{ "path": "/advisors/mi/detroit", "url": "https://advisorcensus.com/advisors/mi/detroit/page/4", "page_type": "metro", "title": "Financial advisors in Detroit, MI", "filters": {}, "scope_total": 332, "faq": [ { "q": "How many financial advisory firms are there in Detroit, MI?", "a": "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." }, { "q": "How many fee-only financial advisors are in Detroit, MI?", "a": "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." }, { "q": "How many financial advisors in Detroit, MI offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Detroit, MI fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 332 investment advisory firms with a principal office in the Detroit metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Detroit has 332 investment advisory firms with a principal office in the metro area as of October 2026: 168 SEC-registered, 140 state-registered, and 24 exempt reporting advisers. 97 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 115 report under $100 million in regulatory assets under management. The metro area has 1,768,816 households, 205,115 of them with income of $200,000 or more, or 618 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Detroit, MI: 332 firms from Form ADV filings as of October 2026.", "total_firms": 332, "page": 4, "total_pages": 7, "sort": "name", "registration_types": { "sec": 168, "state": 140, "exempt": 24 }, "fee_model_mix": [ { "code": "fee-only", "count": 97 }, { "code": "percentage_of_aum", "count": 270 }, { "code": "hourly", "count": 135 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 170 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 44 }, { "code": "not_reported", "count": 24 } ], "years_registered_distribution": [ { "code": "under_5", "count": 120 }, { "code": "5_to_9", "count": 81 }, { "code": "10_to_19", "count": 80 }, { "code": "20_plus", "count": 50 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 58 }, { "code": "25m_100m", "count": 57 }, { "code": "100m_500m", "count": 91 }, { "code": "500m_1b", "count": 31 }, { "code": "1b_5b", "count": 34 }, { "code": "over_5b", "count": 6 }, { "code": "not_reported", "count": 55 } ], "firms": [ { "crd_number": 343032, "name": "Lakepoint Wealth Partners", "name_as_filed": "LAKEPOINT WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/lakepoint-wealth-partners-highland-mi-343032", "city": "Highland", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299129, "name": "Lakeshore Financial Planning Inc.", "name_as_filed": "LAKESHORE FINANCIAL PLANNING INC.", "url": "https://advisorcensus.com/firm/lakeshore-financial-planning-inc-saint-clair-shores-mi-299129", "city": "Saint Clair Shores", "state": "MI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306808, "name": "Lakeside Drive Management LLC", "name_as_filed": "LAKESIDE DRIVE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lakeside-drive-management-llc-birmingham-mi-306808", "city": "Birmingham", "state": "MI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173127, "name": "Law Office of Kevin Adams, PLLC", "name_as_filed": "LAW OFFICE OF KEVIN ADAMS, PLLC", "url": "https://advisorcensus.com/firm/law-office-of-kevin-adams-pllc-plymouth-mi-173127", "city": "Plymouth", "state": "MI", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 317847, "name": "Legacy Investment Advisors LLC", "name_as_filed": "LEGACY INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/legacy-investment-advisors-llc-wyandotte-mi-317847", "city": "Wyandotte", "state": "MI", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281810, "name": "Legacy Wealth Advisors, LLC", "name_as_filed": "LEGACY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-clinton-township-mi-281810", "city": "Clinton Township", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 106063, "name": "Liberty Capital Management Inc", "name_as_filed": "LIBERTY CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/liberty-capital-management-inc-birmingham-mi-106063", "city": "Birmingham", "state": "MI", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290250, "name": "Lifecycle Financial Planners Inc.", "name_as_filed": "LIFECYCLE FINANCIAL PLANNERS INC.", "url": "https://advisorcensus.com/firm/lifecycle-financial-planners-inc-bloomfield-hills-mi-290250", "city": "Bloomfield