# Financial advisors in Bloomfield Hills, MI

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/detroit/bloomfield-hills

## At a glance

- Investment advisory firms: 46
- Registration: SEC-registered investment adviser: 27, State-registered investment adviser: 15, Exempt reporting adviser: 4
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 19 (45%); Percentage of assets 36 (86%); Hourly charges 9 (21%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 22 (52%); Performance-based fees 5 (12%); Other 5 (12%); No compensation arrangements reported 4
- Regulatory assets under management (Item 5.F): Under $25 million 4 (9%); $25 million to $100 million 8 (17%); $100 million to $500 million 11 (24%); $500 million to $1 billion 6 (13%); $1 billion to $5 billion 7 (15%); Over $5 billion 2 (4%); Not reported 8 (17%)
- Years registered: Under 5 years 13 (28%); 5 to 9 years 11 (24%); 10 to 19 years 12 (26%); 20 years or more 10 (22%)

## Firms (page 1 of 1, 1 to 46 of 46, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abaris Investment Management](https://advisorcensus.com/firm/abaris-investment-management-bloomfield-hills-mi-175145) ([md](https://advisorcensus.com/firm/abaris-investment-management-bloomfield-hills-mi-175145.md)) | 175145 | Bloomfield Hills, MI | State-registered investment adviser | Not reported | 11 | % of assets, Fixed fee |
| [Alidade Capital, LLC](https://advisorcensus.com/firm/alidade-capital-llc-bloomfield-hills-mi-165341) ([md](https://advisorcensus.com/firm/alidade-capital-llc-bloomfield-hills-mi-165341.md)) | 165341 | Bloomfield Hills, MI | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Performance fee |
| [Azimuth Capital Management](https://advisorcensus.com/firm/azimuth-capital-management-bloomfield-hills-mi-319062) ([md](https://advisorcensus.com/firm/azimuth-capital-management-bloomfield-hills-mi-319062.md)) | 319062 | Bloomfield Hills, MI | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Other |
| [Bay Plan Fund Management LLC](https://advisorcensus.com/firm/bay-plan-fund-management-llc-bloomfield-hills-mi-335390) ([md](https://advisorcensus.com/firm/bay-plan-fund-management-llc-bloomfield-hills-mi-335390.md)) | 335390 | Bloomfield Hills, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [BG Advisors, Inc.](https://advisorcensus.com/firm/bg-advisors-inc-bloomfield-hills-mi-338874) ([md](https://advisorcensus.com/firm/bg-advisors-inc-bloomfield-hills-mi-338874.md)) | 338874 | Bloomfield Hills, MI | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Bone Asset Management](https://advisorcensus.com/firm/bone-asset-management-bloomfield-hills-mi-290584) ([md](https://advisorcensus.com/firm/bone-asset-management-bloomfield-hills-mi-290584.md)) | 290584 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Bridgeriver Advisors LLC](https://advisorcensus.com/firm/bridgeriver-advisors-llc-bloomfield-hills-mi-142501) ([md](https://advisorcensus.com/firm/bridgeriver-advisors-llc-bloomfield-hills-mi-142501.md)) | 142501 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Cirrus Capital LLC](https://advisorcensus.com/firm/cirrus-capital-llc-bloomfield-hills-mi-288297) ([md](https://advisorcensus.com/firm/cirrus-capital-llc-bloomfield-hills-mi-288297.md)) | 288297 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Core Financial Planning](https://advisorcensus.com/firm/core-financial-planning-bloomfield-hills-mi-149293) ([md](https://advisorcensus.com/firm/core-financial-planning-bloomfield-hills-mi-149293.md)) | 149293 | Bloomfield Hills, MI | State-registered investment adviser | Not reported | 17 | Fixed fee |
| [Cranbrook Wealth Management, LLC](https://advisorcensus.com/firm/cranbrook-wealth-management-llc-bloomfield-hills-mi-132058) ([md](https://advisorcensus.com/firm/cranbrook-wealth-management-llc-bloomfield-hills-mi-132058.md)) | 132058 | Bloomfield Hills, MI | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee |
| [Deroy & Devereaux Private Investment Counsel, Inc.](https://advisorcensus.com/firm/deroy-and-devereaux-private-investment-counsel-inc-bloomfield-hills-mi-121560) ([md](https://advisorcensus.com/firm/deroy-and-devereaux-private-investment-counsel-inc-bloomfield-hills-mi-121560.md)) | 121560 | Bloomfield Hills, MI | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Fixed fee |
| [Diversified Portfolios, Inc.](https://advisorcensus.com/firm/diversified-portfolios-inc-bloomfield-hills-mi-108942) ([md](https://advisorcensus.com/firm/diversified-portfolios-inc-bloomfield-hills-mi-108942.md)) | 108942 | Bloomfield Hills, MI | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets |
| [Dynamic Asset Management Group LLC](https://advisorcensus.com/firm/dynamic-asset-management-group-llc-bloomfield-hills-mi-159692) ([md](https://advisorcensus.com/firm/dynamic-asset-management-group-llc-bloomfield-hills-mi-159692.md)) | 159692 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Emde Wealth Management LLC](https://advisorcensus.com/firm/emde-wealth-management-llc-bloomfield-hills-mi-284690) ([md](https://advisorcensus.com/firm/emde-wealth-management-llc-bloomfield-hills-mi-284690.md)) | 284690 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [English Capital Management LLC](https://advisorcensus.com/firm/english-capital-management-llc-bloomfield-hills-mi-234790) ([md](https://advisorcensus.com/firm/english-capital-management-llc-bloomfield-hills-mi-234790.md)) | 234790 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Flexible Plan Investments Ltd](https://advisorcensus.com/firm/flexible-plan-investments-ltd-bloomfield-hills-mi-110762) ([md](https://advisorcensus.com/firm/flexible-plan-investments-ltd-bloomfield-hills-mi-110762.md)) | 110762 | Bloomfield Hills, MI | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets |
| [Forsythia Financial](https://advisorcensus.com/firm/forsythia-financial-bloomfield-hills-mi-328358) ([md](https://advisorcensus.com/firm/forsythia-financial-bloomfield-hills-mi-328358.md)) | 328358 | Bloomfield Hills, MI | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Subscription, Fixed fee |
| [Gainplan LLC](https://advisorcensus.com/firm/gainplan-llc-bloomfield-hills-mi-174427) ([md](https://advisorcensus.com/firm/gainplan-llc-bloomfield-hills-mi-174427.md)) | 174427 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [GPM Growth Investors, Inc.](https://advisorcensus.com/firm/gpm-growth-investors-inc-bloomfield-hills-mi-107645) ([md](https://advisorcensus.com/firm/gpm-growth-investors-inc-bloomfield-hills-mi-107645.md)) | 107645 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets |
| [Greystone Financial Group, LLC](https://advisorcensus.com/firm/greystone-financial-group-llc-bloomfield-hills-mi-306595) ([md](https://advisorcensus.com/firm/greystone-financial-group-llc-bloomfield-hills-mi-306595.md)) | 306595 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Heath Capital Management, Inc.](https://advisorcensus.com/firm/heath-capital-management-inc-bloomfield-hills-mi-120861) ([md](https://advisorcensus.com/firm/heath-capital-management-inc-bloomfield-hills-mi-120861.md)) | 120861 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Fixed fee |
| [Heron Bay Capital Management](https://advisorcensus.com/firm/heron-bay-capital-management-bloomfield-hills-mi-305537) ([md](https://advisorcensus.com/firm/heron-bay-capital-management-bloomfield-hills-mi-305537.md)) | 305537 | Bloomfield Hills, MI | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [Hidden Capital Management, LLC](https://advisorcensus.com/firm/hidden-capital-management-llc-bloomfield-hills-mi-332676) ([md](https://advisorcensus.com/firm/hidden-capital-management-llc-bloomfield-hills-mi-332676.md)) | 332676 | Bloomfield Hills, MI | Exempt reporting adviser | Not reported | 2 | Not reported |
| [IIC](https://advisorcensus.com/firm/iic-bloomfield-hills-mi-168705) ([md](https://advisorcensus.com/firm/iic-bloomfield-hills-mi-168705.md)) | 168705 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 13 | Fixed fee, Other |
| [Integrated Capital Management](https://advisorcensus.com/firm/integrated-capital-management-bloomfield-hills-mi-284766) ([md](https://advisorcensus.com/firm/integrated-capital-management-bloomfield-hills-mi-284766.md)) | 284766 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Integrated Investment Consultants, LLC](https://advisorcensus.com/firm/integrated-investment-consultants-llc-bloomfield-hills-mi-175299) ([md](https://advisorcensus.com/firm/integrated-investment-consultants-llc-bloomfield-hills-mi-175299.md)) | 175299 | Bloomfield Hills, MI | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Other |
| [Integrated Management Services SPV LLC](https://advisorcensus.com/firm/integrated-management-services-spv-llc-bloomfield-hills-mi-310320) ([md](https://advisorcensus.com/firm/integrated-management-services-spv-llc-bloomfield-hills-mi-310320.md)) | 310320 | Bloomfield Hills, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [KB Wealth Management, LLC](https://advisorcensus.com/firm/kb-wealth-management-llc-bloomfield-hills-mi-304447) ([md](https://advisorcensus.com/firm/kb-wealth-management-llc-bloomfield-hills-mi-304447.md)) | 304447 | Bloomfield Hills, MI | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [KRS Capital Management, LLC](https://advisorcensus.com/firm/krs-capital-management-llc-bloomfield-hills-mi-142928) ([md](https://advisorcensus.com/firm/krs-capital-management-llc-bloomfield-hills-mi-142928.md)) | 142928 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Lifecycle Financial Planners Inc.](https://advisorcensus.com/firm/lifecycle-financial-planners-inc-bloomfield-hills-mi-290250) ([md](https://advisorcensus.com/firm/lifecycle-financial-planners-inc-bloomfield-hills-mi-290250.md)) | 290250 | Bloomfield Hills, MI | SEC-registered investment adviser | $500 million to $1 billion | 8 | Fixed fee |
| [Lsia](https://advisorcensus.com/firm/lsia-bloomfield-hills-mi-146829) ([md](https://advisorcensus.com/firm/lsia-bloomfield-hills-mi-146829.md)) | 146829 | Bloomfield Hills, MI | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [Modell Capital Management LLC](https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228) ([md](https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228.md)) | 339228 | Bloomfield Hills, MI | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Money Evolution](https://advisorcensus.com/firm/money-evolution-bloomfield-hills-mi-269917) ([md](https://advisorcensus.com/firm/money-evolution-bloomfield-hills-mi-269917.md)) | 269917 | Bloomfield Hills, MI | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee |
| [Nantucket Multi Managers, LLC](https://advisorcensus.com/firm/nantucket-multi-managers-llc-bloomfield-hills-mi-129024) ([md](https://advisorcensus.com/firm/nantucket-multi-managers-llc-bloomfield-hills-mi-129024.md)) | 129024 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Performance fee, Other |
| [New Horizon Retirement Advisors](https://advisorcensus.com/firm/new-horizon-retirement-advisors-bloomfield-hills-mi-333053) ([md](https://advisorcensus.com/firm/new-horizon-retirement-advisors-bloomfield-hills-mi-333053.md)) | 333053 | Bloomfield Hills, MI | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Northern Financial Advisors, Inc](https://advisorcensus.com/firm/northern-financial-advisors-inc-bloomfield-hills-mi-121088) ([md](https://advisorcensus.com/firm/northern-financial-advisors-inc-bloomfield-hills-mi-121088.md)) | 121088 | Bloomfield Hills, MI | SEC-registered investment adviser | $500 million to $1 billion | 6 | Fixed fee |
