# Financial advisors for charitable organizations in Detroit, MI > AdvisorCensus lists 84 investment advisory firms with a principal office in the Detroit metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/detroit/for-charities/page/2 ## At a glance - Investment advisory firms: 84 - Registration: SEC-registered investment adviser: 67, State-registered investment adviser: 17 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 34 (40%); Percentage of assets 80 (95%); Hourly charges 31 (37%); Subscription fees (newsletter or periodical) 3 (4%); Fixed fees 55 (65%); Performance-based fees 4 (5%); Other 10 (12%) - Regulatory assets under management (Item 5.F): Under $25 million 6 (7%); $25 million to $100 million 9 (11%); $100 million to $500 million 28 (33%); $500 million to $1 billion 11 (13%); $1 billion to $5 billion 22 (26%); Over $5 billion 5 (6%); Not reported 3 (4%) - Years registered: Under 5 years 22 (26%); 5 to 9 years 16 (19%); 10 to 19 years 19 (23%); 20 years or more 27 (32%) ## Firms (page 2 of 2, 51 to 84 of 84, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Palatine Hill Wealth Management](https://advisorcensus.com/firm/palatine-hill-wealth-management-birmingham-mi-305619) ([md](https://advisorcensus.com/firm/palatine-hill-wealth-management-birmingham-mi-305619.md)) | 305619 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee | | [Paycheck to Wealth, LLC](https://advisorcensus.com/firm/paycheck-to-wealth-llc-southfield-mi-312578) ([md](https://advisorcensus.com/firm/paycheck-to-wealth-llc-southfield-mi-312578.md)) | 312578 | Southfield, MI | State-registered investment adviser | Not reported | 5 | Hourly, Subscription | | [Planning Alternatives Ltd](https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268) ([md](https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268.md)) | 110268 | Birmingham, MI | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee | | [Plante Moran Financial Advisors](https://advisorcensus.com/firm/plante-moran-financial-advisors-southfield-mi-112158) ([md](https://advisorcensus.com/firm/plante-moran-financial-advisors-southfield-mi-112158.md)) | 112158 | Southfield, MI | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Hourly, Fixed fee | | [Pointe Capital Management LLC](https://advisorcensus.com/firm/pointe-capital-management-llc-grosse-pointe-farms-mi-152520) ([md](https://advisorcensus.com/firm/pointe-capital-management-llc-grosse-pointe-farms-mi-152520.md)) | 152520 | Grosse Pointe Farms, MI | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee | | [Provident Investment Management, Inc.](https://advisorcensus.com/firm/provident-investment-management-inc-novi-mi-106976) ([md](https://advisorcensus.com/firm/provident-investment-management-inc-novi-mi-106976.md)) | 106976 | Novi, MI | SEC-registered investment adviser | $1 billion to $5 billion | 45 | % of assets | | [Quarton Capital Partners](https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752) ([md](https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752.md)) | 342752 | Birmingham, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly | | [RHL Group, LLC](https://advisorcensus.com/firm/rhl-group-llc-holly-mi-330716) ([md](https://advisorcensus.com/firm/rhl-group-llc-holly-mi-330716.md)) | 330716 | Holly, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Richard W. Paul & Associates, LLC](https://advisorcensus.com/firm/richard-w-paul-and-associates-llc-novi-mi-156812) ([md](https://advisorcensus.com/firm/richard-w-paul-and-associates-llc-novi-mi-156812.md)) | 156812 | Novi, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other | | [Rosenberg Wealth Advisors](https://advisorcensus.com/firm/rosenberg-wealth-advisors-birmingham-mi-340471) ([md](https://advisorcensus.com/firm/rosenberg-wealth-advisors-birmingham-mi-340471.md)) | 340471 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [Royal Oak Financial Advisors, LLC](https://advisorcensus.com/firm/royal-oak-financial-advisors-llc-royal-oak-mi-290152) ([md](https://advisorcensus.com/firm/royal-oak-financial-advisors-llc-royal-oak-mi-290152.md)) | 290152 | Royal Oak, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, 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 | | [Schwartz Investment Counsel Inc](https://advisorcensus.com/firm/schwartz-investment-counsel-inc-plymouth-mi-104693) ([md](https://advisorcensus.com/firm/schwartz-investment-counsel-inc-plymouth-mi-104693.md)) | 104693 | Plymouth, MI | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets | | [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 | | [Seizert Capital