AdvisorCensus / Financial advisors / Michigan / Detroit, MI / Charles Schwab
Financial advisors in Detroit, MI using Charles Schwab
103 SEC-registered investment advisory firms headquartered in the Detroit, MI metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| A Smarter Way to Invest | Brighton | SEC-registered investment adviser | $100 million to $500 million |
| Advance Capital Management Inc | Southfield | SEC-registered investment adviser | $1 billion to $5 billion |
| AFS Wealth Management, LLC | Farmington Hills | SEC-registered investment adviser | $100 million to $500 million |
| Altrius Capital Management, Inc. | Novi | SEC-registered investment adviser | $500 million to $1 billion |
| Antonelli Financial Advisors, LLC | Grosse Pointe | SEC-registered investment adviser | $100 million to $500 million |
| Arbor Wealth Advisors LLC | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Asset Allocation Strategies, LLC | Farmington | SEC-registered investment adviser | $1 billion to $5 billion |
| Azimuth Capital Management | Bloomfield Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Baron Wealth Management, LLC | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Bay Pointe Financial | New Baltimore | SEC-registered investment adviser | $100 million to $500 million |
| Bernard Wealth Management Corp. | Royal Oak | SEC-registered investment adviser | $100 million to $500 million |
| Bloom Advisors | Farmington Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Blue Chip Partners, LLC | Farmington Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Carrera Capital Advisors | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Cirrus Capital LLC | Bloomfield Hills | SEC-registered investment adviser | $100 million to $500 million |
| City Center Advisors, LLC | Troy | SEC-registered investment adviser | $100 million to $500 million |
| Clarkston Capital Partners, LLC | Rochester | SEC-registered investment adviser | $1 billion to $5 billion |
| CND Financial | Livonia | SEC-registered investment adviser | $100 million to $500 million |
| Confidential Management Advisors, Inc. | Troy | SEC-registered investment adviser | $100 million to $500 million |
| Corecap Advisors | Southfield | SEC-registered investment adviser | $1 billion to $5 billion |
| CPR Investments Inc | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Custom Wealth Management | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Dahring | Cusmano and Associates | Novi | SEC-registered investment adviser | $500 million to $1 billion |
| Deroy & Devereaux Private Investment Counsel, Inc. | Bloomfield Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Diversified Portfolios, Inc. | Bloomfield Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Duet Advisory Services LLC | Bingham Farms | SEC-registered investment adviser | $100 million to $500 million |
| DWP | Grosse Pointe Farms | SEC-registered investment adviser | $100 million to $500 million |
| ELE Advisory Services, Inc | Southfield | SEC-registered investment adviser | $100 million to $500 million |
| Financial Freedom House | Waterford | SEC-registered investment adviser | $100 million to $500 million |
| First Financial Coaching, Inc. | Mt. Clemens | SEC-registered investment adviser | $500 million to $1 billion |
| Firstmetric | Troy | SEC-registered investment adviser | $100 million to $500 million |
| Foguth Wealth Management, LLC. | Brighton | SEC-registered investment adviser | $1 billion to $5 billion |
| FSA Advisors, Inc. | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Gainplan LLC | Bloomfield Hills | SEC-registered investment adviser | $100 million to $500 million |
| Gem Asset Management, LLC | Plymouth | SEC-registered investment adviser | $500 million to $1 billion |
| Global Financial Planning Group, LLC | Troy | SEC-registered investment adviser | $100 million to $500 million |
| GPM Growth Investors, Inc. | Bloomfield Hills | SEC-registered investment adviser | $100 million to $500 million |
| Great Lakes Wealth, LLC | Northville | SEC-registered investment adviser | $100 million to $500 million |
| Greenway Financial, LLC | Farmington Hills | SEC-registered investment adviser | $100 million to $500 million |
| Greystone Financial Group, LLC | Bloomfield Hills | SEC-registered investment adviser | $100 million to $500 million |
| Hantz Financial Services, Inc. | Southfield | SEC-registered investment adviser | Over $5 billion |
| Heron Bay Capital Management | Bloomfield Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Integrated Capital Management | Bloomfield Hills | SEC-registered investment adviser | $100 million to $500 million |
| Integrated Investment Consultants, LLC | Bloomfield Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Isto Advisors, LLC | Troy | SEC-registered investment adviser | $1 billion to $5 billion |
| J2 Capital Management, Inc. | Troy | SEC-registered investment adviser | $100 million to $500 million |
| JAY A. Fishman, Ltd | Troy | SEC-registered investment adviser | $1 billion to $5 billion |
| JLB & Associates Inc | Plymouth | SEC-registered investment adviser | $500 million to $1 billion |
| Kral Financial Advisors, LLC | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| KRS Capital Management, LLC | Bloomfield Hills | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Wealth Advisors, LLC | Clinton Township | SEC-registered investment adviser | $100 million to $500 million |
