Falists

Michigan · 46 advisers

Financial Advisors in Troy, Michigan

Looking for a financial advisor in Troy, Michigan? Falists indexes 46 SEC-registered and state-registered investment advisers in Troy — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 38 firms list a website you can visit directly. Firms in this directory manage up to $1.25B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

46

With website

38

Largest AUM

$1.25B

Financial planning

34

Filter by specialty

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

AllWealth39Planning34Trusts40Retirement17Institutional14

Top advisors in Troy

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

View all 46 →

STRAIGHTLINE

Troy, MI

AUM

$1.17B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

10 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +1 more

248-269-8366

Full profileVisit site →

MKD WEALTH

Troy, MI

AUM

$505.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

248-418-5100

Full profileVisit site →

MILLER CAPITAL

Troy, MI

AUM

$311.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

248-901-1650

Full profileVisit site →

VIMA, LLC

Troy, MI

AUM

$229.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

12 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

248-526-6700

Full profileVisit site →
View all 46 advisors in Troy

More cities in Michigan

Grand Rapids (56)Bloomfield Hills (45)Ann Arbor (40)Southfield (26)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 Troy, Michigan?
46 registered investment advisers are listed in our Troy directory, sourced from public SEC filings.
What types of advisors are in Troy?
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 Troy?
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.