Tell Us Your Financial Goals

Compare Advisors

Select the Advisor That is Right For You

Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals

Compare Advisors

Select the Advisor That is Right For You

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Michigan

Q: How can a financial advisor in Michigan help me prepare for retirement?

A financial advisor in Michigan can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose the right retirement accounts, manage your investments, and plan for Social Security benefits. To learn more, read on about why you should hire a retirement advisor.

Q: Can a financial advisor in Michigan help me with estate planning?

Yes, a financial advisor in Michigan can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Michigan

Q: How do I know if I need a financial advisor in Michigan?

Knowing if you need a financial advisor depends on your circumstances and goals. If you lack time or knowledge to manage finances and investments effectively, consider engaging a financial advisor listed in our Michigan directory. They provide assistance in areas like investment planning, retirement planning, wealth management, and financial planning. Explore why and when you might require a financial advisor to gain a better understanding of their role.

Q: What should I expect during my first meeting with a financial advisor in Michigan?

During your first meeting with a financial advisor, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

Q: How do I find a qualified financial advisor in Michigan?

To find a qualified financial advisor in Michigan, it is important to first determine the type of advisor that suits your financial goals. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you can begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Michigan. Click here to use our free financial advisor match tool to find and compare advisors matched to your specific needs.

Q: What types of clients do financial advisors in Michigan typically work with?

Financial advisors in Michigan work with clients of various ages and income levels, from young professionals just starting out to retirees looking to preserve their wealth. They may also work with business owners, entrepreneurs, and high-net-worth individuals who have more complex financial needs. A good financial advisor will tailor their services to meet the specific needs and goals of each client and provide ongoing support and guidance as their financial situation evolves. If you need a financial advisor, use the free advisor match tool to find and compare vetted financial advisors.

Michigan offers a high quality of life with beautiful scenery, vibrant cities, and rich culture, making it an attractive place to live and work. Are you considering working with a vetted fiduciary financial advisor to manage your finances in Michigan? WiserAdvisor can help you connect with a trusted financial advisor who understands Michigan's complex financial landscape and can provide tailored advice on investment strategies, retirement planning, wealth management, estate planning, and more.

Why Work With a Michigan Financial Advisor?

Financial professionals have extensive knowledge and expertise to solve your specific financial needs and make informed decisions about your future.
They work with you to develop a customized plan that meets your goals and needs.
Advisors hold you accountable for achieving your financial goals and offer ongoing support and guidance.
With their local knowledge of Michigan's economy, advisors can provide valuable insights and advice to optimize your financial resources.

How To Find Trusted Financial Advisors in Michigan

Michigan has 8 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Michigan have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Michigan mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Michigan.

Qualified Financial Advisors in Michigan

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Altrius Capital Management, Inc.466 East StNorthville, MI 48167	N/A	$510,000,000	$500,000	Fee-Only
Edelman Financial Engines, LLC201 West Big Beaver Road, The Columbia CenterTroy, MI 48084 2950 South State StreetAnn Arbor, MI 48104 39555 Orchard Hill PlaceNovi Township, MI 48375	N/A	$0	Not Specified	Fee-Only
Roger SeveranceRS Financial2632 S. 11th StKalamazoo, MI 49009	19 Years	Not Specified	Not Specified	Fee-Based
Savant Wealth Management41100 Plymouth RoadPlymouth, MI 48170	N/A	$0	Not Specified	Fee-Only
Schwallier Wealth Management535 Cascade West Parkway SEGrand Rapids, MI 49546	N/A	$190,000,000	$250,000	Fee-Only
Todd PerryCFP^®, CPWA^®, RMA, CIMA^®EP Wealth Advisors135 W North StreetBrighton, MI 48116	20 Years	Not Specified	$500,000	Fee-Only

Financial Advisor

Altrius Capital Management, Inc.466 East StNorthville, MI 48167

ExperienceN/A

AUM$510,000,000

Minimum Assets$500,000

Fee StructureFee-Only

Financial Advisor

Edelman Financial Engines, LLC

201 West Big Beaver Road, The Columbia CenterTroy, MI 48084

2950 South State StreetAnn Arbor, MI 48104

39555 Orchard Hill PlaceNovi Township, MI 48375

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Roger SeveranceRS Financial2632 S. 11th StKalamazoo, MI 49009

Experience19 Years

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureFee-Based

Financial Advisor

Savant Wealth Management41100 Plymouth RoadPlymouth, MI 48170

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Schwallier Wealth Management535 Cascade West Parkway SEGrand Rapids, MI 49546

ExperienceN/A

AUM$190,000,000

Minimum Assets$250,000

Fee StructureFee-Only

Financial Advisor

Todd PerryCFP^®, CPWA^®, RMA, CIMA^®EP Wealth Advisors135 W North StreetBrighton, MI 48116

Experience20 Years

AUMNot Specified

Minimum Assets$500,000

Fee StructureFee-Only

Are you a Financial Advisor in Michigan?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Michigan

VETTED

Altrius Capital Management, Inc.

