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Find Top Financial Advisors in Niles, Michigan

How To Find Trusted Financial Advisors in Niles, Michigan

Qualified Financial Advisors in Niles, Michigan

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Financial Advisor
Edelman Financial Engines, LLC9921 Dupont Circle Drive WestFt Wayne, IN 46825
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
9921 Dupont Circle Drive West,Suite 225,Ft Wayne,IN 46825
Phone Number
877-208-7414

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FINRA/SEC Registered Advisors

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No. of Advisors164
AUM$246,667,042,077
No. of Clients132
Fee StructureA percentage of AUM, Fixed fees
Firm Name
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
No. of Advisors31
AUM$11,989,880,000
No. of Clients105
Fee StructureA percentage of AUM
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
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
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
No. of Advisors29
AUM$3,349,365,530
No. of Clients2822
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors1
AUM$3,269,000,000
No. of Clients22
Fee StructureFixed fees
Firm Name
No. of Advisors20
AUM$3,261,373,534
No. of Clients81
Fee StructureA percentage of AUM

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