{ "path": "/advisors/mi/detroit/troy", "url": "https://advisorcensus.com/advisors/mi/detroit/troy", "page_type": "metro_city", "title": "Financial advisors in Troy, MI", "filters": {}, "scope_total": 49, "faq": [ { "q": "How many financial advisory firms are there in Troy, MI?", "a": "AdvisorCensus lists 49 investment advisory firms with a principal office in Troy, Michigan (part of the Detroit metro area), from Form ADV filings as of October 2026: 23 SEC-registered, 22 state-registered, and 4 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 Troy, MI?", "a": "15 of the 49 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 Troy, MI offer financial planning?", "a": "36 of the 45 firms in Troy, 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 Troy, 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 15 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 49 investment advisory firms with a principal office in Troy, Michigan (part of the Detroit metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Detroit metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Troy, MI: 49 firms from Form ADV filings as of October 2026.", "total_firms": 49, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 23, "state": 22, "exempt": 4 }, "fee_model_mix": [ { "code": "fee-only", "count": 15 }, { "code": "percentage_of_aum", "count": 40 }, { "code": "hourly", "count": 27 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 29 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 10 }, { "code": "not_reported", "count": 4 } ], "years_registered_distribution": [ { "code": "under_5", "count": 16 }, { "code": "5_to_9", "count": 9 }, { "code": "10_to_19", "count": 15 }, { "code": "20_plus", "count": 9 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 11 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 12 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 7 } ], "firms": [ { "crd_number": 169570, "name": "Arbor Wealth Advisors LLC", "name_as_filed": "ARBOR WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/arbor-wealth-advisors-llc-troy-mi-169570", "city": "Troy", "state": "MI", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305899, "name": "Asset Preservation Capital, Ltd", "name_as_filed": "ASSET PRESERVATION CAPITAL, LTD", "url": "https://advisorcensus.com/firm/asset-preservation-capital-ltd-troy-mi-305899", "city": "Troy", "state": "MI", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287975, "name": "Association Financial Services, LLC", "name_as_filed": "ASSOCIATION FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/association-financial-services-llc-troy-mi-287975", "city": "Troy", "state": "MI", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141907, "name": "Barking Sands Capital", "name_as_filed": "BARKING SANDS CAPITAL", "url": "https://advisorcensus.com/firm/barking-sands-capital-troy-mi-141907", "city": "Troy", "state": "MI", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153117, "name": "Baron Wealth Management, LLC", "name_as_filed": "BARON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baron-wealth-management-llc-troy-mi-153117", "city": "Troy", "state": "MI", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332837, "name": "Bridgewise Wealth Management", "name_as_filed": "BRIDGEWISE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bridgewise-wealth-management-troy-mi-332837", "city": "Troy", "state": "MI", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333263, "name": "C Reserve Capital, LLC", "name_as_filed": "C RESERVE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/c-reserve-capital-llc-troy-mi-333263", "city": "Troy", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124524, "name": "Calvert Planning Corporation", "name_as_filed": "CALVERT PLANNING CORPORATION", "url": "https://advisorcensus.com/firm/calvert-planning-corporation-troy-mi-124524", "city": "Troy", "state": "MI", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330834, "name": "Carrera Capital Advisors", "name_as_filed": "CARRERA CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/carrera-capital-advisors-troy-mi-330834", "city": "Troy", "state": "MI", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343201, "name": "Christ Capital Advisors", "name_as_filed": "CHRIST CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/christ-capital-advisors-troy-mi-343201", "city": "Troy", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 203513, "name": "City Center Advisors, LLC", "name_as_filed": "CITY CENTER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/city-center-advisors-llc-troy-mi-203513", "city": "Troy", "state": "MI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 125936, "name": "Confidential Management Advisors, Inc.", "name_as_filed": "CONFIDENTIAL MANAGEMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/confidential-management-advisors-inc-troy-mi-125936", "city": "Troy", "state": "MI", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154829, "name": "Cook & Associates", "name_as_filed": "COOK & ASSOCIATES", "url": "https://advisorcensus.com/firm/cook-and-associates-troy-mi-154829", "city": "Troy", "state": "MI", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 162746, "name": "Cornerstone Capital Management, Inc.", "name_as_filed": "CORNERSTONE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cornerstone-capital-management-inc-troy-mi-162746", "city": "Troy", "state": "MI", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124444, "name": "Daniel Investments, Inc.", "name_as_filed": "DANIEL INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/daniel-investments-inc-troy-mi-124444", "city": "Troy", "state": "MI", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341337, "name": "DGB Management LLC", "name_as_filed": "DGB MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/dgb-management-llc-troy-mi-341337", "city": "Troy", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322983, "name": "Doeren Services LLC", "name_as_filed": "DOEREN SERVICES LLC", "url": "https://advisorcensus.com/firm/doeren-services-llc-troy-mi-322983", "city": "Troy", "state": "MI", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 174160, "name": "EPI Financial Group", "name_as_filed": "EPI FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/epi-financial-group-troy-mi-174160", "city": "Troy", "state": "MI", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 289483, "name": "Firstmetric", "name_as_filed": "FIRSTMETRIC", "url": "https://advisorcensus.com/firm/firstmetric-troy-mi-289483", "city": "Troy", "state": "MI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 286251, "name": "FSA Advisors, Inc.", "name_as_filed": "FSA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/fsa-advisors-inc-troy-mi-286251", "city": "Troy", "state": "MI", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 326647, "name": "GK Private Wealth Partners LLC", "name_as_filed": "GK PRIVATE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/gk-private-wealth-partners-llc-troy-mi-326647", "city": "Troy", "state": "MI", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114803, "name": "Global Financial Planning Group, LLC", "name_as_filed": "GLOBAL FINANCIAL PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/global-financial-planning-group-llc-troy-mi-114803", "city": "Troy", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139101, "name": "Global Wealth Advisors LLC", "name_as_filed": "GLOBAL WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/global-wealth-advisors-llc-troy-mi-139101", "city": "Troy", "state": "MI", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287863, "name": "Griffon Investment Advisors Incorporated", "name_as_filed": "GRIFFON INVESTMENT ADVISORS INCORPORATED", "url": "https://advisorcensus.com/firm/griffon-investment-advisors-incorporated-troy-mi-287863", "city": "Troy", "state": "MI", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284560, "name": "Isto Advisors, LLC", "name_as_filed": "ISTO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/isto-advisors-llc-troy-mi-284560", "city": "Troy", "state": "MI", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152964, "name": "J2 Capital Management, Inc.", "name_as_filed": "J2 CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/j2-capital-management-inc-troy-mi-152964", "city": "Troy", "state": "MI", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 105609, "name": "JAY A. Fishman, Ltd", "name_as_filed": "JAY A. FISHMAN, LTD", "url": "https://advisorcensus.com/firm/jay-a-fishman-ltd-troy-mi-105609", "city": "Troy", "state": "MI", "years_registered": 56, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "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": 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": 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": 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": 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": 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": 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": 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": 142756, "name": "Savings Coach, LLC", "name_as_filed": "SAVINGS COACH, LLC", "url": "https://advisorcensus.com/firm/savings-coach-llc-troy-mi-142756", "city": "Troy", "state": "MI", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144046, "name": "Secure Asset Management, L.L.C.", "name_as_filed": "SECURE ASSET MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/secure-asset-management-l-l-c-troy-mi-144046", "city": "Troy", "state": "MI", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 127453, "name": "Spectrum Financial Resources", "name_as_filed": "SPECTRUM FINANCIAL RESOURCES", "url": "https://advisorcensus.com/firm/spectrum-financial-resources-troy-mi-127453", "city": "Troy", "state": "MI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 112256, "name": "SS&H Financial Advisors, Inc.", "name_as_filed": "SS&H FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/ss-and-h-financial-advisors-inc-troy-mi-112256", "city": "Troy", "state": "MI", "years_registered": 44, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330522, "name": "Stalt Financial, LLC", "name_as_filed": "STALT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/stalt-financial-llc-troy-mi-330522", "city": "Troy", "state": "MI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127401, "name": "Straightline", "name_as_filed": "STRAIGHTLINE", "url": "https://advisorcensus.com/firm/straightline-troy-mi-127401", "city": "Troy", "state": "MI", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 156177, "name": "Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L", "name_as_filed": "TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L", "url": "https://advisorcensus.com/firm/taylor-and-morgan-asset-management-llc-d-b-a-tm-advisors-l-troy-mi-156177", "city": "Troy", "state": "MI", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108249, "name": "Trustee Empowerment & Protection, Inc.", "name_as_filed": 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