AdvisorCensus / Financial advisors / Michigan / Detroit, MI / Fidelity Investments
Financial advisors in Detroit, MI using Fidelity Investments
35 SEC-registered investment advisory firms headquartered in the Detroit, MI metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Allen Financial Management | Oxford | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| Baron Wealth Management, LLC | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Bloom Advisors | Farmington Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| C2 Private Wealth | Novi | SEC-registered investment adviser | $1 billion to $5 billion |
| Carrera Capital Advisors | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Corecap Advisors | Southfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Cranbrook Wealth Management, LLC | Bloomfield Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Dahring | Cusmano and Associates | Novi | SEC-registered investment adviser | $500 million to $1 billion |
| Daniel Investment Group Inc. | Royal Oak | SEC-registered investment adviser | $100 million to $500 million |
| Daniel Krug & Associates | Clarkston | SEC-registered investment adviser | $100 million to $500 million |
| Deroy & Devereaux Private Investment Counsel, 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 |
| Financial Freedom House | Waterford | SEC-registered investment adviser | $100 million to $500 million |
| Firstmetric | Troy | SEC-registered investment adviser | $100 million to $500 million |
| FSA Advisors, Inc. | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Greenway Financial, LLC | Farmington Hills | SEC-registered investment adviser | $100 million to $500 million |
| Hoover Private Wealth, LLC | Royal Oak | SEC-registered investment adviser | $100 million to $500 million |
| JFR Financial Services, Inc. | Trenton | SEC-registered investment adviser | $100 million to $500 million |
| Kelly Wealth Management, Inc. | Royal Oak | SEC-registered investment adviser | $100 million to $500 million |
| MKD Wealth | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Pathworks Financial, Inc. | Novi | SEC-registered investment adviser | $100 million to $500 million |
| Planning Alternatives Ltd | Birmingham | SEC-registered investment adviser | $1 billion to $5 billion |
| Retirement Resources, LLC | Auburn Hills | SEC-registered investment adviser | $100 million to $500 million |
| Richard W. Paul & Associates, LLC | Novi | SEC-registered investment adviser | $100 million to $500 million |
| Schwartz & Co. | Bloomfield Hills | SEC-registered investment adviser | Over $5 billion |
| Secure Asset Management, L.L.C. | Troy | SEC-registered investment adviser | $500 million to $1 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 |
| Straightline | Troy | SEC-registered investment adviser | $1 billion to $5 billion |
| Strickler Investment Services, LLC | Brighton | SEC-registered investment adviser | $100 million to $500 million |
| The Enterprise Investment Company | Farmington Hills | SEC-registered investment adviser | $500 million to $1 billion |
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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Detroit, MI using Fidelity Investments. https://advisorcensus.com/advisors/mi/detroit/custodians/fidelity https://advisorcensus.com/advisors/mi/detroit/custodians/fidelity