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Find Best Financial Advisors in Troy, 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!

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

How To Find Best Financial Advisors & Planners in Troy?

Looking for a qualified financial advisor in Troy? We can help you by narrowing down your options & listing the best financial advisors in Troy as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Troy near you with the list of certified and vetted Troy financial advisors.

List of Qualified Financial Advisors in Troy, Michigan

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Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

Troy, MI 48084

248-825-8220

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Ryan Lewandowski

LPL Financial

8770 23 Mile Road

Utica, MI 48316

586-263-8800

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Sara Uh

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248-468-1864

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Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1355

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Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168

248-412-0160

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Joseph N Vitale

American Retirement Advisors

3778 S. Lapeer Rd

Metamora, MI 48455

855-756-5700

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Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810-229-6446

Top Financial Advisor Firms in Michigan (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
STRAIGHTLINE
165 Kirts Blvd., Ste 100 Troy, MI 48084
127401 $1,179,188,076 5726 A percentage of AUM
Fixed fees
Other (INSURANCE COMMISSIONS)
JAY A. FISHMAN, LTD
901 Wilshire Drive, Suite 555 Troy, MI 48084-4108
105609 $1,013,321,883 429 A percentage of AUM
WILLIAM MACK & ASSOCIATES INC
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
107377 $726,573,000 815 A percentage of AUM
Hourly charges
ISTO ADVISORS, LLC
2150 Butterfield Drive, Suite 220 Troy, MI 48084
284560 $674,445,985 2061 A percentage of AUM
Hourly charges
Fixed fees
BARON WEALTH MANAGEMENT, LLC
3150 Livernois Road, Suite 250 Troy, MI 48083
153117 $569,888,230 534 A percentage of AUM
Hourly charges
Fixed fees
ARBOR WEALTH ADVISORS LLC
101 West Big Beaver Road, Suite 1400 Troy, MI 48084
169570 $497,970,931 257 Hourly charges
Fixed fees
SECURE ASSET MANAGEMENT, L.L.C.
2565 West Maple Rd, Troy, MI 48084
144046 $387,297,139 2284 A percentage of AUM
Fixed fees
Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS)
MKD WEALTH COACHES, LLC
1301 W. Long Lake Road, Suite 210 Troy, MI 48098
144994 $349,642,834 1015 A percentage of AUM
Hourly charges
Fixed fees
FIRSTMETRIC
200 E. Big Beaver Rd, Troy, MI 48083
289483 $252,862,677 262 Fixed fees
MILLER CAPITAL
1441 W. Long Lake, Suite 100 Troy, MI 48098
124489 $218,597,695 163 A percentage of AUM
Hourly charges
Fixed fees
SPECTRUM FINANCIAL RESOURCES
6915 Rochester Rd., Ste 200, Troy, MI 48085
127453 $178,125,773 911 A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS)
J2 CAPITAL MANAGEMENT, INC.
1301 W Long Lake Rd, Suite 260 Troy, MI 48098
152964 $157,143,202 1158 A percentage of AUM
Hourly charges
Other (SUBADVISER FEES)
CONFIDENTIAL MANAGEMENT ADVISORS, INC.
1700 West Big Beaver, Suite 320 Troy, MI 48084
125936 $152,856,939 183 A percentage of AUM
Hourly charges
Fixed fees
CITY CENTER ADVISORS, LLC
888 West Big Beaver Road, Suite 1220 Troy, MI 48084
203513 $118,236,819 995 A percentage of AUM
Hourly charges
Other (PENSION CONSULTING SERVICES/ERISA PLAN SERVICES)
TRUSTEE EMPOWERMENT & PROTECTION, INC.
755 West Big Beaver Road, Suite 101 Troy, MI 48084-4904
108249 $9,002,253 2 A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Additional Financial Advisors in Michigan

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy R Cole
Inquire with Amy
101 W Big Beaver Rd, Suite 1200 Troy, MI 48084 248-740-7106
Brian Donohoe
Inquire with Brian
101 W Big Beaver Rd, Suite 1200 Troy, MI 48084 248-740-7129
Barbara Kreitsch
Inquire with Barbara
700 Tower Dr, Ste 200 Troy, MI 48098 248-247-3010
Anthony John Treboldi
Inquire with Anthony
101 W Big Beaver Rd, Suite 1200 Troy, MI 48084 248-740-7133
Brian Bunge
Inquire with Brian
101 W Big Beaver Rd, Ste 425 Troy, MI 48084 248-925-4351
Barbara Buschen
Inquire with Barbara
1301 W Long Lake Rd, Ste 270 Troy, MI 48098 248-928-1300
Brian D Brady
Inquire with Brian
101 W Big Beaver Rd, Suite 1200 Troy, MI 48084 248-740-7176
Beth Lappin
Inquire with Beth
900 Wilshire Dr, Ste 255 Troy, MI 48084 248-244-8177
Andrew Tabaczuk
Inquire with Andrew
101 W Big Beaver Rd, Ste 425 Troy, MI 48084 248-925-4356
Brian Blaker
Inquire with Brian
101 W Big Beaver Rd, Suite 1200 Troy, MI 48084 248-740-7168

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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