# Financial advisors for high-net-worth individuals in Detroit, MI

> Find financial advisors in Detroit, MI who work with high-net-worth individuals. AdvisorCensus lists 227 investment advisory firms with a principal office in the Detroit metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/detroit/for-high-net-worth-individuals/page/3

## At a glance

- Investment advisory firms: 227
- Registration: SEC-registered investment adviser: 135, State-registered investment adviser: 92
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 81 (36%); Percentage of assets 211 (93%); Hourly charges 107 (47%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 147 (65%); Commissions 3 (1%); Performance-based fees 7 (3%); Other 24 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 32 (14%); $25 million to $100 million 54 (24%); $100 million to $500 million 74 (33%); $500 million to $1 billion 26 (11%); $1 billion to $5 billion 29 (13%); Over $5 billion 5 (2%); Not reported 7 (3%)
- Years registered: Under 5 years 71 (31%); 5 to 9 years 64 (28%); 10 to 19 years 50 (22%); 20 years or more 42 (19%)

## Firms (page 3 of 5, 101 to 150 of 227, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [JLB & Associates Inc](https://advisorcensus.com/firm/jlb-and-associates-inc-plymouth-mi-104655) ([md](https://advisorcensus.com/firm/jlb-and-associates-inc-plymouth-mi-104655.md)) | 104655 | Plymouth, MI | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets |
| [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 |
| [Key Concerns Inc](https://advisorcensus.com/firm/key-concerns-inc-wyandotte-mi-124598) ([md](https://advisorcensus.com/firm/key-concerns-inc-wyandotte-mi-124598.md)) | 124598 | Wyandotte, MI | State-registered investment adviser | Under $25 million | 25 | % of assets, Hourly |
| [Kidd Financial Planning, LLC.](https://advisorcensus.com/firm/kidd-financial-planning-llc-livonia-mi-323502) ([md](https://advisorcensus.com/firm/kidd-financial-planning-llc-livonia-mi-323502.md)) | 323502 | Livonia, MI | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Kral Financial Advisors, LLC](https://advisorcensus.com/firm/kral-financial-advisors-llc-plymouth-mi-138959) ([md](https://advisorcensus.com/firm/kral-financial-advisors-llc-plymouth-mi-138959.md)) | 138959 | Plymouth, MI | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [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 |
| [Lakepoint Wealth Partners](https://advisorcensus.com/firm/lakepoint-wealth-partners-highland-mi-343032) ([md](https://advisorcensus.com/firm/lakepoint-wealth-partners-highland-mi-343032.md)) | 343032 | Highland, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Lakeshore Financial Planning Inc.](https://advisorcensus.com/firm/lakeshore-financial-planning-inc-saint-clair-shores-mi-299129) ([md](https://advisorcensus.com/firm/lakeshore-financial-planning-inc-saint-clair-shores-mi-299129.md)) | 299129 | Saint Clair Shores, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Legacy Investment Advisors LLC](https://advisorcensus.com/firm/legacy-investment-advisors-llc-wyandotte-mi-317847) ([md](https://advisorcensus.com/firm/legacy-investment-advisors-llc-wyandotte-mi-317847.md)) | 317847 | Wyandotte, MI | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Legacy Wealth Advisors, LLC](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-clinton-township-mi-281810) ([md](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-clinton-township-mi-281810.md)) | 281810 | Clinton Township, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Other |
| [Liberty Capital Management Inc](https://advisorcensus.com/firm/liberty-capital-management-inc-birmingham-mi-106063) ([md](https://advisorcensus.com/firm/liberty-capital-management-inc-birmingham-mi-106063.md)) | 106063 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Hourly, 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 |
| [Lightsquare Wealth Management, LLC](https://advisorcensus.com/firm/lightsquare-wealth-management-llc-bingham-farms-mi-324958) ([md](https://advisorcensus.com/firm/lightsquare-wealth-management-llc-bingham-farms-mi-324958.md)) | 324958 | Bingham Farms, MI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Lineguard Investments, LLC](https://advisorcensus.com/firm/lineguard-investments-llc-troy-mi-156618) ([md](https://advisorcensus.com/firm/lineguard-investments-llc-troy-mi-156618.md)) | 156618 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Long Lake Capital Management, LLC](https://advisorcensus.com/firm/long-lake-capital-management-llc-birmingham-mi-171644) ([md](https://advisorcensus.com/firm/long-lake-capital-management-llc-birmingham-mi-171644.md)) | 171644 | Birmingham, MI | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [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 |
| [M.A. Global Investment Advisor, LLC](https://advisorcensus.com/firm/m-a-global-investment-advisor-llc-southfield-mi-298211) ([md](https://advisorcensus.com/firm/m-a-global-investment-advisor-llc-southfield-mi-298211.md)) | 298211 | Southfield, MI | State-registered investment adviser | Under $25 million | 8 | % of assets, Other |
| [M1 Capital Management LLC](https://advisorcensus.com/firm/m1-capital-management-llc-troy-mi-158269) ([md](https://advisorcensus.com/firm/m1-capital-management-llc-troy-mi-158269.md)) | 158269 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Managed Asset Portfolios, LLC](https://advisorcensus.com/firm/managed-asset-portfolios-llc-rochester-mi-109574) ([md](https://advisorcensus.com/firm/managed-asset-portfolios-llc-rochester-mi-109574.md)) | 109574 | Rochester, MI | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Fixed fee, Performance fee |
| [Mangotree Capital, LLC](https://advisorcensus.com/firm/mangotree-capital-llc-sterling-heights-mi-160552) ([md](https://advisorcensus.com/firm/mangotree-capital-llc-sterling-heights-mi-160552.md)) | 160552 | Sterling Heights, MI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Maxwell Investment Advisory Services](https://advisorcensus.com/firm/maxwell-investment-advisory-services-troy-mi-104922) ([md](https://advisorcensus.com/firm/maxwell-investment-advisory-services-troy-mi-104922.md)) | 104922 | Troy, MI | State-registered investment adviser | Under $25 million | 24 | % of assets |
| [McMillan Office, Inc.](https://advisorcensus.com/firm/mcmillan-office-inc-st-clair-shores-mi-157836) ([md](https://advisorcensus.com/firm/mcmillan-office-inc-st-clair-shores-mi-157836.md)) | 157836 | St. Clair Shores, MI | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets |
| [MCN Investment Management Co.](https://advisorcensus.com/firm/mcn-investment-management-co-troy-mi-336515) ([md](https://advisorcensus.com/firm/mcn-investment-management-co-troy-mi-336515.md)) | 336515 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [McQueen Financial Advisors II, Inc.](https://advisorcensus.com/firm/mcqueen-financial-advisors-ii-inc-clawson-mi-109325) ([md](https://advisorcensus.com/firm/mcqueen-financial-advisors-ii-inc-clawson-mi-109325.md)) | 109325 | Clawson, MI | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee, Performance fee |
| [Meadowbrook Investment Advisors LLC](https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960) ([md](https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960.md)) | 109960 | Livonia, MI | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Melone Private Wealth, LLC](https://advisorcensus.com/firm/melone-private-wealth-llc-auburn-hills-mi-311638) ([md](https://advisorcensus.com/firm/melone-private-wealth-llc-auburn-hills-mi-311638.md)) | 311638 | Auburn Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [MFG Capital, Inc.](https://advisorcensus.com/firm/mfg-capital-inc-trenton-mi-289949) ([md](https://advisorcensus.com/firm/mfg-capital-inc-trenton-mi-289949.md)) | 289949 | Trenton, MI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Miller Capital](https://advisorcensus.com/firm/miller-capital-troy-mi-124489) ([md](https://advisorcensus.com/firm/miller-capital-troy-mi-124489.md)) | 124489 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [MKD Wealth](https://advisorcensus.com/firm/mkd-wealth-troy-mi-144994) ([md](https://advisorcensus.com/firm/mkd-wealth-troy-mi-144994.md)) | 144994 | Troy, MI | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [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 Pickle](https://advisorcensus.com/firm/money-pickle-royal-oak-mi-325575) ([md](https://advisorcensus.com/firm/money-pickle-royal-oak-mi-325575.md)) | 325575 | Royal Oak, MI | SEC-registered investment adviser | Not reported | 3 | Subscription, Other |
| [Motive Wealth Advisors, LLC](https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303) ([md](https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303.md)) | 312303 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [MSP Investment Advisors, LLC](https://advisorcensus.com/firm/msp-investment-advisors-llc-bingham-farms-mi-162509) ([md](https://advisorcensus.com/firm/msp-investment-advisors-llc-bingham-farms-mi-162509.md)) | 162509 | Bingham Farms, MI | State-registered investment adviser | Not reported | 8 | Other |
