Summit Financial Working With People You Trust, based out of Sterling Heights, MI, is a trusted local investment advisory firm. With over 850 individual clients and an impressive $94,696,000 in assets under management, they have established themselves as a reliable choice for investors seeking financial guidance. The firm operates from a single office, delivering personalized services to their clients. In addition to being a registered representative of a broker-dealer, Summit Financial Working With People You Trust also acts as an insurance broker or agent. Notably, a significant portion of their assets under management, over 80%, consists of employer 401K plans and individual investments. Their expertise in managing 401K plans for both employers and employees is highly regarded. Summit Financial Working With People You Trust manages a substantial 92% of their assets under management on a discretionary basis, showcasing their ability to make informed investment decisions on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency. With a dedicated team of five employees, each providing investment advisory services, Summit Financial Working With People You Trust maintains an impressive average of approximately $18,940,000 in assets under management per investment advisor. The firm takes pride in its long-serving advisors, such as Robert Wink, James Wink, and Kenneth Wink, who have played an instrumental role in shaping the company's success and building enduring relationships with their clients. Summit Financial Working With People You Trust is committed to working closely with their clients, earning their trust, and providing tailored financial solutions to help them achieve their investment goals.

Spectrum Financial Resources is a prominent investment advisory firm based in Troy, MI, known for its comprehensive financial services. With three strategically located offices, the firm caters to a diverse client base seeking expert guidance in managing their investments. Spectrum Financial Resources boasts a team of six highly skilled professionals, each specializing in providing top-notch investment advisory services. With an average of $26,150,000 in assets under management per investment advisor, Spectrum Financial Resources has garnered a reputation for excellence and reliability. Their compensation structure is designed to align with clients' needs, offering options such as a percentage of assets under management, fixed fees, and hourly charges. What sets Spectrum Financial Resources apart is their extensive experience in managing employer 401Ks and individual portfolios. Around half of their impressive assets under management are derived from these sources, highlighting their proficiency in this particular space. Additionally, a notable 52% of the assets they manage are handled on a discretionary basis, demonstrating their clients' trust in their expertise. Spectrum Financial Resources serves over 200 individual clients, collectively overseeing a substantial $156,882,000 in assets under management. The firm prides itself on its long-standing advisors, including the highly respected professionals David Laidlaw, Daniel Hoban, and John Schoelch, who have contributed significantly to the firm's success and forged enduring relationships with their clients. With a commitment to personalized service, expert advice, and a proven track record, Spectrum Financial Resources is the go-to choice for individuals and employers seeking exceptional investment advisory services in Troy, MI, and beyond.

FIRSTMETRIC, headquartered in Troy, MI, is a thriving small investment advisory firm with a strong track record. With over 10 individual clients and an impressive $187,919,000 in assets under management, Firstmetric stands out as a trusted partner in the financial industry. The firm operates from two well-established offices, catering to the needs of high net worth individuals. Firstmetric's primary focus is providing discretionary asset management services. Their team of experienced professionals, led by Scott Salaske, who has been with the firm since 2018, is committed to delivering personalized investment strategies tailored to each client's unique goals. With an average of $187,920,000 in assets under management per investment advisor, Firstmetric surpasses industry standards in terms of effectiveness and expertise. The firm's compensation structure is designed to align with client interests. By offering a variety of fee options, including fixed fees, Firstmetric ensures that their clients have flexibility and transparency in determining the most suitable payment arrangement for their investment needs. The dedicated team at Firstmetric is driven by their shared commitment to providing exceptional investment advisory services and building long-term relationships based on trust and performance. As Firstmetric continues to expand its client base and deliver outstanding results, the firm's reputation for delivering top-tier financial solutions remains unparalleled. By combining a deep understanding of the market with a personalized approach, Firstmetric is well-positioned to meet the evolving needs of its clients and guide them towards financial success.

Confidential Management Advisors, Inc., a small investment advisory firm based out of Troy, MI, specializes in providing comprehensive investment advisory services. With a team of two dedicated professionals, they offer personalized financial solutions to a diverse clientele. Their advisors have extensive experience in managing investments, guiding clients towards their financial goals. With an average of approximately $113,750,000 in assets under management per investment advisor, Confidential Management Advisors, Inc. maintains a solid standing within the industry, comparable to the average. They utilize a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring their clients have options that suit their specific needs. The firm boasts a substantial client base, serving over 20 individual clients with a combined asset value of more than $131,266,000. A significant portion of the assets they manage belongs to high net worth individuals, highlighting their expertise in catering to affluent clients. Notably, Confidential Management Advisors, Inc. has full discretion over 100% of the assets they manage, allowing them to make informed investment decisions on behalf of their clients. Headed by experienced professionals, Craig Adams and John Noonan, who are among the longest-tenured registered advisors with the firm, Confidential Management Advisors, Inc. exemplifies stability and expertise in the investment advisory field. Their commitment to providing top-notch service and personalized attention sets them apart as a trusted partner for individuals seeking comprehensive financial management solutions.

Premier Estate Planners, LLC, based out of Clinton Township, MI, is a reputable and dynamic investment advisory firm. With over 590 individual clients and an impressive $178,080,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in estate planning, Premier Estate Planners, LLC assists clients in preserving and growing their assets through tailored strategies. Their expertise lies in managing assets from both employer 401Ks and individual portfolios, making them well-versed in these areas. About 49% of the assets they manage are discretionary, demonstrating their ability to navigate complex financial landscapes effectively. The compensation structure at Premier Estate Planners, LLC offers clients flexibility and transparency. They employ various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose an arrangement that suits their unique needs. With a dedicated team of four employees, including two investment advisors, Premier Estate Planners, LLC provides personalized and attentive service to their discerning clientele. On average, each investment advisor oversees approximately $89,040,000 in assets under management, aligning with industry standards. Notably, Donald Carnaghi and Thomas Mazza are two of the longest-tenured registered advisors at the firm, contributing their extensive experience and expertise to the team's success. Premier Estate Planners, LLC prides itself on its commitment to delivering comprehensive estate planning solutions, fostering financial security and peace of mind for their valued clients.