SCHWARTZ & CO.

Tel: 248-644-2701 3707 W. Maple Rd Ste 201 Bloomfield Hills, Michigan 48301

About SCHWARTZ & CO.

SCHWARTZ & CO. is a Bloomfield Hills, Michigan based financial advisory firm with nearly $7,740,631,447 in assets under management and provides investment advisory services for 1241 clients. There are currently 27 financial advisors at the firm.

General Information
Firm CRD#:

7294

Firm SEC#:

801-62856

Assets Under Management:

$7,740,631,447

No. of Clients:

1241

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Michigan?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Michigan, Bloomfield Hills

FirmCRD#:111079
SEC#:801-58171
No. of Advisors:164
No. of Clients:132
AUM:$246,667,042,077
FirmCRD#:112158
SEC#:801-44058
No. of Advisors:134
No. of Clients:17010
AUM:$20,526,058,796
FirmCRD#:282516
SEC#:801-107115
No. of Advisors:74
No. of Clients:85
AUM:$20,209,044,347
FirmCRD#:312511
SEC#:801-120350
No. of Advisors:15
No. of Clients:412
AUM:$15,029,547,343
FirmCRD#:319290
SEC#:801-124951
No. of Advisors:31
No. of Clients:105
AUM:$11,989,880,000
FirmCRD#:109325
SEC#:801-57400
No. of Advisors:50
No. of Clients:178
AUM:$11,615,174,704
FirmCRD#:143456
SEC#:801-67681
No. of Advisors:37
No. of Clients:2124
AUM:$6,694,905,625
FirmCRD#:46047
SEC#:801-106859
No. of Advisors:370
No. of Clients:112547
AUM:$6,388,759,865
FirmCRD#:159257
SEC#:801-72987
No. of Advisors:40
No. of Clients:6475
AUM:$6,034,201,776
FirmCRD#:110692
SEC#:801-20404
No. of Advisors:470
No. of Clients:30541
AUM:$5,562,939,194
FirmCRD#:109528
SEC#:801-58099
No. of Advisors:32
No. of Clients:3445
AUM:$4,167,228,076
FirmCRD#:110767
SEC#:801-28092
No. of Advisors:55
No. of Clients:14038
AUM:$4,023,482,795
FirmCRD#:123047
SEC#:801-64587
No. of Advisors:36
No. of Clients:5272
AUM:$3,846,368,000
FirmCRD#:319062
SEC#:801-123448
No. of Advisors:23
No. of Clients:1537
AUM:$3,368,666,924

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.