Hills", "state": "MI", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 324958, "name": "Lightsquare Wealth Management, LLC", "name_as_filed": "LIGHTSQUARE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lightsquare-wealth-management-llc-bingham-farms-mi-324958", "city": "Bingham Farms", "state": "MI", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156618, "name": "Lineguard Investments, LLC", "name_as_filed": "LINEGUARD INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/lineguard-investments-llc-troy-mi-156618", "city": "Troy", "state": "MI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171644, "name": "Long Lake Capital Management, LLC", "name_as_filed": "LONG LAKE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/long-lake-capital-management-llc-birmingham-mi-171644", "city": "Birmingham", "state": "MI", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146829, "name": "Lsia", "name_as_filed": "LSIA", "url": "https://advisorcensus.com/firm/lsia-bloomfield-hills-mi-146829", "city": "Bloomfield Hills", "state": "MI", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283433, "name": "Ludlow Management Group, LLC", "name_as_filed": "LUDLOW MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/ludlow-management-group-llc-oak-park-mi-283433", "city": "Oak Park", "state": "MI", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298211, "name": "M.A. Global Investment Advisor, LLC", "name_as_filed": "M.A. GLOBAL INVESTMENT ADVISOR, LLC", "url": "https://advisorcensus.com/firm/m-a-global-investment-advisor-llc-southfield-mi-298211", "city": "Southfield", "state": "MI", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 158269, "name": "M1 Capital Management LLC", "name_as_filed": "M1 CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/m1-capital-management-llc-troy-mi-158269", "city": "Troy", "state": "MI", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290662, "name": "Maddog Ventures", "name_as_filed": "MADDOG VENTURES", "url": "https://advisorcensus.com/firm/maddog-ventures-birmingham-mi-290662", "city": "Birmingham", "state": "MI", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109574, "name": "Managed Asset Portfolios, LLC", "name_as_filed": "MANAGED ASSET PORTFOLIOS, LLC", "url": "https://advisorcensus.com/firm/managed-asset-portfolios-llc-rochester-mi-109574", "city": "Rochester", "state": "MI", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 160552, "name": "Mangotree Capital, LLC", "name_as_filed": "MANGOTREE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/mangotree-capital-llc-sterling-heights-mi-160552", "city": "Sterling Heights", "state": "MI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314667, "name": "Marketocracy Masters Capital Management LLC", "name_as_filed": "MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/marketocracy-masters-capital-management-llc-northville-mi-314667", "city": "Northville", "state": "MI", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284918, "name": "Marnell Management LLC", "name_as_filed": "MARNELL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/marnell-management-llc-farmington-hills-mi-284918", "city": "Farmington Hills", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 104922, "name": "Maxwell Investment Advisory Services", "name_as_filed": "MAXWELL INVESTMENT ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/maxwell-investment-advisory-services-troy-mi-104922", "city": "Troy", "state": "MI", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339299, "name": "MBX Investors LLC", "name_as_filed": "MBX INVESTORS LLC", "url": "https://advisorcensus.com/firm/mbx-investors-llc-farmington-hills-mi-339299", "city": "Farmington Hills", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157836, "name": "McMillan Office, Inc.", "name_as_filed": "MCMILLAN OFFICE, INC.", "url": "https://advisorcensus.com/firm/mcmillan-office-inc-st-clair-shores-mi-157836", "city": "St. Clair Shores", "state": "MI", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336515, "name": "MCN Investment Management Co.", "name_as_filed": "MCN INVESTMENT MANAGEMENT CO.", "url": "https://advisorcensus.com/firm/mcn-investment-management-co-troy-mi-336515", "city": "Troy", "state": "MI", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109325, "name": "McQueen Financial