Michigan · 2 advisers
Financial Advisors in Waterford, Michigan
Looking for a financial advisor in Waterford, Michigan? Falists indexes 2 SEC-registered and state-registered investment advisers in Waterford — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $212.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$212.9M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Waterford
Ranked by AUM · Fees, team & specialties at a glance
FINANCIAL FREEDOM HOUSE
Waterford, MI
AUM
$212.9M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-673-2900
Z ADVISORY INNOVATIONS
Waterford, MI
AUM
$13.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
248-886-8190
More cities in Michigan
Common questions
- How many financial advisors are in Waterford, Michigan?
- 2 registered investment advisers are listed in our Waterford directory, sourced from public SEC filings.
- What types of advisors are in Waterford?
- 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 Waterford?
- 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.