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.

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.

Dillon & Associates Inc, a reputable investment advisory firm based in Jackson, MI, boasts an extensive client base of over 270 individuals and manages assets worth a remarkable $555,897,000. With their primary focus on employer 401Ks and individual portfolios, they have garnered valuable experience in this domain. Out of the assets they manage, 15% are discretionary, allowing them to make informed investment decisions on behalf of their clients. With a single office, Dillon & Associates Inc operates efficiently and effectively. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring their interests align with those of their clients. The firm prides itself on its dedicated team of six employees, three of whom provide expert investment advisory services. Notably, each investment advisor at Dillon & Associates Inc manages an impressive average of approximately $185,300,000 in assets, well above the industry average. Nicholas Reynolds, Eric Grasse, and Jeffrey Dillon, among others, stand out as some of the firm's longest-serving and highly experienced advisors. Their collective knowledge and expertise contribute to the success and longevity of Dillon & Associates Inc. Dillon & Associates Inc upholds a commitment to excellence, leveraging their expertise and comprehensive investment strategies to provide personalized financial solutions for their clients. Their exceptional track record and client-focused approach make them a trusted partner for individuals seeking expert investment advisory services in the Jackson, MI area and beyond.

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.

Vintage Financial Services LLC is a reputable investment advisory firm based out of Ann Arbor, MI. With 16 dedicated employees, including 7 highly skilled investment advisors, Vintage Financial Services provides comprehensive financial guidance to its clients. The firm's impressive average of approximately $129,650,000 in assets under management per investment advisor sets them apart from the industry average. The compensation structure at Vintage Financial Services encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to tailor their services to meet the unique needs of each client. With a vast client base of over 510 individuals, Vintage Financial Services manages a substantial $771,071,000 in assets. Their expertise in employer 401Ks and individual investments is evident, as nearly half of their assets under management originate from these sources. The firm's track record in this space is highly regarded, reflecting their in-depth knowledge and experience. Vintage Financial Services operates locally from its Ann Arbor office, serving the community with personalized investment solutions. Notably, Franklin Moore and Nathan Zolynsky are among the firm's longest-tenured registered advisors, showcasing their commitment and expertise in delivering exceptional financial advice. As a discretionary investment management firm, Vintage Financial Services has full authority to make investment decisions on behalf of their clients. This allows them to efficiently respond to market changes and capitalize on opportunities while prioritizing their clients' best interests. Vintage Financial Services LLC combines their extensive industry knowledge, personalized approach, and strong client relationships to ensure optimal financial outcomes for their clients in Ann Arbor and beyond.

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.

Rachor Investment Advisory Services, LLC is a reputable and trusted local investment advisory firm based in Linden, MI. With a single office location, the company has established itself as a prominent player in the financial industry. The firm boasts a dedicated team of 15 professionals, 13 of whom specialize in providing top-notch investment advisory services. Impressively, Rachor Investment Advisory Services manages an average of $14,300,000 in assets under management per investment advisor. Their compensation structure is diverse, including a percentage of assets under management. Notably, around half of their assets under management come from employer 401Ks or individuals, highlighting their extensive expertise in this particular domain. It is worth mentioning that 100% of the assets they handle are discretionary, reflecting the high level of trust placed in their expertise by their clients. Catering primarily to high net worth individuals, Rachor Investment Advisory Services effectively manages a significant portfolio of assets. The firm currently oversees the management of over $185,926,000 in assets under management, serving a diverse clientele comprising more than 370 individual clients. At Rachor Investment Advisory Services, clients benefit from a comprehensive suite of services, including access to an experienced accountant or accounting firm. The firm takes pride in its long-standing advisors, with notable professionals such as Kristine Sherwood, Patricia Walton, and Tod Fisher contributing their expertise and experience to the success and growth of the company. Overall, Rachor Investment Advisory Services, LLC stands out as a trusted and accomplished investment advisory firm, providing exemplary financial services and strategic advice to individuals and organizations alike.

