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Find Top Financial Advisors in Michigan

How To Find Trusted Financial Advisors in Michigan

Qualified Financial Advisors in Michigan

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Financial Advisor
Edelman Financial Engines, LLC
201 West Big Beaver Road, The Columbia CenterTroy, MI 48084
5510 Cascade Rd SEGrand Rapids, MI 49546
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
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Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets

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FINRA/SEC Registered Advisors

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No. of Advisors164
AUM$246,667,042,077
No. of Clients132
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors134
AUM$20,526,058,796
No. of Clients17010
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
OA PRIVATE CAPITALGrand Rapids, MI
No. of Advisors74
AUM$20,209,044,347
No. of Clients85
Fee StructureA percentage of AUM, Performance Based
Firm Name
YOUSIF CAPITAL MANAGEMENT, LLCBloomfield Hills, MI
No. of Advisors15
AUM$15,029,547,343
No. of Clients412
Fee StructureA percentage of AUM
Firm Name
No. of Advisors31
AUM$11,989,880,000
No. of Clients105
Fee StructureA percentage of AUM
No. of Advisors50
AUM$11,615,174,704
No. of Clients178
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
SCHWARTZ & CO.Bloomfield Hills, MI
No. of Advisors27
AUM$7,740,631,447
No. of Clients1241
Fee StructureA percentage of AUM, Fixed fees, Commission Based
Firm Name
No. of Advisors37
AUM$6,694,905,625
No. of Clients2124
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors370
AUM$6,388,759,865
No. of Clients112547
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ZHANG FINANCIALPortage, MI
No. of Advisors40
AUM$6,034,201,776
No. of Clients6475
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
SPCAnn Arbor, MI
No. of Advisors470
AUM$5,562,939,194
No. of Clients30541
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES)
Firm Name
No. of Advisors32
AUM$4,167,228,076
No. of Clients3445
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors55
AUM$4,023,482,795
No. of Clients14038
Fee StructureA percentage of AUM, Fixed fees
Firm Name
REHMANN WEALTHLansing, MI
No. of Advisors36
AUM$3,846,368,000
No. of Clients5272
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)
Firm Name
AZIMUTH CAPITAL MANAGEMENTBloomfield Hills, MI
No. of Advisors23
AUM$3,368,666,924
No. of Clients1537
Fee StructureA percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)

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