Partners](https://advisorcensus.com/firm/seizert-capital-partners-birmingham-mi-108954) ([md](https://advisorcensus.com/firm/seizert-capital-partners-birmingham-mi-108954.md)) | 108954 | Birmingham, MI | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee, Performance fee | | [Skyoak Wealth](https://advisorcensus.com/firm/skyoak-wealth-southfield-mi-299564) ([md](https://advisorcensus.com/firm/skyoak-wealth-southfield-mi-299564.md)) | 299564 | Southfield, MI | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee | | [Spartan Wealth Management](https://advisorcensus.com/firm/spartan-wealth-management-bingham-farms-mi-331719) ([md](https://advisorcensus.com/firm/spartan-wealth-management-bingham-farms-mi-331719.md)) | 331719 | Bingham Farms, MI | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee | | [Spectrum Financial Resources](https://advisorcensus.com/firm/spectrum-financial-resources-troy-mi-127453) ([md](https://advisorcensus.com/firm/spectrum-financial-resources-troy-mi-127453.md)) | 127453 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Other | | [SS&H Financial Advisors, Inc.](https://advisorcensus.com/firm/ss-and-h-financial-advisors-inc-troy-mi-112256) ([md](https://advisorcensus.com/firm/ss-and-h-financial-advisors-inc-troy-mi-112256.md)) | 112256 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Hourly, Fixed fee | | [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 | | [Stonebrook Private LLC](https://advisorcensus.com/firm/stonebrook-private-llc-northville-mi-325434) ([md](https://advisorcensus.com/firm/stonebrook-private-llc-northville-mi-325434.md)) | 325434 | Northville, MI | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee | | [Straightline](https://advisorcensus.com/firm/straightline-troy-mi-127401) ([md](https://advisorcensus.com/firm/straightline-troy-mi-127401.md)) | 127401 | Troy, MI | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Other | | [Strickler Investment Services, LLC](https://advisorcensus.com/firm/strickler-investment-services-llc-brighton-mi-332778) ([md](https://advisorcensus.com/firm/strickler-investment-services-llc-brighton-mi-332778.md)) | 332778 | Brighton, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [The Nemes Rush Group, LLC](https://advisorcensus.com/firm/the-nemes-rush-group-llc-novi-mi-312554) ([md](https://advisorcensus.com/firm/the-nemes-rush-group-llc-novi-mi-312554.md)) | 312554 | Novi, MI | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee | | [Thomas Jones Financial LLC](https://advisorcensus.com/firm/thomas-jones-financial-llc-st-clair-shores-mi-124114) ([md](https://advisorcensus.com/firm/thomas-jones-financial-llc-st-clair-shores-mi-124114.md)) | 124114 | St. Clair Shores, MI | State-registered investment adviser | $25 million to $100 million | 24 | % of assets | | [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 | | [Trustee Empowerment & Protection, Inc.](https://advisorcensus.com/firm/trustee-empowerment-and-protection-inc-troy-mi-108249) ([md](https://advisorcensus.com/firm/trustee-empowerment-and-protection-inc-troy-mi-108249.md)) | 108249 | Troy, MI | SEC-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Other | | [Verde Capital Management, Inc.](https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179) ([md](https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179.md)) | 147179 | Clarkston, MI | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee | | [Visionquest Financial Planning LLC](https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402) ([md](https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402.md)) | 123402 | Troy, MI | State-registered investment adviser | Not reported | 23 | Fixed fee | | [Voorman Investment Counsel LLC](https://advisorcensus.com/firm/voorman-investment-counsel-llc-plymouth-mi-306177) ([md](https://advisorcensus.com/firm/voorman-investment-counsel-llc-plymouth-mi-306177.md)) | 306177 | Plymouth, MI | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee | | [Wealth & Wellness Group, LLC](https://advisorcensus.com/firm/wealth-and-wellness-group-llc-brighton-mi-337631) ([md](https://advisorcensus.com/firm/wealth-and-wellness-group-llc-brighton-mi-337631.md)) | 337631 | Brighton, MI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee | | [White Pine Investment Co](https://advisorcensus.com/firm/white-pine-investment-co-livonia-mi-111556) ([md](https://advisorcensus.com/firm/white-pine-investment-co-livonia-mi-111556.md)) | 111556 | Livonia, MI | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets | | [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 | - Previous page: https://advisorcensus.com/advisors/mi/detroit/for-charities.md ## Questions people ask **Which financial advisors in Detroit, MI work with charitable organizations?