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Find Top Financial Advisors in Troy, Michigan

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 - 14-Sep-2023

Troy has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 158 non-vetted advisors in your local area. These financial advisors in Troy, Michigan have an average of 19 years of experience.

NOTE: The list of vetted financial advisors in Troy, Michigan mentioned below does 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
Peter Shunyia
CFP®
LPL FINANCIAL/SHUNYIA & CO. PRIVATE WEALTH ADVISORS
2050 Livernois Rd., Suite B,
Troy, MI 48083
22 Years Not Specified $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
17 Years Not Specified $500,000 Fee-Based

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Information on Qualified Financial Advisors in Troy, Michigan

Qualifications CRD# 4474844
Firm CRD# 6413
Series 7, 66

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


Office Location 2050 Livernois Rd., Suite B,
Troy,
MI
48083
Phone Number 248-365-8822

Peter's experience in the financial services industry includes spending a combined 20 years at Merrill Lynch and Morgan Stanley as a financial advisor. In 2021, Peter decided being independent would allow him to focus more on his clients' goals and joined LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue. Peter received his BBA from the University of Michigan. He's also a CERTIFIED FINANCIAL PLANNER (CFP®), so you can be sure that he provides expert and professional financial planning services. To earn the CFP designation, Peter had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Peter also adheres to a professional Code of Ethics, and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Peter and his team have developed a unique process for a select group of successful business owners and professionals, who among other things, aspire to a work-optional lifestyle. Clients want to secure their family investment legacy and look to the future with anticipation, not apprehension. Their process puts all the pieces of the financial puzzle together as their clients' lives unfold and their needs evolve.

About LPL Financial/Shunyia & Co. Private Wealth Advisors

Shunyia & Company Private Wealth Advisors was born from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format. We are an independent firm that is committed to helping clients solve their complex financial goals. Peter Shunyia is affiliated with LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 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

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 Senior 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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
STRAIGHTLINE
165 Kirts Blvd., Ste 100, Troy, MI 48084
8 5726 $1,179,188,076
A percentage of AUM, Fixed fees, Other (INSURANCE COMMISSIONS)
JAY A. FISHMAN, LTD
901 Wilshire Drive, Suite 555, Troy, MI 48084-4108
9 429 $1,013,321,883
A percentage of AUM
WILLIAM MACK & ASSOCIATES INC
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
13 815 $726,573,000
A percentage of AUM, Hourly charges
ISTO ADVISORS, LLC
2150 Butterfield Drive, Suite 220, Troy, MI 48084
15 2061 $674,445,985
A percentage of AUM, Hourly charges, Fixed fees
BARON WEALTH MANAGEMENT, LLC
3150 Livernois Road, Suite 250, Troy, MI 48083
5 534 $569,888,230
A percentage of AUM, Hourly charges, Fixed fees
ARBOR WEALTH ADVISORS LLC
101 West Big Beaver Road, Suite 1400, Troy, MI 48084
1 257 $497,970,931
Hourly charges, Fixed fees
SECURE ASSET MANAGEMENT, L.L.C.
2565 West Maple Rd, Troy, MI 48084
23 2284 $387,297,139
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
12 1015 $349,642,834
A percentage of AUM, Hourly charges, Fixed fees
FIRSTMETRIC
200 E. Big Beaver Rd, Troy, MI 48083
1 262 $252,862,677
Fixed fees
MILLER CAPITAL
1441 W. Long Lake, Suite 100, Troy, MI 48098
4 163 $218,597,695
A percentage of AUM, Hourly charges, Fixed fees
SPECTRUM FINANCIAL RESOURCES
6915 Rochester Rd., Ste 200, Troy, MI 48085
7 911 $178,125,773
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
3 1158 $157,143,202
A percentage of AUM, Hourly charges, Other (SUBADVISER FEES)
CONFIDENTIAL MANAGEMENT ADVISORS, INC.
1700 West Big Beaver, Suite 320, Troy, MI 48084
2 183 $152,856,939
A percentage of AUM, Hourly charges, Fixed fees
CITY CENTER ADVISORS, LLC
888 West Big Beaver Road, Suite 1220, Troy, MI 48084
9 995 $118,236,819
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
6 2 $9,002,253
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)

    List of Additional Advisors in Troy, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7106
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7129
    700 Tower Dr, Ste 200, Troy, MI  48098 248-247-3010
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7133
    101 W Big Beaver Rd, Ste 425, Troy, MI  48084 248-925-4351
    1301 W Long Lake Rd, Ste 270, Troy, MI  48098 248-928-1300
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7176
    900 Wilshire Dr, Ste 255, Troy, MI  48084 248-244-8177
    101 W Big Beaver Rd, Ste 425, Troy, MI  48084 248-925-4356
    101 W Big Beaver Rd, Suite 1200, Troy, MI  48084 248-740-7168

      Frequently Asked Questions

      A financial advisor in Michigan can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose the right retirement accounts, manage your investments, and plan for Social Security benefits. To learn more, read on about why you should hire a retirement advisor.

      Yes, a financial advisor in Michigan can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Michigan

      Knowing if you need a financial advisor depends on your circumstances and goals. If you lack time or knowledge to manage finances and investments effectively, consider engaging a financial advisor listed in our Michigan directory. They provide assistance in areas like investment planning, retirement planning, wealth management, and financial planning. Explore why and when you might require a financial advisor to gain a better understanding of their role.

      During your first meeting with a financial advisor, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

      To find a qualified financial advisor in Michigan, it is important to first determine the type of advisor that suits your financial goals. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you can begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Michigan. Click here to use our free financial advisor match tool to find and compare advisors matched to your specific needs.

      Financial advisors in Michigan work with clients of various ages and income levels, from young professionals just starting out to retirees looking to preserve their wealth. They may also work with business owners, entrepreneurs, and high-net-worth individuals who have more complex financial needs. A good financial advisor will tailor their services to meet the specific needs and goals of each client and provide ongoing support and guidance as their financial situation evolves. If you need a financial advisor, use the free advisor match tool to find and compare vetted financial advisors.