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.

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.

Mainstay Capital Management, LLC, based out of Grand Blanc, MI, is a reputable investment advisory firm with a strong presence in the financial industry. With over 30 years of experience, Mainstay Capital Management has established itself as a trusted partner for over 2,810 individual clients, managing an impressive portfolio totaling $3,437,337,000 in assets under management. The firm's success can be attributed to its expertise in handling employer 401Ks and individual investments, which collectively account for approximately half of their assets under management. With a focus on discretion, Mainstay Capital Management manages an impressive 89% of its clients' assets on a discretionary basis. Boasting a team of 30 dedicated professionals, including 19 experienced investment advisors, Mainstay Capital Management provides personalized financial guidance to its clients. Their investment advisors have an impressive track record, with an average of $180,910,000 in assets under management per advisor, surpassing the industry average. The firm's compensation structure is designed to align the interests of its clients and advisors. Mainstay Capital Management offers various compensation models, including a percentage of assets under management and fixed fees, ensuring transparency and fair value for the services provided. Among the firm's accomplished advisors are Patrick Rice, Scott Laduke, and Donald Whitton, who have demonstrated their commitment and expertise over many years of service. Mainstay Capital Management's dedication to client success, extensive experience, and sound investment strategies make them a reliable partner for individuals seeking professional financial advice and asset management services.

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.

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.

Kaydan Wealth Management, Inc., headquartered in Fenton, MI, is a highly regarded local investment advisory firm specializing in wealth management services. With a total workforce of 16 dedicated professionals, including six skilled investment advisors, the company has built a solid reputation for delivering exceptional financial guidance to its esteemed clientele. Kaydan Wealth Management, Inc. stands out in the industry with an impressive average of approximately $541,220,000 in assets under management per investment advisor, surpassing the industry norm. Their compensation structure offers various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and tailored solutions for their clients. The firm boasts an extensive client base of over 860 individuals, with a remarkable $607,582,000 in assets under management. While the majority of these assets cater to high net worth individuals, Kaydan Wealth Management, Inc. also has the capacity to oversee employer funds, although 401K and individual accounts constitute less than 30% of their managed assets. With both expertise and discretion as their cornerstones, Kaydan Wealth Management, Inc. prides itself on maintaining 100% discretionary control over the assets they manage. The company operates from two offices in Fenton, MI, and has attracted a loyal client base over the years, thanks to the steadfast commitment of their longest tenured advisors, namely Sany Bilani, Darren Brennan, and James Kruzan. As a trusted local partner for comprehensive investment advisory services, Kaydan Wealth Management, Inc. continues to serve the financial needs of their clients, helping them navigate the complexities of wealth management with expertise and integrity.

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.

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.

Wasserman Wealth Management, LLC is a small investment advisory firm based out of Farmington Hills, MI, with one office. With a team of five dedicated professionals, Wasserman Wealth Management provides comprehensive investment advisory services to its clients. The firm's expertise lies in managing assets for high net worth individuals, and they currently oversee a total of $267,394,000 in assets under management for over 110 individual clients. Led by experienced advisors Michelle Lobbia, Keith Rybak, and Bradley Wasserman, Wasserman Wealth Management offers personalized financial strategies tailored to each client's unique goals and circumstances. As fiduciaries, they prioritize their clients' interests and maintain a strong commitment to transparency and integrity in their business practices. Wasserman Wealth Management's compensation structure includes various types, such as a percentage of assets under management. While they manage a diversified portfolio of investments, including 401K and individual accounts, these represent less than 30% of their assets under management. However, the firm does possess the capability to manage employer funds, catering to a broader range of clients. With an average of approximately $89,130,000 in assets under management per investment advisor, Wasserman Wealth Management's performance aligns with the industry average. The firm operates under a discretionary management approach, granting them the flexibility to make investment decisions on behalf of their clients. In a dynamic and ever-evolving financial landscape, Wasserman Wealth Management is dedicated to providing exceptional client service and guiding their clients towards financial success through thoughtful investment strategies and prudent risk management.

Verde Capital Management, Inc., a reputable investment advisory firm based out of Clarkston, MI, caters to a diverse clientele of over 520 individuals. With a remarkable $376,246,000 in assets under management, Verde Capital Management, Inc. has established itself as a trusted partner for clients seeking expert financial guidance. At the core of their business lies a deep understanding of the intricacies of employer 401Ks and individual investments, which account for approximately half of their assets under management. This expertise positions Verde Capital Management, Inc. as a valuable resource for clients looking to maximize their investment portfolios. With an impressive 90% of their assets managed on a discretionary basis, Verde Capital Management, Inc. exemplifies a firm that diligently and proactively serves the best interests of their clients. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, ensuring transparency and flexibility in client relationships. Comprising a total of 11 employees, Verde Capital Management, Inc. boasts a team of highly qualified professionals, with 9 dedicated investment advisors. These advisors possess extensive industry knowledge and experience, delivering tailored investment strategies that align with their clients' financial goals. Among the firm's notable advisors are Eric Tomaszewski, Carl Szasz, and Tommi Harris, who have demonstrated their commitment to the firm's success through their long-term tenure. Their collective expertise, combined with the firm's overall capabilities, positions Verde Capital Management, Inc. as a trusted and reliable partner in the competitive landscape of investment advisory services.