AdvisorRanked

Best Financial Advisors in TROY, Michigan

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

23
Registered Firms
0.95%
Median Fee
of assets/year
$482M
Median AUM
23
Firms Listed
in our database

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Top Rated Established Verified23 firms shown

Top-Ranked Advisors in TROY

#1
90

BARON WEALTH MANAGEMENT, LLC

TROY, MI · Since 2010

$847M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
89

WILLIAM MACK & ASSOCIATES INC

TROY, MI · Since 1992

$1.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#3
89

SS&H FINANCIAL ADVISORS, INC.

TROY, MI · Since 1982

$482M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
89

MILLER CAPITAL

TROY, MI · Since 2005

$312M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
89

M1 CAPITAL MANAGEMENT LLC

TROY, MI · Since 2011

$450M AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
87

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

TROY, MI · Since 2009

$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
86

TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L

TROY, MI · Since 2018

$513M AUM7 clientsFee: 0%
FiduciaryFee-Only
#8
85

FIRSTMETRIC

TROY, MI · Since 2019

$272M AUM1 clientsFee: 0%
FiduciaryFee-Only
#9
85

CARRERA CAPITAL ADVISORS

TROY, MI · Since 2024

$969M AUM12 clientsFee: 0%
FiduciaryFee-Only
#10
84

CITY CENTER ADVISORS, LLC

TROY, MI · Since 2022

$160M AUM7 clientsFee: 0%
FiduciaryFee-Only
#11
84

VERTRIX WEALTH MANAGEMENT, LLC

TROY, MI · Since 2025

$343M AUM7 clientsFee: 0%
FiduciaryFee-Only
#12
83

GLOBAL FINANCIAL PLANNING GROUP, LLC

TROY, MI · Since 2025

$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
80

JAY A. FISHMAN, LTD

TROY, MI · Since 1970

$1.3B AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
80

STRAIGHTLINE

TROY, MI · Since 2004

$1.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#15
80

ISTO ADVISORS, LLC

TROY, MI · Since 2016

$1.1B AUM19 clientsFee: 0%
FiduciaryFee-Only
#16
79

MKD WEALTH

TROY, MI · Since 2007

$506M AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
79

ARBOR WEALTH ADVISORS LLC

TROY, MI · Since 2013

$658M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
77

J2 CAPITAL MANAGEMENT, INC.

TROY, MI · Since 2016

$196M AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
76

FSA ADVISORS, INC.

TROY, MI · Since 2021

$573M AUM31 clientsFee: 0%
FiduciaryFee-Only
#20
75

SPECTRUM FINANCIAL RESOURCES

TROY, MI · Since 2022

$235M AUM5 clientsFee: 0%
FiduciaryFee-Only
#21
75

VIMA, LLC

TROY, MI · Since 2023

$229M AUM12 clientsFee: 0%
FiduciaryFee-Only
#22

SECURE ASSET MANAGEMENT, L.L.C.

TROY, MI · Since 2018

$871M AUM55 clientsFee: 0%
FiduciaryFee-Only
#23

TRUSTEE EMPOWERMENT & PROTECTION, INC.

TROY, MI · Since 2002

$10M AUM4 clientsFee: 0%
FiduciaryFee-Only2 complaints

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 TROY?

The median advisory fee in TROY, MI is 0.95% of assets under management per year, based on Form ADV filings from 23 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.