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
Sonya Gwyn Palumbo
Registered Affiliation(s):PROSPERA FINANCIAL SERVICES, INC.
Jason M. Livernois
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daniel Bryan Muzljakovich
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Marlene Jean Kaltz
Registered Affiliation(s):OSAIC WEALTH, INC.
Roman Lev Wasylyn
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Robert Leroy Bittner III
Registered Affiliation(s):THE HUNTINGTON INVESTMENT COMPANY
Lisa Marie Mcgrath
Registered Affiliation(s):LPL FINANCIAL LLC
Linda Sharon Bonham
Registered Affiliation(s):LPL FINANCIAL LLC
David Michael Himich
Registered Affiliation(s):MORGAN STANLEY
Bryan Edward Mcnamara
Registered Affiliation(s):MORGAN STANLEY
Michelle Ann Joseph
Registered Affiliation(s):LPL FINANCIAL LLC
Christine Elizabeth Schilling
Registered Affiliation(s):EP WEALTH ADVISORS
Richard Warren Hart
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Reza Mehram
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gina Camille Wells
Registered Affiliation(s):BROOKSTONE WEALTH ADVISORS, LLC
Kelly Anne Fielding
Registered Affiliation(s):SPC
Michelle R Grund
Registered Affiliation(s):SPC
Robert Lawrence Ingram II
Registered Affiliation(s):CENTER FOR FINANCIAL PLANNING INC
Marja Liisa Norris
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Andrew David Bocknek
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Caterina Maria Defalco
Registered Affiliation(s):ADVISORY SERVICES NETWORK
David B Gasper
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Scott Davis Heath
Registered Affiliation(s):HEATH CAPITAL MANAGEMENT, INC.
Brandon M. Love
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
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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