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

Top-Ranked Advisors in BLOOMFIELD HILLS

#1
100

STEWARD CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 1988

$95M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100

GPM GROWTH INVESTORS, INC.

BLOOMFIELD HILLS, MI · Since 1993

$281M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100

FLEXIBLE PLAN INVESTMENTS LTD

BLOOMFIELD HILLS, MI · Since 1984

$1.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
100

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

BLOOMFIELD HILLS, MI · Since 2002

$2.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
100

LSIA

BLOOMFIELD HILLS, MI · Since 2008

$932M AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
100

IIC

BLOOMFIELD HILLS, MI · Since 2013

$125M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
100

INTEGRATED CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2018

$430M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
100

LIFECYCLE FINANCIAL PLANNERS INC.

BLOOMFIELD HILLS, MI · Since 2017

$672M AUM9 clientsFee: 0%
FiduciaryFee-Only
#9
100

GREYSTONE FINANCIAL GROUP, LLC

BLOOMFIELD HILLS, MI · Since 2020

$495M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2021

$14.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#11
100

AZIMUTH CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2022

$4.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#12
95

SCHWARTZ & CO.

BLOOMFIELD HILLS, MI · Since 2004

$10.5B AUM23 clientsFee: 0%
Broker-Dealer
#13
95

DIVERSIFIED PORTFOLIOS, INC.

BLOOMFIELD HILLS, MI · Since 1999

$1.9B AUM11 clientsFee: 0%
FiduciaryFee-Only
#14
95

NORTHERN FINANCIAL ADVISORS, INC

BLOOMFIELD HILLS, MI · Since 2020

$684M AUM9 clientsFee: 0%
FiduciaryFee-Only
#15
95

NANTUCKET MULTI MANAGERS, LLC

BLOOMFIELD HILLS, MI · Since 2004

$260M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
95

CRANBROOK WEALTH MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2006

$907M AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
95

KRS CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2022

$189M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
95

WOLVERINE WEALTH ADVISORY SERVICES INC.

BLOOMFIELD HILLS, MI · Since 2025

$141M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
95

SCULATI WEALTH MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2018

$381M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
95

ALIDADE CAPITAL, LLC

BLOOMFIELD HILLS, MI · Since 2013

$565M AUM14 clientsFee: 0%
FiduciaryFee-Only
#21
95

GAINPLAN LLC

BLOOMFIELD HILLS, MI · Since 2015

$462M AUM8 clientsFee: 0%
FiduciaryFee-Only
#22
95

INTEGRATED INVESTMENT CONSULTANTS, LLC

BLOOMFIELD HILLS, MI · Since 2015

$1.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#23
95

ENGLISH CAPITAL MANAGEMENT LLC

BLOOMFIELD HILLS, MI · Since 2024

$241M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
95

CIRRUS CAPITAL LLC

BLOOMFIELD HILLS, MI · Since 2025

$170M AUM5 clientsFee: 0%
FiduciaryFee-Only
#25
95

O2 INVESTMENT PARTNERS, L.P.

BLOOMFIELD HILLS, MI · Since 2020

$1.8B AUM23 clientsFee: 0%
FiduciaryFee-Only
#26
95

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2019

$644M AUM5 clientsFee: 0%
FiduciaryFee-Only
#27
95

MODELL CAPITAL MANAGEMENT LLC

BLOOMFIELD HILLS, MI · Since 2025

$1.9B AUM3 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.