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Find The Best Financial Advisors in Birmingham, Michigan
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Birmingham , Michigan
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Birmingham, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 16 non-vetted financial advisors in Birmingham, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Birmingham, Michigan have an average of 27 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 Birmingham , Michigan
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Top Financial Advisor Firms in Birmingham, Michigan(Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| SCHECHTER INVESTMENT ADVISORS, LLC 111 E. Merrill Street, Suite 400 Birmingham, MI, 48009 | 169114 | $3,349,365,530 | 2822 | A percentage of AUM, Fixed fees |
| SEIZERT CAPITAL PARTNERS 34100 Woodward Avenue, Suite 210 Birmingham, MI, 48009-0961 | 108954 | $2,060,639,394 | 251 | A percentage of AUM, Fixed fees, Performance Based |
| PLANNING ALTERNATIVES LTD 255 South Old Woodward Ave., Suite 310 Birmingham, MI, 48009-6615 | 110268 | $1,155,601,417 | 667 | A percentage of AUM, Hourly charges, Fixed fees |
| VALSTONE PARTNERS VI 260 E. Brown St., Suite 250 Birmingham, MI, 48009 | 300629 | $753,783,758 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| LIBERTY CAPITAL MANAGEMENT INC 401 S Old Woodward Avenue, Ste 430 Birmingham, MI, 48009 | 106063 | $752,155,577 | 382 | A percentage of AUM |
| Q3 ASSET MANAGEMENT CORPORATION 2175 Cole Street, Birmingham, MI, 48009 | 137839 | $713,022,957 | 3697 | A percentage of AUM, Hourly charges, Subscription fees, Performance Based |
| STURBRIDGE CAPITAL LLC 300 Park Street, Suite 400 Birmingham, MI, 48009 | 160327 | $508,521,062 | 4 | A percentage of AUM, Performance Based |
| BLOOMFIELD CAPITAL HOLDINGS, LLC 700 Forest Ave, Birmingham, MI, 48009 | 169198 | $402,699,159 | 9 | A percentage of AUM, Performance Based |
| SCHECHTER PRIVATE CAPITAL, LLC 111 E. Merrill Street, Suite 400 Birmingham, MI, 48009 | 289491 | $389,478,841 | 39 | A percentage of AUM, Performance Based |
| TRP CAPITAL ADVISORS V, LLC 380 N Old Woodward Avenue, Ste 205, Birmingham, MI, 48009 | 306604 | $299,935,429 | 10 | A percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO) |
| TRP CAPITAL ADVISORS, LLC 380 N. Old Woodward Ave, Suite 205 Birmingham, MI, 48009 | 281098 | $292,508,110 | 7 | A percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO) |
| MOTIVE WEALTH ADVISORS, LLC 525 W. Merrill St., Birmingham, MI, 48009 | 312303 | $279,251,739 | 359 | A percentage of AUM, Fixed fees |
| LAKESIDE DRIVE MANAGEMENT LLC 677 Harmon Street, Birmingham, MI, 48009 | 306808 | $274,988,274 | 14 | Performance Based |
| STRENGTH CAPITAL PARTNERS, LLC 102 Pierce St, Birmingham, MI, 48009 | 134320 | $205,939,010 | 11 | Other (A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C) |
| PALATINE HILL WEALTH MANAGEMENT 148 Pierce Street, Suite 200 Birmingham, MI, 48009 | 305619 | $189,053,881 | 613 | A percentage of AUM, Hourly charges, Fixed fees |
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