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.

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.

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.

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.

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.

Oliver Lagore Vanvalin Investment Group, Inc. is a reputable local investment advisory firm headquartered in Flint, Michigan, with three offices. With a total of 23 employees, the firm stands out for its expertise in investment advisory services. Ten of their dedicated professionals specialize in providing insightful investment advice to clients. Each investment advisor manages an average of approximately $36,890,000 in assets under their management, demonstrating their competence in handling substantial portfolios. The compensation structure at Oliver Lagore Vanvalin Investment Group, Inc. offers multiple options, including a percentage of assets under management and fixed fees. The firm boasts an impressive client base of over 1,420 individuals, with a substantial $304,937,000 in assets under their management. Remarkably, over 80% of the assets they handle come from employer 401K plans and individual investors, highlighting their extensive experience in managing 401K plans for employers and employees alike. Furthermore, all of the assets entrusted to their care are managed with a 100% discretionary approach. In addition to investment advisory services, Oliver Lagore Vanvalin Investment Group, Inc. also offers accounting services. They provide comprehensive financial solutions to cater to the diverse needs of their clients. The firm takes pride in its team of experienced advisors, with notable individuals such as Daniel Lagore, Judy Goldis, and Joel Lagore contributing their expertise and knowledge. Their long tenures with the company have contributed to the firm's solid reputation in the industry. Overall, Oliver Lagore Vanvalin Investment Group, Inc. is a highly qualified local investment advisory firm. With their skilled professionals, extensive client base, and commitment to discretionary management, they are well-positioned to guide individuals and employers in achieving their financial goals.