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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 Alabama 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 in Michigan

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Michigan have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Michigan

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Adam Schwallier

Schwallier Wealth Management LLC

616-855-2051

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Todd Perry

Executive Wealth Management

810-229-6446

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Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

248-365-8822

Top Financial Advisor Firms in Michigan (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
JACKSON NATIONAL ASSET MANAGEMENT, LLC
1 Corporate Way,
Lansing, MI, 48951
111079 $222,731,514,408 132 A Percentage of AUM, Fixed Fees
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center, Suite 100
Southfield, MI, 48075
112158 $18,613,469,251 16470 A Percentage of AUM, Hourly charges, Fixed Fees
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
282516 $17,421,295,183 82 A Percentage of AUM, Performance Based
YOUSIF CAPITAL MANAGEMENT, LLC
39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
312511 $12,103,858,871 332 A Percentage of AUM
MCQUEEN FINANCIAL ADVISORS II, INC.
1239 Anderson Road,
Clawson, MI, 48017
109325 $11,794,814,698 145 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
BRICKTOWN CAPITAL, LLC
600 E. Lafayette Blvd,
Detroit, MI, 48226
319290 $10,045,676,000 83 A Percentage of AUM
CLARKSTON CAPITAL PARTNERS, LLC
303 East Third St, Suite 110
Rochester, MI, 48307
143456 $6,523,893,100 2025 A Percentage of AUM, Fixed Fees
SCHWARTZ & CO.
3707 W. Maple Rd, Ste 201
Bloomfield Hills, MI, 48301
7294 $6,330,452,360 1112 A Percentage of AUM, Fixed Fees, Commission Based
SPC
300 Parkland Plaza,
Ann Arbor, MI, 48103
110692 $5,964,256,852 34594 A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR ATTENDANCE FEES)
ZHANG FINANCIAL
5931 Oakland Dr.,
Portage, MI, 49024
159257 $5,043,963,628 5846 A Percentage of AUM, Hourly charges, Fixed Fees
HANTZ FINANCIAL SERVICES, INC.
26200 American Drive, Fifth Floor
Southfield, MI, 48034
46047 $4,901,997,615 90199 A Percentage of AUM, Hourly charges, Fixed Fees
MAINSTAY CAPITAL MANAGEMENT, LLC
10775 South Saginaw, Bldg C, Suite F
Grand Blanc, MI, 48439
109528 $3,607,756,689 3664 A Percentage of AUM, Fixed Fees
ADVANCE CAPITAL MANAGEMENT INC
One Towne Square, Suite 444
Southfield, MI, 48076
110767 $3,569,927,529 13699 A Percentage of AUM, Fixed Fees
BRICK CAPITAL MANAGEMENT INC
1400 Abbot Road, Ste 105,
East Lansing, MI, 48823
107600 $3,526,000,000 23 Fixed Fees
AZIMUTH CAPITAL MANAGEMENT
200 East Long Lake Road, Suite 160
Bloomfield Hills, MI, 48304
319062 $3,084,396,965 1503 A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS)

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