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SGH WEALTH MANAGEMENT
SGH WEALTH MANAGEMENT
Lathrup Village, Michigan
SGH Wealth Management is a reputable investment advisory firm based out of Lathrup Village, MI. With a single office location, the company employs a total of eight skilled professionals, three of whom specialize in providing expert investment advisory services. The firm boasts an average of approximately $89,810,000 in assets under management per investment advisor, which aligns with the industry average. In terms of compensation, SGH Wealth Management offers a diverse range of structures to meet the needs of their clients. This includes a percentage-based fee structure linked to the assets under management, hourly charges, and fixed fees. While their asset management primarily focuses on discretionary accounts, the firm is also equipped to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Catering to a discerning clientele, SGH Wealth Management predominantly serves high-net-worth individuals, with more than 90 individual clients entrusting them with over $269,439,000 in assets under management. The firm takes pride in its team of experienced advisors, including long-tenured professionals such as Cameron Beginin, Jeffrey Remillet, and Sam Huszczo. With a commitment to providing personalized and strategic financial guidance, SGH Wealth Management ensures that each client's investment goals and aspirations are at the forefront of their service. By leveraging their expertise and comprehensive understanding of the market, the firm strives to deliver optimal outcomes and cultivate enduring client relationships.
JFR FINANCIAL SERVICES, INC.
JFR FINANCIAL SERVICES, INC.
Trenton, Michigan
JFR Financial Services, Inc., headquartered in Trenton, MI, is a reputable investment advisory firm catering to a diverse clientele. With a knowledge cutoff in 2021, JFR Financial Services, Inc. had accumulated an impressive portfolio of over 360 individual clients and managed assets worth more than $204,741,000. Specializing in employer 401Ks and individual investment management, the firm has established itself as an experienced player in the field. Operating from a single office, JFR Financial Services, Inc. boasts a team of three dedicated professionals, two of whom provide top-notch investment advisory services. With an average of $102,370,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Among the seasoned registered advisors at JFR Financial Services, Inc., Craig Sawicki and John Robbins stand out as the longest tenured, bringing a wealth of expertise to the firm. JFR Financial Services, Inc. distinguishes itself by offering a versatile compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to choose the payment arrangement that best suits their needs. As a fully discretionary firm, JFR Financial Services, Inc. prides itself on its ability to make independent investment decisions on behalf of its clients. This approach ensures that the firm has the autonomy to pursue investment strategies tailored to each client's unique goals and risk tolerance. Overall, JFR Financial Services, Inc. has built a strong reputation in the investment advisory industry, providing personalized financial guidance and managing substantial assets with professionalism and expertise.
PROVIDENT INVESTMENT MANAGEMENT, INC.
PROVIDENT INVESTMENT MANAGEMENT, INC.
Novi, Michigan
Provident Investment Management, Inc. is a prominent local investment advisory firm headquartered in Novi, MI. With one office location, the company has established itself as a trusted provider of comprehensive investment services in the region. Led by a team of seasoned professionals, Provident Investment Management, Inc. boasts a staff of 10 dedicated employees, with five experts specializing in investment advisory services. Impressively, the firm manages an average of approximately $190,030,000 in assets under management per investment advisor, surpassing the industry average and demonstrating their proficiency in handling substantial portfolios. Provident Investment Management, Inc. employs a varied compensation structure, which includes a percentage of assets under management among other methods. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts make up less than 30%. However, the firm possesses the necessary capabilities to effectively oversee employer funds. Notably, an overwhelming 92% of the assets they manage are discretionary, reflecting their expertise in delivering tailored investment strategies. Catering predominantly to high-net-worth individuals, Provident Investment Management, Inc. proudly serves a diverse clientele. With more than 130 individual clients, the firm effectively manages over $950,166,000 in assets under management. Among the esteemed team of advisors, Daniel Boyle, Scott Horsburgh, and Maurice Elvekrog stand out as some of the longest-tenured professionals at the firm. Provident Investment Management, Inc. combines their extensive experience, robust compensation structure, and dedication to client success to provide personalized and comprehensive investment advisory services to their valued clientele.
SPC
SPC
Ann Arbor, Michigan
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.
RETIREMENT INCOME SOLUTIONS, INC.
Ann Arbor, Michigan
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.