About Altrius Capital Management, Inc.

Altrius Capital is a wealth and investment management firm dedicated to providing sound risk adjusted returns through our proprietary process which focuses on global revenue generation, value and above average income. Our value-driven, income-focused process, is comprised of individual stocks and bonds designed to meet the retirement and investment goals of our clients. For more information, please visit our website www.altriuscapital.com.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Qualifications

Firm CRD# 121529

Compensation/Fee

Fee-Only, Based on Assets

Office Location

466 East St,Northville,MI 48167

Phone Number

252-638-7598

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

201 West Big Beaver Road, The Columbia Center,Suite 950,Troy,MI 48084Phone Number877-208-7414

2950 South State Street,Suite 250,Ann Arbor,MI 48104Phone Number877-208-7414

39555 Orchard Hill Place,Suite 365,Novi Township,MI 48375Phone Number877-208-7414

VETTED

Roger Severance

RS Financial

About Roger Severance

Roger founded RS Financial in 2005. He began his career in the trust department at Fifth Third Bank, where he worked his way up to the position of Portfolio Manager.

He earned a bachelor's degree in Finance from Western Michigan University.

About RS Financial

At RS Financial, We understand every investor is unique, with distinct goals, timelines, and risk preferences. What you share is a desire for a confident investment plan, maximized returns relative to risk, and to feel informed and heard. We're here to help you achieve your goals by providing tailored support and a full suite of investment solutions designed to optimize your individual experience.

Advisory Services Provided

Qualifications

CRD# 5030861 Firm CRD# 39543Series 7, 23, 63, 66

Compensation/Fee

Fee-Based, Based on Assets

Office Location

2632 S. 11th St,Kalamazoo,MI 49009

Phone Number

269-492-9701

VETTED

Savant Wealth Management

About Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Qualifications

Firm CRD# 107271

Compensation/Fee

Fee-Only, Based on Assets

Office Location

41100 Plymouth Road,Suite B1-210,Plymouth,MI 48170

Phone Number

734-737-0866

VETTED

Schwallier Wealth Management

About Schwallier Wealth Management LLC

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace.

After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm.

Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest.

As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest.

Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

Advisory Services Provided

Qualifications

Firm CRD# 143329

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Office Location

535 Cascade West Parkway SE,Grand Rapids,MI 49546

Phone Number

616-855-2051

VETTED

Todd PerryCFP^®, CPWA^®, RMA, CIMA^®

EP Wealth Advisors

About Todd Perry

Todd is an experienced wealth advisor who believes in the critical integration of tax planning and investment strategies as key components of effective wealth management. With a strong background in retirement planning and tax preparation, Todd brings a unique perspective to the financial planning process.

Prior to joining EP Wealth, he served as a Senior Private Wealth Advisor at Executive Wealth Management, where he worked closely with clients to develop personalized, holistic financial strategies.

A graduate of Central Michigan University, Todd began his career in financial services in 2005. In addition to holding the CERTIFIED FINANCIAL PLANNER" (CFP®) designation, Todd has earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, underscoring his expertise and commitment to the highest standards of financial planning.

Todd resides in Brighton with his wife, Kristen, and their three children. Outside of work, he enjoys playing hockey, golfing, and staying active in the Brighton community.

About EP Wealth Advisors

Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.

As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

Qualifications

CRD# 5795799 Firm CRD# 111147

Compensation/Fee

Fee-Only, Based on Assets

Office Location

135 W North Street,Brighton,MI 48116

Phone Number

810-229-6446

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Top Financial Advisory Firms in Michigan

Michigan is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Michigan are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Michigan, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


