Top financial advisors in Auburn Hills, MI
We've curated a list of the best financial advisors in Auburn Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $330,391,124 Number of advisors 7 advisors | |||
| 2 | Assets under management $177,052,842 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Auburn Hills, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Tfg Advisors
TFG Advisors, based in Auburn Hills, Michigan, has been providing investment advisory services since September 2017. The firm is owned by George Michael Barnhart, Terry John Hirsch, and Paul David Reile. TFG Advisors offers Wealth Management Services to a select group of clients, providing customized financial plans to address individual financial needs and objectives. The firm also offers discretionary Asset Management Services, tailoring investment advice to meet clients' needs and objectives. Clients must grant TFG Advisors discretionary authority to manage their accounts, allowing the firm to make investment decisions on their behalf. Fees for asset management services are based on a percentage of assets under management, with a minimum fee of $1,875 per calendar quarter. TFG Advisors may also provide financial planning, consulting, and financial life planning services at a negotiable hourly rate. The firm does not accept performance-based fees or engage in side-by-side management. TFG Advisors offers investment advice on a variety of securities based on each client's specific financial situation and goals. Clients are responsible for exercising their right to vote on corporate actions and proxy voting. The firm does not vote proxies on behalf of clients. TFG Advisors does not have any disciplinary information to report and maintains strict privacy policies to protect clients' personal information. Clients receive quarterly performance reports and account statements from the custodian holding their assets. The firm does not receive compensation for client referrals and does not participate in class action lawsuits on behalf of clients. Clients may terminate the asset management agreement with 30 days' written notice.
$330,391,124 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Financial Life Planning
Melone Private Wealth, LLC
Melone Private Wealth, LLC is a financial advisory firm based in Auburn Hills, Michigan. It currently has approximately $177,052,842 of assets under management and employs about 4 people. Melone Private Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$177,052,842 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Auburn Hills, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Michigan
Ann ArborBingham FarmsBirminghamBloomfield HillsBrightonClinton TownshipDetroitEast LansingFarmington HillsFentonFlintGrand BlancGrand HavenGrand RapidsGrandvilleGrosse Pointe FarmsHollandJenisonKalamazooLansingLivoniaMarquetteMuskegonNorthvilleNoviPlymouthPortageRochesterRochester HillsRoyal OakSouthfieldSwartz CreekTraverse CityTroyWarrenWaterfordIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.