{
  "path": "/advisors/mi/detroit/bloomfield-hills",
  "url": "https://advisorcensus.com/advisors/mi/detroit/bloomfield-hills",
  "page_type": "metro_city",
  "title": "Financial advisors in Bloomfield Hills, MI",
  "filters": {},
  "scope_total": 46,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Bloomfield Hills, MI?",
      "a": "AdvisorCensus lists 46 investment advisory firms with a principal office in Bloomfield Hills, Michigan (part of the Detroit metro area), from Form ADV filings as of October 2026: 27 SEC-registered, 15 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."
    },
    {
      "q": "How many fee-only financial advisors are in Bloomfield Hills, MI?",
      "a": "19 of the 46 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 Bloomfield Hills, MI offer financial planning?",
      "a": "24 of the 42 firms in Bloomfield Hills, 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 Bloomfield Hills, 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 19 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 46 investment advisory firms with a principal office in Bloomfield Hills, 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Bloomfield Hills, MI: 46 firms from Form ADV filings as of October 2026.",
  "total_firms": 46,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 27,
    "state": 15,
    "exempt": 4
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 19
    },
    {
      "code": "percentage_of_aum",
      "count": 36
    },
    {
      "code": "hourly",
      "count": 9
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 22
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 5
    },
    {
      "code": "other",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 13
    },
    {
      "code": "5_to_9",
      "count": 11
    },
    {
      "code": "10_to_19",
      "count": 12
    },
    {
      "code": "20_plus",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 4
    },
    {
      "code": "25m_100m",
      "count": 8
    },
    {
      "code": "100m_500m",
      "count": 11
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 7
    },
    {
      "code": "over_5b",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 8
    }
  ],
  "firms": [
    {
      "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": 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": 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": 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": 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": 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": 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": 288297,
      "name": "Cirrus Capital LLC",
      "name_as_filed": "CIRRUS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/cirrus-capital-llc-bloomfield-hills-mi-288297",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149293,
      "name": "Core Financial Planning",
      "name_as_filed": "CORE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/core-financial-planning-bloomfield-hills-mi-149293",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132058,
      "name": "Cranbrook Wealth Management, LLC",
      "name_as_filed": "CRANBROOK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cranbrook-wealth-management-llc-bloomfield-hills-mi-132058",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121560,
      "name": "Deroy & Devereaux Private Investment Counsel, Inc.",
      "name_as_filed": "DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.",
      "url": "https://advisorcensus.com/firm/deroy-and-devereaux-private-investment-counsel-inc-bloomfield-hills-mi-121560",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108942,
      "name": "Diversified Portfolios, Inc.",
      "name_as_filed": "DIVERSIFIED PORTFOLIOS, INC.",
      "url": "https://advisorcensus.com/firm/diversified-portfolios-inc-bloomfield-hills-mi-108942",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 27,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159692,
      "name": "Dynamic Asset Management Group LLC",
      "name_as_filed": "DYNAMIC ASSET MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/dynamic-asset-management-group-llc-bloomfield-hills-mi-159692",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284690,
      "name": "Emde Wealth Management LLC",
      "name_as_filed": "EMDE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/emde-wealth-management-llc-bloomfield-hills-mi-284690",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 234790,
      "name": "English Capital Management LLC",
      "name_as_filed": "ENGLISH CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/english-capital-management-llc-bloomfield-hills-mi-234790",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110762,
      "name": "Flexible Plan Investments Ltd",
      "name_as_filed": "FLEXIBLE PLAN INVESTMENTS LTD",
      "url": "https://advisorcensus.com/firm/flexible-plan-investments-ltd-bloomfield-hills-mi-110762",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 42,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328358,
      "name": "Forsythia Financial",
