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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.
Troy
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
154
non-vetted advisors in your local area. These financial advisors in
Troy, Michigan
have an average of
23
years of experience.
NOTE: The list of financial
advisors in
Troy, 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
Troy, Michigan.
| Qualified Financial Advisors in Troy, 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 |
| LPL Financial
LPL FINANCIAL 8770 23 Mile Road, Utica, MI 48316 |
Not Disclosed | $120,000,000 | $50,000 | Fee-Only |
| Joseph N Vitale
AMERICAN RETIREMENT ADVISORS 3778 S. Lapeer Rd, Metamora, MI 48455 |
32 | $30,000,000 | Not Specified | 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 |
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
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.
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
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
Top Financial Advisor Firms in Troy, Michigan (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| STRAIGHTLINE
165 Kirts Blvd. , Ste 100, Troy, MI 48084 |
$1,179,188,076 | 5726 |
A percentage of AUM Fixed fees Other (INSURANCE COMMISSIONS) |
| JAY A. FISHMAN, LTD
901 Wilshire Drive , Suite 555, Troy, MI 48084-4108 |
$1,013,321,883 | 429 |
A percentage of AUM |
| WILLIAM MACK & ASSOCIATES INC
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098 |
$726,573,000 | 815 |
A percentage of AUM Hourly charges |
| ISTO ADVISORS, LLC
2150 Butterfield Drive , Suite 220, Troy, MI 48084 |
$674,445,985 | 2061 |
A percentage of AUM Hourly charges Fixed fees |
| BARON WEALTH MANAGEMENT, LLC
3150 Livernois Road , Suite 250, Troy, MI 48083 |
$569,888,230 | 534 |
A percentage of AUM Hourly charges Fixed fees |
| ARBOR WEALTH ADVISORS LLC
101 West Big Beaver Road , Suite 1400, Troy, MI 48084 |
$497,970,931 | 257 |
Hourly charges Fixed fees |
| SECURE ASSET MANAGEMENT, L.L.C.
2565 West Maple Rd, Troy, MI 48084 |
$387,297,139 | 2284 |
A percentage of AUM Fixed fees Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS) |
| MKD WEALTH COACHES, LLC
1301 W. Long Lake Road , Suite 210, Troy, MI 48098 |
$349,642,834 | 1015 |
A percentage of AUM Hourly charges Fixed fees |
| FIRSTMETRIC
200 E. Big Beaver Rd, Troy, MI 48083 |
$252,862,677 | 262 |
Fixed fees |
| MILLER CAPITAL
1441 W. Long Lake , Suite 100, Troy, MI 48098 |
$218,597,695 | 163 |
A percentage of AUM Hourly charges Fixed fees |
| SPECTRUM FINANCIAL RESOURCES
6915 Rochester Rd., Ste 200, Troy, MI 48085 |
$178,125,773 | 911 |
A percentage of AUM Hourly charges Fixed fees Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS) |
| J2 CAPITAL MANAGEMENT, INC.
1301 W Long Lake Rd , Suite 260, Troy, MI 48098 |
$157,143,202 | 1158 |
A percentage of AUM Hourly charges Other (SUBADVISER FEES) |
| CONFIDENTIAL MANAGEMENT ADVISORS, INC.
1700 West Big Beaver , Suite 320, Troy, MI 48084 |
$152,856,939 | 183 |
A percentage of AUM Hourly charges Fixed fees |
| CITY CENTER ADVISORS, LLC
888 West Big Beaver Road , Suite 1220, Troy, MI 48084 |
$118,236,819 | 995 |
A percentage of AUM Hourly charges Other (PENSION CONSULTING SERVICES/ERISA PLAN SERVICES) |
| TRUSTEE EMPOWERMENT & PROTECTION, INC.
755 West Big Beaver Road , Suite 101, Troy, MI 48084-4904 |
$9,002,253 | 2 |
A percentage of AUM Hourly charges Fixed fees Other (REFERRAL FEES) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Amy R Cole Inquire with Amy |
101 W Big Beaver Rd, Suite 1200, Troy, MI 48084 | 248-740-7106 |
| Brian Donohoe Inquire with Brian |
101 W Big Beaver Rd, Suite 1200, Troy, MI 48084 | 248-740-7129 |
| Barbara Kreitsch Inquire with Barbara |
700 Tower Dr, Ste 200, Troy, MI 48098 | 248-247-3010 |
| Anthony John Treboldi Inquire with Anthony |
101 W Big Beaver Rd, Suite 1200, Troy, MI 48084 | 248-740-7133 |
| Brian Bunge Inquire with Brian |
101 W Big Beaver Rd, Ste 425, Troy, MI 48084 | 248-925-4351 |
| Barbara Buschen Inquire with Barbara |
1301 W Long Lake Rd, Ste 270, Troy, MI 48098 | 248-928-1300 |
| Brian D Brady Inquire with Brian |
101 W Big Beaver Rd, Suite 1200, Troy, MI 48084 | 248-740-7176 |
| Beth Lappin Inquire with Beth |
900 Wilshire Dr, Ste 255, Troy, MI 48084 | 248-244-8177 |
| Andrew Tabaczuk Inquire with Andrew |
101 W Big Beaver Rd, Ste 425, Troy, MI 48084 | 248-925-4356 |
| Brian Blaker Inquire with Brian |
101 W Big Beaver Rd, Suite 1200, Troy, MI 48084 | 248-740-7168 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
