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Best Financial Advisors near Oakland, Michigan


To help Americans find the best financial advisors in Oakland, 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 Oakland, Michigan.


1. Andco Consulting
   (844) 442-6326
29777 Telegraph Road Suite 2200, Southfield, Michigan

Andco Consulting, registered in 2001, manages $306.1 million for 11 clients.

2. 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.

3. 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.

4. Wasserman Wealth Management
   (248) 626-3900
31700 Middlebelt Road, Suite 130. Farmington Hills, MI

Wasserman Wealth Management, registered in 2006, manages $227.1 million for 156 clients.

5. 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.

6. 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.

7. GPM Growth Investors
   (248) 865-0518
30500 Northwestern Hwy., Suite 313. Farmington Hills, MI

GPM Growth Investors, registered in 1993, manages $160.4 million for 171 clients.

8. 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.

9. Flexible Plan Investments
   (800) 347-3539
3883 Telegraph RD, Ste 100. Bloomfield Hills, MI

Flexible Plan Investments, registered in 1984, manages $1.6 billion for 17,166 clients.

10. Blue Water Capital Management
   (315) 438-8690
301500 Telegraph Rd Suite 444, Bingham Farms, Michigan

Blue Water Capital Management, registered in 2007, manages $113.8 million for 259 clients.

11. 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.

12. 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.

13. 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.

14. Bloom Asset Management
   (248) 932-5200
31275 Northwestern Hwy, Suite 145. Farmington Hills, MI

Bloom Asset Management, registered in 1995, manages $1.2 billion for 1,213 clients.

15. LSIA
   (248) 430-0262
39533 Woodward Avenue, Suite 302. Bloomfield Hills, MI

LSIA, registered in 2008, manages $6.0 billion for 275 clients.

16. Plante Moran Financial Advisors
   (248) 352-2500
Multiple Locations

Plante Moran Financial Advisors, registered in 1993, manages $17.3 billion for 2,896 clients.

17. Advisory Alpha
   (248) 875-8757
41000 Woodward Ave. East Bldg. - Ste. 350, Bloomfield Hills, Michigan

Advisory Alpha, registered in 2011, manages $800.7 million for 3,403 clients.

18. RPg Family Wealth Advisory
   (888) 285-8600
255 East Brown Street Suite 101, Birmingham, Michigan

RPg Family Wealth Advisory, registered in 2011, manages $271.3 million for 334 clients.

19. M1 Capital Management
   (248) 647-1780
36800 Woodward Avenue Suite 101 Bloomfield Hills, MI

M1 Capital Management, registered in 2011, manages $250.9 million for 343 clients.

20. M1 Capital Management
   (248) 647-1780
Multiple Locations

M1 Capital Management, registered in 2011, manages $250.9 million for 343 clients.



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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 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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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 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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Top Cities for Michigan


Berkley, Michigan Birmingham, Michigan Bloomfield Hills, Michigan Clawson, Michigan Huntington Woods, Michigan Oak Park, Michigan Oakland, Michigan Pontiac, Michigan Royal Oak, Michigan Southfield, Michigan

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