{ "path": "/advisors/mi/detroit", "url": "https://advisorcensus.com/advisors/mi/detroit", "page_type": "metro", "title": "Financial advisors in Detroit, MI", "filters": {}, "scope_total": 332, "faq": [ { "q": "How many financial advisory firms are there in Detroit, MI?", "a": "AdvisorCensus lists 332 investment advisory firms with a principal office in the Detroit metro area, from Form ADV filings as of October 2026: 168 SEC-registered, 140 state-registered, and 24 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Detroit, MI?", "a": "97 of the 332 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Detroit, MI offer financial planning?", "a": "202 of the 308 firms in Detroit, MI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Detroit, MI fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 97 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 332 investment advisory firms with a principal office in the Detroit metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Detroit has 332 investment advisory firms with a principal office in the metro area as of October 2026: 168 SEC-registered, 140 state-registered, and 24 exempt reporting advisers. 97 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 115 report under $100 million in regulatory assets under management. The metro area has 1,768,816 households, 205,115 of them with income of $200,000 or more, or 618 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Detroit, MI: 332 firms from Form ADV filings as of October 2026.", "total_firms": 332, "page": 1, "total_pages": 7, "sort": "name", "registration_types": { "sec": 168, "state": 140, "exempt": 24 }, "fee_model_mix": [ { "code": "fee-only", "count": 97 }, { "code": "percentage_of_aum", "count": 270 }, { "code": "hourly", "count": 135 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 170 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 44 }, { "code": "not_reported", "count": 24 } ], "years_registered_distribution": [ { "code": "under_5", "count": 120 }, { "code": "5_to_9", "count": 81 }, { "code": "10_to_19", "count": 80 }, { "code": "20_plus", "count": 50 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 58 }, { "code": "25m_100m", "count": 57 }, { "code": "100m_500m", "count": 91 }, { "code": "500m_1b", "count": 31 }, { "code": "1b_5b", "count": 34 }, { "code": "over_5b", "count": 6 }, { "code": "not_reported", "count": 55 } ], "firms": [ { "crd_number": 340646, "name": "30,000 FT Wealth Management", "name_as_filed": "30,000 FT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/30-000-ft-wealth-management-sterling-heights-mi-340646", "city": "Sterling Heights", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166170, "name": "A Smarter Way to Invest", "name_as_filed": "A SMARTER WAY TO INVEST", "url": "https://advisorcensus.com/firm/a-smarter-way-to-invest-brighton-mi-166170", "city": "Brighton", "state": "MI", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 175145, "name": "Abaris Investment Management", "name_as_filed": "ABARIS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/abaris-investment-management-bloomfield-hills-mi-175145", "city": "Bloomfield Hills", "state": "MI", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110767, "name": "Advance Capital Management Inc", "name_as_filed": "ADVANCE CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/advance-capital-management-inc-southfield-mi-110767", "city": "Southfield", "state": "MI", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297380, "name": "Advize Wealth Management", "name_as_filed": "ADVIZE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/advize-wealth-management-rochester-mi-297380", "city": "Rochester", "state": "MI", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 134034, "name": "Affinity Financial Advisory", "name_as_filed": "AFFINITY FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/affinity-financial-advisory-allen-park-mi-134034", "city": "Allen Park", "state": "MI", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338239, "name": "Affinity Wealth Management, LLC", "name_as_filed": "AFFINITY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/affinity-wealth-management-llc-plymouth-mi-338239", "city": "Plymouth", "state": "MI", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 287832, "name": "AFS Wealth Management, LLC", "name_as_filed": "AFS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/afs-wealth-management-llc-farmington-hills-mi-287832", "city": "Farmington Hills", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 302019, "name": "Agile Wealth Partners", "name_as_filed": "AGILE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/agile-wealth-partners-northville-mi-302019", "city": "Northville", "state": "MI", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165341, "name": "Alidade Capital, LLC", "name_as_filed": "ALIDADE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/alidade-capital-llc-bloomfield-hills-mi-165341", "city": "Bloomfield Hills", "state": "MI", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 153511, "name": "Allen Financial Management", "name_as_filed": "ALLEN FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/allen-financial-management-oxford-mi-153511", "city": "Oxford", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305397, "name": "Alliance Advisors Wealth Management LLC", "name_as_filed": "ALLIANCE ADVISORS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alliance-advisors-wealth-management-llc-novi-mi-305397", "city": "Novi", "state": "MI", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121529, "name": "Altrius Capital Management, Inc.", "name_as_filed": "ALTRIUS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/altrius-capital-management-inc-novi-mi-121529", "city": "Novi", "state": "MI", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284934, "name": "Anomaly Advisors", "name_as_filed": "ANOMALY