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 Troy is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Troy & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Troy, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 20 non-vetted financial advisors in Troy, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Troy, 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
STRAIGHTLINE 165 Kirts Blvd., Ste 100 Troy, MI, 48084-5200 | 127401 | $1,121,194,253 | 5644 | A percentage of AUM, Fixed fees, Other (INSURANCE COMMISSIONS) |
JAY A. FISHMAN, LTD 901 Wilshire Drive, Suite 555 Troy, MI, 48084-4108 | 105609 | $959,093,701 | 481 | A percentage of AUM |
SECURE ASSET MANAGEMENT, L.L.C. 2565 West Maple Rd, Troy, MI, 48084 | 144046 | $890,034,531 | 4714 | A percentage of AUM, Fixed fees, Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS) |
ISTO ADVISORS, LLC 2150 Butterfield Drive, Suite 220 Troy, MI, 48084 | 284560 | $765,669,160 | 2383 | A percentage of AUM, Hourly charges, Fixed fees |
WILLIAM MACK & ASSOCIATES INC 1301 W. Long Lake Rd., Suite 115, Troy, MI, 48098 | 107377 | $754,782,297 | 852 | A percentage of AUM, Hourly charges |
BARON WEALTH MANAGEMENT, LLC 3150 Livernois Road, Suite 250 Troy, MI, 48083 | 153117 | $626,541,399 | 617 | A percentage of AUM, Hourly charges, Fixed fees |
CARRERA CAPITAL ADVISORS 901 Wilshire Drive, Suite 565 Troy, MI, 48084-5611 | 330834 | $617,317,000 | 1360 | A percentage of AUM, Hourly charges, Fixed fees |
ARBOR WEALTH ADVISORS LLC 101 West Big Beaver Road, Suite 1400 Troy, MI, 48084 | 169570 | $587,267,119 | 283 | Hourly charges, Fixed fees |
FINANCIAL SERVICES OF AMERICA ADVISORS 50 W Big Beaver Rd Suite 500, Troy, MI, 48084 | 286251 | $396,180,038 | 3687 | A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISOR FEES) |
MKD WEALTH 1301 W. Long Lake Road, Suite 210 Troy, MI, 48098 | 144994 | $359,762,395 | 1091 | A percentage of AUM, Hourly charges, Fixed fees |
SS&H FINANCIAL ADVISORS, INC. 50 W Big Beaver Rd Suite 225, Troy, MI, 48084 | 112256 | $347,253,920 | 249 | A percentage of AUM, Hourly charges, Fixed fees |
TAYLOR & MORGAN ASSET MANAGEMENT, LLC 3150 Livernois Rd., Suite 175 Troy, MI, 48083 | 156177 | $326,999,538 | 995 | A percentage of AUM, Hourly charges |
FIRSTMETRIC 200 E. Big Beaver Rd, Troy, MI, 48083 | 289483 | $278,473,373 | 249 | Fixed fees |
MILLER CAPITAL 1441 W. Long Lake, Suite 100 Troy, MI, 48098 | 124489 | $226,347,404 | 175 | A percentage of AUM, Hourly charges, Fixed fees |
SPECTRUM FINANCIAL RESOURCES 1661 W. Big Beaver, Troy, MI, 48084 | 127453 | $197,393,287 | 1046 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS) |
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