Top Financial Advisors in Bloomfield Hills, Michigan
Finding the right financial advisor in Bloomfield Hills is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bloomfield Hills, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bloomfield Hills, MI.
Find the Best Financial Advisor Firms in Bloomfield Hills:
GREGORY J. SCHWARTZ & CO., INC.
CRD#: 7294
Address: 3707 W Maple Rd Ste 201, Bloomfield Hills, MI 48301
Clients: 1,086
In Business for: 50 Years
Average Clients per Advisor: 45
AUM: $ 9.1B
Disclosures: 1
AZIMUTH CAPITAL MANAGEMENT
CRD#: 319062
Address: 200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304
Clients: 67
Average Clients per Advisor: 6
AUM: $ 3.8B
DIVERSIFIED PORTFOLIOS, INC.
CRD#: 108942
Address: 39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304
Clients: 442
Average Clients per Advisor: 49
AUM: $ 1.7B
GREYSTONE FINANCIAL GROUP, LLC
CRD#: 306595
Address: 665 Hulet Dr., Bloomfield Hills, MI 48302-0324
Clients: 565
Average Clients per Advisor: 51
AUM: $ 1.0B
LSIA
CRD#: 146829
Address: 39533 Woodward Avenue Suite 307, Bloomfield Hills, MI 48304-5106
Clients: 52
Average Clients per Advisor: 13
AUM: $ 916M
CRANBROOK WEALTH MANAGEMENT, LLC
CRD#: 132058
Address: 36330 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304
Clients: 123
Average Clients per Advisor: 30
AUM: $ 778M
How We Chose the Top Financial Advisors in Bloomfield Hills, Michigan
To create this list of top financial advisor firms in Bloomfield Hills, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bloomfield Hills has to offer.
Search Financial Advisors in Bloomfield Hills, Michigan
Edward Paul Bock
Registered Affiliation(s):CAPTRUST
Lyndon L Davis
Registered Affiliation(s):LIGHTSQUARE WEALTH MANAGEMENT, LLC
Leslie Edith Joerke
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Brian Baidel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William R Juergens
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew David Tabaczuk
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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