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Find The 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 The Best Financial Advisors in Troy, Michigan

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.

List of Qualified Financial Advisors in Troy, Michigan

advisor

Joseph Dallo

Dallo Financial

call248-914-8146

advisor

Todd Perry

EP Wealth Advisors

call810-229-6446

Top Financial Advisor Firms in Troy, Michigan (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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