Find a Financial Advisor in Detroit, MI

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Detroit, MI.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Detroit Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Detroit, MI


  • Financial Advisor Close to Detroit, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Detroit, MI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Detroit, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Detroit financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Detroit, MI?

  • Population: 674,841
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $66,300
  • Average Monthly Housing Cost: $722
  • Average Household Income: $44,730
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)



The Top Financial Advisor Firms in Detroit, MI

 

COMERICA SECURITIES

Website

(800) 232-6983

411 West Lafayette Blvd.

Detroit, MI 48226

SEC#: 801-64897
Years in Business: 16 years

WORLD ASSET MANAGEMENT, INC.

Website

(313) 222-3800

411 West Lafayette Blvd.
5th Floor, Mc3379
Detroit, MI 48226

SEC#: 801-67327
Years in Business: 14 years

HURON CAPITAL PARTNERS LLC

Website

(313) 962-5800

500 Griswold Street
Suite 2700
Detroit, MI 48226

SEC#: 801-73784
Years in Business: 9 years

PENINSULA CAPITAL PARTNERS, L.L.C.

Website

(313) 237-5100

500 Woodward Avenue
Suite 2800
Detroit, MI 48226

SEC#: 801-73782
Years in Business: 9 years

EXPONENTIAL ETFS

Website

(313) 281-8000

1001 Woodward Ave Suite 500

Detroit, MI 48226

SEC#: 801-74619
Years in Business: 9 years

ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.

Website

(313) 373-7898

1555 Broadway, 4th Floor

Detroit, MI 48226

SEC#: 801-114423
Years in Business: 2 years

M HOLDINGS SECURITIES, INC.

Website

(313) 394-1700

One Woodward Ave. Suite 1500

Detroit, MI 48226

SEC#: 801-57304
Years in Business: 21 years

POCKETNEST RIA, LLC

Website

(313) 766-0134

1420 Washington Blvd.
Suite 301
Detroit, MI 48226

SEC#: 801-118788
Years in Business: 1 years

THE MATHER GROUP, LLC

Website

(313) 482-9690

19 Clifford Street

Detroit, MI 48226

SEC#: 801-72156
Years in Business: 10 years

 


Detroit, MI Financial Advisor FAQs

Ensure that the potential financial advisor has been qualified with appropriate certifications and trainings. Also check for designations and previous work commitments.
The cost of a financial advisor varies depending upon your location, life stage and type of service provided.
Financial advisors help ensure individuals have a strong, solid foundation for their futures through a wealth of diverse offerings tailored to satisfy individual needs. With many years of education and experience in the business arena, these professionals have knowledge that allows them to properly explain investment products.
Ask for his/her investment philosophy, asset allocations to be used, and investment benchmarks being observed.