Financial advisers in Birmingham , MI

AUM: $2.5B
Per adviser: $414M
Advisers: 6

No reported disclosures

Planning Alternatives Ltd

Birmingham, MI · Est. 1983

AUM: $1.5B
Per adviser: $171M
Advisers: 9

No reported disclosures

Liberty Capital Management INC

Birmingham, MI · Est. 1992

AUM: $849M
Per adviser: $283M
Advisers: 3

No reported disclosures

Q3 Asset Management Corporation

Birmingham, MI · Est. 2013

AUM: $795M
Per adviser: $114M
Advisers: 7

No reported disclosures

Valstone Partners Vi

Birmingham, MI · Est. 2019

AUM: $736M
Per adviser: $147M
Advisers: 5

No reported disclosures

Sturbridge Capital LLC

Birmingham, MI · Est. 2012

AUM: $731M
Per adviser: $104M
Advisers: 7

No reported disclosures

Trp Capital Advisors V, LLC

Birmingham, MI · Est. 2020

AUM: $691M
Per adviser: $77M
Advisers: 9

No reported disclosures

Strength Capital Partners, LLC

Birmingham, MI · Est. 2005

AUM: $528M
Per adviser: $59M
Advisers: 9

No reported disclosures

Bloomfield Capital Holdings, LLC

Birmingham, MI · Est. 2018

AUM: $466M
Per adviser: $39M
Advisers: 12

No reported disclosures

Lakeside Drive Management LLC

Birmingham, MI · Est. 2022

AUM: $372M
Per adviser: $372M
Advisers: 1

No reported disclosures

Motive Wealth Advisors, LLC

Birmingham, MI · Est. 2021

Regional

AUM: $363M
Per adviser: $121M
Advisers: 3

No reported disclosures

Trp Capital Advisors Vi, LLC

Birmingham, MI · Est. 2024

AUM: $311M
Per adviser: $35M
Advisers: 9

No reported disclosures

Palatine Hill Wealth Management

Birmingham, MI · Est. 2019

AUM: $296M
Per adviser: $74M
Advisers: 4

No reported disclosures

Solyco Wealth LLC

Birmingham, MI · Est. 2026

AUM: $116M
Per adviser: $23M
Advisers: 5

No reported disclosures

Trp Capital Advisors, LLC

Birmingham, MI · Est. 2015