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Find Top Financial Advisors in Troy, 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 Troy, Michigan
Last Updated - 27-Jun-2022

Troy has 7 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 18 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
Andrzej Mendela
CFP®, Registered Financial Consultant (RFC), RFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
201 West Big Beaver Road,
Suite 950,
Troy, MI 48084
14 Not Specified Not Specified Fee-Based
Sara Uh
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39425 Garfield Rd,
Suite 25,
Clinton Township, MI 48038
17 Not Specified Not Specified Fee-Based
Christopher Mollan
Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), Life & Health Insurance licensed, Accredited Wealth Management Advisor(AWMA)
LPL FINANCIAL
31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills, MI 48334
14 36,000,000 $25000 Fee-Based
Ashley Kremhelmer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39555 Orchard Hill Place,
Suite 365,
Novi Township, MI 48375
22 Not Specified Not Specified Fee-Based
Brian Sites
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39775 Traditions Drive,
Suite D-800,
Northville, MI 48168
15 Not Specified Not Specified Fee-Based
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®, CIMA®
EXECUTIVE WEALTH MANAGEMENT
135 W North Street Ste 1,
Brighton, MI 48116
15 Not Specified $250,000 Fee-Based

Information on Qualified Financial Advisors in Troy

Qualifications CRD# 4886498
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 201 West Big Beaver Road,
Suite 950,
Troy,
MI
48084
Phone Number 248-825-8220

As an experienced financial planner, I take great pride in helping my clients create effective financial plans and strategies so they can achieve their financial, investment and retirement goals. My time away from work is spent with my wife and three children hiking, playing soccer and pursuing my interest in photography. Also, I grew up in Poland and speak fluent Polish.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4938299
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39425 Garfield Rd,
Suite 25,
Clinton Township,
MI
48038
Phone Number 248-468-1864

I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy - coaching our two boys in various sports, such as golf, mountain biking, and skiing - and have a goal to see all the national parks together.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4629054
Series 7, 31, 63, 66

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


Office Location 31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
MI
48334
Phone Number 248-987-8054

About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.


Qualifications CRD# 5525567
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 39555 Orchard Hill Place,
Suite 365,
Novi Township,
MI
48375
Phone Number 248-468-1355

As a financial planning professional, I bring experience and a passion for helping people to achieve their goals to every interaction with my clients. I have a genuine interest in people, and some of my most important skills as a financial planner include extreme attention to detail and a love for solving financial puzzles. Ask me what is most important to me, and I'll tell you it's my family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5058299
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39775 Traditions Drive,
Suite D-800,
Northville,
MI
48168
Phone Number 248-412-0160

I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I'm married with one son.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1920232
Firm CRD# 284112
Series 65

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


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


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


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)
William Mack & Associates Inc
1301 W. Long Lake Rd., Suite 115,
Troy, MI 48098
$726,573,000 815 A percentage of AUM
Hourly charges
Retirement Funding Advisors Inc.
3155 W. Big Beaver Road, , Suite 119,
Troy, MI 48084-3006
$722,836,684 113 A percentage of AUM
Hourly charges
Fixed fees
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
Ss&H Financial Advisors, Inc.
50 W Big Beaver Rd Suite 225,
Troy, MI 48084
$314,860,383 232 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
J2 Capital Management, Inc.
1301 W Long Lake Rd , Suite 260,
Troy, MI 48098
$154,161,667 1138 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)
Ficast Corporation
1700 W. Big Beaver , Suite 320,
Troy, MI 48084
$0 0 Hourly charges

    List of Additional Advisors in Troy, Michigan*

    * 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
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      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.

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