Advisors II, Inc.", "name_as_filed": "MCQUEEN FINANCIAL ADVISORS II, INC.", "url": "https://advisorcensus.com/firm/mcqueen-financial-advisors-ii-inc-clawson-mi-109325", "city": "Clawson", "state": "MI", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 331844, "name": "Meadowbrook Asset Management, LLC", "name_as_filed": "MEADOWBROOK ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meadowbrook-asset-management-llc-rochester-hills-mi-331844", "city": "Rochester Hills", "state": "MI", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109960, "name": "Meadowbrook Investment Advisors LLC", "name_as_filed": "MEADOWBROOK INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960", "city": "Livonia", "state": "MI", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311638, "name": "Melone Private Wealth, LLC", "name_as_filed": "MELONE PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/melone-private-wealth-llc-auburn-hills-mi-311638", "city": "Auburn Hills", "state": "MI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289949, "name": "MFG Capital, Inc.", "name_as_filed": "MFG CAPITAL, INC.", "url": "https://advisorcensus.com/firm/mfg-capital-inc-trenton-mi-289949", "city": "Trenton", "state": "MI", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124489, "name": "Miller Capital", "name_as_filed": "MILLER CAPITAL", "url": "https://advisorcensus.com/firm/miller-capital-troy-mi-124489", "city": "Troy", "state": "MI", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144994, "name": "MKD Wealth", "name_as_filed": "MKD WEALTH", "url": "https://advisorcensus.com/firm/mkd-wealth-troy-mi-144994", "city": "Troy", "state": "MI", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339228, "name": "Modell Capital Management LLC", "name_as_filed": "MODELL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228", "city": "Bloomfield Hills", "state": "MI", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269917, "name": "Money Evolution", "name_as_filed": "MONEY EVOLUTION", "url": "https://advisorcensus.com/firm/money-evolution-bloomfield-hills-mi-269917", "city": "Bloomfield Hills", "state": "MI", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325575, "name": "Money Pickle", "name_as_filed": "MONEY PICKLE", "url": "https://advisorcensus.com/firm/money-pickle-royal-oak-mi-325575", "city": "Royal Oak", "state": "MI", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "subscription", "other" ], "enhanced": false }, { "crd_number": 144105, "name": "Moore Financial Strategies, LLC", "name_as_filed": "MOORE FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/moore-financial-strategies-llc-sylvan-lake-mi-144105", "city": "Sylvan Lake", "state": "MI", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312303, "name": "Motive Wealth Advisors, LLC", "name_as_filed": "MOTIVE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303", "city": "Birmingham", "state": "MI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162509, "name": "MSP Investment Advisors, LLC", "name_as_filed": "MSP INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/msp-investment-advisors-llc-bingham-farms-mi-162509", "city": "Bingham Farms", "state": "MI", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 318609, "name": "Mudita Venture Partners LLC", "name_as_filed": "MUDITA VENTURE PARTNERS LLC", "url": "https://advisorcensus.com/firm/mudita-venture-partners-llc-bingham-farms-mi-318609", "city": "Bingham Farms", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334823, "name": "Mueller Asset Management", "name_as_filed": "MUELLER ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/mueller-asset-management-southfield-mi-334823", "city": "Southfield", "state": "MI", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129024, "name": "Nantucket Multi Managers, LLC", "name_as_filed": "NANTUCKET MULTI MANAGERS, LLC", "url": "https://advisorcensus.com/firm/nantucket-multi-managers-llc-bloomfield-hills-mi-129024", "city": "Bloomfield Hills", "state": "MI", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 282765, "name": "Nautica Asset Management LLC", "name_as_filed": "NAUTICA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nautica-asset-management-llc-canton-mi-282765", "city": "Canton", "state": "MI", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312703, "name": "New