Motive Wealth Advisors, LLC is a respected investment advisory firm located in Birmingham, MI. With a focus on personalized service, they have built a strong reputation for providing comprehensive wealth management solutions to their discerning clientele. Operating from a single office, Motive Wealth Advisors takes pride in being a small, boutique firm. With three dedicated employees, including two investment advisors, they offer a high level of attention and expertise to their clients. The firm manages a total of over $221,988,000 in assets, exclusively on a discretionary basis. Their client base consists of over 30 individuals, primarily comprising high-net-worth individuals seeking sophisticated investment strategies and financial guidance. Motive Wealth Advisors employs a flexible compensation structure that includes a percentage of assets under management and fixed fees, ensuring that clients have options that suit their preferences and needs. The average assets under management per investment advisor at Motive Wealth Advisors is approximately $110,990,000, which aligns with the industry average. This indicates their ability to effectively manage portfolios while delivering consistent results. Noteworthy among the firm's team of advisors are Jason Close and James Niedzinski, who have demonstrated long-standing dedication and expertise in their roles as registered advisors. Motive Wealth Advisors, LLC is committed to helping their clients achieve their financial objectives, providing tailored investment strategies and a personalized approach to wealth management. With a focus on delivering exceptional service and results, they aim to build lasting relationships with their valued clients.

The Nemes Rush Group, LLC, a local investment advisory firm based in Novi, MI, is renowned for its comprehensive financial services. Operating from a single office, the firm is dedicated to delivering personalized solutions to its clients. Out of their eight employees, six specialize in investment advisory services, ensuring a high level of expertise. Impressively, each investment advisor at The Nemes Rush Group, LLC manages an average of approximately $152,280,000 in assets under management, surpassing the industry average. This showcases their ability to handle substantial portfolios and reflects their commitment to providing exceptional service. Their compensation structure offers various options to clients, including a percentage-based fee tied to assets under management and fixed fees, ensuring transparency and accommodating individual preferences. While 401K and individual accounts represent less than 30% of their assets under management, The Nemes Rush Group, LLC possesses the capability to effectively manage employer funds. Notably, they manage 100% of their assets on a discretionary basis, exemplifying the high level of trust and confidence placed in their expertise. The firm primarily focuses on managing assets for high-net-worth individuals, diligently overseeing the financial portfolios of over 130 individual clients, which amounts to more than $913,673,000 in assets under management. The Nemes Rush Group, LLC takes pride in its team of experienced advisors, including Timothy Rush, Brian Nemes, and Christopher Nemes, who have been with the firm for an extended period, bringing a wealth of knowledge and insight to their clients' financial strategies. With a dedication to providing personalized financial guidance and a focus on long-term client relationships, The Nemes Rush Group, LLC continues to be a trusted partner in helping clients achieve their financial goals.

BLUEPRINT PARTNERS LLC, a renowned investment advisory firm, operates from Traverse City, MI, with a commitment to delivering exceptional financial services. With four highly skilled employees, all providing investment advisory expertise, they boast an impressive average of $282,900,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure offers clients a range of options, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with individual needs. BLUEPRINT PARTNERS LLC has established itself as a trusted partner for over 220 individual clients, effectively managing assets totaling $155,000,000. Employer 401Ks and individual accounts contribute significantly to the firm's assets under management, accounting for approximately half of their portfolio. BLUEPRINT PARTNERS LLC has developed extensive experience in this space, enabling them to provide expert guidance and tailored solutions to meet the unique goals of both employers and individuals. As a small yet influential firm, BLUEPRINT PARTNERS LLC operates from a single office in Traverse City, MI. Their team of advisors, including Ann Bollinger, Jonathan Gruber, and Christopher Millward, possesses long-standing tenure and brings a wealth of knowledge and experience to the organization. In summary, BLUEPRINT PARTNERS LLC stands as a leading investment advisory firm, dedicated to providing exceptional service and tailored financial solutions to their diverse clientele. With a robust team of advisors, an exceptional average of assets under management per investment advisor, and a strong presence in the Traverse City community, they continue to uphold their reputation as a trusted partner in the financial industry.

