Michigan's Top 19 Wealth Management Firms
Michigan's Top 19 Wealth Management Firms
Wealth management companies play a vital role in economic sustenance and growth, particularly in the state of Michigan. These firms provide a plethora of services, including financial planning, investment portfolio management, and other money-related solutions. They cater to diverse clients like individuals, businesses, and institutions who seek financial stability and growth. As the economy leans further towards digitalization, Michigan's wealth management companies address evolving expectations by incorporating tech advancements into their offerings. They’re positing the industry for impressive performance in the digital age as they innovate ways to build and manage wealth.
Top 19 wealth management companies in Michigan
1. Eurizon
- Website: eurizoncapital.com
- Headquarters: Milano, Michigan, United States
- Headcount: 501-1000
Eurizon Capital is a company that offers investment and wealth management solutions to individuals and institutions. They provide a wide range of investment products and services, including mutual funds, discretionary portfolio management, and financial planning.
2. BFF Banking Group
- Website: bff.com
- Headquarters: Milan, Michigan, United States
- Founded: 1985
- Headcount: 501-1000
BFF is a banking group specializing in financial services, offering a range of banking and investment products to individuals and businesses. They provide personalized solutions for wealth management, corporate finance, and investment banking.
3. Schechter
- Website: schechterwealth.com
- Headquarters: Birmingham, Michigan, United States
- Founded: 1939
- Headcount: 51-200
Schechter Wealth is a boutique wealth management firm that provides smart and independent investment portfolio management services. With a focus on wealthy families, they offer customized financial advice and solutions, tailored to the specific goals of each client.
4. CG Financial Services
- Website: mycgfinancial.com
- Headquarters: Haslett, Michigan, United States
- Founded: 1999
- Headcount: 51-200
CG Financial Services is an investment advisory firm offering personalized financial planning, retirement and lifestyle planning, minimizing tax impact, and ensuring business owners' wealth. They provide services such as business insurance, executive benefits, retirement plans, and employee health and welfare. CG Financial Services is affiliated with Geneos Wealth Management Inc. and operates as an SEC Registered Investment Adviser.
5. Bloomfield Hills Financial
- Website: bloomfieldhillsfinancial.com
- Headquarters: Bloomfield Hills, Michigan, United States
- Founded: 1999
- Headcount: 11-50
- Latest funding type: Acquired
Bloomfield Hills Financial is a wealth management firm that provides primary financial care to clients, their businesses, and loved ones. They believe in the importance of prudent, objective planning, discipline, and honesty for investment success.
6. Strategies Wealth Advisors
- Website: strategieswealth.com
- Headquarters: Grand Rapids, Michigan, United States
- Founded: 2007
- Headcount: 11-50
Strategies Wealth is an independent fiduciary with a multi-disciplinary approach, offering private wealth management, institutional services, and insurance solutions. They guide their clients from business to legacy, providing enhanced returns with lower volatility through investments in the private markets. With a team of experts, they use the best technologies, services, and products to always put their clients' interests first.
7. Stonebridge Financial Partners, LLC
- Website: stonebridgefinancialpartners.com
- Headquarters: Bingham Farms, Michigan, United States
- Founded: 2004
- Headcount: 11-50
Stonebridge Financial Partners is a wealth management company dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Stonebridge offers personalized strategies and guidance to clients, helping them protect and grow their wealth. They provide comprehensive estate planning services, tax reviews, and investment management services. Stonebridge is committed to helping clients define their vision of true wealth and support them in pursuing and maintaining it.
8. Zhang Financial
- Website: zhangfinancial.com
- Headquarters: Portage, Michigan, United States
- Founded: 1991
- Headcount: 11-50
Zhang Financial is a fee-only advisory firm with over $4.7 billion in assets under management. They provide customized and unbiased financial advice, first-class service, and an open-architecture investment platform. Their mission is to work without conflicts of interest and uphold a fiduciary standard. They offer personalized investment recommendations and ensure client assets are held by reputable custodians.
9. The Connable Office, Inc.
- Website: connableoffice.com
- Headquarters: Kalamazoo, Michigan, United States
- Headcount: 11-50
The Connable Office is a multi-family office based in Kalamazoo, Michigan that offers holistic planning and wealth management services. With over 125 years of experience, they specialize in protecting and preserving family legacies for future generations.
