Top Financial Advisors in Southfield, Michigan
Finding the right financial advisor in Southfield 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 Southfield, 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 Southfield, MI.
Find the Best Financial Advisor Firms in Southfield:
PLANTE MORAN FINANCIAL ADVISORS
CRD#: 112158
Address: 3000 Town Center Suite 100, Southfield, MI 48075
Clients: 420
Average Clients per Advisor: 3
AUM: $ 16.7B
HANTZ FINANCIAL SERVICES, INC.
CRD#: 46047
Address: 26200 American Drive Fifth Floor, Southfield, MI 48034
Clients: 17,273
In Business for: 28 Years
Average Clients per Advisor: 68
AUM: $ 4.9B
Disclosures: 6
ADVANCE CAPITAL MANAGEMENT INC
CRD#: 110767
Address: One Towne Square Suite 444, Southfield, MI 48076
Clients: 5,810
Average Clients per Advisor: 200
AUM: $ 3.6B
TELEMUS CAPITAL, LLC
CRD#: 168794
Address: Two Towne Square Suite 800, Southfield, MI 48076
Clients: 786
Average Clients per Advisor: 32
AUM: $ 3.0B
CORECAP ADVISORS
CRD#: 158819
Address: 27777 Franklin Road Suite 700, Southfield, MI 48034
Clients: 7,446
Average Clients per Advisor: 66
AUM: $ 2.0B
CENTER FOR FINANCIAL PLANNING INC
CRD#: 109599
Address: 24800 Denso Drive Suite 300, Southfield, MI 48033-7470
Clients: 1,289
Average Clients per Advisor: 99
AUM: $ 1.3B
How We Chose the Top Financial Advisors in Southfield, Michigan
To create this list of top financial advisor firms in Southfield, 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 Southfield has to offer.
Search Financial Advisors in Southfield, Michigan
Clayton James Winkler
Registered Affiliation(s):OSAIC WEALTH, INC.
Mitchell Aaron Tokowitz
Registered Affiliation(s):LPL FINANCIAL LLC
David Anthony Smith
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Daniel John Welch
Registered Affiliation(s):LPL FINANCIAL LLC
Kirk Dwayne Ritchie
Registered Affiliation(s):LPL FINANCIAL LLC
Lisa Marie Carey
Registered Affiliation(s):GEM ASSET MANAGEMENT, LLC
Scott Ronald Forster
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Lisa Verkin Hachigian
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Paul J Okeefe
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Anne Schimmel-beck
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Stephen Michael Collins
Registered Affiliation(s):LPL FINANCIAL LLC
Robert Pat Petrillo
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Michael David Rautiola
Registered Affiliation(s):CWM, LLC
Adam James Finch
Registered Affiliation(s):CWM, LLC
Conan Michael Malmer
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Robert Mario Stephens
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Lawrence Fredrick Baird
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Sandra M Scolari
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Andrew James Wilson
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Mary Elizabeth Ward
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Daniel Mathew Hornblower
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Richard C Russell
Registered Affiliation(s):ONEAMERICA SECURITIES, INC.
Stephen Andrew Jackson
Registered Affiliation(s):CONCORDE ASSET MANAGEMENT, LLC
Angela Suzanne Cusmano
Registered Affiliation(s):DAHRING | CUSMANO AND ASSOCIATES
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.
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