Investment advisers in Troy, MI
23 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Jay a. Fishman, Ltd | $1.25 billion | 8 | 0 |
| Straightline | $1.17 billion | 11 | 0 |
| Isto Advisors, LLC | $1.06 billion | 27 | 0 |
| William Mack & Associates Inc | $1.03 billion | 22 | 0 |
| Carrera Capital Advisors | $968.7 million | 13 | 0 |
| Secure Asset Management, L.L.C. | $870.6 million | 54 | 1 |
| Baron Wealth Management, LLC | $846.8 million | 6 | 0 |
| Arbor Wealth Advisors LLC | $657.7 million | 1 | 0 |
| Fsa Advisors, Inc. | $573.4 million | 31 | 2 |
| Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L | $512.5 million | 8 | 0 |
| Mkd Wealth | $505.7 million | 13 | 0 |
| Ss&h Financial Advisors, Inc. | $482.2 million | 2 | 0 |
| M1 Capital Management LLC | $450.4 million | 12 | 0 |
| Vertrix Wealth Management, LLC | $343.2 million | 12 | 0 |
| Miller Capital | $311.6 million | 5 | 0 |
| Firstmetric | $272.1 million | 1 | 0 |
| Spectrum Financial Resources | $235.3 million | 6 | 0 |
| Vima, LLC | $229.5 million | 13 | 0 |
| J2 Capital Management, Inc. | $195.7 million | 3 | 0 |
| Confidential Management Advisors, Inc. | $161.9 million | 1 | 0 |
| City Center Advisors, LLC | $160.2 million | 7 | 0 |
| Global Financial Planning Group, LLC | $135.3 million | 5 | 0 |
| Trustee Empowerment & Protection, Inc. | $10.3 million | 4 | 3 |