Browse all advisors in Michigan

Every advisor below is licensed to work with clients in Michigan. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

How they work

Type	Advisors
Large-firm	10,539
Flat-fee	7,857
Seasoned	5,275
Independent	3,930
CFP®-certified	2,529

Who they serve

Type	Advisors
High-net-worth	1,789
Baby Boomer	187
Gen X	14
Millennial	4

Browse by specialty

Find Michigan advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	9,241
Executive	5,664
Retired	5,262
Wealth management	5,166
Tax-loss harvesting	4,792
Retirement plans for business owners (SEP, solo 401k)	3,628
Retirement income strategy	2,986
General retirement planning	2,749
Active portfolio management	2,095
College savings (529s, UTMA, etc.)	2,063
Income planning	1,666
Private / alternative investments	1,635
Approaching retirement	1,611
Options & derivatives strategies	1,463
Annuities	1,368
Social Security optimization	1,355
Passive / index investing	1,278
General estate planning guidance	1,212
Cash flow / budgeting	1,124
ESG / Sustainable investing	1,054
Charitable giving & philanthropy	990
Mid-Career Professionals	978
HENRY (High Earners, Not Rich Yet)	887
Retirement withdrawal strategies	884
Business exit / sale strategy	856
Multi-generational wealth transfer	623
Self-Employed	610
Business succession planning	607
Concentrated stock management	569
Business ownership considerations	475
Equity compensation tax strategy	458
Real estate investing	323
Divorce financial planning	263
General tax planning	214
Women Professionals	132
Established Professionals	126
Married/Couples/Partners	117
Attorney	114
Educators, Teachers, and Academics	109
Long-term care insurance	108
Parents	106
Divorced	104
Financial Professional	98
Debt management	95
Roth conversion strategy	89
Planning for children with special needs	87
Tax strategies for small businesses	87
Intergenerational Families	73
Multi-state taxation	73
Values-based investing	72
Doctor or Medical Professional	60
Life insurance needs analysis	56
Factor investing / smart beta	55
Family Business	54
Military & Veterans	51
Business Financial Management	45
Young Professionals	44
Equity Recipients (RS/RSU, SOP, ESPP)	35
Medicare planning	34
Religious/faith focused	34
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	33
Dentist	31
Women's Finance	30
Retired	26
Business sale tax planning	24
Young Families	21
Liquidity event planning	20
Charitable giving tax strategies	17
Disability insurance	16
Early retirement planning	14
Christian Faith Based	12
Public Service Employee	9
University Employee	9
Government Employee	8
Professional Athlete	8
Dual Income Family	6
Real Estate Professional	4
Startup equity planning	4
Stock option exercise strategy	4
Divorced Women	3
FIRE (Financial Independence Retire Early)	3

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