Rehmann Financial, a regional investment advisory firm headquartered in Lansing, MI, has established itself as a trusted financial partner for over 1,380 individual clients. With an impressive $3,043,669,000 in assets under management, Rehmann Financial boasts a comprehensive suite of investment services. Operating from their 14 offices, Rehmann Financial's team of 34 dedicated employees specializes in providing expert investment advisory services. The firm's commitment to personalized client relationships is evident in their broad range of compensation structures, which include 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, Rehmann Financial possesses the expertise to effectively manage employer funds. An impressive 72% of the assets they oversee are discretionary, reflecting the firm's ability to make independent investment decisions on behalf of their clients. On average, each investment advisor at Rehmann Financial manages approximately $92,230,000 in assets, a figure that aligns with industry standards. Noteworthy among their team of experienced advisors are Ronald Knipping, James Gracik, and Kristopher Burak, who have been instrumental in fostering long-term client relationships. Rehmann Financial's commitment to providing exceptional financial guidance and their comprehensive approach to investment management has earned them a stellar reputation within the industry. As they continue to grow and expand their reach, Rehmann Financial remains dedicated to helping clients achieve their financial goals with confidence and peace of mind.

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.

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.

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.

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.

CG Advisory Services, headquartered in Haslett, MI, is a reputable regional investment advisory firm with a strong presence in the financial industry. With a dedicated team of 80 employees, the majority of whom specialize in investment advisory services, they offer comprehensive financial guidance to a diverse client base. Renowned for their expertise and commitment, CG Advisory Services boasts an impressive average of $317,640,000 in assets under management per investment advisor, surpassing the industry average. This remarkable achievement is a testament to their unwavering dedication to delivering exceptional results for their clients. The firm's compensation structure is diverse, with various types of remuneration including a percentage of assets under management. This approach ensures that the interests of CG Advisory Services and its clients are closely aligned, fostering a relationship based on trust and mutual success. With over 15,620 individual clients and a staggering $2,698,458,000 in assets under management, CG Advisory Services has established itself as a trusted partner for both employer 401Ks and individual investors. Their extensive experience in this space, combined with their robust management strategies, has earned them a solid reputation in the industry. Operating across 44 offices, CG Advisory Services has an extensive reach, providing personalized financial solutions to clients throughout the region. Their team of highly experienced advisors, including Thomas Doran, William Jenkins, and Jonathan Cohen, brings a wealth of knowledge and expertise to the table, ensuring that clients receive tailored and reliable guidance for their financial goals. In summary, CG Advisory Services is a leading investment advisory firm in Haslett, MI, renowned for its exceptional asset management, diverse compensation structure, and an extensive network of offices. With a team of seasoned advisors, they are committed to delivering superior financial guidance to their clients.

Evergreen Wealth Management, LLC is a reputable investment advisory firm based in Williamston, MI, with three offices serving a diverse clientele. With a team of seven dedicated professionals, four of whom specialize in providing investment advisory services, Evergreen Wealth Management offers comprehensive financial guidance to individuals, as well as employer-sponsored 401K plans. With an impressive average of approximately $35,730,000 in assets under management per investment advisor, they have established themselves as trusted stewards of their clients' wealth. The firm's compensation structure is flexible, incorporating various models such as a percentage of assets under management. Notably, half of their assets under management stem from employer 401Ks and individual accounts, indicating their expertise and success in this particular domain. Evergreen Wealth Management exclusively manages discretionary assets, ensuring a high level of personalized service and tailored investment strategies. In addition to their investment advisory services, Evergreen Wealth Management also operates as an insurance broker or agent, offering clients a comprehensive suite of financial solutions. Their dedication to client satisfaction is evident through their extensive client base, which includes over 560 individuals entrusting them with more than $142,919,000 in assets under management. Evergreen Wealth Management boasts a team of experienced advisors, some of whom have been with the firm for an extended period. Among their longest-tenured professionals are Andrew Nutter, Stephen Hanley, and Michael Gorsline, who bring a wealth of knowledge and expertise to the firm's operations. With a commitment to delivering exceptional financial advice and fostering long-term client relationships, Evergreen Wealth Management remains a leading choice for individuals seeking reliable investment management and insurance services.

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.

Caitlin John is a prominent investment advisory firm based in Brighton, MI. With over 560 individual clients and a staggering $113,340,000 in assets under management, Caitlin John has established itself as a trusted financial partner in the region. The firm operates from 13 offices, ensuring convenient accessibility for its clients. Caitlin John specializes in managing employer 401Ks and individual assets, boasting a wealth of experience in this domain. All of their managed assets, totaling 100%, are under their discretionary control, showcasing their expertise and ability to make informed investment decisions on behalf of their clients. The firm offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This variety allows clients to choose the option that best suits their financial needs. With a team of 22 highly skilled professionals, Caitlin John prides itself on providing top-notch investment advisory services. Each investment advisor manages an average of approximately $5,670,000 in assets, demonstrating their ability to handle significant portfolios effectively. Caitlin John values long-term relationships, and their team comprises several seasoned advisors who have been with the firm for years. Notable among them are Michael Haskell, David Lekarczyk, and Matthew Lamarre, who bring extensive knowledge and expertise to their clients' financial journeys. As a local investment advisory firm, Caitlin John is committed to helping individuals and businesses in Brighton, MI, achieve their financial goals with sound investment strategies and personalized advice.

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.