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.

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.

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.

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.

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.

Camelot Event-Driven Advisors, LLC is a reputable investment advisory firm headquartered in Maumee, Ohio. With one office location, this small yet dynamic firm specializes in providing comprehensive investment advisory services to its clients. Comprising a team of two dedicated professionals, Camelot Event-Driven Advisors, LLC delivers personalized financial strategies tailored to meet the unique goals and objectives of their discerning clientele. As seasoned experts in the industry, Camelot Event-Driven Advisors, LLC boasts an impressive track record of managing substantial assets. On average, each investment advisor oversees an impressive $29,540,000 in assets under management. The firm's compensation structure is designed to align the interests of the advisors with the success of their clients' portfolios. They receive a percentage of the assets under management as part of their remuneration. Furthermore, Camelot Event-Driven Advisors, LLC takes pride in its discretionary management approach, with 100% of the assets they oversee falling under this category. This discretionary approach allows the firm's skilled advisors to make informed investment decisions on behalf of their clients, leveraging their expertise and market insights to maximize returns while managing risk. With a robust client base, Camelot Event-Driven Advisors, LLC currently serves a diverse group of individuals, catering to the financial needs of over 0 individual clients. Collectively, these clients entrust the firm with more than $59,084,000 in assets under management. As a trusted partner, Camelot Event-Driven Advisors, LLC remains committed to delivering exceptional investment advisory services that drive their clients' financial success.

Munn Wealth Management, LLC is a local investment advisory firm headquartered in Maumee, Ohio. With seven dedicated employees, they specialize in providing comprehensive investment advisory services to a wide range of clients. Their team consists of five experienced investment advisors, each with an impressive track record. On average, Munn Wealth Management's investment advisors oversee approximately $29,820,000 in assets under management. They possess a deep understanding of the financial industry and offer a variety of compensation structures, including a percentage of assets under management and performance-based fees. With over 540 individual clients and a total of $164,136,000 in assets under management, Munn Wealth Management has established a strong presence in the industry. They have extensive experience managing assets from employer 401Ks and individual portfolios, demonstrating their expertise in this area. The firm's services extend beyond investment advisory, as they also serve as registered representatives of a broker-dealer and act as insurance brokers or agents. This diversified approach allows them to offer a comprehensive range of financial solutions to their clients. Munn Wealth Management operates out of a single office in Maumee, Ohio. The firm boasts a team of highly tenured advisors, including Daniel Acheson, Laura Walker, and David Munn. Their collective expertise and commitment to client satisfaction have earned them a reputable standing within the local community and beyond.