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!
We understand your financial needs are not always the same! Choosing the right financial advisor in Southfield is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Southfield & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Southfield, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Southfield, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Southfield, Michigan have an average of 19 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
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 |
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 |
ADVANCE CAPITAL MANAGEMENT INC One Towne Square, Suite 444 Southfield, MI, 48076 | 110767 | $3,569,927,529 | 13699 | A Percentage of AUM, Fixed Fees |
TELEMUS CAPITAL, LLC Two Towne Square, Suite 800 Southfield, MI, 48076 | 168794 | $2,972,199,618 | 4367 | A Percentage of AUM, Hourly charges, Fixed Fees |
CORECAP ADVISORS 27777 Franklin Road, Suite 700 Southfield, MI, 48034 | 158819 | $1,957,268,517 | 7757 | A Percentage of AUM, Hourly charges, Fixed Fees |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. 2000 Town Center, Ste 2850 Southfield, MI, 48075 | 121560 | $1,762,860,769 | 572 | A Percentage of AUM, Fixed Fees |
CENTER FOR FINANCIAL PLANNING INC 24800 Denso Drive, Suite 300 Southfield, MI, 48033-7470 | 109599 | $1,311,417,733 | 3719 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISER/MANAGER FEES) |
PENINSULA CAPITAL PARTNERS, L.L.C. One Towne Square, Suite 1400 Southfield, MI, 48076 | 157354 | $1,119,522,000 | 3 | A Percentage of AUM, Performance Based |
SPEYSIDE FUND ADVISERS LLC 1 Towne Square, Suite 1570 Southfield, MI, 48076 | 282503 | $541,867,000 | 4 | A Percentage of AUM, Performance Based |
SKYOAK WEALTH 28411 Northwestern Hwy, Suite 760 Southfield, MI, 48034 | 299564 | $391,811,582 | 1136 | A Percentage of AUM, Hourly charges, Fixed Fees |
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS 3000 Town Center, Suite 100, Southfield, MI, 48075 | 323718 | $307,564,602 | 1 | A Percentage of AUM, Hourly charges |
CIG ASSET MANAGEMENT, INC. One Towne Square, Suite 1850 Southfield, MI, 48076 | 123609 | $180,105,033 | 590 | A Percentage of AUM, Fixed Fees, Performance Based |
LUMIN FINANCIAL, LLC 2000 Town Center, Suite 1825 Southfield, MI, 48075 | 124138 | $175,458,537 | 385 | A Percentage of AUM, Hourly charges, Fixed Fees |
ELE ADVISORY SERVICES, INC 18700 W. 10 Mile Road, Suite 100 Southfield, MI, 48075 | 148228 | $93,216,300 | 1285 | A Percentage of AUM, Hourly charges, Fixed Fees |
KELLY WEALTH MANAGEMENT, INC. 29100 Northwestern Highway, Suite 320 Southfield, MI, 48034 | 328386 | $0 | 0 | A Percentage of AUM |
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