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Financial advisory firms
in Southfield, MI.

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

403 financial advisors13 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.

13 advisory firmsCompare public facts. Verify experience directly.
403 financial advisors13 advisory firms1 city

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

ADVANCE CAPITAL MANAGEMENT INCCRD 110767

Advisory firm

Filed advisory firm office: Southfield, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CENTER FOR FINANCIAL PLANNING INCCRD 109599

Advisory firm

Filed advisory firm office: Southfield, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CIG ASSET MANAGEMENT, INC.CRD 123609

Advisory firm

Filed advisory firm office: Southfield, MI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CORECAP ADVISORSCRD 158819

Advisory firm

Filed advisory firm office: Southfield, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ELE ADVISORY SERVICES, INCCRD 148228

Advisory firm

Filed advisory firm office: Southfield, 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
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HANTZ FINANCIAL SERVICES, INC.CRD 46047

Advisory firm

Filed advisory firm office: Southfield, 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
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PENINSULA CAPITAL PARTNERS, L.L.C.CRD 157354

Advisory firm

Filed advisory firm office: Southfield, 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
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PLANTE MORAN FINANCIAL ADVISORSCRD 112158

Advisory firm

Filed advisory firm office: Southfield, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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PLANTE MORAN REAL ESTATE INVESTMENT ADVISORSCRD 323718

Advisory firm

Filed advisory firm office: Southfield, MI

Filed firm type: Registered

Other investment advisersSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SENSTOMICRD 336311

Advisory firm

Filed advisory firm office: Southfield, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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SG REAL ESTATE ICRD 334205

Advisory firm

Filed advisory firm office: Southfield, 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
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SKYOAK WEALTHCRD 299564

Advisory firm

Filed advisory firm office: Southfield, MI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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TRM ADVISORS LPCRD 321278

Advisory firm

Filed advisory firm office: Southfield, 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
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Public source record; verify directly
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