Home
Financial Advisor
Michigan
Troy
STRAIGHTLINE

STRAIGHTLINE

Tel: 248-269-8366 165 Kirts Blvd. Ste 100 Troy, Michigan 48084-5200

About STRAIGHTLINE

STRAIGHTLINE is a Troy, Michigan based financial advisory firm with nearly $1,121,194,253 in assets under management and provides investment advisory services for 5644 clients. There are currently 10 financial advisors at the firm.

General Information
Firm CRD#:

127401

Firm SEC#:

801-63408

Assets Under Management:

$1,121,194,253

No. of Clients:

5644

No. of Advisors:

10

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (CONSULTATIONS)

Fee Structure:

A percentage of AUM, Fixed fees, Other (INSURANCE COMMISSIONS)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Michigan?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Michigan, Troy

FirmCRD#:105609
SEC#:801-6618
No. of Advisors:8
No. of Clients:481
AUM:$959,093,701
FirmCRD#:144046
SEC#:801-113954
No. of Advisors:48
No. of Clients:4714
AUM:$890,034,531
FirmCRD#:284560
SEC#:801-108409
No. of Advisors:21
No. of Clients:2383
AUM:$765,669,160
FirmCRD#:107377
SEC#:801-42259
No. of Advisors:14
No. of Clients:852
AUM:$754,782,297
FirmCRD#:153117
SEC#:801-71168
No. of Advisors:6
No. of Clients:617
AUM:$626,541,399
FirmCRD#:330834
SEC#:801-130197
No. of Advisors:11
No. of Clients:1360
AUM:$617,317,000
FirmCRD#:169570
SEC#:801-78796
No. of Advisors:1
No. of Clients:283
AUM:$587,267,119
FirmCRD#:286251
SEC#:801-120474
No. of Advisors:22
No. of Clients:3687
AUM:$396,180,038
FirmCRD#:144994
SEC#:801-68330
No. of Advisors:12
No. of Clients:1091
AUM:$359,762,395
FirmCRD#:112256
SEC#:801-17015
No. of Advisors:2
No. of Clients:249
AUM:$347,253,920
FirmCRD#:156177
SEC#:801-113195
No. of Advisors:7
No. of Clients:995
AUM:$326,999,538
FirmCRD#:289483
SEC#:801-117185
No. of Advisors:1
No. of Clients:249
AUM:$278,473,373
FirmCRD#:124489
SEC#:801-64489
No. of Advisors:4
No. of Clients:175
AUM:$226,347,404
FirmCRD#:127453
SEC#:801-126271
No. of Advisors:6
No. of Clients:1046
AUM:$197,393,287

Explore More Financial Advisor Firms in Troy, Michigan >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.