Adviser Record

Investment advisers in Southfield, MI

13 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MI

FirmAssetsEmployeesDisclosures
Plante Moran Financial Advisors$25.12 billion1480
Hantz Financial Services, Inc.$10.00 billion4350
Advance Capital Management Inc$4.98 billion624
Corecap Advisors$3.99 billion1164
Center for Financial Planning Inc$1.97 billion260
Peninsula Capital Partners, L.L.C.$1.04 billion140
Skyoak Wealth$692.7 million74
Plante Moran Real Estate Investment Advisors$242.8 million170
Sg Real Estate I$203.5 million200
Cig Asset Management, Inc.$192.5 million80
Trm Advisors LP$159.8 million90
Ele Advisory Services, Inc$136.5 million120
Senstomi$010