ADVISORS", "url": "https://advisorcensus.com/firm/anomaly-advisors-west-bloomfield-mi-284934", "city": "West Bloomfield", "state": "MI", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 286452, "name": "Antonelli Financial Advisors, LLC", "name_as_filed": "ANTONELLI FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/antonelli-financial-advisors-llc-grosse-pointe-mi-286452", "city": "Grosse Pointe", "state": "MI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313572, "name": "Antonio Stokes Advisors", "name_as_filed": "ANTONIO STOKES ADVISORS", "url": "https://advisorcensus.com/firm/antonio-stokes-advisors-southfield-mi-313572", "city": "Southfield", "state": "MI", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338888, "name": "Aptera Capital LLC", "name_as_filed": "APTERA CAPITAL LLC", "url": "https://advisorcensus.com/firm/aptera-capital-llc-grosse-pointe-woods-mi-338888", "city": "Grosse Pointe Woods", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169570, "name": "Arbor Wealth Advisors LLC", "name_as_filed": "ARBOR WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/arbor-wealth-advisors-llc-troy-mi-169570", "city": "Troy", "state": "MI", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317979, "name": "Armada ETFS", "name_as_filed": "ARMADA ETFS", "url": "https://advisorcensus.com/firm/armada-etfs-novi-mi-317979", "city": "Novi", "state": "MI", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330730, "name": "Armor Wealth Strategies, LLC", "name_as_filed": "ARMOR WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/armor-wealth-strategies-llc-farmington-hills-mi-330730", "city": "Farmington Hills", "state": "MI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119423, "name": "Arrow Financial Group", "name_as_filed": "ARROW FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/arrow-financial-group-farmington-hills-mi-119423", "city": "Farmington Hills", "state": "MI", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 320685, "name": "Assembly Ventures Management, LLC", "name_as_filed": "ASSEMBLY VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/assembly-ventures-management-llc-detroit-mi-320685", "city": "Detroit", "state": "MI", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341480, "name": "Assembly Ventures Select Management, LLC", "name_as_filed": "ASSEMBLY VENTURES SELECT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/assembly-ventures-select-management-llc-detroit-mi-341480", "city": "Detroit", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152339, "name": "Asset Allocation Strategies, LLC", "name_as_filed": "ASSET ALLOCATION STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/asset-allocation-strategies-llc-farmington-mi-152339", "city": "Farmington", "state": "MI", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305899, "name": "Asset Preservation Capital, Ltd", "name_as_filed": "ASSET PRESERVATION CAPITAL, LTD", "url": "https://advisorcensus.com/firm/asset-preservation-capital-ltd-troy-mi-305899", "city": "Troy", "state": "MI", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287975, "name": "Association Financial Services, LLC", "name_as_filed": "ASSOCIATION FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/association-financial-services-llc-troy-mi-287975", "city": "Troy", "state": "MI", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290151, "name": "Autumn Financial Advisors, LLC", "name_as_filed": "AUTUMN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/autumn-financial-advisors-llc-plymouth-mi-290151", "city": "Plymouth", "state": "MI", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319062, "name": "Azimuth Capital Management", "name_as_filed": "AZIMUTH CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/azimuth-capital-management-bloomfield-hills-mi-319062", "city": "Bloomfield Hills", "state": "MI", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 141907, "name": "Barking Sands Capital", "name_as_filed": "BARKING SANDS CAPITAL", "url": "https://advisorcensus.com/firm/barking-sands-capital-troy-mi-141907", "city": "Troy", "state": "MI", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153117, "name": "Baron Wealth Management, LLC", "name_as_filed": "BARON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baron-wealth-management-llc-troy-mi-153117", "city": "Troy", "state": "MI", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340986, "name": "Bay Pointe Financial", "name_as_filed": "BAY POINTE FINANCIAL", "url": "https://advisorcensus.com/firm/bay-pointe-financial-new-baltimore-mi-340986", "city": "New Baltimore", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335390, "name": "Bay Plan Fund Management LLC", "name_as_filed": "BAY PLAN FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bay-plan-fund-management-llc-bloomfield-hills-mi-335390", "city": "Bloomfield Hills", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161803, "name": "Beringea, LLC", "name_as_filed": "BERINGEA, LLC", "url": "https://advisorcensus.com/firm/beringea-llc-farmington-hills-mi-161803", "city": "Farmington Hills", "state": "MI", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159533, "name": "Bernard Wealth Management Corp.", "name_as_filed": "BERNARD WEALTH MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/bernard-wealth-management-corp-royal-oak-mi-159533", "city": "Royal Oak", "state": "MI", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338874, "name": "BG Advisors, Inc.", "name_as_filed": "BG ADVISORS, INC.", "url": "https://advisorcensus.com/firm/bg-advisors-inc-bloomfield-hills-mi-338874", "city": "Bloomfield Hills", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106152, "name": "Bloom Advisors", "name_as_filed": "BLOOM ADVISORS", "url": "https://advisorcensus.com/firm/bloom-advisors-farmington-hills-mi-106152", "city": "Farmington Hills", "state": "MI", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169198, "name": "Bloomfield