Financial advisers in Troy, MI
23 registered investment adviser firms in Troy managing $12.4B in assets, based on public SEC Form ADV filings.
Jay A. Fishman, Ltd
Troy, MI · Est. 1970
- AUM
- $1.3B
- Per adviser
- $313M
- Advisers
- 4
No reported disclosures
Straightline
Troy, MI · Est. 2004
- AUM
- $1.2B
- Per adviser
- $117M
- Advisers
- 10
No reported disclosures
Isto Advisors, LLC
Troy, MI · Est. 2016
- AUM
- $1.1B
- Per adviser
- $56M
- Advisers
- 19
No reported disclosures
William Mack & Associates INC
Troy, MI · Est. 1992
- AUM
- $1.0B
- Per adviser
- $103M
- Advisers
- 10
No reported disclosures
Carrera Capital Advisors
Troy, MI · Est. 2024
- AUM
- $969M
- Per adviser
- $81M
- Advisers
- 12
No reported disclosures
Secure Asset Management, L.L.C.
Troy, MI · Est. 2018
- AUM
- $871M
- Per adviser
- $16M
- Advisers
- 54
No reported disclosures
Baron Wealth Management, LLC
Troy, MI · Est. 2010
- AUM
- $847M
- Per adviser
- $282M
- Advisers
- 3
No reported disclosures
Arbor Wealth Advisors LLC
Troy, MI · Est. 2013
- AUM
- $658M
- Per adviser
- $658M
- Advisers
- 1
No reported disclosures
Fsa Advisors, INC.
Troy, MI · Est. 2021
- AUM
- $573M
- Per adviser
- $18M
- Advisers
- 31
Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L
Troy, MI · Est. 2018
- AUM
- $513M
- Per adviser
- $73M
- Advisers
- 7
No reported disclosures
Mkd Wealth
Troy, MI · Est. 2007
- AUM
- $506M
- Per adviser
- $101M
- Advisers
- 5
No reported disclosures
Ss&H Financial Advisors, INC.
Troy, MI · Est. 1982
- AUM
- $482M
- Per adviser
- $241M
- Advisers
- 2
No reported disclosures
M1 Capital Management LLC
Troy, MI · Est. 2011
- AUM
- $450M
- Per adviser
- $75M
- Advisers
- 6
No reported disclosures
Vertrix Wealth Management, LLC
Troy, MI · Est. 2025
- AUM
- $343M
- Per adviser
- $49M
- Advisers
- 7
No reported disclosures
Miller Capital
Troy, MI · Est. 2005
- AUM
- $312M
- Per adviser
- $156M
- Advisers
- 2
No reported disclosures
Firstmetric
Troy, MI · Est. 2019
- AUM
- $272M
- Per adviser
- $272M
- Advisers
- 1
No reported disclosures
Spectrum Financial Resources
Troy, MI · Est. 2022
- AUM
- $235M
- Per adviser
- $47M
- Advisers
- 5
No reported disclosures
Vima, LLC
Troy, MI · Est. 2023
- AUM
- $229M
- Per adviser
- $19M
- Advisers
- 12
No reported disclosures
J2 Capital Management, INC.
Troy, MI · Est. 2016
- AUM
- $196M
- Per adviser
- $65M
- Advisers
- 3
No reported disclosures
Confidential Management Advisors, INC.
Troy, MI · Est. 2009
- AUM
- $162M
- Per adviser
- $162M
- Advisers
- 1
No reported disclosures
City Center Advisors, LLC
Troy, MI · Est. 2022
- AUM
- $160M
- Per adviser
- $23M
- Advisers
- 7
No reported disclosures
Global Financial Planning Group, LLC
Troy, MI · Est. 2025
- AUM
- $135M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Trustee Empowerment & Protection, INC.
Troy, MI · Est. 2002
- AUM
- $10M
- Per adviser
- $3M
- Advisers
- 4