AdvisorGrade

Financial advisers in Southfield, MI

13 registered investment adviser firms in Southfield managing $48.7B in assets, based on public SEC Form ADV filings.

Plante Moran Financial Advisors

Southfield, MI · Est. 1993

Regional
Fee-based
AUM
$25.1B
Per adviser
$172M
Advisers
146

No reported disclosures

Hantz Financial Services, INC.

Southfield, MI · Est. 2015

National
Fee-based
AUM
$10.0B
Per adviser
$30M
Advisers
333

No reported disclosures

Advance Capital Management INC

Southfield, MI · Est. 1986

Regional
Fee-based
AUM
$5.0B
Per adviser
$172M
Advisers
29

No reported disclosures

Corecap Advisors

Southfield, MI · Est. 2011

National
Fee-based
AUM
$4.0B
Per adviser
$36M
Advisers
110

Center For Financial Planning INC

Southfield, MI · Est. 2006

LocalInternational
Fee-based
AUM
$2.0B
Per adviser
$116M
Advisers
17

No reported disclosures

Peninsula Capital Partners, L.L.C.

Southfield, MI · Est. 2012

Local
Fee-only
AUM
$1.0B
Per adviser
$74M
Advisers
14

No reported disclosures

Skyoak Wealth

Southfield, MI · Est. 2019

Local
Fee-based
AUM
$693M
Per adviser
$173M
Advisers
4

No reported disclosures

Plante Moran Real Estate Investment Advisors

Southfield, MI · Est. 2023

Local
Fee-only
AUM
$243M
Per adviser
$22M
Advisers
11

No reported disclosures

Sg Real Estate I

Southfield, MI · Est. 2025

Local
Fee-only
AUM
$203M
Per adviser
$41M
Advisers
5

No reported disclosures

Cig Asset Management, INC.

Southfield, MI · Est. 2006

Local
Fee-based
AUM
$192M
Per adviser
$38M
Advisers
5

No reported disclosures

Trm Advisors LP

Southfield, MI · Est. 2024

Local
Fee-only
AUM
$160M
Per adviser
$18M
Advisers
9

No reported disclosures

Ele Advisory Services, INC

Southfield, MI · Est. 2020

Regional
Fee-based
AUM
$137M
Per adviser
$11M
Advisers
13

No reported disclosures

Senstomi

Southfield, MI · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures