# Financial advisors in Birmingham, MI > AdvisorCensus lists 26 investment advisory firms with a principal office in Birmingham, Michigan (part of the Detroit metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Detroit metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/detroit/birmingham ## At a glance - Investment advisory firms: 26 - Registration: SEC-registered investment adviser: 16, State-registered investment adviser: 6, Exempt reporting adviser: 4 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 6 (27%); Percentage of assets 16 (73%); Hourly charges 8 (36%); Subscription fees (newsletter or periodical) 1 (5%); Fixed fees 9 (41%); Performance-based fees 9 (41%); Other 5 (23%); No compensation arrangements reported 4 - Regulatory assets under management (Item 5.F): Under $25 million 2 (8%); $25 million to $100 million 2 (8%); $100 million to $500 million 7 (27%); $500 million to $1 billion 6 (23%); $1 billion to $5 billion 2 (8%); Not reported 7 (27%) - Years registered: Under 5 years 9 (35%); 5 to 9 years 6 (23%); 10 to 19 years 6 (23%); 20 years or more 4 (15%); Not reported 1 (4%) ## Firms (page 1 of 1, 1 to 26 of 26, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Bloomfield Capital Holdings, LLC](https://advisorcensus.com/firm/bloomfield-capital-holdings-llc-birmingham-mi-169198) ([md](https://advisorcensus.com/firm/bloomfield-capital-holdings-llc-birmingham-mi-169198.md)) | 169198 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee | | [Cipher Chain Capital, LLC](https://advisorcensus.com/firm/cipher-chain-capital-llc-birmingham-mi-319434) ([md](https://advisorcensus.com/firm/cipher-chain-capital-llc-birmingham-mi-319434.md)) | 319434 | Birmingham, MI | Exempt reporting adviser | Not reported | 0 | Not reported | | [Fintentional LLC](https://advisorcensus.com/firm/fintentional-llc-birmingham-mi-284829) ([md](https://advisorcensus.com/firm/fintentional-llc-birmingham-mi-284829.md)) | 284829 | Birmingham, MI | State-registered investment adviser | Under $25 million | 10 | Fixed fee | | [Lakeside Drive Management LLC](https://advisorcensus.com/firm/lakeside-drive-management-llc-birmingham-mi-306808) ([md](https://advisorcensus.com/firm/lakeside-drive-management-llc-birmingham-mi-306808.md)) | 306808 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee | | [Liberty Capital Management Inc](https://advisorcensus.com/firm/liberty-capital-management-inc-birmingham-mi-106063) ([md](https://advisorcensus.com/firm/liberty-capital-management-inc-birmingham-mi-106063.md)) | 106063 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Hourly, Fixed fee | | [Long Lake Capital Management, LLC](https://advisorcensus.com/firm/long-lake-capital-management-llc-birmingham-mi-171644) ([md](https://advisorcensus.com/firm/long-lake-capital-management-llc-birmingham-mi-171644.md)) | 171644 | Birmingham, MI | State-registered investment adviser | $25 million to $100 million | 12 | % of assets | | [Maddog Ventures](https://advisorcensus.com/firm/maddog-ventures-birmingham-mi-290662) ([md](https://advisorcensus.com/firm/maddog-ventures-birmingham-mi-290662.md)) | 290662 | Birmingham, MI | Exempt reporting adviser | Not reported | Not reported | Not reported | | [Motive Wealth Advisors, LLC](https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303) ([md](https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303.md)) | 312303 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee | | [Northpoint Financial](https://advisorcensus.com/firm/northpoint-financial-birmingham-mi-124711) ([md](https://advisorcensus.com/firm/northpoint-financial-birmingham-mi-124711.md)) | 124711 | Birmingham, MI | State-registered investment adviser | Not reported | 15 | Hourly | | [Palatine Hill Wealth Management](https://advisorcensus.com/firm/palatine-hill-wealth-management-birmingham-mi-305619) ([md](https://advisorcensus.com/firm/palatine-hill-wealth-management-birmingham-mi-305619.md)) | 305619 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee | | [Penstock Equity Management LLC](https://advisorcensus.com/firm/penstock-equity-management-llc-birmingham-mi-340947) ([md](https://advisorcensus.com/firm/penstock-equity-management-llc-birmingham-mi-340947.md)) | 340947 | Birmingham, MI | Exempt reporting adviser | Not reported | 0 | Not reported | | [Planning Alternatives