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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.
Northville
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
13
non-vetted advisors in your local area. These financial advisors in
Northville, Michigan
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Northville, 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
Northville, Michigan.
| Qualified Financial Advisors in Northville, Michigan | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| 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 |
| 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 |
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
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
Top Financial Advisor Firms in Northville, Michigan (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SIGMA INVESTMENT COUNSELORS
186 E Main Street , Suite 200, Northville, MI 48167 |
$1,669,433,210 | 2476 |
A percentage of AUM Fixed fees |
| GREAT LAKES WEALTH, LLC
22260 Haggerty Road , Suite 160, Northville, MI 48167 |
$121,235,015 | 700 |
A percentage of AUM Fixed fees |
| MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
41740 Six Mile , Suite 101, Northville, MI 48168 |
$1,300,000 | 16 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| John A Kish Inquire with John |
325 N Center St, Ste 100, Northville, MI 48167 | 248-348-0080 |
| Gurveer Mann Inquire with Gurveer |
41000 W 7 Mile Rd, Ste 115, Northville, MI 48167 | 248-277-3040 |
| Fifth Third Preferred Inquire with Fifth |
20205 Haggerty Road, Northville, MI 48167 | 248-380-3243 |
| Edward Jones Inquire with Edward |
1039 Novi Road, Northville, MI 48167 | 248-348-0423 |
| Fifth Third Mortgage Inquire with Fifth |
20205 Haggerty Road, Northville, MI 48167 | 248-380-3242 |
| The Wealth Advantage Group Inquire with Wealth |
131 East Cady St, Northville, MI 48167 | 248-773-8574 |
| Alicia Botti Inquire with Alicia |
41000 W 7 Mile Rd, Ste 115, Northville, MI 48167 | 248-277-3040 |
| Edward Jones Inquire with Edward |
1039 Novi Road, Northville, MI 48167 | 248-348-0423 |
| Edward Jones Inquire with Edward |
41074 7 Mile Rd, Suite D, Northville, MI 48167 | 248-308-3939 |
| Edward Jones Inquire with Edward |
42000 Six Mile Road, Suite 100, Northville, MI 48168 | 248-348-4610 |
Grow your AUM with pre-qualified leads!
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