National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Michigan

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Michigan involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Michigan

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Michigan that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Michigan. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Michigan

advisor-photo

Joseph N Vitale

American Retirement Advisors

3778 S. Lapeer Rd

Metamora, MI 48455

855-756-5700

advisor-photo

Ryan Lewandowski

LPL Financial

8770 23 Mile Road

Utica, MI 48316

586-263-8800

advisor-photo

Adam Schwallier

Schwallier Wealth Management LLC

607 Cascade West Parkway SE

Grand Rapids, MI 49546

616-855-2051

advisor-photo

Phillip Mitchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

advisor-photo

Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810-229-6446

advisor-photo

Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1355

advisor-photo

Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168

248-412-0160

advisor-photo

Ryan Lind

Edelman Financial Engines, LLC

5510 Cascade Rd SE
Suite 280

Grand Rapids, MI 49546

616-426-8320

advisor-photo

Sara Uh

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248-468-1864

dummy-image

Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

Troy, MI 48084

248-825-8220

Top Financial Advisor Firms in Michigan (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SCHWARTZ INVESTMENT COUNSEL INC
801 W. Ann Arbor Trail, Ste 244 Plymouth, MI 48170
104693 $3,228,958,914 81 A percentage of AUM
COMERICA SECURITIES
411 West Lafayette Blvd., Detroit, MI 48226
17079 $2,781,793,715 4436 A percentage of AUM
Hourly charges
Fixed fees
SEIZERT CAPITAL PARTNERS
34100 Woodward Avenue, Suite 210 Birmingham, MI 48009-0961
108954 $2,305,137,462 232 A percentage of AUM
Fixed fees
Performance Based
IPEX, INC.
156 West Liberty Street, Plymouth, MI 48170-1315
124337 $2,176,591,026 47 A percentage of AUM
Fixed fees
BLOOM ADVISORS
31275 Northwestern Hwy, Suite 145 Farmington Hills, MI 48334-2531
106152 $1,448,628,841 1211 A percentage of AUM
PROVIDENT INVESTMENT MANAGEMENT, INC.
39555 Orchard Hill Place, Ste 139 Novi, MI 48375
106976 $1,178,825,000 338 A percentage of AUM
Performance Based
DILLON & ASSOCIATES INC
2585 Spring Arbor Road, Jackson, MI 49203
104662 $698,429,706 727 A percentage of AUM
Fixed fees
LIBERTY CAPITAL MANAGEMENT INC
401 S Old Woodward Avenue, Ste 430 Birmingham, MI 48009
106063 $517,819,116 321 A percentage of AUM
LEJEUNE PUETZ INVESTMENT COUNSEL
13721 West Bay Shore Drive, Traverse City, MI 49684
108738 $392,327,000 83 A percentage of AUM
Hourly charges
Fixed fees
BURNHAM & DELLS ADVISORS
750 Front Street, Suite 305 Grand Rapids, MI 49504
114866 $386,284,866 365 A percentage of AUM
Hourly charges
Fixed fees
SECURITY FIRST FINANCIAL
6012 S. Linden Road, Suite 10 Swartz Creek, MI 48473
122408 $259,959,460 1516 A percentage of AUM
PPS & V ASSET MANAGEMENT CONSULTANTS INC
2750 Old Centre Ave, Suite 100 Portage, MI 49024
110491 $184,003,331 616 A percentage of AUM
MEADOWBROOK INVESTMENT ADVISORS LLC
17199 N Laurel Park Dr, Ste 311 Livonia, MI 48152-7904
109960 $170,247,791 195 A percentage of AUM
DBS INVESTMENT ADVISERS, LLC
6006 Westside Saginaw Road, Bay City, MI 48706
123283 $161,044,258 773 A percentage of AUM
Hourly charges
Other (SHARE IN THIRD PARTY ADVISORY FEES)
CND FINANCIAL
33762 Schoolcraft Rd, 2nd Floor Livonia, MI 48150
110180 $133,200,000 201 A percentage of AUM
Hourly charges

Additional Financial Advisors in Michigan

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Aaron Irving
Inquire with Aaron
2970 E Lake Lansing Rd, East Lansing, MI 48823 517-803-4203
Brian Lee
Inquire with Brian
505 Pleasant St, Ste 200 St Joseph, MI 49085 269-983-7555
Advantage Wealth Benefit & Retirement Services LLC
Inquire with Advantage
27739 Jefferson Ave, St Clair Shores, MI 48081 800-388-5013
Brad Batur
Inquire with Brad
1108 North Main Street, Rochester, MI 48307 248-218-8255
Bill Lee
Inquire with Bill
3337 S Airport Rd W, Ste 4 Traverse City, MI 49684 231-947-6700
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
Aaron Harrison
Inquire with Aaron
1 Heritage Pl, Ste 500 Southgate, MI 48195 734-281-3700
Benjamin S Balbach
Inquire with Benjamin
5122 Cascade Road SE 1st, Fl Grand Rapids, MI 49546 616-771-6086
Bruce A French
Inquire with Bruce
1108 North Main Street, Rochester, MI 48307 248-218-8243

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors