Falists

Michigan · 4 advisers

Financial Advisors in Grosse Pointe Farms, Michigan

Looking for a financial advisor in Grosse Pointe Farms, Michigan? Falists indexes 4 SEC-registered and state-registered investment advisers in Grosse Pointe Farms — 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 $1.54B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

4

With website

3

Largest AUM

$1.54B

Financial planning

2

Filter by specialty

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

AllWealth4Planning2Trusts3Retirement1Institutional3

Top advisors in Grosse Pointe Farms

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

View all 4 →

DWP

Grosse Pointe Farms, MI

AUM

$208.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

313-885-0114

Full profileVisit site →

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 Grosse Pointe Farms, Michigan?
4 registered investment advisers are listed in our Grosse Pointe Farms directory, sourced from public SEC filings.
What types of advisors are in Grosse Pointe Farms?
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 Grosse Pointe Farms?
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.