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.

ISTO ADVISORS, LLC, based out of Troy, MI, is a local investment advisory firm that provides comprehensive financial services to a diverse client base. With 21 dedicated professionals, including 13 experienced investment advisors, they offer personalized investment advice and wealth management solutions. With an average of approximately $74,790,000 in assets under management per investment advisor, ISTO ADVISORS, LLC delivers competitive results, aligning with the industry average. Their compensation structure is flexible and includes various models such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and client satisfaction. Catering to over 110 individual clients, ISTO ADVISORS, LLC manages a substantial portfolio of over $641,140,000 in assets. While their primary focus lies in serving high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Impressive 96% of the assets they manage are discretionary, allowing them to execute investment strategies effectively. Additionally, ISTO ADVISORS, LLC provides insurance brokerage and agent services, further expanding their offerings to cater to the diverse needs of their clients. With two well-established offices, the firm has established a strong local presence in the Troy, MI area. The company boasts a team of experienced professionals, including renowned advisors such as Joshua Kinnee, Kathryn Gillman, and Christopher Fisher, who have contributed to the firm's success over the years. ISTO ADVISORS, LLC is committed to providing exceptional financial guidance and building long-term relationships to help clients achieve their financial goals.

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.

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.

Arbor Wealth Advisors LLC, headquartered in Troy, MI, is a reputable investment advisory firm that caters to high net worth individuals. With over 0 individual clients and an impressive $443,165,000 in assets under management, they specialize in providing personalized financial advice and managing discretionary assets. As a small but distinguished firm, Arbor Wealth Advisors operates from a single office and takes pride in offering comprehensive investment advisory services. Their team of dedicated professionals, led by experienced registered advisor Aaron Andreas since 2014, is committed to delivering exceptional financial solutions tailored to each client's unique goals and risk tolerance. With an average of approximately $443,170,000 in assets under management per investment advisor, Arbor Wealth Advisors surpasses the industry average, highlighting their expertise in managing substantial portfolios. They boast a diverse compensation structure that includes various types such as hourly charges and fixed fees, ensuring transparent and fair billing practices. Arbor Wealth Advisors' primary focus is on building long-term relationships with their clients, earning their trust through their unwavering commitment to providing superior financial guidance. They leverage their extensive market knowledge, cutting-edge research, and a holistic approach to investment management to maximize client wealth and help them achieve their financial aspirations. Through their unwavering dedication, Arbor Wealth Advisors LLC has earned a stellar reputation as a trusted partner in wealth management, consistently exceeding client expectations and empowering individuals to make informed financial decisions.

Straightline is a highly regarded investment advisory firm headquartered in Troy, MI, offering personalized financial solutions to its extensive clientele. With over 2,220 individual clients and more than $1,002,563,000 in assets under management, Straightline has established itself as a trusted partner in wealth management. The company operates from three strategically located offices, ensuring convenient accessibility for its diverse range of clients. In addition to investment advisory services, Straightline serves as an insurance broker or agent, catering to the comprehensive financial needs of its clients. Notably, approximately half of the assets under the firm's management are derived from employer 401Ks and individual investors, highlighting their expertise and experience in this domain. Moreover, an impressive 95% of the assets they manage are discretionary, reflecting their ability to navigate complex financial landscapes with prudence and adaptability. Straightline adopts a transparent compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This approach ensures that the interests of the clients and the firm are aligned, promoting a strong client-advisor relationship built on trust and mutual success. With a team of eight dedicated professionals solely focused on providing investment advisory services, Straightline boasts an average assets under management per investment advisor of approximately $125,320,000. While this figure aligns with the industry average, it underscores the firm's commitment to personalized attention and tailored strategies for each client's unique financial goals. The firm takes pride in its long-standing advisors, such as Michael Bisaro, Bethany Mosshart, and Jason Fisher, who have played a pivotal role in cultivating its success. Their extensive expertise and tenure contribute to Straightline's reputation as a reliable and knowledgeable partner in wealth management.

Q3 Asset Management Corporation is a prominent investment advisory firm headquartered in Birmingham, MI, boasting two strategically located offices. With a team of 12 skilled professionals, Q3 Asset Management Corporation excels in providing top-notch investment advisory services, with six dedicated experts specializing in this field. The firm manages an average of $103,170,000 in assets per investment advisor, which aligns with the industry standard. Their compensation structure is diverse and encompasses various approaches, such as a percentage of assets under management, hourly charges, subscription fees, and performance-based fees. Q3 Asset Management Corporation has established a solid reputation in managing employer 401Ks and individual assets, with approximately half of their total assets under management originating from these sources. They possess extensive experience in this area, facilitating successful outcomes for their clients. Impressively, 56% of the assets they oversee are handled with discretionary authority, demonstrating their expertise in making sound investment decisions on behalf of their clients. The firm's client base is vast, encompassing over 3,480 individual clients who entrust Q3 Asset Management Corporation with more than $619,037,000 in assets under management. The company takes pride in its long-serving advisors, such as David Witkowski, Bradford Giaimo, and Amos Sheena, who bring valuable knowledge and stability to the organization. Q3 Asset Management Corporation upholds a commitment to providing exceptional investment advisory services while maintaining a client-centered approach. With their extensive expertise, diverse compensation structure, and a robust track record, Q3 Asset Management Corporation continues to serve as a reliable partner for individuals and employers seeking professional financial guidance and asset management solutions.

Schechter Investment Advisors, LLC is a leading local investment advisory firm headquartered in Birmingham, MI, with a network of four offices. With an impressive team of 29 professionals, 13 of whom specialize in investment advisory services, the firm is well-equipped to cater to the diverse needs of its clients. With an average of approximately $219,000,000 in assets under management per investment advisor, Schechter Investment Advisors, LLC surpasses industry standards in delivering exceptional results. Their comprehensive compensation structure includes various types such as a percentage of assets under management and fixed fees. Notably, 87% of the assets they manage are under discretionary management, demonstrating their clients' confidence in the firm's expertise and decision-making abilities. Specializing in high net worth individuals, the firm skillfully manages over $2,847,054,000 in assets across 240 individual clients. At Schechter Investment Advisors, LLC, the team's experience and dedication shine through. Several of the firm's longest-tenured advisors, including John Stein, Richard Elias, and Kevin Beauchamp, have played integral roles in establishing the firm's sterling reputation for providing top-notch advisory services. These seasoned professionals bring a wealth of knowledge and insight to the table, enabling the firm to deliver tailored investment strategies that align with their clients' unique financial goals. With a commitment to excellence, Schechter Investment Advisors, LLC remains a trusted partner in the financial industry, consistently surpassing expectations and securing the financial futures of their clients.

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.