Adviser Record

Investment advisers in Bloomfield Hills, MI

27 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MI

FirmAssetsEmployeesDisclosures
Yousif Capital Management, LLC$14.73 billion170
Schwartz & Co.$10.49 billion300
Azimuth Capital Management$3.99 billion250
Deroy & Devereaux Private Investment Counsel, Inc.$2.58 billion190
Diversified Portfolios, Inc.$1.94 billion190
Modell Capital Management LLC$1.88 billion70
O2 Investment Partners, L.P.$1.81 billion300
Flexible Plan Investments Ltd$1.48 billion680
Integrated Investment Consultants, LLC$1.08 billion100
Lsia$932.1 million100
Cranbrook Wealth Management, LLC$906.8 million60
Northern Financial Advisors, Inc$684.0 million120
Lifecycle Financial Planners Inc.$671.7 million90
Heron Bay Capital Management$643.8 million70
Alidade Capital, LLC$564.9 million220
Greystone Financial Group, LLC$494.9 million80
Gainplan LLC$461.6 million120
Integrated Capital Management$429.8 million50
Sculati Wealth Management, LLC$381.5 million40
Gpm Growth Investors, Inc.$281.3 million50
Nantucket Multi Managers, LLC$260.2 million50
English Capital Management LLC$241.1 million20
Krs Capital Management, LLC$188.9 million20
Cirrus Capital LLC$170.4 million60
Wolverine Wealth Advisory Services Inc.$140.9 million10
Iic$125.0 million130
Steward Capital Management$95.1 million53