Ways to browse advisors serving Michigan

Pick a specialty or descriptor to browse more advisors serving Michigan.

By how they work

Type	Advisors
Large-firm	10,547
Flat-fee	7,866
Seasoned	5,275
Independent	3,927
CFP®-certified	2,531

By who they serve

Type	Advisors
High-net-worth	1,785
Baby Boomer	187
Gen X	14
Millennial	3

Browse by city

Find advisors near a specific metro area in Michigan.

City	Advisors
Livonia, MI	5,793
Farmington Hills, MI	5,639
Novi, MI	5,603
Southfield, MI	5,306
Troy, MI	5,114
Detroit, MI	5,040
Pontiac, MI	5,032
Warren, MI	5,015
Dearborn, MI	4,842
Ann Arbor, MI	2,095
Wyoming, MI	1,730
Grand Rapids, MI	1,567
Kentwood, MI	1,490
Holland, MI	689
Monroe, MI	594
East Lansing, MI	544
Lansing, MI	522
Kalamazoo, MI	511
Portage, MI	502
Battle Creek, MI	498
Niles, MI	480
Flint, MI	475
Adrian, MI	436
Owosso, MI	413
Saginaw, MI	408
Bay City, MI	394
Midland, MI	353
Traverse City, MI	293
Muskegon, MI	216
Norton Shores, MI	207
Jackson, MI	135
Hillsdale, MI	98
Coldwater, MI	93
Marquette, MI	88
Mount Pleasant, MI	83
Petoskey, MI	77
Alma, MI	74
Sturgis, MI	70
Ludington, MI	40
Big Rapids, MI	31
Escanaba, MI	28
Iron Mountain, MI	27
Alpena, MI	25
Cadillac, MI	22
Houghton, MI	22
Sault Ste. Marie, MI	20

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	9,274
Executive	5,689
Retired	5,260
Wealth management	5,176
Tax-loss harvesting	5,001
Retirement plans for business owners (SEP, solo 401k)	3,637
Retirement income strategy	3,187
General retirement planning	2,586
Active portfolio management	2,093
College savings (529s, UTMA, etc.)	2,056
Income planning	1,668
Private / alternative investments	1,651
Approaching retirement	1,610
Options & derivatives strategies	1,461
General estate planning guidance	1,414
Annuities	1,367
Passive / index investing	1,279
Social Security optimization	1,174
Cash flow / budgeting	1,117
ESG / Sustainable investing	1,055
Charitable giving & philanthropy	989
Mid-Career Professionals	975
HENRY (High Earners, Not Rich Yet)	898
Retirement withdrawal strategies	891
Business exit / sale strategy	855
Multi-generational wealth transfer	621
Business succession planning	616
Self-Employed	614
Concentrated stock management	570
Business ownership considerations	477
Equity compensation tax strategy	458
Real estate investing	326
Divorce financial planning	265
General tax planning	217
Educators, Teachers, and Academics	142
Established Professionals	142
Women Professionals	134
Married/Couples/Partners	118
Attorney	115
Long-term care insurance	109
Parents	106
Divorced	105
Financial Professional	99
Debt management	95
Roth conversion strategy	91
Tax strategies for small businesses	89
Planning for children with special needs	87
Multi-state taxation	73
Values-based investing	73
Intergenerational Families	72
Life insurance needs analysis	67
Doctor or Medical Professional	61
Factor investing / smart beta	55
Family Business	54
Military & Veterans	52
Young Professionals	46
Business Financial Management	45
Equity Recipients (RS/RSU, SOP, ESPP)	35
Religious/faith focused	35
Medicare planning	33
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	33
Dentist	31
Women's Finance	31
Retired	26
Business sale tax planning	22
Young Families	21
Liquidity event planning	20
Charitable giving tax strategies	18
Disability insurance	16
Early retirement planning	13
Christian Faith Based	12
Public Service Employee	9
University Employee	9
Government Employee	8
Professional Athlete	7
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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