges, Fixed fees
SEIZERT CAPITAL PARTNERS
34100 Woodward Avenue, Suite 210, Birmingham, MI 48009-0961
16 232 $2,305,137,462
A percentage of AUM, Fixed fees, Performance Based
IPEX, INC.
156 West Liberty Street, Plymouth, MI 48170-1315
5 47 $2,176,591,026
A percentage of AUM, Fixed fees
BLOOM ADVISORS
31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334-2531
19 1211 $1,448,628,841
A percentage of AUM
PROVIDENT INVESTMENT MANAGEMENT, INC.
39555 Orchard Hill Place, Ste 139, Novi, MI 48375
9 338 $1,178,825,000
A percentage of AUM, Performance Based
DILLON & ASSOCIATES INC
2585 Spring Arbor Road, Jackson, MI 49203
6 727 $698,429,706
A percentage of AUM, Fixed fees
LIBERTY CAPITAL MANAGEMENT INC
401 S Old Woodward Avenue, Ste 430, Birmingham, MI 48009
3 321 $517,819,116
A percentage of AUM
LEJEUNE PUETZ INVESTMENT COUNSEL
13721 West Bay Shore Drive, Traverse City, MI 49684
1 83 $392,327,000
A percentage of AUM, Hourly charges, Fixed fees
BURNHAM & DELLS ADVISORS
750 Front Street, Suite 305, Grand Rapids, MI 49504
5 365 $386,284,866
A percentage of AUM, Hourly charges, Fixed fees
SECURITY FIRST FINANCIAL
6012 S. Linden Road, Suite 10, Swartz Creek, MI 48473
1 1516 $259,959,460
A percentage of AUM
PPS & V ASSET MANAGEMENT CONSULTANTS INC
2750 Old Centre Ave, Suite 100, Portage, MI 49024
4 616 $184,003,331
A percentage of AUM
MEADOWBROOK INVESTMENT ADVISORS LLC
17199 N Laurel Park Dr, Ste 311, Livonia, MI 48152-7904
4 195 $170,247,791
A percentage of AUM
DBS INVESTMENT ADVISERS, LLC
6006 Westside Saginaw Road, Bay City, MI 48706
8 773 $161,044,258
A percentage of AUM, Hourly charges, Other (SHARE IN THIRD PARTY ADVISORY FEES)
CND FINANCIAL
33762 Schoolcraft Rd, 2nd Floor, Livonia, MI 48150
4 201 $133,200,000
A percentage of AUM, Hourly charges

    List of Additional Advisors in Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    2970 E Lake Lansing Rd, East Lansing, MI  48823 517-803-4203
    505 Pleasant St, Ste 200, St Joseph, MI  49085 269-983-7555
    27739 Jefferson Ave, St Clair Shores, MI  48081 800-388-5013
    1108 North Main Street, Rochester, MI  48307 248-218-8255
    3337 S Airport Rd W, Ste 4, Traverse City, MI  49684 231-947-6700
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7106
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7129
    1 Heritage Pl, Ste 500, Southgate, MI  48195 734-281-3700
    5122 Cascade Road SE 1st, Fl, Grand Rapids, MI  49546 616-771-6086
    1108 North Main Street, Rochester, MI  48307 248-218-8243

      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?