Top financial advisors in Northville, MI
We’ve curated a list of the best financial advisors in Northville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,698,618,088
Number of advisors
18 advisors
| $1,698,618,088 | 18 advisors | |
| 2 |
Assets under management
$112,557,571
Number of advisors
8 advisors
| $112,557,571 | 8 advisors | |
| 3 |
Assets under management
$1,184,000
Number of advisors
8 advisors
| $1,184,000 | 8 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.
Methodology
To generate our top financial advisors list in Northville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Northville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Sigma Investment Counselors
Sigma Investment Counselors is an independent investment advisory firm founded in 1973 and registered with the Securities and Exchange Commission. Headquartered in Northville, Michigan, Sigma offers wealth management services that encompass retirement planning, portfolio management, tax and estate planning, and insurance recommendations. The firm manages approximately $1.9 billion on a discretionary basis as of December 31, 2024, primarily through individual stocks, ETFs, fixed income securities, mutual funds, options, real estate investments, and alternative investments. Clients are required to have a minimum of $1,000,000 in assets under management, with fees starting at 1% per annum. Sigma operates as a fiduciary, acting in the best interests of clients, and provides investment discretion for managing client accounts. The firm's investment analysis process combines financial media publications, qualitative research, and quantitative valuation resources to develop personalized investment strategies. Sigma's investment philosophy focuses on mitigating risk while aiming for long-term growth. The firm's business continuity plan covers various disaster scenarios, including natural and man-made disasters, ensuring the continuity of operations. Sigma maintains an information security program to safeguard client information through firewalls, virus scanners, and other security measures. Clients receive quarterly reports detailing portfolio performance and holdings, with a focus on transparency and client communication. Sigma does not have any reportable disciplinary history and does not participate in other financial industry activities or affiliations, except for the CEO's role as Chairman of the Board of Directors of the Eagle Capital Growth Fund.
$1,698,618,088 under management
18 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersGreat Lakes Wealth, LLC
Great Lakes Wealth, LLC is a financial advisor firm located in Northville, MI, established in 2016 and owned by American Wealth, LLC. The firm specializes in Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting. They offer services tailored to clients based on their investable assets, with different tiers such as Asset Management for clients with assets under $1,000,000, Wealth Management for assets between $1,000,000 and $2,500,000, and Comprehensive Wealth Management for assets over $2,500,000. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm charges fees based on a percentage of assets under management, billed quarterly in advance. They do not charge performance-based fees and do not accept proxy authority to vote client securities. Great Lakes Wealth, LLC does not have a minimum account balance requirement and does not provide financial information in the brochure due to specific criteria not being met. The firm emphasizes a fiduciary duty to act in the best interests of clients and provides a wide array of investment advisory services.
$112,557,571 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Marketocracy Masters Capital Management LLC
Marketocracy Masters, Inc., operating as Marketocracy Masters Capital Management, LLC, was established in May 2021 and is an internet-based registered investment advisor. The firm's principal owner is Glen Brownworth. Marketocracy offers algorithm-based investment advisory services through its interactive website, where clients input their financial details and goals. The algorithm creates and manages portfolios based on client inputs, with the option for clients to override recommendations. Marketocracy maintains discretion over client accounts. As of December 31, 2024, the firm manages $3,497,162 in discretionary assets. Fees are charged based on a percentage of assets under management, ranging from 0.95% to 0.25% annually, with a minimum initial investment of $500. Marketocracy does not charge performance-based fees. Clients may not place restrictions on their accounts. The firm uses various investment strategies and securities, including stocks, ADRs, options, ETFs, mutual funds, and fixed income, with a focus on long-term investing. Marketocracy emphasizes risk management and provides personalized recommendations based on client information. Clients are responsible for updating their information regularly. Marketocracy does not have any disciplinary events and does not engage in soft dollar arrangements. The firm has discretionary authority over client investments and does not vote on client securities. Marketocracy does not maintain physical custody of client accounts but ensures assets are held at an independent custodian.
$1,184,000 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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.
Methodology
To generate our top financial advisors list in Northville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Northville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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