Kaydan Wealth Management, Inc., headquartered in Fenton, MI, is a highly regarded local investment advisory firm specializing in wealth management services. With a total workforce of 16 dedicated professionals, including six skilled investment advisors, the company has built a solid reputation for delivering exceptional financial guidance to its esteemed clientele. Kaydan Wealth Management, Inc. stands out in the industry with an impressive average of approximately $541,220,000 in assets under management per investment advisor, surpassing the industry norm. Their compensation structure offers various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and tailored solutions for their clients. The firm boasts an extensive client base of over 860 individuals, with a remarkable $607,582,000 in assets under management. While the majority of these assets cater to high net worth individuals, Kaydan Wealth Management, Inc. also has the capacity to oversee employer funds, although 401K and individual accounts constitute less than 30% of their managed assets. With both expertise and discretion as their cornerstones, Kaydan Wealth Management, Inc. prides itself on maintaining 100% discretionary control over the assets they manage. The company operates from two offices in Fenton, MI, and has attracted a loyal client base over the years, thanks to the steadfast commitment of their longest tenured advisors, namely Sany Bilani, Darren Brennan, and James Kruzan. As a trusted local partner for comprehensive investment advisory services, Kaydan Wealth Management, Inc. continues to serve the financial needs of their clients, helping them navigate the complexities of wealth management with expertise and integrity.

Retirement Income Solutions, Inc., headquartered in Ann Arbor, MI, is a reputable investment advisory firm that specializes in retirement planning. With a team of 20 dedicated professionals, 17 of whom are investment advisors, they provide comprehensive and personalized financial solutions to a diverse clientele. Drawing on their extensive expertise, Retirement Income Solutions guides clients in making informed investment decisions to secure their financial future. On average, each investment advisor manages approximately $86,880,000 in assets, aligning with the industry average. The firm's compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges, ensuring that clients receive tailored services based on their unique needs. Retirement Income Solutions boasts an impressive portfolio, with over $2,145,728,000 in assets under management for more than 570 individual clients. The firm primarily caters to high-net-worth individuals, although they also manage 401K and individual accounts, which collectively constitute less than 30% of their total assets. Furthermore, the company has the expertise and capability to handle employer funds. With a local presence in Ann Arbor, Retirement Income Solutions operates from a single office. The firm prides itself on its long-tenured advisors, including Aaron Tanner, Brock Hastie, and Harrison Kephart, who bring years of experience and a deep understanding of the financial industry. Their commitment to client satisfaction and comprehensive retirement planning has established Retirement Income Solutions, Inc. as a trusted partner in helping individuals achieve their retirement goals.

SPC is a reputable regional investment advisory firm headquartered in Ann Arbor, MI. With 610 employees exclusively dedicated to providing investment advisory services, SPC demonstrates its commitment to delivering exceptional financial expertise to its clients. Their impressive average of $314,750,000 in assets under management per investment advisor surpasses the industry average, showcasing their proficiency in managing substantial portfolios. The compensation structure at SPC encompasses various types, such as a percentage of assets under management and performance-based fees. This multi-faceted approach ensures that the advisors are incentivized to deliver optimal results for their clients while aligning their interests with long-term investment success. With an extensive client base of over 31,650 individuals, SPC oversees an impressive $5,964,257,000 in assets under management. Notably, approximately half of these assets stem from employer 401Ks or individual accounts, highlighting SPC's expertise and experience in managing retirement funds. Moreover, SPC manages all assets on a discretionary basis, enabling them to make independent investment decisions in line with their clients' objectives. Operating from 427 offices across the region, SPC has established a strong presence in the financial services landscape. The firm boasts a team of accomplished advisors, with notable long-tenured professionals such as Robert Wayne, John Dante, and Jerome Rydell, who bring a wealth of experience and insight to their clients' investment strategies. SPC's dedication to exceptional service, substantial assets under management, and experienced team members solidify its position as a leading investment advisory firm in Ann Arbor, MI, and beyond.

Executive Wealth Management, LLC is a regional investment advisory firm based out of Brighton, MI. With 11 offices, they provide comprehensive wealth management services to individuals and employer 401Ks. The firm boasts a team of 31 highly skilled professionals, with 25 of them specializing in investment advisory services. With an average of $47,100,000 in assets under management per investment advisor, Executive Wealth Management, LLC remains competitive within the industry. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring alignment with client goals. Notably, approximately half of their assets under management come from employer 401Ks or individuals, reflecting their expertise in this specific area. Demonstrating their commitment to client satisfaction, 98% of the assets they manage are under discretionary management. Executive Wealth Management, LLC has amassed an impressive clientele of over 3,200 individuals, entrusting them with over $1,177,510,000 in assets. This speaks volumes about the firm's ability to cultivate and maintain long-term relationships built on trust and exceptional service. The firm's success is further attributed to the expertise and dedication of its advisors. Noteworthy individuals, such as Gregory Barber, Christopher Hopkins, and Vanessa Sredzinski, are among the longest-tenured professionals at Executive Wealth Management, LLC. As a trusted regional investment advisory firm, Executive Wealth Management, LLC prides itself on delivering personalized and tailored solutions to help clients achieve their financial goals and secure their financial futures.

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.