Adviser Record

Investment advisers in Birmingham, MI

16 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MI

FirmAssetsEmployeesDisclosures
Seizert Capital Partners$2.48 billion170
Planning Alternatives Ltd$1.54 billion200
Liberty Capital Management Inc$849.5 million40
Q3 Asset Management Corporation$794.7 million120
Valstone Partners Vi$735.9 million90
Sturbridge Capital LLC$730.9 million140
Trp Capital Advisors V, LLC$691.0 million110
Strength Capital Partners, LLC$528.0 million120
Bloomfield Capital Holdings, LLC$465.7 million180
Lakeside Drive Management LLC$372.3 million10
Motive Wealth Advisors, LLC$362.6 million40
Trp Capital Advisors Vi, LLC$310.8 million110
Palatine Hill Wealth Management$295.9 million50
Rosenberg Wealth Advisors$231.0 million50
Solyco Wealth LLC$116.2 million50
Trp Capital Advisors, LLC$82.5 million110