Adviser Record
States
Disclosures
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About the data
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
Firm
Assets
Employees
Disclosures
Yousif Capital Management, LLC
$14.73 billion
17
0
Schwartz & Co.
$10.49 billion
30
0
Azimuth Capital Management
$3.99 billion
25
0
Deroy & Devereaux Private Investment Counsel, Inc.
$2.58 billion
19
0
Diversified Portfolios, Inc.
$1.94 billion
19
0
Modell Capital Management LLC
$1.88 billion
7
0
O2 Investment Partners, L.P.
$1.81 billion
30
0
Flexible Plan Investments Ltd
$1.48 billion
68
0
Integrated Investment Consultants, LLC
$1.08 billion
10
0
Lsia
$932.1 million
10
0
Cranbrook Wealth Management, LLC
$906.8 million
6
0
Northern Financial Advisors, Inc
$684.0 million
12
0
Lifecycle Financial Planners Inc.
$671.7 million
9
0
Heron Bay Capital Management
$643.8 million
7
0
Alidade Capital, LLC
$564.9 million
22
0
Greystone Financial Group, LLC
$494.9 million
8
0
Gainplan LLC
$461.6 million
12
0
Integrated Capital Management
$429.8 million
5
0
Sculati Wealth Management, LLC
$381.5 million
4
0
Gpm Growth Investors, Inc.
$281.3 million
5
0
Nantucket Multi Managers, LLC
$260.2 million
5
0
English Capital Management LLC
$241.1 million
2
0
Krs Capital Management, LLC
$188.9 million
2
0
Cirrus Capital LLC
$170.4 million
6
0
Wolverine Wealth Advisory Services Inc.
$140.9 million
1
0
Iic
$125.0 million
13
0
Steward Capital Management
$95.1 million
5
3