Taylor & Morgan Asset Management, LLC is a reputable local investment advisory firm headquartered in Flint, MI, with four offices strategically located to serve their clients efficiently. With a team of eight dedicated professionals, seven of whom specialize in providing expert investment advisory services, Taylor & Morgan Asset Management offers comprehensive financial guidance and solutions to a diverse range of clients. Known for their exceptional track record, Taylor & Morgan Asset Management manages an impressive average of approximately $31,880,000 in assets under management per investment advisor. Their compensation structure is flexible and caters to the unique needs of each client, including a percentage of assets under management and hourly charges. Employer 401Ks and individual accounts account for approximately half of the firm's assets under management, showcasing their expertise in managing retirement plans and individual investment portfolios. The firm prides itself on having a 100% discretionary management approach, allowing them to make informed investment decisions on behalf of their clients. With a robust client base consisting of over 340 individuals, Taylor & Morgan Asset Management oversees a substantial $223,147,000 in assets under management. The firm's success is attributed, in part, to the expertise and experience of their longest tenured advisors, including Bryan Long, Robert Taylor, and William Morgan, who provide invaluable guidance and support to their clients. Taylor & Morgan Asset Management, LLC is committed to helping clients achieve their financial goals through personalized investment strategies, reliable advice, and a steadfast commitment to their clients' best interests. With their strong presence in the Flint, MI area and their proven expertise in the investment advisory field, Taylor & Morgan Asset Management continues to be a trusted partner for individuals and employers alike.

Act Two Financial Advisors, LLC is a reputable investment advisory firm located in Bay City, MI. With a single office, this small yet dedicated firm has established itself as a trusted resource for individuals and employers seeking expert financial guidance. With a team of two highly skilled professionals, Act Two Financial Advisors, LLC offers comprehensive investment advisory services. The firm boasts an impressive average of $13,540,000 in assets under management per investment advisor, showcasing their ability to effectively manage substantial portfolios. Act Two Financial Advisors, LLC operates under a flexible compensation structure, which includes options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability ensures that clients have access to suitable payment arrangements that align with their unique needs. A significant portion of Act Two Financial Advisors, LLC's assets under management originates from employer 401Ks and individuals, highlighting their extensive experience and proficiency in this specialized area. Demonstrating their commitment to client satisfaction, the firm manages 100% of their assets on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. With a diverse client base of over 70 individuals, Act Two Financial Advisors, LLC has successfully accumulated over $27,080,000 in assets under management. Their track record of success, combined with their personalized approach, has solidified their reputation as a go-to financial advisory firm in the Bay City area.

Acorn Wealth Advisors, LLC is a reputable investment advisory firm headquartered in Grand Blanc, MI, with two office locations. Comprised of a team of five skilled professionals, Acorn Wealth Advisors, LLC specializes in providing comprehensive investment advisory services to its diverse clientele. With an average of $65,150,000 in assets under management per investment advisor, their performance aligns with the industry average. The compensation structure at Acorn Wealth Advisors, LLC is flexible and includes various types such as a percentage of assets under management, fixed fees, hourly charges, and commissions. Their expertise lies in managing assets from employer 401Ks and individual investors, which collectively account for approximately half of their assets under management. An impressive 97% of the assets they oversee are under their discretionary control, highlighting their trustworthiness and expertise. Acorn Wealth Advisors, LLC predominantly manages assets for high net worth individuals, reflecting their ability to meet the unique needs and goals of affluent clients. In addition to investment advisory services, the firm also offers a range of related services including insurance brokering, real estate brokering, and acting as a dealer or agent. With a substantial client base consisting of over 450 individuals, Acorn Wealth Advisors, LLC currently manages an impressive $325,743,000 in assets. The firm boasts several experienced advisors, such as Steven Bliss, Christopher Russell, and Noah Morgan, who have demonstrated long-standing commitment and loyalty to the company. Through their dedication and expertise, Acorn Wealth Advisors, LLC continues to provide exceptional financial guidance and support to their valued clients.