KRS CAPITAL MANAGEMENT, LLC
KRS CAPITAL MANAGEMENT, LLC
Bloomfield Hills, Michigan
KRS Capital Management, LLC, a small investment advisory firm based in Bloomfield Hills, MI, specializes in providing personalized financial services to its clients. With a single office, the firm ensures a focused and client-centric approach. Among their two employees, one is dedicated to providing expert investment advisory services. The firm manages an average of approximately $90,590,000 in assets per investment advisor, aligning with industry standards. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, providing flexibility to clients in selecting the most suitable arrangement. While 401K plans and individual accounts constitute less than 30% of their assets under management, KRS Capital Management possesses the expertise and capability to manage employer funds. The firm manages all assets on a discretionary basis, enabling them to provide proactive and customized investment strategies. The majority of their assets are managed for high-net-worth individuals, reflecting their proficiency in catering to the unique needs of affluent clients. With over 20 individual clients and a total of $90,586,000 in assets under management, KRS Capital Management has built a solid client base. Roger Steed, one of the longest-tenured registered advisors, has been with the firm since 2010, contributing his experience and knowledge to deliver exceptional guidance and support to clients. KRS Capital Management remains committed to providing comprehensive financial solutions, ensuring that clients' goals and aspirations are met with personalized strategies. Through their expertise and dedication, they strive to build lasting relationships and serve as trusted partners in wealth management and investment advisory services.
ACORN WEALTH ADVISORS, LLC
ACORN WEALTH ADVISORS, LLC
Grand Blanc, Michigan
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
SAPPHIRE BLUE INVESTMENT PARTNERS
Fenton, Michigan
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.
ARBOR WEALTH ADVISORS LLC
ARBOR WEALTH ADVISORS LLC
Troy, Michigan
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.
AZIMUTH CAPITAL MANAGEMENT
AZIMUTH CAPITAL MANAGEMENT
Bloomfield Hills, Michigan
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.
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PINNACLE WEALTH MANAGEMENT GROUP, INC.
PINNACLE WEALTH MANAGEMENT GROUP, INC.
Plymouth, Michigan
Pinnacle Wealth Management Group, Inc. is a highly regarded investment advisory firm based out of Plymouth, MI. With a total of four dedicated employees, including two experienced investment advisors, they have built a strong reputation for providing exceptional wealth management services. With an average of approximately $29,190,000 in assets under management per investment advisor, Pinnacle offers personalized financial guidance to a diverse clientele. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' financial goals. With over 130 individual clients and over $155,161,000 in assets under management, Pinnacle is entrusted with the financial well-being of a substantial portfolio. Pinnacle Wealth Management Group, Inc. specializes in managing assets for high net worth individuals, with the majority of their assets under management coming from employer 401Ks and individuals. Their extensive experience in this space has solidified their position as a trusted partner in assisting clients in achieving their long-term financial objectives. Headquartered in Plymouth, MI, Pinnacle operates from a single office. The firm boasts a team of highly skilled and tenured advisors, including Kendra Mckinney, Eddison Millington, and Daniel Cesta, who bring a wealth of knowledge and expertise to the table. With a commitment to excellence and a client-centric approach, Pinnacle Wealth Management Group, Inc. stands as a premier choice for individuals seeking comprehensive and tailored investment advisory services.
WHITE PINE INVESTMENT CO
WHITE PINE INVESTMENT CO
Livonia, Michigan
White Pine Investment Co, based out of Livonia, MI, is a highly regarded small investment advisory firm with a strong presence in the financial industry. With over 210 individual clients and an impressive $347,446,000 in assets under management, they have built a reputation for their exceptional service and expertise. While their 401K and individual accounts constitute less than 30% of their assets under management, White Pine Investment Co possesses the capability to effectively manage employer funds. Notably, they exercise complete discretion over the entirety of the assets they manage. Catering primarily to high net worth individuals, White Pine Investment Co focuses on meeting the unique investment goals and financial aspirations of their esteemed clientele. Their compensation structure offers various options, including a percentage of assets under management, ensuring alignment with their clients' best interests. White Pine Investment Co employs a dedicated team of six professionals, four of whom provide expert investment advisory services. Each investment advisor manages an average of approximately $86,860,000 in assets, which aligns with the industry standard. The firm prides itself on the expertise and experience of its team, with long-tenured advisors such as Anthony Digiovanni, William Johnson, and John King contributing significantly to their success. With their deep knowledge of the financial markets and a commitment to client satisfaction, White Pine Investment Co continues to excel in providing comprehensive and tailored investment solutions, empowering their clients to achieve their long-term financial goals.
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