SEC-registered financial advisors in Michigan
This page lists 264 advisory firms with a main office in Michigan that are registered with the SEC and report individual clients. It is not every advisor in Michigan. Firms registered with Michigan's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Michigan
Showing 24 of 264
- 626 Financial, LLC$100M to $500MSEC recordPercentage of assets
- Abbit Management Corp$100M to $500MSEC recordPercentage of assets
- Acorn Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- Advance Capital Management Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Advisory Advocates LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Advisory Alpha, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Afs Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Allen Financial Management$100M to $500MSEC recordPercentage of assets
- Alliance Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Altrius Capital Management, Inc.$500M to $1BSEC recordPercentage of assets
- Antonelli Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Arbor Investment Management$100M to $500MSEC recordPercentage of assets
- Arbor Trust Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Arbor Wealth Advisors LLC$500M to $1BSEC recordHourlyFixed or flat fee
- Arborfi Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Aspen Investment Management Inc.$100M to $500MSEC recordPercentage of assets
- Asset Allocation Strategies, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Azimuth Capital Management$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- B.A. Roberts Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Baron Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Bay Pointe Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bemanaged$100M to $500MSEC recordPercentage of assetsHourly
- Bernard Wealth Management Corp.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Black Walnut Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bloom Advisors$1B or moreSEC recordPercentage of assets
- Blue Chip Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Blue Water Asset Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blueprint Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Braeburn Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Breakwater Capital$100M to $500MSEC recordPercentage of assetsHourly
- Bright Financial Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Brooktree Capital Management Inc.$100M to $500MSEC recordPercentage of assets
- Burnham & Company LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- C2 Private Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Calder Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cambient Family Office, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Captrust Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Carrera Capital Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Centennial Securities Company Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Centennial Wealth Advisory, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Center for Financial Planning Inc$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- CG Advisory Services$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Cig Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cirrus Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- City Center Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Clarkston Capital Partners, LLC$1B or moreSEC recordPercentage of assets
- Clear Ridge Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- CND Financial$100M to $500MSEC recordPercentage of assetsHourly
- Columbia Asset Management, L.L.C.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Concorde Asset Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Confidential Management Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Corecap Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cornerstone Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- CPR Investments Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Cranbrook Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Custom Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- CWS Financial Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cypress Capital Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Dahring | Cusmano and Associates$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Daniel Investment Group Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Daniel Krug & Associates$100M to $500MSEC recordPercentage of assets
- Darden Wealth Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Daus Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- DB & C Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- DBS Investment Advisers, LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Deroy & Devereaux Private Investment Counsel, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Dillon & Associates Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Diversified Portfolios, Inc.$1B or moreSEC recordPercentage of assets
- DS Investment Advisors$100M to $500MSEC recordPercentage of assets
- Duet Advisory Services LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- DWP$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ele Advisory Services, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Evergreen Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Fai Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fairhaven Financial Advisory Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Fairway Investment Group, LLC$100M to $500MSEC recordPercentage of assets
- Family Capital Management$100M to $500MSEC recordPercentage of assetsOther
- Fiduciary Financial Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Advisory Corporation$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Financial Freedom House$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Strategies Group, Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- First Financial Coaching, Inc.$500M to $1BSEC recordFixed or flat feeOther
- Firstmetric$100M to $500MSEC recordFixed or flat fee
- Flexible Plan Investments Ltd$1B or moreSEC recordPercentage of assets
- Foguth Wealth Management, LLC.$1B or moreSEC recordPercentage of assets
- Foresight Capital Management Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Four Financial Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fsa Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Gainplan LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gasaway Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptions
- Gem Asset Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Generational Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Glass Retirement Strategies, Inc.Under $25MSEC recordPercentage of assetsCommissions
- Global Financial Planning Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- GPM Growth Investors, Inc.$100M to $500MSEC recordPercentage of assets
- Graetz Wealth$100M to $500MSEC recordPercentage of assets
- Grand Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Great Lakes Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Greenway Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Greystone Financial Group, LLC$100M to $500MSEC recordPercentage of assets
- Guidestream Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hantz Financial Services, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Harborfront Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Haverdink Financial Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hemming& Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Henrickson Nauta Wealth Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Heron Bay Capital Management$500M to $1BSEC recordPercentage of assets
- Hill Island Financial LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Hoover Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Hungerford Financial LLC$100M to $500MSEC recordPercentage of assetsHourly
- Imber Financial Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Independent Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Infinity Advisory Group$100M to $500MSEC recordPercentage of assetsHourly
- Innovia Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Integrated Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrated Investment Consultants, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Ipex, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Isto Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- J.V.B. Investment Company$100M to $500MSEC recordPercentage of assets
- J W Korth & Company$100M to $500MSEC recordPercentage of assetsCommissions
- J2 Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyOther
- Jay A. Fishman, Ltd$1B or moreSEC recordPercentage of assets
- JFR Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- JLB & Associates Inc$500M to $1BSEC recordPercentage of assets
- John A. Wolfe & Associates, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- JVL Wealth Strategies$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Kaydan Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Kelly Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- Kroon & Mitchell Asset Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- KRS Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lafleur & Godfrey Private Wealth Management$1B or moreSEC recordPercentage of assetsOther