      "name_as_filed": "FORSYTHIA FINANCIAL",
      "url": "https://advisorcensus.com/firm/forsythia-financial-bloomfield-hills-mi-328358",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174427,
      "name": "Gainplan LLC",
      "name_as_filed": "GAINPLAN LLC",
      "url": "https://advisorcensus.com/firm/gainplan-llc-bloomfield-hills-mi-174427",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107645,
      "name": "GPM Growth Investors, Inc.",
      "name_as_filed": "GPM GROWTH INVESTORS, INC.",
      "url": "https://advisorcensus.com/firm/gpm-growth-investors-inc-bloomfield-hills-mi-107645",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 33,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306595,
      "name": "Greystone Financial Group, LLC",
      "name_as_filed": "GREYSTONE FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/greystone-financial-group-llc-bloomfield-hills-mi-306595",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120861,
      "name": "Heath Capital Management, Inc.",
      "name_as_filed": "HEATH CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/heath-capital-management-inc-bloomfield-hills-mi-120861",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 29,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305537,
      "name": "Heron Bay Capital Management",
      "name_as_filed": "HERON BAY CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/heron-bay-capital-management-bloomfield-hills-mi-305537",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332676,
      "name": "Hidden Capital Management, LLC",
      "name_as_filed": "HIDDEN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/hidden-capital-management-llc-bloomfield-hills-mi-332676",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 168705,
      "name": "IIC",
      "name_as_filed": "IIC",
      "url": "https://advisorcensus.com/firm/iic-bloomfield-hills-mi-168705",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284766,
      "name": "Integrated Capital Management",
      "name_as_filed": "INTEGRATED CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/integrated-capital-management-bloomfield-hills-mi-284766",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175299,
      "name": "Integrated Investment Consultants, LLC",
      "name_as_filed": "INTEGRATED INVESTMENT CONSULTANTS, LLC",
      "url": "https://advisorcensus.com/firm/integrated-investment-consultants-llc-bloomfield-hills-mi-175299",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310320,
      "name": "Integrated Management Services SPV LLC",
      "name_as_filed": "INTEGRATED MANAGEMENT SERVICES SPV LLC",
      "url": "https://advisorcensus.com/firm/integrated-management-services-spv-llc-bloomfield-hills-mi-310320",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 304447,
      "name": "KB Wealth Management, LLC",
      "name_as_filed": "KB WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kb-wealth-management-llc-bloomfield-hills-mi-304447",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142928,
      "name": "KRS Capital Management, LLC",
      "name_as_filed": "KRS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/krs-capital-management-llc-bloomfield-hills-mi-142928",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290250,
      "name": "Lifecycle Financial Planners Inc.",
      "name_as_filed": "LIFECYCLE FINANCIAL PLANNERS INC.",
      "url": "https://advisorcensus.com/firm/lifecycle-financial-planners-inc-bloomfield-hills-mi-290250",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146829,
      "name": "Lsia",
      "name_as_filed": "LSIA",
      "url": "https://advisorcensus.com/firm/lsia-bloomfield-hills-mi-146829",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339228,
      "name": "Modell Capital Management LLC",
      "name_as_filed": "MODELL CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269917,
      "name": "Money Evolution",
      "name_as_filed": "MONEY EVOLUTION",
      "url": "https://advisorcensus.com/firm/money-evolution-bloomfield-hills-mi-269917",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129024,
      "name": "Nantucket Multi Managers, LLC",
      "name_as_filed": "NANTUCKET MULTI MANAGERS, LLC",
      "url": "https://advisorcensus.com/firm/nantucket-multi-managers-llc-bloomfield-hills-mi-129024",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333053,
      "name": "New Horizon Retirement Advisors",
      "name_as_filed": "NEW HORIZON RETIREMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/new-horizon-retirement-advisors-bloomfield-hills-mi-333053",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121088,
      "name": "Northern Financial Advisors, Inc",
      "name_as_filed": "NORTHERN FINANCIAL ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/northern-financial-advisors-inc-bloomfield-hills-mi-121088",
      "city": "Bloomfield Hills",
      "state": "MI",
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  "csv": null,
  "source": {
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    "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"
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}