DBS Investment Advisers, LLC, headquartered in Bay City, MI, is a small investment advisory firm with two offices. With a total of seven employees, three of whom provide investment advisory services, the firm offers personalized financial guidance to clients. Each investment advisor manages an average of approximately $54,990,000 in assets, which aligns with the industry average. DBS Investment Advisers' compensation structure includes various types, such as a percentage of assets under management and hourly charges, ensuring flexibility to meet clients' needs. Although 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to manage employer funds as well. Notably, all of the assets under their management are discretionary, allowing the firm to make investment decisions on behalf of their clients. With an extensive client base, DBS Investment Advisers serves over 300 individual clients, overseeing more than $164,969,000 in assets. The firm takes pride in its experienced team, including Jeffrey Brink, Zachary Rivard, and Theodore Schumann, who have demonstrated longstanding commitment and expertise in the industry. DBS Investment Advisers, LLC strives to provide comprehensive financial advice tailored to their clients' unique circumstances, helping them pursue their financial goals effectively. By combining personalized service, industry knowledge, and a commitment to excellence, the firm aims to build long-lasting relationships with their clients based on trust and superior financial guidance.

Gardey Financial Advisors Inc, based out of Saginaw, MI, is a small investment advisory firm that has been providing exceptional financial services since its establishment. With a total of 5 dedicated employees, including two experienced investment advisors, Gardey Financial Advisors Inc boasts an impressive average of approximately $1,152,260,000 in assets under management per investment advisor, which exceeds the industry average. Gardey Financial Advisors Inc prides itself on its comprehensive compensation structure, which includes various types such as a percentage of assets under management and performance-based fees. With over 110 individual clients and a staggering $195,045,000 in assets under management, the firm primarily caters to high net worth individuals. While managing 401K and individual accounts accounts for less than 30% of their assets under management, Gardey Financial Advisors Inc possesses the capability to effectively handle employer funds as well. An astounding 84% of the assets they manage are discretionary, showcasing the firm's expertise in providing tailored investment strategies. Operating from a single office, Gardey Financial Advisors Inc has cultivated a strong reputation in the industry. The firm takes pride in the expertise and experience of their longest tenured advisors, including Melissa Seamon, Jonathan Gardey, and Kim Gardey, who have played instrumental roles in the firm's success. Gardey Financial Advisors Inc's commitment to personalized financial solutions, vast expertise, and impressive assets under management make them a sought-after choice for individuals and businesses alike. With a strong track record and a dedication to delivering exceptional service, Gardey Financial Advisors Inc is poised to continue providing reliable financial guidance and wealth management solutions for years to come.

Derbend Asset Management is a highly regarded investment advisory firm headquartered in Peachtree City, GA. They have built a strong reputation by providing expert financial guidance to a wide range of clients, including over 440 individual clients. The firm boasts an impressive $192,627,000 in assets under management, demonstrating their ability to effectively oversee and grow client investments. One notable aspect of Derbend Asset Management is their specialization in employer 401Ks and individual investments. They have extensive experience in this sector, allowing them to offer tailored solutions to meet the unique needs and goals of each client. The firm takes pride in the fact that 99% of the assets they manage are discretionary, indicating the high level of trust their clients place in their expertise. The team at Derbend Asset Management consists of six dedicated professionals, including four investment advisors. This ensures that each client receives personalized attention and strategic financial planning to help them achieve their financial objectives. The firm's compensation structure includes various types, such as a percentage of assets under management, aligning their interests with the success of their clients. On average, each investment advisor at Derbend Asset Management oversees approximately $48,160,000 in assets under management. This figure is in line with industry standards and further emphasizes the firm's ability to manage substantial portfolios effectively. The firm's success can be attributed, in part, to the expertise and commitment of their seasoned advisors. Noteworthy individuals in their team include Preston Sharpe, Brian Chustz, and Emmett Beard, who are industry veterans. Their extensive knowledge and dedication to client satisfaction have played a significant role in the firm's achievements. While Derbend Asset Management is headquartered in Peachtree City, GA, they serve clients from diverse geographical locations. Despite their reach, the firm maintains a strong presence within the local community, contributing to its reputation as a trusted partner for individuals and businesses seeking sound financial guidance. In summary, Derbend Asset Management is a reputable investment advisory firm known for its strategic financial planning and expertise in managing employer 401Ks and individual investments. With an impressive asset under management figure of $192,627,000 and a diverse clientele, the firm's success can be attributed to their team of seasoned advisors, personalized attention to clients, and commitment to helping clients achieve their financial goals.

