Browse all Large-firm advisors in Michigan

Every advisor below is licensed to work with clients in Michigan. Narrow by specialty to find someone who focuses on your situation.

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	7,584
Executive	4,777
Retired	4,583
Tax-loss harvesting	4,273
Wealth management	3,877
Retirement plans for business owners (SEP, solo 401k)	2,706
Retirement income strategy	2,186
General retirement planning	2,073
Approaching retirement	1,505
College savings (529s, UTMA, etc.)	1,471
Active portfolio management	1,325
Income planning	1,261
Social Security optimization	1,159
General estate planning guidance	978
Passive / index investing	974
Annuities	893
Mid-Career Professionals	891
HENRY (High Earners, Not Rich Yet)	856
ESG / Sustainable investing	851
Retirement withdrawal strategies	766
Private / alternative investments	741
Cash flow / budgeting	732
Business exit / sale strategy	701
Charitable giving & philanthropy	646
Multi-generational wealth transfer	605
Self-Employed	535
Options & derivatives strategies	341
Business succession planning	325
Business ownership considerations	324
Equity compensation tax strategy	307
Divorce financial planning	240
Women Professionals	119
Concentrated stock management	116
Divorced	103
Established Professionals	101
Real estate investing	100
Financial Professional	84
Planning for children with special needs	76
Intergenerational Families	72
Educators, Teachers, and Academics	57
Values-based investing	45
Debt management	31
Dentist	27
Family Business	26
General tax planning	21
Young Families	19
Liquidity event planning	18
Equity Recipients (RS/RSU, SOP, ESPP)	15
Retired	15
Long-term care insurance	12
Life insurance needs analysis	5
Startup equity planning	3
Stock option exercise strategy	3

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