Top Financial Advisors in Troy, Michigan
Finding the right financial advisor in Troy 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 Troy, 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 Troy, MI.
Find the Best Financial Advisor Firms in Troy:
STRAIGHTLINE
CRD#: 127401
Address: 165 Kirts Blvd. Ste 100, Troy, MI 48084-5200
Clients: 2,093
Average Clients per Advisor: 209
AUM: $ 1.2B
WILLIAM MACK & ASSOCIATES INC
CRD#: 107377
Address: 1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
Clients: 664
Average Clients per Advisor: 94
AUM: $ 649M
ISTO ADVISORS, LLC
CRD#: 284560
Address: 2150 Butterfield Drive Suite 220, Troy, MI 48084
Clients: 107
Average Clients per Advisor: 8
AUM: $ 641M
FSA ADVISORS, INC.
CRD#: 286251
Address: 50 W Big Beaver Rd Suite 500, Troy, MI 48084
Clients: 4,368
Average Clients per Advisor: 140
AUM: $ 573M
BARON WEALTH MANAGEMENT, LLC
CRD#: 153117
Address: 3150 Livernois Road Suite 250, Troy, MI 48083
Clients: 43
Average Clients per Advisor: 14
AUM: $ 499M
ARBOR WEALTH ADVISORS LLC
CRD#: 169570
Address: 101 West Big Beaver Road Suite 1400, Troy, MI 48084
AUM: $ 443M
How We Chose the Top Financial Advisors in Troy, Michigan
To create this list of top financial advisor firms in Troy, 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 Troy has to offer.
Search Financial Advisors in Troy, Michigan
Bruce Robert Parmenter JR
Registered Affiliation(s):LPL FINANCIAL LLC
William James Brown
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
James Brendan Kruzan
Registered Affiliation(s):KAYDAN WEALTH MANAGEMENT, INC.
Jonathan H Strong
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Paul J Monacelli
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas Charles Greer
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Roger Allan Folkema
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Derek Scott Zachariah
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathon Jay Hornbeck
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeremy Richard Wade
Registered Affiliation(s):EDWARD JONES
Jay B Howard
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel James Howard
Registered Affiliation(s):EDWARD JONES
Gary William Jbara
Registered Affiliation(s):MORGAN STANLEY
Joel Chery
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Shane Robert Brown
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
David Alan Spirl
Registered Affiliation(s):EDWARD JONES
John Robert Lokar
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Daniel Joseph Lezotte
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Luke Lloyd Nolan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Stephen Nagle
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Barry William Barber
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph Patrick Foy
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicholas J Kozak
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Alan Aubrey
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.
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