Stephens Consulting, LLC is a highly reputable investment advisory firm based in Flint, MI. With nine strategically located offices, they have established a strong presence within the community. The company boasts an extensive client base, serving over 710 individuals and managing a remarkable $717,895,000 in assets. While 401K and individual accounts comprise less than 30% of their assets under management, Stephens Consulting, LLC possesses the expertise to effectively oversee employer funds. With a notable 84% of the assets they manage being discretionary, the firm demonstrates a keen ability to navigate complex investment strategies. Their compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to select the most suitable arrangement for their financial goals. Stephens Consulting, LLC maintains a dedicated team of 26 employees, with 12 experienced professionals specializing in investment advisory services. Their average asset under management per investment advisor stands at approximately $59,820,000, aligning with the industry average. Notably, the firm takes pride in its longstanding advisors, including Hannah Near, Jill Carr, and Jessica Stirling, who have accumulated extensive industry experience. Through their commitment to delivering personalized financial solutions, Stephens Consulting, LLC has established itself as a trusted partner for individuals and organizations seeking expert guidance in managing their wealth. With a strong track record and an unwavering dedication to client satisfaction, the firm continues to play a vital role in helping clients achieve their financial aspirations.

Mainstay Capital Management, LLC, based out of Grand Blanc, MI, is a reputable investment advisory firm with a strong presence in the financial industry. With over 30 years of experience, Mainstay Capital Management has established itself as a trusted partner for over 2,810 individual clients, managing an impressive portfolio totaling $3,437,337,000 in assets under management. The firm's success can be attributed to its expertise in handling employer 401Ks and individual investments, which collectively account for approximately half of their assets under management. With a focus on discretion, Mainstay Capital Management manages an impressive 89% of its clients' assets on a discretionary basis. Boasting a team of 30 dedicated professionals, including 19 experienced investment advisors, Mainstay Capital Management provides personalized financial guidance to its clients. Their investment advisors have an impressive track record, with an average of $180,910,000 in assets under management per advisor, surpassing the industry average. The firm's compensation structure is designed to align the interests of its clients and advisors. Mainstay Capital Management offers various compensation models, including a percentage of assets under management and fixed fees, ensuring transparency and fair value for the services provided. Among the firm's accomplished advisors are Patrick Rice, Scott Laduke, and Donald Whitton, who have demonstrated their commitment and expertise over many years of service. Mainstay Capital Management's dedication to client success, extensive experience, and sound investment strategies make them a reliable partner for individuals seeking professional financial advice and asset management services.

Reitz Capital Advisors LLC, a small investment advisory firm based in Freeland, MI, caters to a diverse clientele of over 170 individuals. With assets under management surpassing $146,335,000, the firm offers comprehensive financial guidance and management services. Reitz Capital Advisors prides itself on its expertise in managing employer 401Ks and individual investments, with approximately half of their assets originating from these sources. The firm's investment advisory services are entirely discretionary, providing clients with a hands-off approach to portfolio management. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring flexibility and alignment with client needs. With one office in Freeland, Reitz Capital Advisors is well-positioned to serve the local community and beyond. The firm's two highly skilled employees dedicate themselves to providing top-notch investment advisory services. On average, each investment advisor manages approximately $73,170,000 in assets, reflecting the firm's ability to handle substantial portfolios. This figure aligns closely with the industry average, indicating their competitiveness and industry knowledge. Among the esteemed team of advisors, Marcia Woodbridge and Mark Reitz stand out as the longest tenured registered advisors. Their experience and expertise contribute to the firm's reputation for delivering excellent financial guidance. Reitz Capital Advisors LLC's commitment to delivering personalized and comprehensive investment advisory services has earned them a trusted position among their clients. With a strong track record and a focus on client success, the firm continues to assist individuals and employers in achieving their financial goals.