VISION CAPITAL PARTNERS is a reputable investment advisory firm based out of Ann Arbor, MI. With 5 dedicated employees, including 4 experienced professionals providing investment advisory services, they offer comprehensive financial guidance to their diverse clientele. One of Vision Capital Partners' key strengths lies in their compensation structure, which incorporates various types of remuneration to align their interests with their clients. This approach ensures a client-centric focus and fosters a strong sense of trust and transparency. With over 500 individual clients, Vision Capital Partners manages an impressive portfolio of assets totaling over $133,839,000. Notably, approximately half of their assets under management are sourced from employer 401Ks or individuals, showcasing their expertise and success in this domain. Additionally, 58% of the assets they manage are discretionary, enabling the firm to make informed investment decisions on behalf of their clients. Operating from three offices, Vision Capital Partners has established a strong presence within the local community. Their team comprises seasoned professionals, including Patrick Grasso, Julie Hall, and Jennifer Hunter, who boast extensive experience in the financial industry. These long-tenured advisors bring a wealth of knowledge and expertise to the firm, further enhancing their ability to deliver top-tier investment advisory services. As a small but highly reputable firm, Vision Capital Partners takes pride in their commitment to delivering personalized solutions tailored to their clients' financial goals. By combining their deep industry knowledge, diverse compensation structure, and experienced team, they strive to provide exceptional financial guidance and foster long-term success for their valued clients.

Pollock Investment Advisors, LLC, based out of Ann Arbor, MI, is a reputable small investment advisory firm with a strong presence in the industry. With over 120 individual clients and a substantial $268,909,000 in assets under management, they offer comprehensive financial services tailored to their clients' needs. While employer funds make up a significant portion of their portfolio, 401K and individual accounts account for less than 30% of their assets under management. Catering mainly to high-net-worth individuals, Pollock Investment Advisors, LLC boasts a remarkable 98% of their managed assets being discretionary. Their team of six dedicated professionals, three of whom provide investment advisory services, ensures personalized attention to each client. With an average of approximately $89,640,000 in assets under management per investment advisor, the firm maintains industry-average standards. Pollock Investment Advisors, LLC's compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges, providing clients with various options based on their preferences. The firm takes pride in its long-standing advisors, including Nicklaus Areddy, James Pollock, and Robert Pollock, who have contributed significantly to the company's success. Located in Ann Arbor, MI, Pollock Investment Advisors, LLC operates from a single office, strategically positioning themselves to serve clients efficiently. Through their expertise, dedication, and commitment to delivering exceptional financial guidance, the firm has earned a solid reputation as a trusted partner for individuals seeking tailored investment strategies to achieve their financial goals.

Palatine Hill Wealth Management is a small investment advisory firm based out of Ann Arbor, MI, with two offices. With a team of five dedicated professionals, four of whom provide investment advisory services, Palatine Hill offers personalized wealth management solutions to its clients. The firm boasts an impressive average of approximately $39,090,000 in assets under management per investment advisor. Committed to delivering tailored financial strategies, Palatine Hill's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's focus primarily lies in managing individual accounts and 401(k) plans, these represent less than 30% of their assets under management. Palatine Hill also possesses the capability to oversee employer funds, extending their expertise to a diverse range of clients. With a solid reputation in the industry, Palatine Hill manages 100% of the assets under their care on a discretionary basis. This discretionary approach empowers the firm to make informed investment decisions on behalf of their clients, ensuring agility in adapting to market conditions. Palatine Hill Wealth Management serves a robust client base, consisting of over 120 individuals who entrust the firm with their financial well-being. These clients collectively hold over $156,359,000 in assets under management, a testament to the firm's ability to deliver effective wealth management strategies. Boasting a team of experienced professionals, Palatine Hill has several long-tenured advisors, including Charles Dabrowski, Richard Eidswick, and Jeff Cheek. Their expertise and commitment to client satisfaction have been instrumental in establishing Palatine Hill as a trusted partner in wealth management within the Ann Arbor community and beyond.

