Dillon & Associates Inc, a reputable investment advisory firm based in Jackson, MI, boasts an extensive client base of over 270 individuals and manages assets worth a remarkable $555,897,000. With their primary focus on employer 401Ks and individual portfolios, they have garnered valuable experience in this domain. Out of the assets they manage, 15% are discretionary, allowing them to make informed investment decisions on behalf of their clients. With a single office, Dillon & Associates Inc operates efficiently and effectively. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring their interests align with those of their clients. The firm prides itself on its dedicated team of six employees, three of whom provide expert investment advisory services. Notably, each investment advisor at Dillon & Associates Inc manages an impressive average of approximately $185,300,000 in assets, well above the industry average. Nicholas Reynolds, Eric Grasse, and Jeffrey Dillon, among others, stand out as some of the firm's longest-serving and highly experienced advisors. Their collective knowledge and expertise contribute to the success and longevity of Dillon & Associates Inc. Dillon & Associates Inc upholds a commitment to excellence, leveraging their expertise and comprehensive investment strategies to provide personalized financial solutions for their clients. Their exceptional track record and client-focused approach make them a trusted partner for individuals seeking expert investment advisory services in the Jackson, MI area and beyond.

Vintage Financial Services LLC is a reputable investment advisory firm based out of Ann Arbor, MI. With 16 dedicated employees, including 7 highly skilled investment advisors, Vintage Financial Services provides comprehensive financial guidance to its clients. The firm's impressive average of approximately $129,650,000 in assets under management per investment advisor sets them apart from the industry average. The compensation structure at Vintage Financial Services encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to tailor their services to meet the unique needs of each client. With a vast client base of over 510 individuals, Vintage Financial Services manages a substantial $771,071,000 in assets. Their expertise in employer 401Ks and individual investments is evident, as nearly half of their assets under management originate from these sources. The firm's track record in this space is highly regarded, reflecting their in-depth knowledge and experience. Vintage Financial Services operates locally from its Ann Arbor office, serving the community with personalized investment solutions. Notably, Franklin Moore and Nathan Zolynsky are among the firm's longest-tenured registered advisors, showcasing their commitment and expertise in delivering exceptional financial advice. As a discretionary investment management firm, Vintage Financial Services has full authority to make investment decisions on behalf of their clients. This allows them to efficiently respond to market changes and capitalize on opportunities while prioritizing their clients' best interests. Vintage Financial Services LLC combines their extensive industry knowledge, personalized approach, and strong client relationships to ensure optimal financial outcomes for their clients in Ann Arbor 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.

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.

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.

Miller Financial Services LLC is a small investment advisory firm based out of Marshall, MI, with a team of three dedicated professionals. With an impressive average of $229,400,000 in assets under management per investment advisor, the firm stands out for its exceptional financial expertise and success in the industry. With a compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, Miller Financial Services LLC ensures flexibility and transparency in serving their clients' financial needs. They cater to a diverse clientele, boasting over 630 individual clients and managing a total of $272,999,000 in assets. The firm's specialization lies in employer 401Ks and individual accounts, where they have demonstrated substantial expertise and garnered a strong reputation. Approximately half of the assets they manage originate from these sources, underscoring their extensive experience in this particular domain. In addition to investment advisory services, Miller Financial Services LLC also offers insurance brokerage services, broadening their range of financial solutions to meet clients' comprehensive needs. With one office location in Marshall, MI, the firm enjoys a local presence while maintaining a professional and personalized approach. Notably, the team includes several long-tenured advisors, such as Alex White, Austin Rinard, and Joseph Miller, who bring a wealth of experience and knowledge to their clients' financial journeys. With a commitment to excellence and a client-centric approach, Miller Financial Services LLC continues to provide top-tier financial advisory and insurance services to help clients navigate their financial goals.