| Liberty Capital Management Inc | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Lifecycle Financial Planners Inc. | Bloomfield Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Lsia | Bloomfield Hills | SEC-registered investment adviser | $500 million to $1 billion |
| M1 Capital Management LLC | Troy | SEC-registered investment adviser | $100 million to $500 million |
| Managed Asset Portfolios, LLC | Rochester | SEC-registered investment adviser | $1 billion to $5 billion |
| Meadowbrook Investment Advisors LLC | Livonia | SEC-registered investment adviser | $100 million to $500 million |
| Miller Capital | Troy | SEC-registered investment adviser | $100 million to $500 million |
| Modell Capital Management LLC | Bloomfield Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Motive Wealth Advisors, LLC | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Northern Financial Advisors, Inc | Bloomfield Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Octo Capital, LLC | Bingham Farms | SEC-registered investment adviser | $100 million to $500 million |
| Old Oak Financial Planning, Inc. | Brighton | SEC-registered investment adviser | $100 million to $500 million |
| Ontrack Wealth Management | Canton | SEC-registered investment adviser | $100 million to $500 million |
| Palatine Hill Wealth Management | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Pathworks Financial, Inc. | Novi | SEC-registered investment adviser | $100 million to $500 million |
| Peak Wealth Management, LLC | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Pinnacle Wealth Management Group, Inc. | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Pinnacle Wealth Management, Inc. | Brighton | SEC-registered investment adviser | $100 million to $500 million |
| Planning Alternatives Ltd | Birmingham | SEC-registered investment adviser | $1 billion to $5 billion |
| Premier Estate Planners, LLC | Clinton Township | SEC-registered investment adviser | $100 million to $500 million |
| Provident Investment Management, Inc. | Novi | SEC-registered investment adviser | $1 billion to $5 billion |
| Retiremitten Financial LLC | Clarkston | SEC-registered investment adviser | $100 million to $500 million |
| RHL Group, LLC | Holly | SEC-registered investment adviser | $100 million to $500 million |
| Rochester Wealth Strategies, LLC | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Rosenberg Wealth Advisors | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Royal Oak Financial Advisors, LLC | Royal Oak | SEC-registered investment adviser | $100 million to $500 million |
| Schwartz Investment Counsel Inc | Plymouth | SEC-registered investment adviser | $1 billion to $5 billion |
| Sculati Wealth Management, LLC | Bloomfield Hills | SEC-registered investment adviser | $100 million to $500 million |
| Secure Asset Management, L.L.C. | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Seizert Capital Partners | Birmingham | SEC-registered investment adviser | $1 billion to $5 billion |
| Sigma Investment Counselors | Northville | SEC-registered investment adviser | $1 billion to $5 billion |
| Signal Advisors Wealth, LLC | Detroit | SEC-registered investment adviser | $1 billion to $5 billion |
| Simplyria Advisor Network | Brighton | SEC-registered investment adviser | $100 million to $500 million |
| Skyoak Wealth | Southfield | SEC-registered investment adviser | $500 million to $1 billion |
| Solyco Wealth LLC | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Spartan Wealth Management | Bingham Farms | SEC-registered investment adviser | $1 billion to $5 billion |
| Spectrum Financial Resources | Troy | SEC-registered investment adviser | $100 million to $500 million |
| SS&H Financial Advisors, Inc. | Troy | SEC-registered investment adviser | $100 million to $500 million |
| Star Wealth Management Corporation | Bingham Farms | SEC-registered investment adviser | $100 million to $500 million |
| Steward Capital Management | Bloomfield Hills | SEC-registered investment adviser | $25 million to $100 million |
| Straightline | Troy | SEC-registered investment adviser | $1 billion to $5 billion |
| Strategic Wealth Advisors Group, Inc. | Utica | SEC-registered investment adviser | $100 million to $500 million |
| Summit Financial Working With People You Trust | Sterling Heights | SEC-registered investment adviser | $100 million to $500 million |
| Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| The Enterprise Investment Company | Farmington Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Thrive Retirement Specialists | Royal Oak | SEC-registered investment adviser | $100 million to $500 million |
| UHY Wealth Management RIA LLC | Farmington Hills | SEC-registered investment adviser | $100 million to $500 million |
| Verde Capital Management, Inc. | Clarkston | SEC-registered investment adviser | $500 million to $1 billion |
| Vertrix Wealth Management, LLC | Troy | SEC-registered investment adviser | $100 million to $500 million |
| White Pine Investment Co | Livonia | SEC-registered investment adviser | $500 million to $1 billion |
| William Mack & Associates Inc | Troy | SEC-registered investment adviser | $1 billion to $5 billion |
| Wolverine Wealth Advisory Services Inc. | Bloomfield Hills | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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