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.

SJS Investment Services, a local investment advisory firm based in Sylvania, OH, prides itself on providing comprehensive financial solutions to its clients. With a team of 17 highly skilled professionals, 15 of whom specialize in investment advisory services, SJS Investment Services offers expertise and personalized guidance to help individuals and businesses achieve their financial goals. With an average of approximately $42,580,000 in assets under management per investment advisor, SJS Investment Services demonstrates its commitment to delivering exceptional results. Their compensation structure is diverse, including various methods such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have flexible options to suit their needs. SJS Investment Services manages over $2,028,890,000 in assets for more than 380 individual clients. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capability to manage employer funds. Notably, all of the assets they manage are discretionary, reflecting the trust and confidence their clients place in their expertise. With three offices in strategic locations, SJS Investment Services is accessible to a wide range of clients. The firm boasts a team of experienced advisors, including Kevin Kelly, Jeffrey Yost, and Scott Savage, who have established long-standing tenures, contributing to the firm's solid reputation and commitment to excellence. SJS Investment Services stands as a reliable partner in financial planning and investment management, dedicated to assisting clients in navigating the complexities of the financial landscape and achieving lasting success.

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.

TFO-TDC, LLC, headquartered in Maumee, OH, is a highly regarded regional investment advisory firm that caters to the financial needs of high net worth individuals. With 11 offices strategically located throughout the region, TFO-TDC serves over 980 individual clients, managing an impressive $3,223,538,000 in assets. As a trusted advisor, TFO-TDC offers a comprehensive range of services tailored to meet the unique financial goals of its discerning clientele. While a majority of their assets under management are discretionary, they possess the expertise and capability to manage employer funds, although such accounts make up less than 30% of their overall assets. The firm's compensation structure is designed to align with their clients' best interests and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. TFO-TDC's commitment to transparency and client-centric approach has earned them a stellar reputation within the investment advisory industry. With a team of 56 dedicated employees, all of whom are experienced investment advisors, TFO-TDC ensures that each client receives personalized attention and expert guidance. On average, their investment advisors manage approximately $57,560,000 in assets, which is in line with the industry average. TFO-TDC takes pride in its longstanding tradition of excellence and boasts a roster of accomplished advisors. Notable among them are Steven Schwartz, Christopher Erblich, and David Sherman, who have been instrumental in the firm's success. Driven by a passion for delivering exceptional financial outcomes, TFO-TDC, LLC remains committed to providing insightful advice, prudent investment strategies, and unparalleled service to its valued clients.

Camelot Portfolios, LLC, headquartered in Maumee, OH, is a highly regarded investment advisory firm with a strong presence in the financial industry. With over 970 individual clients and a staggering $285,980,000 in assets under management, Camelot Portfolios, LLC has established itself as a trusted partner for individuals and employer 401Ks alike. Driven by a dedicated team of seven employees, including four experienced investment advisors, Camelot Portfolios, LLC offers a comprehensive range of services. As a registered representative of a broker-dealer, insurance broker, and agent, they provide expert guidance in managing investments and mitigating risks. The firm's compensation structure is flexible, accommodating various client preferences. They offer competitive options such as a percentage of assets under management, hourly charges, and performance-based fees. With 99% of the assets they manage being discretionary, Camelot Portfolios, LLC demonstrates their ability to make informed investment decisions on behalf of their clients. Boasting an average of approximately $71,500,000 in assets under management per investment advisor, Camelot Portfolios, LLC's professionals align with industry standards. Noteworthy advisors at the firm include Paul Hoffmeister, Frank Echelmeyer, and Darren Munn, who have displayed exceptional longevity and expertise in their roles. With two offices strategically located in Maumee, OH, Camelot Portfolios, LLC is well-positioned to serve clients with personalized attention and a comprehensive suite of investment services. Clients can trust in their proven track record and extensive experience in managing diverse portfolios, making Camelot Portfolios, LLC an ideal partner for long-term financial success.

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.

