PLANNING ALTERNATIVES LTD is a Birmingham, Michigan based financial advisory firm with nearly $1,155,601,417 in assets under management and provides investment advisory services for 667 clients. There are currently 21 financial advisors at the firm.
General Information |
| Firm CRD#: | 110268 | |
| SEC#: | 801-18310 | |
| Assets under Management: | $1,155,601,417 | |
| No. of Clients: | 667 | |
| No. of Advisors: | 21 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ADVISORY ALPHA, LLC | 158282 | 801-72499 | 20609 | 57 | $2,997,055,995 |
| CG ADVISORY SERVICES | 110929 | 801-67082 | 17241 | 130 | $3,215,431,631 |
| REGAL INVESTMENT ADVISORS LLC | 125004 | 801-71923 | 12870 | 140 | $2,550,489,630 |
| CORECAP ADVISORS | 158819 | 801-72687 | 8713 | 118 | $2,467,486,750 |
| INNOVIA WEALTH, LLC | 289913 | 801-112177 | 3183 | 26 | $2,232,574,455 |
| CAPTRUST WEALTH ADVISORS | 173736 | 801-80687 | 2912 | 26 | $1,889,548,733 |
| SCHECHTER INVESTMENT ADVISORS, LLC | 169114 | 801-78607 | 2822 | 29 | $3,349,365,530 |
| SIGMA INVESTMENT COUNSELORS | 104754 | 801-9529 | 2724 | 20 | $1,947,427,221 |
| NPF INVESTMENT ADVISORS | 104683 | 801-3475 | 2599 | 15 | $2,354,512,728 |
| RETIREMENT INCOME SOLUTIONS, INC. | 110145 | 801-71319 | 1267 | 23 | $2,421,756,308 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | 801-61316 | 588 | 18 | $2,247,244,101 |
| SEIZERT CAPITAL PARTNERS | 108954 | 801-57995 | 251 | 16 | $2,060,639,394 |
| SCHWARTZ INVESTMENT COUNSEL INC | 104693 | 801-32773 | 81 | 20 | $3,261,373,534 |
| IPEX, INC. | 124337 | 801-71851 | 50 | 3 | $2,025,333,472 |
| BRICK CAPITAL MANAGEMENT INC | 107600 | 801-42564 | 22 | 1 | $3,269,000,000 |