Ways to browse advisors serving Troy, MI

Pick a specialty or descriptor to browse more advisors serving Troy, MI.

By how they work

Type	Advisors
Large-firm	3,839
Flat-fee	2,541
Seasoned	1,863
Independent	1,275
CFP®-certified	801

By who they serve

Type	Advisors
High-net-worth	749
Baby Boomer	92

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,205
Executive	2,224
Wealth management	1,904
Retired	1,563
Tax-loss harvesting	1,506
Retirement plans for business owners (SEP, solo 401k)	1,165
General retirement planning	1,027
Retirement income strategy	951
Active portfolio management	868
Approaching retirement	741
College savings (529s, UTMA, etc.)	719
Private / alternative investments	653
General estate planning guidance	522
Mid-Career Professionals	516
Income planning	509
Cash flow / budgeting	500
HENRY (High Earners, Not Rich Yet)	469
Annuities	445
Social Security optimization	444
Options & derivatives strategies	428
Passive / index investing	394
Charitable giving & philanthropy	351
Retirement withdrawal strategies	333
ESG / Sustainable investing	258
Concentrated stock management	235
Equity compensation tax strategy	216
Business succession planning	215
Business exit / sale strategy	188
Self-Employed	169
Multi-generational wealth transfer	139
Business ownership considerations	123
Divorce financial planning	115
Real estate investing	104
General tax planning	93
Attorney	71
Divorced	61
Financial Professional	59
Married/Couples/Partners	58
Parents	57
Established Professionals	56
Women Professionals	56
Intergenerational Families	45
Values-based investing	37
Planning for children with special needs	34
Tax strategies for small businesses	32
Life insurance needs analysis	29
Long-term care insurance	28
Debt management	27
Doctor or Medical Professional	24
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Dentist	22
Young Professionals	22
Military & Veterans	18
Factor investing / smart beta	15
Family Business	15
Medicare planning	15
Retired	15
Educators, Teachers, and Academics	13
Roth conversion strategy	11
Business Financial Management	9
Equity Recipients (RS/RSU, SOP, ESPP)	9
Religious/faith focused	7
Charitable giving tax strategies	5
Dual Income Family	3

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