Top financial advisors in Flint, MI
We've curated a list of the best financial advisors in Flint, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $821,003,487 Number of advisors 22 advisors | |||
| 2 | Assets under management $304,937,000 Number of advisors 30 advisors | |||
| 3 | Assets under management $277,511,235 Number of advisors 7 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 Flint, 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.
Stephens Consulting, LLC
**Summary:** Stephens Wealth Management Group, a registered investment adviser, was established in Michigan in March 2020 and registered with the SEC in July 2021. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. Investment strategies include individual equity, debt securities, mutual funds, and ETFs. The firm utilizes managed programs through Raymond James & Associates and offers the Freedom Program and Raymond James Consulting Services Program. Clients are not required to have a minimum asset size or advisory fee. Fees are negotiable, generally ranging from 0.40% to 1.30% based on assets under management. The firm does not accept performance-based fees and has not been subject to disciplinary actions. Stephens Wealth Management Group recommends Raymond James or Charles Schwab as custodians and does not vote client proxies. The firm does not engage in directed brokerage arrangements and does not vote client securities. Clients are encouraged to review their accounts annually, and the firm does not vote client securities. The firm does not require clients to pay fees in advance exceeding $1,200. Stephens Wealth Management Group has not been subject to a bankruptcy petition. For more information, visit www.adviserinfo.sec.gov.
$821,003,487 under management
22 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Oliver Lagore Vanvalin Investment Group, Inc.
Oliver LaGore VanValin Investment Group, Inc. is a Registered Investment Adviser established in Flint, MI. The firm offers a wrap fee program structure that includes investment advisory services and transaction execution for a specified fee. Clients have the option to enter into a written agreement outlining the terms of the investment advisory relationship. The firm manages advisory accounts on a discretionary and non-discretionary basis, primarily allocating client assets among various equities, ETFs, mutual funds, and cash based on client objectives. Clients have the ability to place restrictions on investments or leave standing instructions. The firm may utilize independent third-party investment advisers to aid in implementing investment strategies for client portfolios. Fees for portfolio management are based on an annual percentage of assets under management and are billed monthly. The firm does not charge performance-based fees or engage in side-by-side management. Investment strategies are based on individual client goals, risk tolerance, and time horizon. The firm conducts ongoing portfolio management services and provides regular client reviews. Clients include individuals, high net-worth individuals, foundations, retirement plans, charitable organizations, and institutions. The firm does not impose a minimum account value requirement. The firm's investment philosophy focuses on achieving client cash flow needs with a reasonable risk profile structure. Clients are advised on potential risks associated with investing in securities, including market, foreign securities, interest rate, credit, and cybersecurity risks. The firm has established a Code of Ethics to address personal trading, gifts, and the use of inside information. The firm does not accept soft dollars and does not engage in directed brokerage. The firm does not have custody of client funds except for fee deduction purposes. Financial information indicates the firm's financial condition is stable and not likely to impair its ability to meet client commitments.
$304,937,000 under management
30 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Consulting
Taylor & Morgan Asset Management, LLC
TrueVine Family Wealth, LLC is a Limited Liability Company established in March 2024 by Aaron Michael Pierce. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. TrueVine offers services such as investment strategy, asset allocation, and regular portfolio monitoring. Clients grant discretionary authority to TrueVine for selecting securities and executing transactions without prior approval. The firm operates as a fiduciary, prioritizing clients' interests and avoiding practices that could disadvantage any client. TrueVine may engage third-party advisers for managing client assets, conducting due diligence before selection. The fee structure includes asset-based annual fees ranging from 1.00% to 0.25%, with negotiable terms memorialized in the client's advisory agreement. Financial planning and family office services are available for fixed or hourly fees. Clients have the option to terminate agreements within specified periods without penalties. TrueVine does not accept compensation for the sale of securities or investment products, ensuring a fee-only model. The firm caters to individuals, high-net-worth individuals, and institutions with no minimum account size requirement. Clients receive quarterly reports detailing account performance and fees. TrueVine provides ongoing financial planning and family office services, along with consulting on specific types of investments. The firm's investment strategies encompass cyclical analysis, fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading and options trading. Clients are informed about the risks associated with various investment types, ensuring transparency and informed decision-making.
$277,511,235 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
Educational Seminars/workshops
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 Flint, 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 ArborAuburn HillsBingham FarmsBirminghamBloomfield HillsBrightonClinton TownshipDetroitEast LansingFarmington HillsFentonGrand 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.