- Lakeshore Financial Planning Inc.$100M to $500MSEC recordPercentage of assets
- Legacy Financial Services Group, Inc.$100M to $500MSEC recordPercentage of assets
- Legacy Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Leonard Advisory Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- LFN Advisors Inc.Under $25MSEC recordPercentage of assetsOther
- Liberty Capital Management Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lifecycle Financial Planners Inc.$500M to $1BSEC recordFixed or flat fee
- Lifeworks Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Lightsquare Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Long Road Investment Counsel, LLC$100M to $500MSEC recordPercentage of assets
- Lsia$500M to $1BSEC recordPercentage of assets
- LVM Capital Management Ltd$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- LVZ, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- M1 Capital Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mainstay Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Managed Asset Portfolios, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Maner Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Marketocracy Masters Capital Management LLCUnder $25MSEC recordPercentage of assets
- Mattson Financial Services, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- McMillan Office, Inc.$500M to $1BSEC recordPercentage of assets
- McQueen Financial Advisors II, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- MD Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Meadowbrook Investment Advisors LLC$100M to $500MSEC recordPercentage of assets
- Melone Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Midwest Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Miller Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Miller Financial Services LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MKD Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Modell Capital Management LLC$1B or moreSEC recordPercentage of assets
- Motive Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- N.V.N.G. Investments, Inc.$100M to $500MSEC recordPercentage of assets
- Northern Edge Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Northern Financial Advisors, Inc$500M to $1BSEC recordFixed or flat fee
- NPF Investment Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Oa Private Capital$1B or moreSEC recordPercentage of assetsPerformance-based
- Octo Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Old Mission Investment Company, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Old Oak Financial Planning, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ontrack Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Optimal Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Palatine Hill Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pathworks Financial, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Patrick Financial Group LLC.$100M to $500MSEC recordPercentage of assets
- Peak Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pearl Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pinnacle Wealth Management Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pinnacle Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Planning Alternatives Ltd$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Plante Moran Financial Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Pointe Capital Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- PPS & V Asset Management Consultants Inc$100M to $500MSEC recordPercentage of assets
- Premier Estate Planners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Provident Investment Management, Inc.$1B or moreSEC recordPercentage of assets
- Q3 Asset Management Corporation$500M to $1BSEC recordPercentage of assetsHourlyNewsletter subscriptionsPerformance-based
- Rachor Investment Advisory Services, LLC$100M to $500MSEC recordPercentage of assets
- RBS Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Regal Investment Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Rehmann Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Reitz Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsHourly
- Retirement Income Solutions, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Retirement Resources, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Retiremitten Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Revalue LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- RFM Financial Solutions, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- RHL Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Richard W. Paul & Associates, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Richmond Brothers, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- River Raisin Investment Partners, Inc.$100M to $500MSEC recordPercentage of assets
- Rochester Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assets
- Rosenberg Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Royal Oak Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ryzome Investment Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- S.A. Mason, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sage Hill Capital$100M to $500MSEC recordPercentage of assets
- Schwallier Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Schwartz & Co.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Schwartz Investment Counsel Inc$1B or moreSEC recordPercentage of assets
- Sculati Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Secure Asset Management, L.L.C.$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Security First Financial$100M to $500MSEC recordPercentage of assets
- Seizert Capital Partners$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- SGH Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Shotwell Rutter Baer Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Sigma Investment Counselors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Signal Advisors Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Simplyria Advisor Network$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Skyoak Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Solyco Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spartan Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- SPC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Spectrum Financial Resources$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Ss&H Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Star Wealth Management Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Steward Capital Management$25M to $100MSEC recordPercentage of assetsPerformance-based
- Stewardship Trust Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stonebridge Financial Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Stonebrook Private LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Stonepath Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Straight Path Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Straightline$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Strategic Wealth Advisors Group, Inc.$100M to $500MSEC recordHourlyFixed or flat feeOther
- Streamsong Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strickler Investment Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Summit Financial Working With People You Trust$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Synergy Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L$500M to $1BSEC recordPercentage of assetsHourly
- The Enterprise Investment Company$500M to $1BSEC recordPercentage of assetsHourly
- The Nemes Rush Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Thrive Retirement Specialists$100M to $500MSEC recordFixed or flat fee
- True Blue Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Trunorth Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Trustee Empowerment & Protection, Inc.Under $25MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Uhy Wealth Management RIA LLC$100M to $500MSEC recordPercentage of assets
- Up North Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- USA Financial Exchange$1B or moreSEC recordOther
- USA Financial Formulas Corporation$500M to $1BSEC recordPercentage of assets
- USA Financial Securities LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Vanderpol Investments L.L.C.$100M to $500MSEC recordPercentage of assetsHourly
- Verde Capital Management, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Vertrix Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Vima, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vision Capital Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Voisard Asset Management Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Washington Avenue Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wealth Ease Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthspan Investment Management, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- West Michigan Advisors$500M to $1BSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- White Pine Investment Co$500M to $1BSEC recordPercentage of assets
- William Mack & Associates Inc$1B or moreSEC recordPercentage of assetsHourly
- Wolff Financial Management LLC$500M to $1BSEC recordPercentage of assets
- Wolverine Wealth Advisory Services Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Yousif Capital Management, LLC$1B or moreSEC recordPercentage of assets
- Zhang Financial$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.