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Find Top Financial Advisors in Southfield, Michigan

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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.

Finding the Top Financial Advisor in Southfield, Michigan
Last Updated - 22-Mar-2023

Southfield has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 16 non-vetted advisors in your local area. These financial advisors in Southfield, Michigan have an average of 23 years of experience.

NOTE: The list of financial advisors in Southfield, 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 Southfield, Michigan.

Qualified Financial Advisors in Southfield, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
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
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
Joseph N Vitale
AMERICAN RETIREMENT ADVISORS
3778 S. Lapeer Rd,
Metamora, MI 48455
32 $30,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Southfield

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

About OWL Private Wealth Advisors

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 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.

About Executive Wealth Management

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# 1920232
Firm CRD# 284112
Series 65

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 3778 S. Lapeer Rd,
Metamora,
MI
48455
Phone Number 855-756-5700

Early in his career working as an insurance agent for AAA, he developed an appreciation for customer service working hard to service his clients. As a result he received numerous awards including the Presidents Elite Award. In 2007, Joe founded American Retirement Solutions helping families with their elderly loved ones navigate Medicaid. In addition he began helping families with estate and retirement planning*. In the late 1980's Joe obtained his 6 & 63 securities registration. In 2016, Joe founded American Retirement Advisors, Inc as a Registered Investment Advisory Firm and became a Fiduciary to help ensure his clients received the very best of service and accountability for their Retirement planning and strategies. Joe draws upon his 30+ years of experience in the financial arena helping families avoid potential pitfalls in retirement so they can enjoy a comfortable retirement. Income maximization and replacement strategies are his particular forte. Joe believes it's all about distribution and preservation. Joe resides in Lapeer County where he is involved with and supports numerous local and national charities and enjoys spending time with his immediate and large extended family and friends. In his spare time you can find him relaxing in the country with his family or trying to better his golf game, which needs help.

About American Retirement Advisors

American Retirement Advisors, Inc., is a registered investment advisor whose mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. Headquartered in beautiful rural Metamora, and with three additional locations, we provide financial planning and investment management services throughout Michigan communities on a Holistic level. We have a team of CPAs and CFPs to assist with Strategic Case design with particular awareness of income and tax efficiency. We assist our client to intelligently invest their assets to meet short and long-term needs, while looking to maintain and improve their overall financial standing. We provide full transparency and utilize both investment and insurance* solutions to achieve financial independence. We are, "Your Trusted Guide to Retirement."

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, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Southfield, Michigan (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center , Suite 100,
Southfield, MI 48075
$19,826,270,617 15380 A percentage of AUM
Hourly charges
Fixed fees
HANTZ FINANCIAL SERVICES, INC.
26200 American Drive , Fifth Floor,
Southfield, MI 48034
$5,652,197,703 69591 A percentage of AUM
Hourly charges
Fixed fees
ADVANCE CAPITAL MANAGEMENT INC
One Towne Square , Suite 444,
Southfield, MI 48076
$4,069,536,806 12532 A percentage of AUM
Fixed fees
TELEMUS CAPITAL, LLC
Two Towne Square , Suite 800,
Southfield, MI 48076
$3,361,836,038 4164 A percentage of AUM
Hourly charges
Fixed fees
CORECAP ADVISORS
27777 Franklin Road , Suite 700,
Southfield, MI 48034
$1,909,005,442 6573 A percentage of AUM
Hourly charges
Fixed fees
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.
2000 Town Center , Ste 2850,
Southfield, MI 48075
$1,830,211,890 540 A percentage of AUM
Fixed fees
CENTER FOR FINANCIAL PLANNING INC
24800 Denso Drive , Suite 300,
Southfield, MI 48033-7470
$1,443,669,806 3414 A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY ADVISER/MANAGER FEES)
SKYOAK WEALTH
28411 Northwestern Hwy , Suite 760,
Southfield, MI 48034
$471,851,536 1128 A percentage of AUM
Hourly charges
Fixed fees
LUMIN FINANCIAL, LLC
2000 Town Center , Suite 1825,
Southfield, MI 48075
$214,280,855 462 A percentage of AUM
Hourly charges
Fixed fees
CIG ASSET MANAGEMENT, INC.
One Towne Square , Suite 1850,
Southfield, MI 48076
$209,435,781 640 A percentage of AUM
Fixed fees
Performance Based
ELE ADVISORY SERVICES, INC
18700 W. 10 Mile Road , Suite 100,
Southfield, MI 48075
$105,821,826 987 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Southfield, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam Pashak
    Inquire with Adam
    20700 Civic Center Dr, Ste 160, Southfield, MI  48076 248-327-7497
    Ainley Financial Group
    Inquire with Ainley
    1000 Town Center, 26th Floor, Southfield, MI  48075 248-948-5149
    Ralph Bryant
    Inquire with Ralph
    20700 Civic Center Dr, Ste 160, Southfield, MI  48076 248-327-7497
    Telemus Capital
    Inquire with Telemus
    Two Towne Square, Suite 800, Southfield, MI  48076 248-827-1800
    The Baker Group
    Inquire with Baker
    26400 Lahser Road, Suite 312, Southfield, MI  48033 248-355-4100
    Sherman Private Wealth
    Inquire with Sherman
    28411 Northwestern Highway, Suite 1200, Southfield, MI  48034 248-805-1123
    Horizon Advisers
    Inquire with Horizon
    18444 W 10 Mile Rd., Southfield, MI  48075 248-265-6662
    Kelly Capital Partners
    Inquire with Kelly
    29100 Northwestern Highway, Suite 320, Southfield, MI  48034 248-262-7217
    Michigan Financial Companies
    Inquire with Michigan
    28411 Northwestern Highway, Suite 1300, Southfield, MI  48034 248-663-4700
    Weekly Market Review
    Inquire with Weekly
    1000 Town Center, 26th Floor, Southfield, MI  48075 248-948-5100
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