Top 10 advisors in Southfield
We’ve curated a list of the best financial advisors in Southfield, take a look at it below
Find an advisor in Southfield| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $8,310,825,987 | 130 advisors | ||
| 2 | $4,901,997,615 | 355 advisors | ||
| 3 | $3,529,082,456 | 54 advisors | ||
| 4 | $2,391,503,994 | 52 advisors | ||
| 5 | $1,957,268,517 | 121 advisors | ||
| 6 | $1,762,860,769 | 17 advisors | ||
| 7 | $1,289,317,552 | 13 advisors | ||
| 8 | $1,119,522,000 | 14 advisors | ||
| 9 | $391,811,582 | 7 advisors | ||
| 10 | $173,750,137 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Southfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Southfield. 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. Plante Moran Financial Advisors
Assets under management
$8,310,825,987
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)
2. Hantz Financial Services, Inc.
Assets under management
$4,901,997,615
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
Selection Of Other Advisers
3. Advance Capital Management Inc
Assets under management
$3,529,082,456
Fee structure
A percentage of assets under your management
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
4. Telemus Capital, LLC
Assets under management
$2,391,503,994
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 Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Family Office Services; Corporate Executive Services; Credit And Cash Management Solutions
5. Corecap Advisors
Assets under management
$1,957,268,517
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)
Selection Of Other Advisers
Educational Seminars/workshops
6. Deroy & Devereaux Private Investment Counsel, Inc.
Assets under management
$1,762,860,769
Fee structure
A percentage of assets under your management
Fixed fees
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)
- Not sure which one to choose?Use our smart matching tool
7. Center For Financial Planning Inc
Assets under management
$1,289,317,552
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY ADVISER/MANAGER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
8. Peninsula Capital Partners, L.l.c.
Assets under management
$1,119,522,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Skyoak Wealth
Assets under management
$391,811,582
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
- Not sure which one to choose?Use our smart matching tool
10. Cig Asset Management, Inc.
Assets under management
$173,750,137
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.