| [Mueller Asset Management](https://advisorcensus.com/firm/mueller-asset-management-southfield-mi-334823) ([md](https://advisorcensus.com/firm/mueller-asset-management-southfield-mi-334823.md)) | 334823 | Southfield, MI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [New Era Investments LLC](https://advisorcensus.com/firm/new-era-investments-llc-southfield-mi-312703) ([md](https://advisorcensus.com/firm/new-era-investments-llc-southfield-mi-312703.md)) | 312703 | Southfield, MI | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee, Other |
| [New View Financial, LLC](https://advisorcensus.com/firm/new-view-financial-llc-auburn-hills-mi-299117) ([md](https://advisorcensus.com/firm/new-view-financial-llc-auburn-hills-mi-299117.md)) | 299117 | Auburn Hills, MI | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [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 |
| [Octo Capital, LLC](https://advisorcensus.com/firm/octo-capital-llc-bingham-farms-mi-174351) ([md](https://advisorcensus.com/firm/octo-capital-llc-bingham-farms-mi-174351.md)) | 174351 | Bingham Farms, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Old Oak Financial Planning, Inc.](https://advisorcensus.com/firm/old-oak-financial-planning-inc-brighton-mi-122500) ([md](https://advisorcensus.com/firm/old-oak-financial-planning-inc-brighton-mi-122500.md)) | 122500 | Brighton, MI | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Ontrack Wealth Management](https://advisorcensus.com/firm/ontrack-wealth-management-canton-mi-311374) ([md](https://advisorcensus.com/firm/ontrack-wealth-management-canton-mi-311374.md)) | 311374 | Canton, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [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 |
| [Paragon Retirement Planning, Inc.](https://advisorcensus.com/firm/paragon-retirement-planning-inc-troy-mi-284630) ([md](https://advisorcensus.com/firm/paragon-retirement-planning-inc-troy-mi-284630.md)) | 284630 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Park Investments and Consulting LLC](https://advisorcensus.com/firm/park-investments-and-consulting-llc-grosse-pointe-farms-mi-330380) ([md](https://advisorcensus.com/firm/park-investments-and-consulting-llc-grosse-pointe-farms-mi-330380.md)) | 330380 | Grosse Pointe Farms, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Pathway Financial Planning](https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416) ([md](https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416.md)) | 159416 | Novi, MI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Pathworks Financial, Inc.](https://advisorcensus.com/firm/pathworks-financial-inc-novi-mi-138393) ([md](https://advisorcensus.com/firm/pathworks-financial-inc-novi-mi-138393.md)) | 138393 | Novi, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, 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 |
| [Peak Wealth Management, LLC](https://advisorcensus.com/firm/peak-wealth-management-llc-plymouth-mi-166944) ([md](https://advisorcensus.com/firm/peak-wealth-management-llc-plymouth-mi-166944.md)) | 166944 | Plymouth, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Physicians' Financial L.C.](https://advisorcensus.com/firm/physicians-financial-l-c-northville-mi-159109) ([md](https://advisorcensus.com/firm/physicians-financial-l-c-northville-mi-159109.md)) | 159109 | Northville, MI | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Pinnacle Wealth Management Group, Inc.](https://advisorcensus.com/firm/pinnacle-wealth-management-group-inc-plymouth-mi-281935) ([md](https://advisorcensus.com/firm/pinnacle-wealth-management-group-inc-plymouth-mi-281935.md)) | 281935 | Plymouth, MI | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Pinnacle Wealth Management, Inc.](https://advisorcensus.com/firm/pinnacle-wealth-management-inc-brighton-mi-166853) ([md](https://advisorcensus.com/firm/pinnacle-wealth-management-inc-brighton-mi-166853.md)) | 166853 | Brighton, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Detroit, MI work with high-net-worth individuals?**
227 investment advisory firms with a principal office in the Detroit metro area report high-net-worth individuals 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

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- [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 high-net-worth individuals in Detroit, MI: 227 firms from Form ADV filings as of October 2026.