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 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 9 vetted financial advisors and 270 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 15 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

advisor

Adam Schwallier

Schwallier Wealth Management LLC

call616-855-2051

advisor

Joseph Dallo

Dallo Financial

call248-914-8146

advisor

Todd Perry

EP Wealth Advisors

call810-229-6446

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 $246,667,042,077 132 A percentage of AUM, Fixed fees
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center, Suite 100
Southfield, MI, 48075
112158 $20,526,058,796 17010 A percentage of AUM, Hourly charges, Fixed fees
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
282516 $20,209,044,347 85 A percentage of AUM, Performance Based
YOUSIF CAPITAL MANAGEMENT, LLC
39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
312511 $15,029,547,343 412 A percentage of AUM
BRICKTOWN CAPITAL, LLC
600 E. Lafayette Blvd,
Detroit, MI, 48226
319290 $11,989,880,000 105 A percentage of AUM
MCQUEEN FINANCIAL ADVISORS II, INC.
1239 Anderson Road,
Clawson, MI, 48017
109325 $11,615,174,704 178 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
SCHWARTZ & CO.
3707 W. Maple Rd, Ste 201
Bloomfield Hills, MI, 48301
7294 $7,740,631,447 1241 A percentage of AUM, Fixed fees, Commission Based
CLARKSTON CAPITAL PARTNERS, LLC
303 East Third St, Suite 110
Rochester, MI, 48307
143456 $6,694,905,625 2124 A percentage of AUM, Fixed fees
HANTZ FINANCIAL SERVICES, INC.
26200 American Drive, Fifth Floor
Southfield, MI, 48034
46047 $6,388,759,865 112547 A percentage of AUM, Hourly charges, Fixed fees
ZHANG FINANCIAL
5931 Oakland Dr.,
Portage, MI, 49024
159257 $6,034,201,776 6475 A percentage of AUM, Hourly charges, Fixed fees
SPC
300 Parkland Plaza,
Ann Arbor, MI, 48103
110692 $5,562,939,194 30541 A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES)
MAINSTAY CAPITAL MANAGEMENT, LLC
10775 South Saginaw, Bldg C, Suite F
Grand Blanc, MI, 48439
109528 $4,167,228,076 3445 A percentage of AUM, Fixed fees
ADVANCE CAPITAL MANAGEMENT INC
One Towne Square, Suite 444
Southfield, MI, 48076
110767 $4,023,482,795 14038 A percentage of AUM, Fixed fees
REHMANN WEALTH
4086 Legacy Parkway,
Lansing, MI, 48911-4261
123047 $3,846,368,000 5272 A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)
AZIMUTH CAPITAL MANAGEMENT
200 East Long Lake Road, Suite 160
Bloomfield Hills, MI, 48304
319062 $3,368,666,924 1537 A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors