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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Birmingham
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
100
non-vetted advisors in your local area. These financial advisors in
Birmingham, Michigan
have an average of
23
years of experience.
NOTE: The list of financial
advisors in
Birmingham, 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
Birmingham, Michigan.
| Qualified Financial Advisors in Birmingham, Michigan | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Jeffrey J. Smith
CFP® CPWA® RMA® ChFC® CRPC® CBC® OWL PRIVATE WEALTH ADVISORS 40701 Woodward Ave, Suite 103, Bloomfield Hills, MI 48304 |
22 | 250,000,000 | $500,000 | Fee-Based |
| LPL Financial
LPL FINANCIAL 8770 23 Mile Road, Utica, MI 48316 |
Not Disclosed | $120,000,000 | $50,000 | Fee-Only |
| Joseph N Vitale
AMERICAN RETIREMENT ADVISORS 3778 S. Lapeer Rd, Metamora, MI 48455 |
32 | $30,000,000 | Not Specified | Fee-Based |
| Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA® EXECUTIVE WEALTH MANAGEMENT 135 W North Street Ste 1, Brighton, MI 48116 |
16 | Not Specified | $250,000 | Fee-Based |
Qualifications
CRD# 4330580
Firm CRD# #155193
Series 7, 31, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
40701 Woodward Ave,
Suite 103,
Bloomfield Hills,
MI
48304
Phone Number
248-309-6123
OWL Private Wealth Advisors was formed by Jeff Smith and Brian Thomas to serve our clients' needs above all else. Having spent nearly 20 years working at large Wall Street firms, we built our firm to make our clients the top priority, rather than the shareholders of the bank. At OWL Private Wealth Advisors, we utilize our combined 40+ years of experience to help clients simplify their otherwise difficult financial decisions.
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
Firm CRD# 6413
Compensation/Fee Fee-Only, Based on Assets
Office Location
8770 23 Mile Road,
Utica,
MI
48316
Phone Number
586-263-8800
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
CRD# 1920232
Firm CRD# 284112
Series 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
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.
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# 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.
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
Top Financial Advisor Firms in Birmingham, Michigan (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| R.H. BLUESTEIN & CO LLC
260 East Brown Street , Suite 100, Birmingham, MI 48009-6230 |
$4,449,016,828 | 1846 |
A percentage of AUM |
| SCHECHTER INVESTMENT ADVISORS, LLC
111 E. Merrill Street , Suite 400, Birmingham, MI 48009 |
$2,598,509,948 | 2165 |
A percentage of AUM 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 |
| VALSTONE PARTNERS VI
260 E. Brown St. , Suite 250, Birmingham, MI 48009 |
$927,982,456 | 5 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| LORIENT CAPITAL MANAGEMENT, LLC
550 W. Merrill , Suite 210, Birmingham, MI 48009 |
$807,539,588 | 14 |
A percentage of AUM Performance Based |
| Q3 ASSET MANAGEMENT CORPORATION
2175 Cole Street, Birmingham, MI 48009 |
$794,171,978 | 3808 |
A percentage of AUM Hourly charges Subscription fees Performance Based |
| INTEGRATED INVESTMENT CONSULTANTS, LLC
255 E. Brown Street, Suite 200, Birmingham, MI 48009-6208 |
$750,955,415 | 172 |
A percentage of AUM Fixed fees Other (INSURANCE COMPENSATION) |
| LIBERTY CAPITAL MANAGEMENT INC
401 S Old Woodward Avenue , Ste 430, Birmingham, MI 48009 |
$517,819,116 | 321 |
A percentage of AUM |
| BLOOMFIELD CAPITAL HOLDINGS, LLC
700 Forest Ave, Birmingham, MI 48009 |
$409,717,153 | 8 |
A percentage of AUM Performance Based |
| STURBRIDGE CAPITAL LLC
280 N Old Woodward Avenue , Suite 206, Birmingham, MI 48009 |
$350,040,056 | 5 |
A percentage of AUM Performance Based |
| SCHECHTER PRIVATE CAPITAL, LLC
111 E. Merrill Street , Suite 400, Birmingham, MI 48009 |
$325,830,675 | 31 |
Fixed fees Performance Based |
| TRP CAPITAL ADVISORS, LLC
380 N. Old Woodward Ave , Suite 205, Birmingham, MI 48009 |
$315,748,280 | 7 |
A percentage of AUM Performance Based Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO) |
| MOTIVE WEALTH ADVISORS, LLC
525 W. Merrill St., Birmingham, MI 48009 |
$247,902,961 | 247 |
A percentage of AUM Fixed fees |
| STRENGTH CAPITAL PARTNERS, LLC
102 Pierce St, Birmingham, MI 48009 |
$173,072,000 | 10 |
Performance Based |
| TRANSPORTATION RESOURCE PARTNERS III
380 N. Old Woodward Ave , Suite 205, Birmingham, MI 48009 |
$42,240,153 | 1 |
A percentage of AUM Performance Based Other (FEES FROM PORTFOLIO COMPANIES OF POOLED INVESTMENT VEHICLES) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Bruce E Platt Inquire with Bruce |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-258-1760 |
| Allen Ferguson Inquire with Allen |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-258-0521 |
| Alex Raymond Inquire with Alex |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-258-3813 |
| Anuj Rama Inquire with Anuj |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-593-2473 |
| Morgan Stanley Inquire with Morgan |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-258-1750 |
| Christopher Kneale Inquire with Christopher |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-258-0338 |
| Michael Bellware Inquire with Michael |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-258-0251 |
| Fifth Third Private Bank Inquire with Fifth |
300 Park Street, Ste 300, Birmingham, MI 48009 | 248-430-1366 |
| Hugh T Carney III Inquire with Hugh |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-258-2717 |
| Mike Kneale Inquire with Mike |
34901 Woodward Ave, Ste 300, Birmingham, MI 48009 | 248-258-0505 |
Grow your AUM with pre-qualified leads!
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.
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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?
