AdvisorRanked

Best Financial Advisors in BLOOMFIELD HILLS, Michigan

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

27
Registered Firms
0.95%
Median Fee
of assets/year
$644M
Median AUM
27
Firms Listed
in our database

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Top Rated Established Verified27 firms shown

Top-Ranked Advisors in BLOOMFIELD HILLS

Page 1 of 2 · 27 firms

#1
92

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

BLOOMFIELD HILLS, MI · Since 2002

$2.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
91

FLEXIBLE PLAN INVESTMENTS LTD

BLOOMFIELD HILLS, MI · Since 1984

$1.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
89

LSIA

BLOOMFIELD HILLS, MI · Since 2008

$932M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
88

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2021

$14.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#5
87

GPM GROWTH INVESTORS, INC.

BLOOMFIELD HILLS, MI · Since 1993

$281M AUM5 clientsFee: 0%
FiduciaryFee-Only
#6
87

AZIMUTH CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2022

$4.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#7
86

STEWARD CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 1988

$95M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
86

IIC

BLOOMFIELD HILLS, MI · Since 2013

$125M AUM5 clientsFee: 0%
FiduciaryFee-Only
#9
86

LIFECYCLE FINANCIAL PLANNERS INC.

BLOOMFIELD HILLS, MI · Since 2017

$672M AUM9 clientsFee: 0%
FiduciaryFee-Only
#10
85

INTEGRATED CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2018

$430M AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
85

GREYSTONE FINANCIAL GROUP, LLC

BLOOMFIELD HILLS, MI · Since 2020

$495M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
82

DIVERSIFIED PORTFOLIOS, INC.

BLOOMFIELD HILLS, MI · Since 1999

$1.9B AUM11 clientsFee: 0%
FiduciaryFee-Only
#13
80

CRANBROOK WEALTH MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2006

$907M AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
80

O2 INVESTMENT PARTNERS, L.P.

BLOOMFIELD HILLS, MI · Since 2020

$1.8B AUM23 clientsFee: 0%
FiduciaryFee-Only
#15
79

ALIDADE CAPITAL, LLC

BLOOMFIELD HILLS, MI · Since 2013

$565M AUM14 clientsFee: 0%
FiduciaryFee-Only
#16
79

INTEGRATED INVESTMENT CONSULTANTS, LLC

BLOOMFIELD HILLS, MI · Since 2015

$1.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#17
78

NORTHERN FINANCIAL ADVISORS, INC

BLOOMFIELD HILLS, MI · Since 2020

$684M AUM9 clientsFee: 0%
FiduciaryFee-Only
#18
78

NANTUCKET MULTI MANAGERS, LLC

BLOOMFIELD HILLS, MI · Since 2004

$260M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
78

GAINPLAN LLC

BLOOMFIELD HILLS, MI · Since 2015

$462M AUM8 clientsFee: 0%
FiduciaryFee-Only
#20
78

MODELL CAPITAL MANAGEMENT LLC

BLOOMFIELD HILLS, MI · Since 2025

$1.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
77

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2019

$644M AUM5 clientsFee: 0%
FiduciaryFee-Only
#22
76

SCHWARTZ & CO.

BLOOMFIELD HILLS, MI · Since 2004

$10.5B AUM23 clientsFee: 0%
Broker-Dealer
#23
76

SCULATI WEALTH MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2018

$381M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
75

KRS CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2022

$189M AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
75

ENGLISH CAPITAL MANAGEMENT LLC

BLOOMFIELD HILLS, MI · Since 2024

$241M AUM2 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in BLOOMFIELD HILLS?

The median advisory fee in BLOOMFIELD HILLS, MI is 0.95% of assets under management per year, based on Form ADV filings from 27 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.