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Best Financial Advisors near Birmingham, Michigan


To help Americans find the best financial advisors in Birmingham, Michigan, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Birmingham, Michigan.


1. Retirement Funding Advisors
   (248) 430-7012
3155 W. Big Beaver Road, Suite 119. Troy, MI

Retirement Funding Advisors, registered in 1995, manages $603.9 million for 99 clients.

2. Zhang Financial
   (269) 385-5888
101 West Big Beaver Road, 14th Floor, Troy, Michigan

Zhang Financial, registered in 2012, manages $3.2 billion for 1,443 clients.

3. Planning Alternatives
   (248) 645-1520
36800 Woodward Ave., Suite 200. Bloomfield Hills, MI

Planning Alternatives, registered in 1983, manages $1.2 billion for 778 clients.

4. Portfolio Solutions
   (248) 689-1550
900 Wilshire Drive, Suite 200. Troy, MI

Portfolio Solutions, registered in 1999, manages $1.4 billion for 592 clients.

5. Polaris Greystone Financial Group
   (248) 267-1270
Multiple Locations

Polaris Greystone Financial Group, registered in 2011, manages $2.0 billion for 1,689 clients.

6. Diversified Portfolios
   (248) 644-3030
39520 Woodward Avenue, Suite 200. Bloomfield Hills, MI

Diversified Portfolios, registered in 1999, manages $1.0 billion for 477 clients.

7. Jay A. Fishman
   (248) 740-9400
901 Wilshire Drive, Suite 555. Troy, MI

Jay A. Fishman, registered in 1970, manages $633.4 million for 393 clients.

8. Heber Fuger Wendin
   (248) 258-6866
36700 Woodward Avenue, Suite 201. Bloomfield, MI

Heber Fuger Wendin, registered in 1940, manages $4.1 billion for 152 clients.

9. Mainstay Capital Management
   (866) 444-6246
803 West Big Beaver Rd. Suite 101, Troy, Michigan

Mainstay Capital Management, registered in 2000, manages $2.7 billion for 3,649 clients.

10. Liberty Capital Management
   (248) 258-9290
401 S Old Woodward Avenue, Ste 430. Birmingham, MI

Liberty Capital Management, registered in 1992, manages $401.8 million for 110 clients.

11. Baron Wealth Management
   (248) 251-0161
3150 Livernois Road, Suite 250. Troy, MI

Baron Wealth Management, registered in 2010, manages $397.0 million for 136 clients.

12. Azimuth Capital Management
   (248) 433-4000
200 East Long Lake Road, Suite 160. Bloomfield Hills, MI

Azimuth Capital Management, registered in 2004, manages $2.6 billion for 384 clients.

13. Arbor Wealth Advisors
   (855) 927-2679
101 West Big Beaver Road, Suite 1400. Troy, MI

Arbor Wealth Advisors, registered in 2013, manages $391.1 million for 60 clients.

14. Straightline
   (248) 269-8366
165 Kirts Blvd., Ste 100. Troy, MI

Straightline, registered in 2004, manages $986.9 million for 2,660 clients.

15. Stancorp Investment Advisers
   (248) 952-5551
1301 W Long Lake Road Suite 190, Troy, Michigan

Stancorp Investment Advisers, registered in 2000, manages $21.5 billion for 75,978 clients.

16. R H Bluestein & CO
   (248) 646-4000
260 East Brown Street, Suite 100. Birmingham, MI

R H Bluestein & CO, registered in 1990, manages $3.4 billion for 1,017 clients.

17. SS&H Financial Advisors
   (248) 538-9755
50 W Big Beaver RD Suite 225 Troy, MI

SS&H Financial Advisors, registered in 1982, manages $280.7 million for 231 clients.

18. Hightower Advisors
   (888) 363-4546
39533 Woodward Avenue Suite 105, Bloomfield Hills, Michigan

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

19. Cerity Partners
   (248) 205-4280
40701 Woodward Avenue Suite 235, Bloomfield Hills, Michigan

Cerity Partners, registered in 2009, manages $24.7 billion for 2,903 clients.

20. Cerity Partners
   (248) 205-4280
Multiple Locations

Cerity Partners, registered in 2009, manages $24.7 billion for 2,903 clients.



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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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PDM Investment Services
   (248) 890-4696

PDM Investment Services, registered in 2011, manages $26.6 million for 63 clients.

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Top Cities for Michigan


Birmingham, Michigan Bloomfield Hills, Michigan Clawson, Michigan Huntington Woods, Michigan Oak Park, Michigan Pleasant Ridge, Michigan Pontiac, Michigan Royal Oak, Michigan Southfield, Michigan Troy, Michigan

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