Heritage Financial Advisors, LLC, headquartered in Waterville, OH, is a leading investment advisory firm catering to a diverse clientele. With two strategically located offices, the firm boasts a team of dedicated professionals who provide comprehensive investment advisory services. Recognized for their expertise and commitment to excellence, Heritage Financial Advisors stands out in the industry with an impressive average of $135,270,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure reflects flexibility and client-centricity, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's portfolio includes a majority of non-401K and individual accounts, which represent less than 30% of their assets under management, they possess the capability to efficiently manage employer funds. Heritage Financial Advisors, LLC boasts a sizable client base, serving over 180 individual clients and expertly managing assets worth more than $135,266,000. Among their highly experienced team, Charlotte Sargeant and Sasha Wright stand as the firm's longest-tenured registered advisors, exemplifying the firm's commitment to longevity and stability. With a strong track record, a client-focused approach, and a team of seasoned professionals, Heritage Financial Advisors, LLC has earned a stellar reputation as a trusted partner in achieving financial goals.

The Retirement Guys Formula is a well-established investment advisory firm located in Maumee, OH, serving clients with their financial needs. With a total of six offices, the company boasts a team of 12 dedicated employees, most of whom specialize in providing investment advisory services. On average, each investment advisor handles approximately $18,270,000 in assets under management, demonstrating their expertise in managing substantial portfolios. The firm offers a diverse compensation structure tailored to meet clients' specific requirements, including a percentage of assets under management, hourly charges, and fixed fees. Their client base primarily consists of employer 401K plans and individual investors, collectively accounting for over 80% of their assets under management. The Retirement Guys Formula is particularly adept at managing 401K plans for employers and employees alike, leveraging their extensive knowledge and experience in the field. Notably, all the assets managed by The Retirement Guys Formula are discretionary, showcasing their clients' trust in the firm's decision-making capabilities. With over 980 individual clients and an impressive $200,949,000 in assets under management, the company has established a strong track record in delivering exceptional financial outcomes for their clients. The Retirement Guys Formula prides itself on its seasoned team of advisors, including Kenneth Sullivan, Shane Galino, and Nolan Baker, who have been instrumental in the firm's long-standing success. With their combined expertise and the firm's commitment to delivering personalized financial solutions, The Retirement Guys Formula has become a trusted name in the investment advisory industry, helping individuals and employers navigate their financial journeys with confidence and security.

Atlantis Wealth Advisors LLC is a small investment advisory firm based out of Maumee, OH, with a team of 4 experienced professionals dedicated to providing comprehensive investment advisory services. With an average of $49,930,000 in assets under management per investment advisor, they maintain an industry-average position in terms of portfolio size. Their compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. With over 330 individual clients and a total of $113,053,000 in assets under management, Atlantis Wealth Advisors LLC has established a strong presence in the financial industry. They excel in managing employer 401Ks and individual investments, with approximately half of their assets under management derived from these sources. Their extensive experience in this space has solidified their reputation as a reliable and trusted wealth management partner. A notable aspect of Atlantis Wealth Advisors LLC's services is their expertise as a registered representative of a broker-dealer, insurance broker or agent, real estate broker, dealer, or agent. This diversification allows them to offer a comprehensive range of financial solutions to their clients. Located in Maumee, OH, Atlantis Wealth Advisors LLC operates from five office locations. The firm takes pride in its team of highly experienced advisors, including Muhammed-Kabeer Gbaja-Biamila, Todd Rhine, and Richard Horner, who have been with the company for a significant period of time. Their extensive knowledge and dedication contribute to the firm's continued success in serving the financial needs of their clients.

Croak Asset Management is a small investment advisory firm headquartered in Toledo, OH. With one office, the firm employs a total of four dedicated professionals, all of whom specialize in providing expert investment advisory services. Renowned for their exceptional service and financial expertise, Croak Asset Management boasts an impressive average of approximately $35,730,000 in assets under management per investment advisor. The firm's compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Croak Asset Management has developed significant expertise in managing employer 401Ks and individual accounts, which together comprise around half of their assets under management. This expertise has been honed through years of experience and a deep understanding of the intricacies of this space. With 100% of the assets they manage being discretionary, clients of Croak Asset Management benefit from the firm's unwavering commitment to acting in their best interests. The firm proudly serves a diverse clientele, with over 940 individual clients entrusting them with a total of more than $142,911,000 in assets under management. Croak Asset Management takes pride in its team of seasoned advisors, with notable long-tenured individuals such as Connor Hutchison, James Burnor, and Timothy Croak. These professionals bring a wealth of experience and knowledge to their roles, ensuring that clients receive top-tier financial guidance and personalized investment strategies tailored to their unique needs and goals.