Capital Holdings, LLC", "name_as_filed": "BLOOMFIELD CAPITAL HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/bloomfield-capital-holdings-llc-birmingham-mi-169198", "city": "Birmingham", "state": "MI", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 132437, "name": "Blue Chip Partners, LLC", "name_as_filed": "BLUE CHIP PARTNERS, LLC", "url": "https://advisorcensus.com/firm/blue-chip-partners-llc-farmington-hills-mi-132437", "city": "Farmington Hills", "state": "MI", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290584, "name": "Bone Asset Management", "name_as_filed": "BONE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/bone-asset-management-bloomfield-hills-mi-290584", "city": "Bloomfield Hills", "state": "MI", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310255, "name": "Bowline Financial, LLC", "name_as_filed": "BOWLINE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/bowline-financial-llc-grosse-pointe-woods-mi-310255", "city": "Grosse Pointe Woods", "state": "MI", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319290, "name": "Bricktown Capital, LLC", "name_as_filed": "BRICKTOWN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/bricktown-capital-llc-detroit-mi-319290", "city": "Detroit", "state": "MI", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142501, "name": "Bridgeriver Advisors LLC", "name_as_filed": "BRIDGERIVER ADVISORS LLC", "url": "https://advisorcensus.com/firm/bridgeriver-advisors-llc-bloomfield-hills-mi-142501", "city": "Bloomfield Hills", "state": "MI", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332837, "name": "Bridgewise Wealth Management", "name_as_filed": "BRIDGEWISE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bridgewise-wealth-management-troy-mi-332837", "city": "Troy", "state": "MI", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333263, "name": "C Reserve Capital, LLC", "name_as_filed": "C RESERVE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/c-reserve-capital-llc-troy-mi-333263", "city": "Troy", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291915, "name": "C&M Connections, LLC", "name_as_filed": "C&M CONNECTIONS, LLC", "url": "https://advisorcensus.com/firm/c-and-m-connections-llc-southfield-mi-291915", "city": "Southfield", "state": "MI", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 151501, "name": "C2 Private Wealth", "name_as_filed": "C2 PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/c2-private-wealth-novi-mi-151501", "city": "Novi", "state": "MI", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124524, "name": "Calvert Planning Corporation", "name_as_filed": "CALVERT PLANNING CORPORATION", "url": "https://advisorcensus.com/firm/calvert-planning-corporation-troy-mi-124524", "city": "Troy", "state": "MI", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330834, "name": "Carrera Capital Advisors", "name_as_filed": "CARRERA CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/carrera-capital-advisors-troy-mi-330834", "city": "Troy", "state": "MI", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318990, "name": "Castle Wealth Group Investments LLC", "name_as_filed": "CASTLE WEALTH GROUP INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/castle-wealth-group-investments-llc-brighton-mi-318990", "city": "Brighton", "state": "MI", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109599, "name": "Center for Financial Planning Inc", "name_as_filed": "CENTER FOR FINANCIAL PLANNING INC", "url": "https://advisorcensus.com/firm/center-for-financial-planning-inc-southfield-mi-109599", "city": "Southfield", "state": "MI", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mi", "label": "Financial advisors in Michigan" }, "metro": { "path": "/advisors/mi/detroit", "label": "Financial advisors in Detroit, MI" }, "city_pages": [ { "path": "/advisors/mi/detroit/troy", "label": "Financial advisors in Troy, MI", "firm_count": 49 }, { "path": "/advisors/mi/detroit/bloomfield-hills", "label": "Financial advisors in Bloomfield Hills, MI", "firm_count": 46 }, { "path": "/advisors/mi/detroit/birmingham", "label": "Financial advisors in Birmingham, MI", "firm_count": 26 }, { "path": "/advisors/mi/detroit/southfield", "label": "Financial advisors in Southfield, MI", "firm_count": 25 }, { "path": "/advisors/mi/detroit/novi", "label": "Financial advisors in Novi, MI", "firm_count": 17 }, { "path": "/advisors/mi/detroit/brighton", "label": "Financial advisors in Brighton, MI", "firm_count": 15 }, { "path": "/advisors/mi/detroit/farmington-hills", "label": "Financial advisors in Farmington Hills, MI", "firm_count": 15 }, { "path": "/advisors/mi/detroit/plymouth", "label": "Financial advisors in Plymouth, MI", "firm_count": 13 }, { "path": "/advisors/mi/detroit/royal-oak", "label": "Financial advisors in Royal Oak, MI", "firm_count": 11 } ], "fee_pages": [ { "path": "/advisors/mi/detroit/fee-only", "label": "Fee-only financial advisors in Detroit, MI", "firm_count": 97 }, { "path": "/advisors/mi/detroit/flat-fee", "label": "Flat-fee financial advisors in Detroit, MI", "firm_count": 170 }, { "path": "/advisors/mi/detroit/hourly", "label": "Hourly financial advisors in Detroit, MI", "firm_count": 135 } ], "niche_pages": [ { "path": "/advisors/mi/detroit/retirees", "firm_count": 2, "label": "Financial advisors for retirees in Detroit, MI" }, { "path": "/advisors/mi/detroit/young-professionals", "firm_count": 1, "label": "Financial advisors for young professionals in Detroit, MI" } ] }, "csv": "https://advisorcensus.com/advisors/mi/detroit.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 17, "sec_registered_at_start": 152, "per_100_registered": 11.18, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 17 firms here registered with the SEC as investment advisers: 11.2 for every 100 already registered, against 10.1 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }