Falists

Michigan · 26 advisers

Financial Advisors in Southfield, Michigan

Looking for a financial advisor in Southfield, Michigan? Falists indexes 26 SEC-registered and state-registered investment advisers in Southfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 22 firms list a website you can visit directly. Firms in this directory manage up to $25.12B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

26

With website

22

Largest AUM

$25.12B

Financial planning

17

Filter by specialty

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

AllWealth22Planning17Trusts19Retirement9Institutional10

Top advisors in Southfield

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

View all 26 →

SKYOAK WEALTH

Southfield, MI

AUM

$692.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

248-348-6500

Full profileVisit site →
View all 26 advisors in Southfield

More cities in Michigan

Grand Rapids (56)Troy (46)Bloomfield Hills (45)Ann Arbor (40)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)Detroit (12)

Common questions

How many financial advisors are in Southfield, Michigan?
26 registered investment advisers are listed in our Southfield directory, sourced from public SEC filings.
What types of advisors are in Southfield?
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 Southfield?
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.