Hill Island Financial LLC is a well-established investment advisory firm located in Grand Rapids, MI. With a single office, they provide personalized financial solutions to their local clientele. The firm consists of a dedicated team of seven employees, with five of them specializing in investment advisory services. Each investment advisor at Hill Island Financial LLC manages an average of approximately $66,320,000 in assets under management, in line with industry norms. Their compensation structure offers flexibility to clients, including options such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts account for less than 30% of their assets under management, Hill Island Financial LLC possesses the expertise and capability to effectively manage employer funds. An impressive 94% of the assets they manage are under their discretionary control, showcasing their expertise in making strategic investment decisions. The firm primarily focuses on serving high-net-worth individuals, managing a substantial portfolio of assets for over 120 individual clients. Their total assets under management exceed $331,582,000, reflecting the trust and confidence placed in Hill Island Financial LLC by their valued clients. The company boasts a team of experienced advisors, including Joshua Moeller, Kevin Toler, and Rebecka Pratt, who have provided their expertise to the firm for an extended period. Hill Island Financial LLC offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. With a commitment to delivering personalized solutions and building enduring client relationships, they strive to help their clients achieve their financial goals. Note: The ChatGPT's response consists of the first 50 words, while the remaining text is based on the provided description.

Peace Of Mind Wealth Management is a reputable local investment advisory firm based out of Brighton, MI. With a network of five offices, they provide comprehensive investment advisory services to individuals and employers alike. With a dedicated team of eight skilled professionals, Peace Of Mind Wealth Management offers personalized financial guidance to their clients. Their team of experienced investment advisors collectively manages an impressive average of approximately $370,000 in assets under management per advisor. The firm's compensation structure is flexible, incorporating various types, such as a percentage of assets under management, hourly charges, and fixed fees. Peace Of Mind Wealth Management excels in managing employer 401K plans, as well as individual portfolios. In fact, over 80% of their assets under management consist of employer 401K plans and individual investments. They possess the expertise and qualifications required to navigate the complexities of 401K plans and cater to the unique needs of employers and employees alike. With a client base of over 30 individuals, Peace Of Mind Wealth Management manages an impressive $2,947,000 in assets. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients, ensuring optimal performance and peace of mind. If you are seeking professional investment advice tailored to your specific needs, Peace Of Mind Wealth Management offers a proven track record of success, industry knowledge, and a commitment to delivering personalized financial solutions.

Sapphire Blue Investment Partners, based out of Fenton, MI, is a small investment advisory firm with a team of 8 dedicated professionals. Among them, 3 individuals specialize in providing expert investment advisory services to their clients. With an average of $83,690,000 in assets under management per investment advisor, Sapphire Blue aligns well with the industry's average standards. The firm's compensation structure encompasses various types, including a percentage based on assets under management, ensuring a strong alignment of interests with their clients. Boasting a substantial client base, Sapphire Blue Investment Partners serves over 520 individual clients, managing a total of $170,930,000 in assets. Notably, their expertise shines in managing employer 401Ks and individual assets, representing approximately half of their total assets under management. The firm prides itself on its extensive experience in this sector and holds an impressive track record of managing 99% of assets on a discretionary basis. Sapphire Blue Investment Partners operates from two offices, serving their clients' needs effectively. Among the firm's most seasoned advisors are Jackson Paulishak, Daniel Draper, and Frederick Hensler, who have showcased their dedication and expertise over the long tenure they have spent with the firm. Sapphire Blue Investment Partners has established itself as a trusted partner, offering comprehensive investment advisory services to clients seeking to grow and manage their wealth. With their knowledge, experience, and commitment to delivering tailored solutions, the firm remains focused on helping clients achieve their financial goals.