** 84 investment advisory firms with a principal office in the Detroit metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one. **How many financial advisory firms are there in Detroit, MI?** AdvisorCensus lists 332 investment advisory firms with a principal office in the Detroit metro area, from Form ADV filings as of October 2026: 168 SEC-registered, 140 state-registered, and 24 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 Detroit, MI?** 97 of the 332 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 Detroit, MI offer financial planning?** 202 of the 308 firms in Detroit, 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 Detroit, 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 97 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. ## Related pages - [Financial advisors in Michigan](https://advisorcensus.com/advisors/mi) (https://advisorcensus.com/advisors/mi.md) - [Financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit) (https://advisorcensus.com/advisors/mi/detroit.md) - [Fee-only financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/fee-only) (https://advisorcensus.com/advisors/mi/detroit/fee-only.md) - [Flat-fee financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/flat-fee) (https://advisorcensus.com/advisors/mi/detroit/flat-fee.md) - [Hourly financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/hourly) (https://advisorcensus.com/advisors/mi/detroit/hourly.md) - [Financial advisors for retirees in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/retirees) (https://advisorcensus.com/advisors/mi/detroit/retirees.md) - [Financial advisors for young professionals in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit/young-professionals) (https://advisorcensus.com/advisors/mi/detroit/young-professionals.md) - [Financial advisors in Troy, MI](https://advisorcensus.com/advisors/mi/detroit/troy) (https://advisorcensus.com/advisors/mi/detroit/troy.md) - [Financial advisors in Bloomfield Hills, MI](https://advisorcensus.com/advisors/mi/detroit/bloomfield-hills) (https://advisorcensus.com/advisors/mi/detroit/bloomfield-hills.md) - [Financial advisors in Birmingham, MI](https://advisorcensus.com/advisors/mi/detroit/birmingham) (https://advisorcensus.com/advisors/mi/detroit/birmingham.md) - [Financial advisors in Southfield, MI](https://advisorcensus.com/advisors/mi/detroit/southfield) (https://advisorcensus.com/advisors/mi/detroit/southfield.md) - [Financial advisors in Novi, MI](https://advisorcensus.com/advisors/mi/detroit/novi) (https://advisorcensus.com/advisors/mi/detroit/novi.md) - [Financial advisors in Brighton, MI](https://advisorcensus.com/advisors/mi/detroit/brighton) (https://advisorcensus.com/advisors/mi/detroit/brighton.md) - [Financial advisors in Farmington Hills, MI](https://advisorcensus.com/advisors/mi/detroit/farmington-hills) (https://advisorcensus.com/advisors/mi/detroit/farmington-hills.md) - [Financial advisors in Plymouth, MI](https://advisorcensus.com/advisors/mi/detroit/plymouth) (https://advisorcensus.com/advisors/mi/detroit/plymouth.md) - [Financial advisors in Royal Oak, MI](https://advisorcensus.com/advisors/mi/detroit/royal-oak) (https://advisorcensus.com/advisors/mi/detroit/royal-oak.md) - [Financial advisors in Grand Rapids](https://advisorcensus.com/advisors/mi/grand-rapids) (https://advisorcensus.com/advisors/mi/grand-rapids.md) - [Financial advisors in Ann Arbor](https://advisorcensus.com/advisors/mi/ann-arbor) (https://advisorcensus.com/advisors/mi/ann-arbor.md) - [Financial advisors in Lansing](https://advisorcensus.com/advisors/mi/lansing) (https://advisorcensus.com/advisors/mi/lansing.md) - [Financial advisors in Kalamazoo](https://advisorcensus.com/advisors/mi/kalamazoo) (https://advisorcensus.com/advisors/mi/kalamazoo.md) - [Financial advisors in Traverse City](https://advisorcensus.com/advisors/mi/traverse-city) (https://advisorcensus.com/advisors/mi/traverse-city.md) - [Financial advisors in Flint](https://advisorcensus.com/advisors/mi/flint) (https://advisorcensus.com/advisors/mi/flint.md) - [Financial advisors in Niles](https://advisorcensus.com/advisors/mi/niles) (https://advisorcensus.com/advisors/mi/niles.md) - [Financial advisors in Jackson](https://advisorcensus.com/advisors/mi/jackson) (https://advisorcensus.com/advisors/mi/jackson.md) Cite as: AdvisorCensus. Financial advisors for charitable organizations in Detroit, MI: 84 firms from Form ADV filings as of October 2026.