10. Lucido-Morris Wealth Management
- Website: lucidomorriswm.com
- Headquarters: Bingham Farms, Michigan, United States
- Founded: 1977
- Headcount: 11-50
Lucido Morris Wealth Management is a financial services company that offers personalized investment advice and portfolio management to individual and institutional clients.
11. Allied Printing Company, Inc.
- Website: alliedrethink.com
- Headquarters: Ferndale, Michigan, United States
- Founded: 1952
- Headcount: 51-200
Allied Rethink is a company that offers comprehensive financial services and innovative solutions to clients. With a focus on strategic planning and investment management, they assist individuals and businesses in achieving their financial goals and maximizing their returns.
12. Premier Business Products, Inc.
- Website: premier-business.com
- Headquarters: Troy, Michigan, United States
- Founded: 1982
- Headcount: 51-200
Premier Business is a company that offers a wide range of professional services and solutions. With expertise in various industries, they provide strategic consulting, financial analysis, and investment advisory services. Their commitment to excellence and client satisfaction sets them apart.
13. Telemus
- Website: telemus.com
- Headquarters: Southfield, Michigan, United States
- Founded: 2005
- Headcount: 11-50
Telemus is a financial advisory company offering solutions for individuals and businesses. They provide services such as asset and liability management, investment management, insurance, and risk protection. Their virtual family CFO service helps clients build and preserve wealth while enjoying the process.
14. Embers Credit Union
- Website: embers.org
- Headquarters: Marquette, Michigan, United States
- Founded: 1953
- Headcount: 51-200
Embers.org is a company providing financial services and investment opportunities to individuals and businesses. They offer a range of solutions including banking, investment management, and advisory services.
15. Financial Advisory Corporation
- Website: facwealth.com
- Headquarters: Grand Rapids, Michigan, United States
- Founded: 1988
- Headcount: 11-50
Financial Advisory Corporation provides unbiased and impartial guidance to help affluent families create clarity for today and build confidence in tomorrow. With over 30 years of trust, they offer completely customized wealth strategies and a client-centric teamwork approach. Their team of Certified Financial Planners (CFPs) ensures exceptional service and helps clients navigate their financial path with guidance, clarity, and confidence.
16. Retirement & Wealth Strategies
- Website: rwsgroup.org
- Headquarters: Farmington Hills, Michigan, United States
- Founded: 1985
- Headcount: 51-200
Retirement & Wealth Strategies is a financial planning and advisory services firm that specializes in creating retirement and wealth strategies. They provide objective, unbiased advice and personalized quality service to clients.
17. Heart of West Michigan United Way
- Website: hwmuw.org
- Headquarters: Grand Rapids, Michigan, United States
- Founded: 1917
- Headcount: 11-50
hwmuw.org is a company that offers various services in the financial industry. Their expertise lies in investment banking and they provide solutions and advice to clients on financial matters. They aim to help clients achieve their financial goals and maximize their investments.
18. Stephens Wealth Management Group
- Website: stephenswmg.com
- Headquarters: Flint, Michigan, United States
- Founded: 1975
- Headcount: 11-50
Stephens Wealth Management Group (SWMG) is a financial advisory firm based in Flint, MI. With more than two decades in the financial services industry, SWMG helps clients identify and pursue their vision of financial success at every stage of life.
19. Spartan Wealth Management
- Website: spartanwealth.com
- Headquarters: Birmingham, Michigan, United States
- Founded: 2018
- Headcount: 11-50
Spartan Wealth Management is a financial advisory firm that offers investment services to help clients grow their wealth. They provide commitment-free conversations about securing and stabilizing financial futures, with strategies that provide security during economic uncertainty. The company also offers services such as life insurance quotes, disability insurance, and estate planning. Their team of experienced financial advisors work closely with clients to help them make smart financial decisions based on their income, expenses, and goals for savings and retirement.
Want to find more wealth management companies?
If you want to find more companies that offer diverse financial solutions, including portfolio management and financial planning you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which are family-owned?
- Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
- Financials: How do these companies perform financially? What are their revenues and profit margins?
...and a lot more!
