FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Birmingham, MI.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

1 financial advisors15 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

15 advisory firmsCompare public facts. Verify experience directly.
1 financial advisors15 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

BLOOMFIELD CAPITAL HOLDINGS, LLCCRD 169198

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
LAKESIDE DRIVE MANAGEMENT LLCCRD 306808

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
LIBERTY CAPITAL MANAGEMENT INCCRD 106063

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
MOTIVE WEALTH ADVISORS, LLCCRD 312303

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Other investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
PALATINE HILL WEALTH MANAGEMENTCRD 305619

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
PLANNING ALTERNATIVES LTDCRD 110268

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
ROSENBERG WEALTH ADVISORSCRD 340471

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
SEIZERT CAPITAL PARTNERSCRD 108954

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
SOLYCO WEALTH LLCCRD 314981

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
STRENGTH CAPITAL PARTNERS, LLCCRD 134320

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
STURBRIDGE CAPITAL LLCCRD 160327

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
TRP CAPITAL ADVISORS V, LLCCRD 306604

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
TRP CAPITAL ADVISORS VI, LLCCRD 329787

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
TRP CAPITAL ADVISORS, LLCCRD 281098

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
VALSTONE PARTNERS VICRD 300629

Advisory firm

Filed advisory firm office: Birmingham, MI

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in MI

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides