AdvisorCensus / Financial advisors / Michigan / Detroit, MI / Branch offices
Advisory firms with an office in Detroit, MI, headquartered elsewhere
170 investment advisory firms with a principal office outside the Detroit, MI metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Accelerate Retirement | Brighton, MI | Aliso Viejo, CA | SEC-registered investment adviser |
| Advisors Capital Management, LLC | Troy, MI | Ridgewood, NJ | SEC-registered investment adviser |
| Advisory Alpha, LLC | Allen Park, MI | Holland, MI | SEC-registered investment adviser |
| AE Wealth Management, LLC | Troy, MI | Topeka, KS | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Rochester, MI | Deerfield, IL | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | White Lake, MI | Lincoln, NE | SEC-registered investment adviser |
| American Independent Securities Group, LLC | Troy, MI | Eagle, ID | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Bloomfield Hills, MI | Minneapolis, MN | SEC-registered investment adviser |
| Ancora Advisors LLC | Bloomfield Hills, MI | Mayfield Heights, OH | SEC-registered investment adviser |
| Ancora Alternatives LLC | Bloomfield Hills, MI | Cleveland, OH | SEC-registered investment adviser |
| Ancora Private Wealth Advisors, LLC | Bloomfield Hills, MI | Cleveland, OH | SEC-registered investment adviser |
| Arax Advisory Partners | Birmingham, MI | New York, NY | SEC-registered investment adviser |
| Arrowroot Family Office, LLC | Rochester Hills, MI | Marina del Rey, CA | SEC-registered investment adviser |
| Ascentis Independent Advisors, LLC | Troy, MI | Dallas, TX | SEC-registered investment adviser |
| Baker Tilly Wealth Management, LLC | Southfield, MI | Madison, WI | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Bloomfield Hills, MI | Newport Beach, CA | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Wyandotte, MI | Reno, NV | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Bloomfield Hills, MI | Cedar Rapids, IA | SEC-registered investment adviser |
| Bison Wealth, LLC | Northville, MI | Atlanta, GA | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | Shelby Township, MI | Jupiter, FL | SEC-registered investment adviser |
| Boyd Watterson Asset Management, LLC | Bloomfield Hills, MI | Cleveland, OH | SEC-registered investment adviser |
| Bright Path Sports Partners, LLC | Novi, MI | Cleveland, OH | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Farmington Hills, MI | Fairfield, IA | SEC-registered investment adviser |
| Canopy Wealth Management | Birmingham, MI | Middleton, WI | SEC-registered investment adviser |
| Capital Analysts | Farmington Hills, MI | Fort Washington, PA | SEC-registered investment adviser |
| Capital Markets IQ, LLC | Southfield, MI | Wilmington, DE | SEC-registered investment adviser |
| Capstone Investment Group | Northville, MI | Olympia, WA | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Auburn Hills, MI | Anaheim, CA | SEC-registered investment adviser |
| Center Rock Capital Partners, LP | Bloomfield Hills, MI | Chicago, IL | SEC-registered investment adviser |
| CG Advisory Services | Howell, MI | Williamston, MI | SEC-registered investment adviser |
| Chicago Atlantic Advisers, LLC | Farmington Hills, MI | Chicago, IL | SEC-registered investment adviser |
| Chicago Atlantic BDC Advisers, LLC | Farmington Hills, MI | New York, NY | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | Birmingham, MI | Chicago, IL | SEC-registered investment adviser |
| CL Wealth Management LLC | Northville, MI | Schaumburg, IL | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Farmington Hills, MI | Ann Arbor, MI | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Grosse Pointe, MI | Tampa, FL | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Howell, MI | Woodbury, NY | SEC-registered investment adviser |
| Coppell Advisory Solutions LLC | Livonia, MI | Dallas, TX | SEC-registered investment adviser |
| Corient | Birmingham, MI | Miami, FL | SEC-registered investment adviser |
| Corient IA LP | Birmingham, MI | Miami, FL | SEC-registered investment adviser |
| Creative Financial Designs, Inc. | Shelby Township, MI | Kokomo, IN | SEC-registered investment adviser |
| Creative Planning | Birmingham, MI | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Birmingham, MI | Newport Beach, CA | SEC-registered investment adviser |
| CX Institutional, LLC | Auburn Hills, MI | Auburn, IN | SEC-registered investment adviser |
| DBS Investment Advisers, LLC | Clarkston, MI | Bay City, MI | SEC-registered investment adviser |
| Discipline Wealth Solutions, Inc. | Birmingham, MI | Greenville, SC | SEC-registered investment adviser |
| Dynamic | Shelby Township, MI | Phoenix, AZ | SEC-registered investment adviser |
| Edelman Financial Engines | Novi, MI | Santa Clara, CA | SEC-registered investment adviser |
| Elevation Point Wealth Partners, LLC | Bloomfield Hills, MI | Denver, CO | SEC-registered investment adviser |
| EP Wealth Advisors | Brighton, MI | Torrance, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Troy, MI | New York, NY | SEC-registered investment adviser |
| Exodus Wealth, LLC | Howell, MI | Fort Lauderdale, FL | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Southfield, MI | St. Louis, MO | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Bingham Farms, MI | Phoenix, AZ | SEC-registered investment adviser |
| Founders Financial Securities, LLC | Brighton, MI | Towson, MD | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Bloomfield Hill, MI | Rolling Meadows, IL | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Bloomfield Twp., MI | Alpharetta, GA | SEC-registered investment adviser |
| Golden Reserve Retirement, LLC | Novi, MI | Dublin, OH | SEC-registered investment adviser |
| Goldman Sachs & Co. LLC | Detroit, MI | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Troy, MI | Cohoes, NY | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Royal Oak, MI | Berwyn, PA | SEC-registered investment adviser |
| HBW Advisory Services LLC | Brighton, MI | Simi Valley, CA | SEC-registered investment adviser |
| Highpoint Planning Partners | Bloomfield Hills, MI | Downers Grove, IL | SEC-registered investment adviser |
| Hightower Advisors, LLC | Bloomfield Hills, MI | Chicago, IL | SEC-registered investment adviser |
| Hilltop Wealth & Tax Solutions | Royal Oak, MI | Mishawaka, IN | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Brighton, MI | Austin, TX | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Highland, MI | Omaha, NE | SEC-registered investment adviser |
| IHT Wealth Management LLC | Washington, MI | Chicago, IL | SEC-registered investment adviser |
| Innovia Wealth, LLC | Birmingham, MI | Grand Rapids, MI | SEC-registered investment adviser |
| Insight Folios | Port Huron, MI | Charlotte, NC | SEC-registered investment adviser |
| Integrated Wealth Concepts LLC | Bloomfield Hills, MI | Waltham, MA | SEC-registered investment adviser |
| International Assets Investment Management, LLC | Troy, MI | Orlando, FL | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Farmington Hills, MI | Charlotte, NC | SEC-registered investment adviser |
| Johnson Investment Counsel, Inc. | Detroit, MI | Cincinnati, OH | SEC-registered investment adviser |
| Kaydan Wealth Management, Inc. | Auburn Hills, MI | Fenton, MI | SEC-registered investment adviser |
| KCD Financial, Inc. | Bingham Farms, MI | Green Bay, WI | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Auburn Hills, MI | Austin, TX | SEC-registered investment adviser |
| Kingsview Wealth Management, LLC | Rochester Hills, MI | Grants Pass, OR | SEC-registered investment adviser |
| Kovack Advisors, Inc. | Troy, MI | Ft. Lauderdale, FL | SEC-registered investment adviser |
| Level Four Advisory Services | Bloomfield Hills, MI | Dallas, TX | SEC-registered investment adviser |
| Lido | Novi, MI | Los Angeles, CA | SEC-registered investment adviser |
| Lifemark Securities Corp. | Livonia, MI | Rochester, NY | SEC-registered investment adviser |
| Lifepoint Planning | Bloomfield Hills, MI | Schaumburg, IL | SEC-registered investment adviser |
| Lincoln Investment | Farmington Hills, MI | Fort Washington, PA | SEC-registered investment adviser |
| Loomis, Sayles & Company, L.P. | Bloomfield Hills, MI | Boston, MA | SEC-registered investment adviser |
| Lorient Capital Management, LLC | Birmingham, MI | Miami, FL | SEC-registered investment adviser |
| LPL Enterprise, LLC | Troy, MI | Fort Mill, SC | SEC-registered investment adviser |
| M Holdings Securities, Inc. | Detroit, MI | Portland, OR | SEC-registered investment adviser |
| Madison Avenue Securities, LLC | Bloomfield Hills, MI | San Diego, CA | SEC-registered investment adviser |
| Mainstay Capital Management, LLC | Novi, MI | Grand Blanc, MI | SEC-registered investment adviser |
| Mariner | Bloomfield Hills, MI | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Bloomfield, MI | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Birmingham, MI | Overland Park, KS | SEC-registered investment adviser |
| Mariner Institutional, LLC | Bloomfield Hills, MI | Winter Park, FL | SEC-registered investment adviser |
| Maripau Wealth Management LLC | Brighton, MI | Fort Wayne, IN | SEC-registered investment adviser |
| MDRN Capital | Imlay City, MI | Annapolis, MD | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills, MI | New York, NY | SEC-registered investment adviser |
| Mission Wealth Management, LP | Novi, MI | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Securities LLC | Troy, MI | New York, NY | SEC-registered investment adviser |
| MML Investors Services, LLC | Southfield, MI | Springfield, MA | SEC-registered investment adviser |
| Modern Wealth Management, LLC | Bingham Farms, MI | Kansas City, MO | SEC-registered investment adviser |
| Money Concepts Advisory Service | Troy, MI | Palm Beach Gardens, FL | SEC-registered investment adviser |
| MPM Wealth Advisors | Dearborn, MI | Holland, OH | SEC-registered investment adviser |
| Newedge Advisors | Northville, MI | New Orleans, LA | SEC-registered investment adviser |
| On Investment Management Co | Novi, MI | Cincinnati, OH | SEC-registered investment adviser |
| Onedigital | Auburn Hills, MI | Overland Park, KS | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Birmingham, MI | Parsippany, NJ | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | Birmingham, MI | New York, NY | SEC-registered investment adviser |
| Osaic Advisory Services, LLC | Bloomfield Hills, MI | Atlanta, GA | SEC-registered investment adviser |
| Oxford Harriman Private Wealth Management | Bloomfield Hills, MI | Indianapolis, IN | SEC-registered investment adviser |
| Perigon Wealth Management, LLC | Southfield, MI | San Francisco, CA | SEC-registered investment adviser |
| PKS Advisory Services, LLC | Auburn Hills, MI | Albany, NY | SEC-registered investment adviser |
| PNC Wealth Management | Troy, MI | Pittsburgh, PA | SEC-registered investment adviser |
| Prime Capital Financial | Royal Oak, MI | Overland Park, KS | SEC-registered investment adviser |
| Private Advisor Group, LLC | Troy, MI | Morristown, NJ | SEC-registered investment adviser |
| Procyon | Livonia, MI | Shelton, CT | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Clarkston, MI | Dallas, TX | SEC-registered investment adviser |
| Prosperity Capital Advisors | Rochester, MI | Westlake, OH | SEC-registered investment adviser |
| Prostatis Financial Advisors Group | Farmington Hills, MI | Hanover, MD | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Birmingham, MI | St. Petersburg, FL | SEC-registered investment adviser |
| Regal Advisory Services, Inc. | Farmington Hills, MI | Glenview, IL | SEC-registered investment adviser |
| Rehmann Wealth | Detroit, MI | Lansing, MI | SEC-registered investment adviser |
| Retirement Plan Advisors, LLC | Northville, MI | Chicago, IL | SEC-registered investment adviser |
| RFG Advisory, LLC | Troy, MI | Vestavia Hills, AL | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Birmingham, MI | Milwaukee, WI | SEC-registered investment adviser |
| Rockefeller Capital Management | Birmingham, MI | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Birmingham, MI | New York, NY | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Bloomfield Hills, MI | Miami, FL | SEC-registered investment adviser |
| Savant Wealth Management | Plymouth, MI | Rockford, IL | SEC-registered investment adviser |
| SB Advisory, LLC | Lake Orion, MI | Atlanta, GA | SEC-registered investment adviser |
| Seacrest Investment Management, LLC | Troy, MI | Purchase, NY | SEC-registered investment adviser |
| Seacrest Wealth Management, LLC | Troy, MI | Purchase, NY | SEC-registered investment adviser |
| Seia | Harper Woods, MI | Los Angeles, CA | SEC-registered investment adviser |
| Sentinel Pension Advisors, LLC. | Troy, MI | Wakefield, MA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Gross Pointe Woods, MI | Akron, OH | SEC-registered investment adviser |
| Shore Capital Partners | Birmingham, MI | Chicago, IL | SEC-registered investment adviser |
| Slayton Lewis Inc | Royal Oak, MI | Salt Lake City, UT | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Novi, MI | St. George, UT | SEC-registered investment adviser |
| Sovereign Financial Group, Inc. | Novi, MI | Stamford, CT | SEC-registered investment adviser |
| SPC | Allen Park, MI | Ann Arbor, MI | SEC-registered investment adviser |
| Spire Wealth Management, LLC | Utica, MI | McLean, VA | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Port Huron, MI | St Louis, MO | SEC-registered investment adviser |
| Stonepath Wealth Management | Milford, MI | Traverse City, MI | SEC-registered investment adviser |
| Strategic Blueprint, LLC | Farmington Hills, MI | Atlanta, GA | SEC-registered investment adviser |
| Summit Financial, LLC | Brighton, MI | Parsippany, NJ | SEC-registered investment adviser |
| Tayeh Capital Group | Birmingham, MI | New York, NY | Exempt reporting adviser |
| The Fiduciary Alliance | Sterling Heights, MI | Greenville, SC | SEC-registered investment adviser |
| The Mather Group, LLC | Detroit, MI | Chicago, IL | SEC-registered investment adviser |
| Thepartners Wealth Management | Mount Clemens, MI | Carmel by the Sea, CA | SEC-registered investment adviser |
| Third Sigma Investment Advisors LLC | Troy, MI | Wilmington, DE | SEC-registered investment adviser |
| Thurston Springer Advisors | Bloomfield Hills, MI | Indianapolis, IN | SEC-registered investment adviser |
| TLG Advisors, Inc. | Southfield, MI | Summit, NJ | SEC-registered investment adviser |
| Towers Watson Investment Services, Inc. | Southfield, MI | Chicago, IL | SEC-registered investment adviser |
| Transcend Capital Advisors, LLC | Bloomfield Hills, MI | Madison, NJ | SEC-registered investment adviser |
| Transglobal Advisory, LLC | Plymouth, MI | Monrovia, CA | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Livonia, MI | Lawrence, KS | SEC-registered investment adviser |
| UBS Financial Services Inc. | Birmingham, MI | Weehawken, NJ | SEC-registered investment adviser |
| USA Financial Securities LLC | Troy, MI | Ada, MI | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Novi, MI | Houston, TX | SEC-registered investment adviser |
| Vantage Point Financial, LLC | Farmington Hills, MI | Lisle, IL | SEC-registered investment adviser |
| Vertis Wealth, LLC | East Tawas, MI | Chicago, IL | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Clinton Township, MI | Brentwood, TN | SEC-registered investment adviser |
| Vision Capital Partners | Novi, MI | Ann Arbor, MI | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Livonia, MI | Cincinnati, OH | SEC-registered investment adviser |
| Waldron Private Wealth | Plymouth, MI | Bridgeville, PA | SEC-registered investment adviser |
| Washington Avenue Advisors | Northville, MI | Lansing, MI | SEC-registered investment adviser |
| Wealthcare Advisory Partners LLC | Novi, MI | West Chester, PA | SEC-registered investment adviser |
| Wealthspire Advisors | Royal Oak, MI | New York, NY | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Royal Oak, MI | Aliso Viejo, CA | SEC-registered investment adviser |
| Zhang Financial | Bloomfield Hills, MI | Portage, MI | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 3 firms list an office in Detroit, MI on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Financial Transparency | Rochester Hills, MI | SEC-registered investment adviser |
| Markowski Investments | Pinckney, MI | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Northville, MI | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Detroit, MI, headquartered elsewhere. https://advisorcensus.com/advisors/mi/detroit/branch-offices https://advisorcensus.com/advisors/mi/detroit/branch-offices