Michigan · 2 advisers
Financial Advisors in St.. Clair Shores, Michigan
Looking for a financial advisor in St.. Clair Shores, Michigan? Falists indexes 2 SEC-registered and state-registered investment advisers in St.. Clair Shores — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $913.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$913.7M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in St.. Clair Shores
Ranked by AUM · Fees, team & specialties at a glance
THOMAS JONES FINANCIAL LLC
St.. Clair Shores, MI
AUM
$56.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
586-777-4850
MCMILLAN OFFICE, INC.
St.. Clair Shores, MI
AUM
$913.7M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
313-962-0787
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Common questions
- How many financial advisors are in St.. Clair Shores, Michigan?
- 2 registered investment advisers are listed in our St.. Clair Shores directory, sourced from public SEC filings.
- What types of advisors are in St.. Clair Shores?
- 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 St.. Clair Shores?
- 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.