Era Investments LLC", "name_as_filed": "NEW ERA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/new-era-investments-llc-southfield-mi-312703", "city": "Southfield", "state": "MI", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 333053, "name": "New Horizon Retirement Advisors", "name_as_filed": "NEW HORIZON RETIREMENT ADVISORS", "url": "https://advisorcensus.com/firm/new-horizon-retirement-advisors-bloomfield-hills-mi-333053", "city": "Bloomfield Hills", "state": "MI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299117, "name": "New View Financial, LLC", "name_as_filed": "NEW VIEW FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/new-view-financial-llc-auburn-hills-mi-299117", "city": "Auburn Hills", "state": "MI", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130717, "name": "NFI Advisors, Inc", "name_as_filed": "NFI ADVISORS, INC", "url": "https://advisorcensus.com/firm/nfi-advisors-inc-novi-mi-130717", "city": "Novi", "state": "MI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 121088, "name": "Northern Financial Advisors, Inc", "name_as_filed": "NORTHERN FINANCIAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/northern-financial-advisors-inc-bloomfield-hills-mi-121088", "city": "Bloomfield Hills", "state": "MI", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 339563, "name": "Northern Shore Capital LLC", "name_as_filed": "NORTHERN SHORE CAPITAL LLC", "url": "https://advisorcensus.com/firm/northern-shore-capital-llc-bloomfield-hills-mi-339563", "city": "Bloomfield Hills", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124711, "name": "Northpoint Financial", "name_as_filed": "NORTHPOINT FINANCIAL", "url": "https://advisorcensus.com/firm/northpoint-financial-birmingham-mi-124711", "city": "Birmingham", "state": "MI", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 291435, "name": "O2 Investment Partners, L.P.", "name_as_filed": "O2 INVESTMENT PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/o2-investment-partners-l-p-bloomfield-hills-mi-291435", "city": "Bloomfield Hills", "state": "MI", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331923, "name": "Oak Investments, LLC", "name_as_filed": "OAK INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/oak-investments-llc-rochester-mi-331923", "city": "Rochester", "state": "MI", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mi", "label": "Financial advisors in Michigan" }, "metro": { "path": "/advisors/mi/detroit", "label": "Financial advisors in Detroit, MI" }, "city_pages": [ { "path": "/advisors/mi/detroit/troy", "label": "Financial advisors in Troy, MI", "firm_count": 49 }, { "path": "/advisors/mi/detroit/bloomfield-hills", "label": "Financial advisors in Bloomfield Hills, MI", "firm_count": 46 }, { "path": "/advisors/mi/detroit/birmingham", "label": "Financial advisors in Birmingham, MI", "firm_count": 26 }, { "path": "/advisors/mi/detroit/southfield", "label": "Financial advisors in Southfield, MI", "firm_count": 25 }, { "path": "/advisors/mi/detroit/novi", "label": "Financial advisors in Novi, MI", "firm_count": 17 }, { "path": "/advisors/mi/detroit/brighton", "label": "Financial advisors in Brighton, MI", "firm_count": 15 }, { "path": "/advisors/mi/detroit/farmington-hills", "label": "Financial advisors in Farmington Hills, MI", "firm_count": 15 }, { "path": "/advisors/mi/detroit/plymouth", "label": "Financial advisors in Plymouth, MI", "firm_count": 13 }, { "path": "/advisors/mi/detroit/royal-oak", "label": "Financial advisors in Royal Oak, MI", "firm_count": 11 } ], "fee_pages": [ { "path": "/advisors/mi/detroit/fee-only", "label": "Fee-only financial advisors in Detroit, MI", "firm_count": 97 }, { "path": "/advisors/mi/detroit/flat-fee", "label": "Flat-fee financial advisors in Detroit, MI", "firm_count": 170 }, { "path": "/advisors/mi/detroit/hourly", "label": "Hourly financial advisors in Detroit, MI", "firm_count": 135 } ], "niche_pages": [ { "path": "/advisors/mi/detroit/retirees", "firm_count": 2, "label": "Financial advisors for retirees in Detroit, MI" }, { "path": "/advisors/mi/detroit/young-professionals", "firm_count": 1, "label": "Financial advisors for young professionals in Detroit, MI" } ] }, "csv": "https://advisorcensus.com/advisors/mi/detroit.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }