{ "path": "/advisors/mi/detroit", "url": "https://advisorcensus.com/advisors/mi/detroit/page/5", "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": 5, "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": 174351, "name": "Octo Capital, LLC", "name_as_filed": "OCTO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/octo-capital-llc-bingham-farms-mi-174351", "city": "Bingham Farms", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122500, "name": "Old Oak Financial Planning, Inc.", "name_as_filed": "OLD OAK FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/old-oak-financial-planning-inc-brighton-mi-122500", "city": "Brighton", "state": "MI", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311374, "name": "Ontrack Wealth Management", "name_as_filed": "ONTRACK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ontrack-wealth-management-canton-mi-311374", "city": "Canton", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305619, "name": "Palatine Hill Wealth Management", "name_as_filed": "PALATINE HILL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/palatine-hill-wealth-management-birmingham-mi-305619", "city": "Birmingham", "state": "MI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284630, "name": "Paragon Retirement Planning, Inc.", "name_as_filed": "PARAGON RETIREMENT PLANNING, INC.", "url": "https://advisorcensus.com/firm/paragon-retirement-planning-inc-troy-mi-284630", "city": "Troy", "state": "MI", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171544, "name": "Paramount Accounting & Tax Services, Inc.", "name_as_filed": "PARAMOUNT ACCOUNTING & TAX SERVICES, INC.", "url": "https://advisorcensus.com/firm/paramount-accounting-and-tax-services-inc-dearborn-mi-171544", "city": "Dearborn", "state": "MI", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 330380, "name": "Park Investments and Consulting LLC", "name_as_filed": "PARK INVESTMENTS AND CONSULTING LLC", "url": "https://advisorcensus.com/firm/park-investments-and-consulting-llc-grosse-pointe-farms-mi-330380", "city": "Grosse Pointe Farms", "state": "MI", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332144, "name": "Passmore Management Group Capital", "name_as_filed": "PASSMORE MANAGEMENT GROUP CAPITAL", "url": "https://advisorcensus.com/firm/passmore-management-group-capital-detroit-mi-332144", "city": "Detroit", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159416, "name": "Pathway Financial Planning", "name_as_filed": "PATHWAY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416", "city": "Novi", "state": "MI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 138393, "name": "Pathworks Financial, Inc.", "name_as_filed": "PATHWORKS FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/pathworks-financial-inc-novi-mi-138393", "city": "Novi", "state": "MI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124610, "name": "Patrick Financial Group LLC.", "name_as_filed": "PATRICK FINANCIAL GROUP LLC.", "url": "https://advisorcensus.com/firm/patrick-financial-group-llc-brighton-mi-124610", "city": "Brighton", "state": "MI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312578, "name": "Paycheck to Wealth, LLC", "name_as_filed": "PAYCHECK TO WEALTH, LLC", "url": "https://advisorcensus.com/firm/paycheck-to-wealth-llc-southfield-mi-312578", "city": "Southfield", "state": "MI", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription" ], "enhanced": false }, { "crd_number": 166944, "name": "Peak Wealth Management, LLC", "name_as_filed": "PEAK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/peak-wealth-management-llc-plymouth-mi-166944", "city": "Plymouth", "state": "MI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157354, "name": "Peninsula Capital Partners, L.L.C.", "name_as_filed": "PENINSULA CAPITAL PARTNERS, L.L.C.", "url": "https://advisorcensus.com/firm/peninsula-capital-partners-l-l-c-southfield-mi-157354", "city": "Southfield", "state": "MI", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340947, "name": "Penstock Equity Management LLC", "name_as_filed": "PENSTOCK EQUITY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/penstock-equity-management-llc-birmingham-mi-340947", "city": "Birmingham", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159109, "name": "Physicians' Financial L.C.", "name_as_filed": "PHYSICIANS' FINANCIAL L.C.", "url": "https://advisorcensus.com/firm/physicians-financial-l-c-northville-mi-159109", "city": "Northville", "state": "MI", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281935, "name": "Pinnacle Wealth Management Group, Inc.", "name_as_filed": "PINNACLE WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/pinnacle-wealth-management-group-inc-plymouth-mi-281935", "city": "Plymouth", "state": "MI", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166853, "name": "Pinnacle Wealth Management, Inc.", "name_as_filed": "PINNACLE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/pinnacle-wealth-management-inc-brighton-mi-166853", "city": "Brighton", "state": "MI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110268, "name": "Planning Alternatives Ltd", "name_as_filed": "PLANNING ALTERNATIVES LTD", "url": "https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268", "city": "Birmingham", "state": "MI", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112158, "name": "Plante Moran Financial Advisors", "name_as_filed": "PLANTE MORAN FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/plante-moran-financial-advisors-southfield-mi-112158", "city": "Southfield", "state": "MI", "years_registered": 33, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323718, "name": "Plante Moran Real Estate Investment Advisors", "name_as_filed": "PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/plante-moran-real-estate-investment-advisors-southfield-mi-323718", "city": "Southfield", "state": "MI", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152520, "name": "Pointe Capital Management LLC", "name_as_filed": "POINTE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pointe-capital-management-llc-grosse-pointe-farms-mi-152520", "city": "Grosse Pointe Farms", "state": "MI", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321189, "name": "Precision Vector Financial", "name_as_filed": "PRECISION VECTOR FINANCIAL", "url": "https://advisorcensus.com/firm/precision-vector-financial-brighton-mi-321189", "city": "Brighton", "state": "MI", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317215, "name": "Predmore Advisors LLC", "name_as_filed": "PREDMORE ADVISORS LLC", "url": "https://advisorcensus.com/firm/predmore-advisors-llc-rochester-hills-mi-317215", "city": "Rochester Hills", "state": "MI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122638, "name": "Premier Estate Planners, LLC", "name_as_filed": "PREMIER ESTATE PLANNERS, LLC", "url": "https://advisorcensus.com/firm/premier-estate-planners-llc-clinton-township-mi-122638", "city": "Clinton Township", "state": "MI", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 333315, "name": "Professional Advisory Services", "name_as_filed": "PROFESSIONAL ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/professional-advisory-services-grosse-pointe-park-mi-333315", "city": "Grosse Pointe Park", "state": "MI", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 301923, "name": "Prosperity Wealth Strategies LLC", "name_as_filed": "PROSPERITY WEALTH STRATEGIES LLC", "url": "https://advisorcensus.com/firm/prosperity-wealth-strategies-llc-bloomfield-hills-mi-301923", "city": "Bloomfield Hills", "state": "MI", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106976, "name": "Provident Investment Management, Inc.", "name_as_filed": "PROVIDENT INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/provident-investment-management-inc-novi-mi-106976", "city": "Novi", "state": "MI", "years_registered": 45, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137839, "name": "Q3 Asset Management Corporation", "name_as_filed": "Q3 ASSET MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/q3-asset-management-corporation-birmingham-mi-137839", "city": "Birmingham", "state": "MI", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "performance_based" ], "enhanced": false }, { "crd_number": 312748, "name": "Quantum Wealth Strategies, LLC", "name_as_filed": "QUANTUM WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/quantum-wealth-strategies-llc-rochester-hills-mi-312748", "city": "Rochester Hills", "state": "MI", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342752, "name": "Quarton Capital Partners", "name_as_filed": "QUARTON CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752", "city": "Birmingham", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 314415, "name": "Raider Dennis Agency", "name_as_filed": "RAIDER DENNIS AGENCY", "url": "https://advisorcensus.com/firm/raider-dennis-agency-farmington-mi-314415", "city": "Farmington", "state": "MI", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343608, "name": "RAM Legacy Wealth Management", "name_as_filed": "RAM LEGACY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ram-legacy-wealth-management-highland-mi-343608", "city": "Highland", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340287, "name": "Red CAR Wealth Management Inc", "name_as_filed": "RED CAR WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/red-car-wealth-management-inc-troy-mi-340287", "city": "Troy", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 154005, "name": "Reliance Capital Holdings, LLC", "name_as_filed": "RELIANCE CAPITAL HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/reliance-capital-holdings-llc-southfield-mi-154005", "city": "Southfield", "state": "MI", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 151889, "name": "Retirement Resources, LLC", "name_as_filed": "RETIREMENT RESOURCES, LLC", "url": "https://advisorcensus.com/firm/retirement-resources-llc-auburn-hills-mi-151889", "city": "Auburn Hills", "state": "MI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300779, "name": "Retiremitten Financial LLC", "name_as_filed": "RETIREMITTEN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/retiremitten-financial-llc-clarkston-mi-300779", "city": "Clarkston", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330716, "name": "RHL Group, LLC", "name_as_filed": "RHL GROUP, LLC", "url": "https://advisorcensus.com/firm/rhl-group-llc-holly-mi-330716", "city": "Holly", "state": "MI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156812, "name": "Richard W. Paul & Associates, LLC", "name_as_filed": "RICHARD W. PAUL & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/richard-w-paul-and-associates-llc-novi-mi-156812", "city": "Novi", "state": "MI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 111997, "name": "Ridge Investment Advisors", "name_as_filed": "RIDGE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/ridge-investment-advisors-brighton-mi-111997", "city": "Brighton", "state": "MI", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341811, "name": "River Oak Capital Management, LLC", "name_as_filed": "RIVER OAK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/river-oak-capital-management-llc-troy-mi-341811", "city": "Troy", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166182, "name": "Robinson Capital Management, LLC", "name_as_filed": "ROBINSON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/robinson-capital-management-llc-grosse-pointe-farms-mi-166182", "city": "Grosse Pointe Farms", "state": "MI", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299150, "name": "Rochester Wealth Strategies, LLC", "name_as_filed": "ROCHESTER WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/rochester-wealth-strategies-llc-rochester-mi-299150", "city": "Rochester", "state": "MI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327728, "name": "Rock Harbor Capital LLC", "name_as_filed": "ROCK HARBOR CAPITAL LLC", "url": "https://advisorcensus.com/firm/rock-harbor-capital-llc-birmingham-mi-327728", "city": "Birmingham", "state": "MI", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 299650, "name": "Rockbridge Growth Equity Management, L.P.", "name_as_filed": "ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/rockbridge-growth-equity-management-l-p-detroit-mi-299650", "city": "Detroit", "state": "MI", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 340471, "name": "Rosenberg Wealth Advisors", "name_as_filed": "ROSENBERG WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/rosenberg-wealth-advisors-birmingham-mi-340471", "city": "Birmingham", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290152, "name": "Royal Oak Financial Advisors, LLC", "name_as_filed": "ROYAL OAK FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/royal-oak-financial-advisors-llc-royal-oak-mi-290152", "city": "Royal Oak", "state": "MI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 295093, "name": "Royal Oak Wealth Advisors LLC", "name_as_filed": "ROYAL OAK WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/royal-oak-wealth-advisors-llc-royal-oak-mi-295093", "city": "Royal Oak", "state": "MI", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315459, "name": "Safe Future Wealth Partners LLC", "name_as_filed": "SAFE FUTURE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/safe-future-wealth-partners-llc-novi-mi-315459", "city": "Novi", "state": "MI", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 167114, "name": "Saunders Financial LLC", "name_as_filed": "SAUNDERS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/saunders-financial-llc-livonia-mi-167114", "city": "Livonia", "state": "MI", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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" } }