Columbia Asset Management, L.L.C. is a reputable investment advisory firm located in Ann Arbor, MI. With a team of six dedicated professionals, five of whom specialize in providing comprehensive investment advisory services, the firm maintains a solid track record in managing client assets. Each investment advisor at Columbia Asset Management manages an average of approximately $58,490,000 in assets, which aligns with the industry average. Their compensation structure is diverse, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. With over 160 individual clients, the firm boasts an impressive total of $858,843,000 in assets under management. Notably, more than 80% of these assets belong to employer 401K plans and individual clients. Columbia Asset Management's expertise in managing 401K plans for both employers and employees is well-established, making them a preferred choice in the local market. All of the assets they manage are discretionary, granting the firm the flexibility to make investment decisions on behalf of their clients. Operating out of one office in Ann Arbor, MI, Columbia Asset Management has built a strong reputation in the community. Their team includes experienced advisors like Linda Meadows, Charlie Cook, and Brian Weisman, who have demonstrated exceptional dedication and longevity in serving clients' financial needs. Overall, Columbia Asset Management, L.L.C. distinguishes itself as a knowledgeable and trustworthy investment advisory firm, capable of managing substantial assets while providing tailored solutions to a diverse client base.

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.

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.

Greenup Street Wealth Management LLC, a local investment advisory firm with three offices in Ann Arbor, MI, is dedicated to providing comprehensive financial services. With a team of 12 employees, nearly all of whom are investment advisors, the firm is well-equipped to meet the diverse needs of its clients. The investment advisors at Greenup Street Wealth Management average approximately $7,930,000 in assets under management per advisor, reflecting their expertise in managing clients' wealth and delivering favorable investment outcomes. The firm offers a flexible compensation structure, which includes options such as a percentage of assets under management and performance-based fees. This ensures that clients can choose a compensation arrangement that aligns with their individual financial goals. With over 300 individual clients and a total of more than $359,407,000 in assets under management, Greenup Street Wealth Management has established itself as a trusted partner in wealth management. Their experience extends to managing employer 401K plans and individual portfolios, with approximately half of their assets under management derived from these sources. Operating on a discretionary basis, the firm manages 96% of the assets they oversee. This enables them to make informed investment decisions tailored to each client's specific financial objectives and risk tolerance. Aaron Kirsch, Brad Tatar, and Daniel Greulich are among the longest-tenured advisors at the firm, bringing their wealth of experience and expertise to provide exceptional financial guidance and personalized investment strategies. Greenup Street Wealth Management is dedicated to delivering tailored solutions and building long-lasting relationships with their clients. Their local presence and commitment to excellence make them a trusted partner in helping clients achieve their financial aspirations.

Arbor Trust Wealth Advisors, LLC is a reputable investment advisory firm located in Ann Arbor, MI. With over 320 individual clients and a remarkable $450,555,000 in assets under management, they have established themselves as a trusted partner for wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to oversee employer funds, although these make up less than 30% of their assets under management. With one office in Ann Arbor, Arbor Trust Wealth Advisors, LLC operates as a small but dedicated team. They boast a total of 10 employees, with four of them specializing in providing investment advisory services. Their compensation structure is flexible and encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients have options that suit their preferences. Arbor Trust Wealth Advisors, LLC is known for its discretionary approach, as an overwhelming 99% of the assets they manage are under their direct control. This level of discretion allows them to navigate the complexities of the market with agility and make informed investment decisions on behalf of their clients. The firm's average assets under management per investment advisor stand at approximately $112,640,000, aligning closely with industry standards. Notably, Arbor Trust Wealth Advisors, LLC takes pride in the long-standing expertise of some of their advisors, including Charles Waterhouse, Gary Haapala, and James Winslow, who have been instrumental in delivering exceptional service to their clients. With a solid track record and a commitment to client success, Arbor Trust Wealth Advisors, LLC is poised to continue their growth and make a lasting impact in the financial industry.

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.

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.

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.