Best Financial Advisors in TROY, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in TROY
WILLIAM MACK & ASSOCIATES INC
TROY, MI · Since 1992
SS&H FINANCIAL ADVISORS, INC.
TROY, MI · Since 1982
GLOBAL FINANCIAL PLANNING GROUP, LLC
TROY, MI · Since 2025
MILLER CAPITAL
TROY, MI · Since 2005
CONFIDENTIAL MANAGEMENT ADVISORS, INC.
TROY, MI · Since 2009
BARON WEALTH MANAGEMENT, LLC
TROY, MI · Since 2010
TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L
TROY, MI · Since 2018
M1 CAPITAL MANAGEMENT LLC
TROY, MI · Since 2011
CITY CENTER ADVISORS, LLC
TROY, MI · Since 2022
FIRSTMETRIC
TROY, MI · Since 2019
CARRERA CAPITAL ADVISORS
TROY, MI · Since 2024
VERTRIX WEALTH MANAGEMENT, LLC
TROY, MI · Since 2025
JAY A. FISHMAN, LTD
TROY, MI · Since 1970
STRAIGHTLINE
TROY, MI · Since 2004
SPECTRUM FINANCIAL RESOURCES
TROY, MI · Since 2022
MKD WEALTH
TROY, MI · Since 2007
VIMA, LLC
TROY, MI · Since 2023
J2 CAPITAL MANAGEMENT, INC.
TROY, MI · Since 2016
ARBOR WEALTH ADVISORS LLC
TROY, MI · Since 2013
ISTO ADVISORS, LLC
TROY, MI · Since 2016
FSA ADVISORS, INC.
TROY, MI · Since 2021
TRUSTEE EMPOWERMENT & PROTECTION, INC.
TROY, MI · Since 2002
SECURE ASSET MANAGEMENT, L.L.C.
TROY, MI · Since 2018
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 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.