| [Northern Shore Capital LLC](https://advisorcensus.com/firm/northern-shore-capital-llc-bloomfield-hills-mi-339563) ([md](https://advisorcensus.com/firm/northern-shore-capital-llc-bloomfield-hills-mi-339563.md)) | 339563 | Bloomfield Hills, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [O2 Investment Partners, L.P.](https://advisorcensus.com/firm/o2-investment-partners-l-p-bloomfield-hills-mi-291435) ([md](https://advisorcensus.com/firm/o2-investment-partners-l-p-bloomfield-hills-mi-291435.md)) | 291435 | Bloomfield Hills, MI | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Prosperity Wealth Strategies LLC](https://advisorcensus.com/firm/prosperity-wealth-strategies-llc-bloomfield-hills-mi-301923) ([md](https://advisorcensus.com/firm/prosperity-wealth-strategies-llc-bloomfield-hills-mi-301923.md)) | 301923 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Schwartz & Co.](https://advisorcensus.com/firm/schwartz-and-co-bloomfield-hills-mi-7294) ([md](https://advisorcensus.com/firm/schwartz-and-co-bloomfield-hills-mi-7294.md)) | 7294 | Bloomfield Hills, MI | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Sculati Wealth Management, LLC](https://advisorcensus.com/firm/sculati-wealth-management-llc-bloomfield-hills-mi-158783) ([md](https://advisorcensus.com/firm/sculati-wealth-management-llc-bloomfield-hills-mi-158783.md)) | 158783 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Steward Capital Management](https://advisorcensus.com/firm/steward-capital-management-bloomfield-hills-mi-104936) ([md](https://advisorcensus.com/firm/steward-capital-management-bloomfield-hills-mi-104936.md)) | 104936 | Bloomfield Hills, MI | SEC-registered investment adviser | $25 million to $100 million | 38 | % of assets, Performance fee |
| [Trinity Financial Services, Inc.](https://advisorcensus.com/firm/trinity-financial-services-inc-bloomfield-hills-mi-151051) ([md](https://advisorcensus.com/firm/trinity-financial-services-inc-bloomfield-hills-mi-151051.md)) | 151051 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Wealth Management Services, LLC](https://advisorcensus.com/firm/wealth-management-services-llc-bloomfield-hills-mi-131012) ([md](https://advisorcensus.com/firm/wealth-management-services-llc-bloomfield-hills-mi-131012.md)) | 131012 | Bloomfield Hills, MI | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [Wolverine Wealth Advisory Services Inc.](https://advisorcensus.com/firm/wolverine-wealth-advisory-services-inc-bloomfield-hills-mi-146564) ([md](https://advisorcensus.com/firm/wolverine-wealth-advisory-services-inc-bloomfield-hills-mi-146564.md)) | 146564 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Yousif Capital Management, LLC](https://advisorcensus.com/firm/yousif-capital-management-llc-bloomfield-hills-mi-312511) ([md](https://advisorcensus.com/firm/yousif-capital-management-llc-bloomfield-hills-mi-312511.md)) | 312511 | Bloomfield Hills, MI | SEC-registered investment adviser | Over $5 billion | 5 | % of assets |

## Questions people ask

**How many financial advisory firms are there in Bloomfield Hills, MI?**
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.

**How many fee-only financial advisors are in Bloomfield Hills, MI?**
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.

**How many financial advisors in Bloomfield Hills, MI offer financial planning?**
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.

**Are the financial advisors in Bloomfield Hills, 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 19 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.

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Cite as: AdvisorCensus. Financial advisors in Bloomfield Hills, MI: 46 firms from Form ADV filings as of October 2026.