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Find Top Financial Advisors in Muskegon, Michigan

Muskegon, Michigan is a thriving city known for its small-town charm and has a population of over 37,670 residents. The cost of living in Muskegon is 8% lower than the state average, making it an attractive destination for individuals seeking financial growth opportunities. To navigate these opportunities effectively, it is beneficial to engage with a trustworthy financial advisor. Finding a reputable financial advisor near the Muskegon area may be a challenge, so it may be helpful to start your journey with WiserAdvisor's directory. The advisors provide various financial services including retirement planning, investment strategies, wealth management, and estate planning. We recommend taking the first step towards finding the right financial advisor by exploring our directory of financial professionals near Muskegon, Michigan.

How To Find Trusted Financial Advisors in Muskegon, Michigan

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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FINRA/SEC Registered Advisors

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Firm Name
JACKSON NATIONAL ASSET MANAGEMENT, LLCLansing, MI
No. of Advisors164
AUM$246,667,042,077
No. of Clients132
Fee StructureA percentage of AUM, Fixed fees
Firm Name
PLANTE MORAN FINANCIAL ADVISORSSouthfield, MI
No. of Advisors134
AUM$20,526,058,796
No. of Clients17010
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
OA PRIVATE CAPITALGrand Rapids, MI
No. of Advisors74
AUM$20,209,044,347
No. of Clients85
Fee StructureA percentage of AUM, Performance Based
Firm Name
YOUSIF CAPITAL MANAGEMENT, LLCBloomfield Hills, MI
No. of Advisors15
AUM$15,029,547,343
No. of Clients412
Fee StructureA percentage of AUM
Firm Name
BRICKTOWN CAPITAL, LLCDetroit, MI
No. of Advisors31
AUM$11,989,880,000
No. of Clients105
Fee StructureA percentage of AUM
Firm Name
MCQUEEN FINANCIAL ADVISORS II, INC.Clawson, MI
No. of Advisors50
AUM$11,615,174,704
No. of Clients178
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
SCHWARTZ & CO.Bloomfield Hills, MI
No. of Advisors27
AUM$7,740,631,447
No. of Clients1241
Fee StructureA percentage of AUM, Fixed fees, Commission Based
Firm Name
CLARKSTON CAPITAL PARTNERS, LLCRochester, MI
No. of Advisors37
AUM$6,694,905,625
No. of Clients2124
Fee StructureA percentage of AUM, Fixed fees
Firm Name
ZHANG FINANCIALPortage, MI
No. of Advisors40
AUM$6,034,201,776
No. of Clients6475
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ADVANCE CAPITAL MANAGEMENT INCSouthfield, MI
No. of Advisors55
AUM$4,023,482,795
No. of Clients14038
Fee StructureA percentage of AUM, Fixed fees
Firm Name
REHMANN WEALTHLansing, MI
No. of Advisors36
AUM$3,846,368,000
No. of Clients5272
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)
Firm Name
AZIMUTH CAPITAL MANAGEMENTBloomfield Hills, MI
No. of Advisors23
AUM$3,368,666,924
No. of Clients1537
Fee StructureA percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)
Firm Name
SCHECHTER INVESTMENT ADVISORS, LLCBirmingham, MI
No. of Advisors29
AUM$3,349,365,530
No. of Clients2822
Fee StructureA percentage of AUM, Fixed fees
Firm Name
BRICK CAPITAL MANAGEMENT INCEast Lansing, MI
No. of Advisors1
AUM$3,269,000,000
No. of Clients22
Fee StructureFixed fees
Firm Name
SCHWARTZ INVESTMENT COUNSEL INCPlymouth, MI
No. of Advisors20
AUM$3,261,373,534
No. of Clients81
Fee StructureA percentage of AUM

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