JACKSON NATIONAL ASSET MANAGEMENT, LLCLansing, MI	164	132	$246,667,042,077	A percentage of AUM, Fixed fees
PLANTE MORAN FINANCIAL ADVISORSSouthfield, MI	134	17010	$20,526,058,796	A percentage of AUM, Hourly charges, Fixed fees
OA PRIVATE CAPITALGrand Rapids, MI	74	85	$20,209,044,347	A percentage of AUM, Performance Based
YOUSIF CAPITAL MANAGEMENT, LLCBloomfield Hills, MI	15	412	$15,029,547,343	A percentage of AUM
BRICKTOWN CAPITAL, LLCDetroit, MI	31	105	$11,989,880,000	A percentage of AUM
MCQUEEN FINANCIAL ADVISORS II, INC.Clawson, MI	50	178	$11,615,174,704	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
SCHWARTZ & CO.Bloomfield Hills, MI	27	1241	$7,740,631,447	A percentage of AUM, Fixed fees, Commission Based
CLARKSTON CAPITAL PARTNERS, LLCRochester, MI	37	2124	$6,694,905,625	A percentage of AUM, Fixed fees
HANTZ FINANCIAL SERVICES, INC.Southfield, MI	370	112547	$6,388,759,865	A percentage of AUM, Hourly charges, Fixed fees
ZHANG FINANCIALPortage, MI	40	6475	$6,034,201,776	A percentage of AUM, Hourly charges, Fixed fees
SPCAnn Arbor, MI	470	30541	$5,562,939,194	A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES)
MAINSTAY CAPITAL MANAGEMENT, LLCGrand Blanc, MI	32	3445	$4,167,228,076	A percentage of AUM, Fixed fees
ADVANCE CAPITAL MANAGEMENT INCSouthfield, MI	55	14038	$4,023,482,795	A percentage of AUM, Fixed fees
REHMANN WEALTHLansing, MI	36	5272	$3,846,368,000	A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)
AZIMUTH CAPITAL MANAGEMENTBloomfield Hills, MI	23	1537	$3,368,666,924	A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)

Firm Name

JACKSON NATIONAL ASSET MANAGEMENT, LLCLansing, MI

No. of Advisors164

AUM$246,667,042,077

No. of Clients132

Fee StructureA percentage of AUM, Fixed fees

Firm Name

PLANTE MORAN FINANCIAL ADVISORSSouthfield, MI

No. of Advisors134

AUM$20,526,058,796

No. of Clients17010

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

OA PRIVATE CAPITALGrand Rapids, MI

No. of Advisors74

AUM$20,209,044,347

No. of Clients85

Fee StructureA percentage of AUM, Performance Based

Firm Name

YOUSIF CAPITAL MANAGEMENT, LLCBloomfield Hills, MI

No. of Advisors15

AUM$15,029,547,343

No. of Clients412

Fee StructureA percentage of AUM

Firm Name

BRICKTOWN CAPITAL, LLCDetroit, MI

No. of Advisors31

AUM$11,989,880,000

No. of Clients105

Fee StructureA percentage of AUM

Firm Name

MCQUEEN FINANCIAL ADVISORS II, INC.Clawson, MI

No. of Advisors50

AUM$11,615,174,704

No. of Clients178

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm Name

SCHWARTZ & CO.Bloomfield Hills, MI

No. of Advisors27

AUM$7,740,631,447

No. of Clients1241

Fee StructureA percentage of AUM, Fixed fees, Commission Based

Firm Name

CLARKSTON CAPITAL PARTNERS, LLCRochester, MI

No. of Advisors37

AUM$6,694,905,625

No. of Clients2124

Fee StructureA percentage of AUM, Fixed fees

Firm Name

HANTZ FINANCIAL SERVICES, INC.Southfield, MI

No. of Advisors370

AUM$6,388,759,865

No. of Clients112547

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

ZHANG FINANCIALPortage, MI

No. of Advisors40

AUM$6,034,201,776

No. of Clients6475

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

SPCAnn Arbor, MI

No. of Advisors470

AUM$5,562,939,194

No. of Clients30541

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES)

Firm Name

MAINSTAY CAPITAL MANAGEMENT, LLCGrand Blanc, MI

No. of Advisors32

AUM$4,167,228,076

No. of Clients3445

Fee StructureA percentage of AUM, Fixed fees

Firm Name

ADVANCE CAPITAL MANAGEMENT INCSouthfield, MI

No. of Advisors55

AUM$4,023,482,795

No. of Clients14038

Fee StructureA percentage of AUM, Fixed fees

Firm Name

REHMANN WEALTHLansing, MI

No. of Advisors36

AUM$3,846,368,000

No. of Clients5272

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)

Firm Name

AZIMUTH CAPITAL MANAGEMENTBloomfield Hills, MI

No. of Advisors23

AUM$3,368,666,924

No. of Clients1537

Fee StructureA percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)

Frequently Asked Questions

How can a financial advisor in Michigan help me prepare for retirement?

Can a financial advisor in Michigan help me with estate planning?

How do I know if I need a financial advisor in Michigan?

What should I expect during my first meeting with a financial advisor in Michigan?

How do I find a qualified financial advisor in Michigan?