Ltd](https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268) ([md](https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268.md)) | 110268 | Birmingham, MI | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee | | [Q3 Asset Management Corporation](https://advisorcensus.com/firm/q3-asset-management-corporation-birmingham-mi-137839) ([md](https://advisorcensus.com/firm/q3-asset-management-corporation-birmingham-mi-137839.md)) | 137839 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Subscription, Performance fee | | [Quarton Capital Partners](https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752) ([md](https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752.md)) | 342752 | Birmingham, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly | | [Rock Harbor Capital LLC](https://advisorcensus.com/firm/rock-harbor-capital-llc-birmingham-mi-327728) ([md](https://advisorcensus.com/firm/rock-harbor-capital-llc-birmingham-mi-327728.md)) | 327728 | Birmingham, MI | State-registered investment adviser | Not reported | 3 | Fixed fee | | [Rosenberg Wealth Advisors](https://advisorcensus.com/firm/rosenberg-wealth-advisors-birmingham-mi-340471) ([md](https://advisorcensus.com/firm/rosenberg-wealth-advisors-birmingham-mi-340471.md)) | 340471 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [Seizert Capital Partners](https://advisorcensus.com/firm/seizert-capital-partners-birmingham-mi-108954) ([md](https://advisorcensus.com/firm/seizert-capital-partners-birmingham-mi-108954.md)) | 108954 | Birmingham, MI | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee, Performance fee | | [Solyco Wealth LLC](https://advisorcensus.com/firm/solyco-wealth-llc-birmingham-mi-314981) ([md](https://advisorcensus.com/firm/solyco-wealth-llc-birmingham-mi-314981.md)) | 314981 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Strength Capital Partners, LLC](https://advisorcensus.com/firm/strength-capital-partners-llc-birmingham-mi-134320) ([md](https://advisorcensus.com/firm/strength-capital-partners-llc-birmingham-mi-134320.md)) | 134320 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 21 | Other | | [Sturbridge Capital LLC](https://advisorcensus.com/firm/sturbridge-capital-llc-birmingham-mi-160327) ([md](https://advisorcensus.com/firm/sturbridge-capital-llc-birmingham-mi-160327.md)) | 160327 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee | | [Townsend Street Capital Management](https://advisorcensus.com/firm/townsend-street-capital-management-birmingham-mi-310043) ([md](https://advisorcensus.com/firm/townsend-street-capital-management-birmingham-mi-310043.md)) | 310043 | Birmingham, MI | Exempt reporting adviser | Not reported | 0 | Not reported | | [TRP Capital Advisors V, LLC](https://advisorcensus.com/firm/trp-capital-advisors-v-llc-birmingham-mi-306604) ([md](https://advisorcensus.com/firm/trp-capital-advisors-v-llc-birmingham-mi-306604.md)) | 306604 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee, Other | | [TRP Capital Advisors VI, LLC](https://advisorcensus.com/firm/trp-capital-advisors-vi-llc-birmingham-mi-329787) ([md](https://advisorcensus.com/firm/trp-capital-advisors-vi-llc-birmingham-mi-329787.md)) | 329787 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee, Other | | [TRP Capital Advisors, LLC](https://advisorcensus.com/firm/trp-capital-advisors-llc-birmingham-mi-281098) ([md](https://advisorcensus.com/firm/trp-capital-advisors-llc-birmingham-mi-281098.md)) | 281098 | Birmingham, MI | SEC-registered investment adviser | $25 million to $100 million | 10 | Performance fee, Other | | [Valstone Partners VI](https://advisorcensus.com/firm/valstone-partners-vi-birmingham-mi-300629) ([md](https://advisorcensus.com/firm/valstone-partners-vi-birmingham-mi-300629.md)) | 300629 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee, Performance fee | | [WWRP P.C. Affiliate, LLC](https://advisorcensus.com/firm/wwrp-p-c-affiliate-llc-birmingham-mi-311103) ([md](https://advisorcensus.com/firm/wwrp-p-c-affiliate-llc-birmingham-mi-311103.md)) | 311103 | Birmingham, MI | State-registered investment adviser | Not reported | 5 | Other | ## Questions people ask **How many financial advisory firms are there in Birmingham, MI?