Foresight Capital Management Advisors, Inc., headquartered in Saline, MI, is a reputable investment advisory firm catering to the financial needs of over 260 individual clients. With a strong focus on asset management, the company oversees an impressive $212,426,000 in assets. Boasting two offices in the area, Foresight Capital Management Advisors, Inc. serves both local and national clients. While their expertise extends beyond individual and 401K accounts, which account for less than 30% of their assets under management, Foresight Capital Management Advisors, Inc. also possesses the capability to effectively manage employer funds. With 99% of the assets they handle falling under the discretionary category, clients can rely on the firm's expertise and discretion in making investment decisions. Foresight Capital Management Advisors, Inc. offers a flexible compensation structure, which includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose the most suitable arrangement that aligns with their specific financial goals and preferences. Comprised of a team of eight skilled professionals, Foresight Capital Management Advisors, Inc. boasts a dedicated staff of seven investment advisors. On average, each advisor manages approximately $30,350,000 in assets, reflecting their competence and experience. Notable among the firm's accomplished advisors are Dillon Schroeder, Patrick Carney, and Laurie Stegenga, who have demonstrated their commitment and longevity with the company. With a solid track record and a client-centric approach, Foresight Capital Management Advisors, Inc. is a trusted partner for individuals and institutions seeking expert financial guidance and asset management solutions.

AVERY WEALTH, INC. is a reputable investment advisory firm based out of Jackson, MI. With over 390 individual clients and more than $183,320,000 in assets under management, they have established themselves as a trusted partner in the financial industry. As a small firm with one office, they offer personalized attention and a deep understanding of the investment landscape. A key aspect of Avery Wealth, Inc.'s success lies in their expertise in managing employer 401Ks and individual assets. Approximately half of their assets under management come from these sources, reflecting their extensive experience in this space. Moreover, the firm operates under a discretionary management approach, enabling them to make independent investment decisions on behalf of their clients. Avery Wealth, Inc. adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This ensures that their clients have multiple choices based on their specific needs and preferences. With a team of five dedicated professionals, including two investment advisors, Avery Wealth, Inc. upholds a commitment to delivering high-quality service to their clients. On average, each investment advisor oversees approximately $91,660,000 in assets under management, aligning with the industry average. Notably, Daniel Reese and Brent Oliver are recognized as two of the firm's longest-tenured registered advisors. Their extensive experience and expertise contribute to the overall success and reputation of Avery Wealth, Inc. in helping clients achieve their financial goals.

Guidestream Financial, Inc., a local investment advisory firm based out of Spring Arbor, MI, is dedicated to providing comprehensive financial solutions to its clients. With 11 employees in total, 5 of whom specialize in investment advisory services, Guidestream Financial offers a range of expertise and experience to its diverse client base. On average, each investment advisor at Guidestream Financial manages approximately $83,480,000 in assets under management, which aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options for clients. Boasting over 690 individual clients, Guidestream Financial manages a substantial $165,129,000 in assets under management. Notably, almost half of these assets originate from employer 401Ks or individuals, highlighting the firm's proficiency in this area. Impressively, 96% of the assets they oversee are under discretionary management, signifying the trust clients place in Guidestream Financial's expertise. Guidestream Financial operates through seven offices, providing convenient access to its services across the region. The firm takes pride in its team of seasoned advisors, including Caitlin Koppelman, William Blakemore, and Kirk Hoffman, who have demonstrated long-standing commitment to their clients and the organization. With a reputation for delivering personalized financial guidance and a strong presence in the local community, Guidestream Financial, Inc. continues to be a trusted partner for individuals and employers seeking comprehensive investment advisory services in the Spring Arbor, MI area.

Pinnacle Wealth Management, Inc., based out of Brighton, MI, is a leading investment advisory firm that specializes in managing assets for individuals and employer-sponsored 401K plans. With a team of five experienced professionals, they provide exceptional investment advisory services to over 250 individual clients. Pinnacle Wealth Management has established a strong reputation in the industry, managing over $112,692,000 in assets. What sets Pinnacle Wealth Management apart is their impressive average of approximately $163,640,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' interests. With a focus on discretion and tailored financial solutions, Pinnacle Wealth Management has gained extensive expertise in managing employer 401K plans and individual assets, which collectively make up half of their assets under management. This specialization has allowed them to excel in the retirement planning space, providing sound investment strategies and personalized advice to their clients. With two office locations, Pinnacle Wealth Management operates within the local community, serving the diverse investment needs of individuals and businesses. The firm takes pride in its team of seasoned advisors, including Eve Gaiser, Andrew Perri, and Mark Wojno, who have demonstrated long-standing dedication and commitment to their clients' financial well-being. As a trusted and reputable investment advisory firm, Pinnacle Wealth Management is well-positioned to continue delivering exceptional results and personalized financial guidance to help clients achieve their financial goals and secure their future.

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.