Top 6 advisors in Novi
We’ve curated a list of the best financial advisors in Novi, take a look at it below
Find an advisor in Novi| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $913,673,312 | 8 advisors | ||
| 2 | $871,159,416 | 10 advisors | ||
| 3 | $366,648,716 | 10 advisors | ||
| 4 | $263,833,052 | 9 advisors | ||
| 5 | $122,353,720 | 6 advisors | ||
| 6 | $37,238,726 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Novi, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Novi. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. The Nemes Rush Group, LLC
Assets under management
$913,673,312
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
2. Provident Investment Management, Inc.
Assets under management
$871,159,416
Fee structure
A percentage of assets under your management
Services offered
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)
3. Dahring | Cusmano And Associates
Assets under management
$366,648,716
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
Educational Seminars/workshops
4. Richard W. Paul & Associates, LLC
Assets under management
$263,833,052
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Pathworks Financial, Inc.
Assets under management
$122,353,720
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Co-advisory Services
6. Nfi Advisors, Inc
Assets under management
$37,238,726
Fee structure
A percentage of assets under your management
RESIDUAL REFERRAL OF THIRD-PARTY INVESTMENT ADVISORS.
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.