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Find The Best Financial Advisors in Bloomfield Hills, 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 Bloomfield Hills, Michigan
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Bloomfield Hills, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 26 non-vetted financial advisors in Bloomfield Hills, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bloomfield Hills, Michigan have an average of 12 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 Bloomfield Hills, Michigan
248-914-8146
Top Financial Advisor Firms in Bloomfield Hills, Michigan (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304 | 312511 | $15,029,547,343 | 412 | A percentage of AUM |
| 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 |
| 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) |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. 40705 Woodward Avenue, Suite 150 Bloomfield Hills, MI, 48304 | 121560 | $2,247,244,101 | 588 | A percentage of AUM, Fixed fees |
| DIVERSIFIED PORTFOLIOS, INC. 39520 Woodward Avenue, Suite 200 Bloomfield Hills, MI, 48304 | 108942 | $1,546,544,947 | 2085 | A percentage of AUM |
| FLEXIBLE PLAN INVESTMENTS LTD 3883 Telegraph Rd, Ste 100 Bloomfield Hills, MI, 48302-1432 | 110762 | $1,420,533,938 | 13703 | A percentage of AUM |
| O2 INVESTMENT PARTNERS, L.P. 40900 Woodward Ave, Suite #200 Bloomfield Hills, MI, 48304-5116 | 291435 | $1,086,670,124 | 12 | A percentage of AUM, Performance Based |
| GREYSTONE FINANCIAL GROUP, LLC 665 Hulet Dr., Bloomfield Hills, MI, 48302-0324 | 306595 | $1,026,230,045 | 1879 | A percentage of AUM, Fixed fees |
| LSIA 39533 Woodward Avenue, Suite 307 Bloomfield Hills, MI, 48304-5106 | 146829 | $803,267,448 | 357 | A percentage of AUM |
| INTEGRATED INVESTMENT CONSULTANTS, LLC 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI, 48304 | 175299 | $720,840,060 | 202 | A percentage of AUM, Fixed fees, Other (INSURANCE COMPENSATION) |
| CRANBROOK WEALTH MANAGEMENT, LLC 36330 Woodward Avenue, Suite 200 Bloomfield Hills, MI, 48304 | 132058 | $699,717,426 | 874 | A percentage of AUM, Fixed fees |
| NORTHERN FINANCIAL ADVISORS, INC 74 E. Long Lake Rd., Suite 200 Bloomfield Hills, MI, 48304 | 121088 | $619,773,830 | 2147 | Fixed fees |
| LIFECYCLE FINANCIAL PLANNERS INC. 40950 Woodward Avenue, Suite 140 Bloomfield Hills, MI, 48304 | 290250 | $612,045,628 | 3892 | Fixed fees |
| ALIDADE CAPITAL, LLC 40900 Woodward Avenue, Suite 250 Bloomfield Hills, MI, 48304 | 165341 | $600,446,863 | 2 | A percentage of AUM, Performance Based |
| HERON BAY CAPITAL MANAGEMENT 40701 Woodward Ave, Suite 104 Bloomfield Hills, MI, 48304 | 305537 | $562,506,200 | 342 | A percentage of AUM, Fixed fees |
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