Top Financial Advisors in Bloomfield Hills, Michigan
Finding the right financial advisor in Bloomfield Hills is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bloomfield Hills, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bloomfield Hills, MI.
Find the Best Financial Advisor Firms in Bloomfield Hills:
GREGORY J. SCHWARTZ & CO., INC.
CRD#: 7294
Address: 3707 West Maple Road Ste 201, Bloomfield Hills, MI 48301
Clients: 566
In Business for: 50 Years
Average Clients per Advisor: 28
AUM: $ 6.3B
Disclosures: 1
SCHECHTER INVESTMENT ADVISORS, LLC
CRD#: 169114
Address: 39400 Woodward Ave Suite 100, Bloomfield Hills, MI 48304
Clients: 235
Average Clients per Advisor: 18
AUM: $ 2.8B
DIVERSIFIED PORTFOLIOS, INC.
CRD#: 108942
Address: 39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304
Clients: 403
Average Clients per Advisor: 50
AUM: $ 1.3B
PLANNING ALTERNATIVES LTD
CRD#: 110268
Address: 36800 Woodward Ave. Suite 200, Bloomfield Hills, MI 48304-0936
Clients: 380
Average Clients per Advisor: 31
AUM: $ 1.0B
LSIA
CRD#: 146829
Address: 39533 Woodward Avenue Suite 302, Bloomfield Hills, MI 48304-5106
Clients: 48
Average Clients per Advisor: 9
AUM: $ 736M
CRANBROOK WEALTH MANAGEMENT, LLC
CRD#: 132058
Address: 36330 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304
Clients: 43
Average Clients per Advisor: 10
AUM: $ 676M
How We Chose the Top Financial Advisors in Bloomfield Hills, Michigan
To create this list of top financial advisor firms in Bloomfield Hills, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bloomfield Hills has to offer.
Search Financial Advisors in Bloomfield Hills, Michigan
Lowell Jacob Weiss
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Edward A. Alexander Sui
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Christopher C Barrett
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Aaron J Pawlak
Registered Affiliation(s):LPL FINANCIAL LLC
Nick E Nabors
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Paul Charles Demark
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Albert William Sharp
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey Herbert Dagher
Registered Affiliation(s):EDWARD JONES
Robert David Oliver
Registered Affiliation(s):OLIVER FINANCIAL PLANNING LLC
Kyle Bronson O'keefe
Registered Affiliation(s):MORGAN STANLEY
Matthew Garofalo
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kurtis Richard Mcmahan
Registered Affiliation(s):MORGAN STANLEY
Kevin Paul Johnson
Registered Affiliation(s):EDWARD JONES
Paul John Benson Iii
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Mikhail Y Youdin
Registered Affiliation(s):EDWARD JONES
Leon Carter
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Robert Darrow
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Travis Joseph Abro
Registered Affiliation(s):EDWARD JONES
Daniel Allen Keith
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Richard Wesley Boschert
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ryan Matthew Scherer
Registered Affiliation(s):EDWARD JONES
Travis Gene Richards
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ryan Decook
Registered Affiliation(s):EDWARD JONES
Paul Christian Dries
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