** AdvisorCensus lists 26 investment advisory firms with a principal office in Birmingham, Michigan (part of the Detroit metro area), from Form ADV filings as of October 2026: 16 SEC-registered, 6 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Birmingham, MI?** 6 of the 26 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. **How many financial advisors in Birmingham, MI offer financial planning?** 9 of the 22 firms in Birmingham, 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. **Are the financial advisors in Birmingham, MI fiduciaries?** 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 6 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** 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. **Does AdvisorCensus rate, verify, or recommend these firms?** 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. **What does regulatory assets under management mean?** 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. ## Related pages - [Financial advisors in Michigan](https://advisorcensus.com/advisors/mi) (https://advisorcensus.com/advisors/mi.md) - [Financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit) (https://advisorcensus.com/advisors/mi/detroit.md) - [Fee-only financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/fee-only) (https://advisorcensus.com/advisors/mi/detroit/fee-only.md) - [Flat-fee financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/flat-fee) (https://advisorcensus.com/advisors/mi/detroit/flat-fee.md) - [Hourly financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/hourly) (https://advisorcensus.com/advisors/mi/detroit/hourly.md) - [Financial advisors for retirees in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/retirees) (https://advisorcensus.com/advisors/mi/detroit/retirees.md) - [Financial advisors for young professionals in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/young-professionals) (https://advisorcensus.com/advisors/mi/detroit/young-professionals.md) - [Financial advisors in Troy, MI](https://advisorcensus.com/advisors/mi/detroit/troy) (https://advisorcensus.com/advisors/mi/detroit/troy.md) - [Financial advisors in Bloomfield Hills, MI](https://advisorcensus.com/advisors/mi/detroit/bloomfield-hills) (https://advisorcensus.com/advisors/mi/detroit/bloomfield-hills.md) - [Financial advisors in Southfield, MI](https://advisorcensus.com/advisors/mi/detroit/southfield) (https://advisorcensus.com/advisors/mi/detroit/southfield.md) - [Financial advisors in Novi, MI](https://advisorcensus.com/advisors/mi/detroit/novi) (https://advisorcensus.com/advisors/mi/detroit/novi.md) - [Financial advisors in Brighton, MI](https://advisorcensus.com/advisors/mi/detroit/brighton) (https://advisorcensus.com/advisors/mi/detroit/brighton.md) - [Financial advisors in Farmington Hills, MI](https://advisorcensus.com/advisors/mi/detroit/farmington-hills) (https://advisorcensus.com/advisors/mi/detroit/farmington-hills.md) - [Financial advisors in Plymouth, MI](https://advisorcensus.com/advisors/mi/detroit/plymouth) (https://advisorcensus.com/advisors/mi/detroit/plymouth.md) - [Financial advisors in Royal Oak, MI](https://advisorcensus.com/advisors/mi/detroit/royal-oak) (https://advisorcensus.com/advisors/mi/detroit/royal-oak.md) - [Financial advisors in Grand Rapids](https://advisorcensus.com/advisors/mi/grand-rapids) (https://advisorcensus.com/advisors/mi/grand-rapids.md) - [Financial advisors in Ann Arbor](https://advisorcensus.com/advisors/mi/ann-arbor) (https://advisorcensus.com/advisors/mi/ann-arbor.md) - [Financial advisors in Lansing](https://advisorcensus.com/advisors/mi/lansing) (https://advisorcensus.com/advisors/mi/lansing.md) - [Financial advisors in Kalamazoo](https://advisorcensus.com/advisors/mi/kalamazoo) (https://advisorcensus.com/advisors/mi/kalamazoo.md) - [Financial advisors in Traverse City](https://advisorcensus.com/advisors/mi/traverse-city) (https://advisorcensus.com/advisors/mi/traverse-city.md) - [Financial advisors in Flint](https://advisorcensus.com/advisors/mi/flint) (https://advisorcensus.com/advisors/mi/flint.md) - [Financial advisors in Niles](https://advisorcensus.com/advisors/mi/niles) (https://advisorcensus.com/advisors/mi/niles.md) - [Financial advisors in Jackson](https://advisorcensus.com/advisors/mi/jackson) (https://advisorcensus.com/advisors/mi/jackson.md) Cite as: AdvisorCensus. Financial advisors in Birmingham, MI: 26 firms from Form ADV filings as of October 2026.