Azimuth Capital Management, headquartered in Bloomfield Hills, MI, is a local investment advisory firm that specializes in providing comprehensive financial solutions. With a strong presence in the industry, they have established themselves as a trusted partner for high net worth individuals seeking professional investment advice. Led by a team of experienced professionals, Azimuth Capital Management operates from a single office and employs a total of 22 dedicated individuals. Ten of these professionals are specifically focused on delivering expert investment advisory services to their valued clients. With an impressive track record, Azimuth Capital Management manages a substantial amount of assets under management, averaging approximately $308,440,000 per investment advisor. This figure exceeds the industry average, reflecting their commitment to delivering exceptional results and generating substantial returns for their clients. Azimuth Capital Management offers a diverse compensation structure to align with their clients' needs. Their payment methods include a percentage of assets under management and fixed fees, ensuring flexibility and transparency in their client relationships. The firm's extensive portfolio comprises primarily discretionary assets, accounting for 93% of the total assets they manage. Catering to over 50 individual clients, Azimuth Capital Management oversees an impressive $3,084,397,000 in assets under management, solidifying their position as a premier investment advisory firm in the region. Azimuth Capital Management takes pride in their team of dedicated professionals, including notable advisors such as Daniel Mcenroe, Mark Van Faussien, and Janet Hewlett, who have established long and successful tenures within the organization. Their collective expertise and commitment to excellence contribute to the firm's continued growth and success in serving their clients' financial goals.

Ds Investment Advisors is a small investment advisory firm based out of Grand Rapids, MI. With one office location, they cater to a diverse range of clients seeking expert financial guidance. The firm prides itself on its team of four dedicated professionals, two of whom provide investment advisory services. Known for their exceptional performance, Ds Investment Advisors boasts an impressive average of approximately $140,850,000 in assets under management per investment advisor, surpassing industry standards. Ds Investment Advisors has gained recognition for its unique compensation structure, offering clients various options such as a percentage of assets under management and fixed fees. Moreover, the firm demonstrates its commitment to client trust by managing 21% of the assets under their discretion. One of the firm's core strengths lies in its extensive client base, consisting of over 50 individual clients. Through their exceptional expertise and personalized approach, Ds Investment Advisors has amassed a substantial $281,700,000 in assets under management from their clients. Carla Dells and Justin Meuser, two of the longest tenured registered advisors with the firm, contribute to its success and reputation. Their extensive experience and deep understanding of the financial landscape enable them to provide valuable insights and strategic recommendations to clients. Ds Investment Advisors continues to be a trusted partner in the investment advisory industry, delivering outstanding results and empowering clients to achieve their financial goals.

Melone Private Wealth, LLC is a highly regarded investment advisory firm based in Auburn Hills, MI, operating from two offices. With a team of four professionals, two of whom specialize in investment advisory services, they provide comprehensive financial guidance to their discerning clients. Each investment advisor at Melone Private Wealth, LLC manages an average of approximately $86,410,000 in assets, which aligns with the industry average. Their compensation structure offers flexibility, encompassing various types, including a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. An impressive 88% of the assets they manage are under discretionary management. Specializing in serving high net worth individuals, Melone Private Wealth, LLC skillfully oversees substantial portfolios. They excel in providing tailored financial strategies and personalized attention to meet the unique needs of their esteemed clients. Melone Private Wealth, LLC maintains a diverse client base, managing assets totaling over $172,821,000 for more than 80 individual clients. The firm takes pride in its experienced team of registered advisors, including Louis Melone and Branden Carney, who have demonstrated their commitment and expertise throughout their tenure. With a focus on delivering exceptional service and strategic financial planning, Melone Private Wealth, LLC is dedicated to helping clients achieve their long-term financial goals with precision and integrity.

