Falists

Michigan · 4 advisers

Financial Advisors in Auburn Hills, Michigan

Looking for a financial advisor in Auburn Hills, Michigan? Falists indexes 4 SEC-registered and state-registered investment advisers in Auburn Hills — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $313.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

4

With website

3

Largest AUM

$313.2M

Financial planning

4

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth4Planning4Trusts4Retirement1Institutional

Top advisors in Auburn Hills

Ranked by AUM · Fees, team & specialties at a glance

View all 4 →

TEAM COVERT, LLC

Auburn Hills, MI

AUM

$31.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

517-898-5338

Full profileNo website

More cities in Michigan

Grand Rapids (56)Troy (46)Bloomfield Hills (45)Ann Arbor (40)Southfield (26)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)

Common questions

How many financial advisors are in Auburn Hills, Michigan?
4 registered investment advisers are listed in our Auburn Hills directory, sourced from public SEC filings.
What types of advisors are in Auburn Hills?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Auburn Hills?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.