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.

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.

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.

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.

City Center Advisors, LLC is a leading investment advisory firm based out of Troy, MI, specializing in personalized wealth management solutions. With over 460 individual clients and an impressive $109,057,000 in assets under management, the firm has established a strong presence in the financial industry. Boasting five offices, City Center Advisors, LLC is well-positioned to cater to the diverse needs of their clientele. Renowned for their expertise in managing employer 401Ks and individual investments, City Center Advisors, LLC offers invaluable guidance to help clients achieve their financial goals. As a testament to their commitment to client success, all the assets they manage are under discretionary management, enabling them to make informed decisions on behalf of their clients. The firm's compensation structure is designed to align their interests with those of their clients. It includes various options, such as a percentage of assets under management and hourly charges, ensuring transparency and flexibility in their services. With a total of seven dedicated employees, all of whom are proficient in providing investment advisory services, City Center Advisors, LLC fosters a close-knit team environment. The investment advisors average an impressive $15,580,000 in assets under management, reflecting their ability to handle substantial portfolios. Notably, Christopher Brent, Kyle McCauley, and Frank Endris are among the firm's longest-tenured advisors, contributing their wealth of experience and expertise to the company's continued success. City Center Advisors, LLC remains committed to delivering exceptional financial guidance and strategic investment solutions to their discerning clients, solidifying their reputation as a trusted and reliable partner in wealth management.

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.

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.

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.