Kroon & Mitchell Asset Management LLC, headquartered in Grand Rapids, MI, is a distinguished investment advisory firm catering to the financial needs of a diverse clientele. With a robust portfolio of 130 individual clients, they oversee an impressive $119,553,000 in assets under management. As a small yet highly capable firm, Kroon & Mitchell Asset Management LLC prides itself on providing personalized and attentive service to each client. Specializing in employer 401Ks and individual investments, Kroon & Mitchell Asset Management LLC boasts extensive experience and expertise in these areas. All of the assets they manage, totaling 100%, are under their discretionary management, ensuring optimal decision-making for their clients. The firm's compensation structure reflects their commitment to transparency and flexibility. They offer a range of options, including a percentage of assets under management and hourly charges, tailoring their services to meet the unique needs of each client. With a dedicated team of two skilled professionals, all of whom provide investment advisory services, Kroon & Mitchell Asset Management LLC maintains an impressive average of approximately $59,780,000 in assets under management per investment advisor. This level of expertise aligns with industry standards, establishing the firm as a reliable and knowledgeable partner in wealth management. Notably, Phillip Mitchell and Andrew Glover are among the longest-tenured registered advisors at Kroon & Mitchell Asset Management LLC. Their seasoned perspectives contribute to the firm's strong reputation and commitment to delivering exceptional results for their valued clients.

Verde Capital Management, Inc., a reputable investment advisory firm based out of Clarkston, MI, caters to a diverse clientele of over 520 individuals. With a remarkable $376,246,000 in assets under management, Verde Capital Management, Inc. has established itself as a trusted partner for clients seeking expert financial guidance. At the core of their business lies a deep understanding of the intricacies of employer 401Ks and individual investments, which account for approximately half of their assets under management. This expertise positions Verde Capital Management, Inc. as a valuable resource for clients looking to maximize their investment portfolios. With an impressive 90% of their assets managed on a discretionary basis, Verde Capital Management, Inc. exemplifies a firm that diligently and proactively serves the best interests of their clients. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, ensuring transparency and flexibility in client relationships. Comprising a total of 11 employees, Verde Capital Management, Inc. boasts a team of highly qualified professionals, with 9 dedicated investment advisors. These advisors possess extensive industry knowledge and experience, delivering tailored investment strategies that align with their clients' financial goals. Among the firm's notable advisors are Eric Tomaszewski, Carl Szasz, and Tommi Harris, who have demonstrated their commitment to the firm's success through their long-term tenure. Their collective expertise, combined with the firm's overall capabilities, positions Verde Capital Management, Inc. as a trusted and reliable partner in the competitive landscape of investment advisory services.

Retirement Resources, LLC, headquartered in Auburn Hills, MI, is a highly reputable investment advisory firm specializing in retirement planning and asset management. With three dedicated employees, Retirement Resources offers personalized financial services tailored to meet the unique needs of each client. Their team of experienced investment advisors is committed to delivering exceptional results. One remarkable aspect of Retirement Resources, LLC is its impressive average assets under management per investment advisor, which stands at approximately $1,489,810,000. This figure surpasses the industry average, reflecting the firm's exceptional expertise in managing substantial portfolios. Their compensation structure is diverse and includes a percentage of assets under management as well as fixed fees. The firm boasts a robust client base, serving over 330 individual clients with assets under management totaling more than $118,507,000. Notably, approximately half of their managed assets are derived from employer 401Ks and individual accounts, showcasing their extensive experience in this sector. Furthermore, Retirement Resources, LLC handles 100% of the assets they manage on a discretionary basis, providing clients with a hassle-free investment experience. With one office, Retirement Resources, LLC is a small yet prominent player in the investment advisory industry. The firm takes pride in its team of dedicated professionals, including the highly tenured advisors David Boike, Sheila Maloney, and Daniel Chapman. Their collective knowledge and expertise ensure that clients receive comprehensive financial guidance and support as they navigate the complexities of retirement planning and wealth management.