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Find Retirement Advisors for Retirement Planning in Michigan

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Michigan, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Michigan

Last Updated - April 24, 2025

Michigan has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 270 non-vetted advisors in your local area. These retirement advisors in Michigan have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Michigan

advisor
vector.svg VERIFIED

Robert Lamm
CRPC®
Prudential

Qualifications
CRD# 6160636
Firm CRD# 8733
Series 7, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Adam Schwallier
CFP®
Schwallier Wealth Management LLC

Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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advisor
vector.svg VERIFIED

Joseph Dallo
AIF®
Dallo Financial

Qualifications
CRD# 6920688
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Todd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors

Qualifications
CRD# 5795799
Firm CRD# 111147

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1 Corporate Way,
Lansing, MI, 48951
$246,667,042,077132164
A percentage of AUM, Fixed fees
2

3000 Town Center, Suite 100
Southfield, MI, 48075
$20,526,058,79617010134
A percentage of AUM, Hourly charges, Fixed fees
3

200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
$20,209,044,3478574
A percentage of AUM, Performance Based
4

39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
$15,029,547,34341215
A percentage of AUM
5

600 E. Lafayette Blvd,
Detroit, MI, 48226
$11,989,880,00010531
A percentage of AUM
6

1239 Anderson Road,
Clawson, MI, 48017
$11,615,174,70417850
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
7

3707 W. Maple Rd, Ste 201
Bloomfield Hills, MI, 48301
$7,740,631,447124127
A percentage of AUM, Fixed fees, Commission Based
8

303 East Third St, Suite 110
Rochester, MI, 48307
$6,694,905,625212437
A percentage of AUM, Fixed fees
9

26200 American Drive, Fifth Floor
Southfield, MI, 48034
$6,388,759,865112547370
A percentage of AUM, Hourly charges, Fixed fees
10

5931 Oakland Dr.,
Portage, MI, 49024
$6,034,201,776647540
A percentage of AUM, Hourly charges, Fixed fees
11

300 Parkland Plaza,
Ann Arbor, MI, 48103
$5,562,939,19430541470
A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES)
12

10775 South Saginaw, Bldg C, Suite F
Grand Blanc, MI, 48439
$4,167,228,076344532
A percentage of AUM, Fixed fees
13

One Towne Square, Suite 444
Southfield, MI, 48076
$4,023,482,7951403855
A percentage of AUM, Fixed fees
14

4086 Legacy Parkway,
Lansing, MI, 48911-4261
$3,846,368,000527236
A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)
15

200 East Long Lake Road, Suite 160
Bloomfield Hills, MI, 48304
$3,368,666,924153723
A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)

Information on Top Retirement Planning firms in Michigan

QualificationsFirm CRD# 111079

Assets Under Management $246,667,042,077

No. Of Clients132

Clients Per Financial Advisor1

JACKSON NATIONAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Lansing, Michigan. With a nearly $247B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 clients. The team consists of 164 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 112158

Assets Under Management $20,526,058,796

No. Of Clients17010

Clients Per Financial Advisor127

PLANTE MORAN FINANCIAL ADVISORS is a financial advisory firm situated in Southfield, Michigan. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17010 clients. The team consists of 134 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 282516

Assets Under Management $20,209,044,347

No. Of Clients85

Clients Per Financial Advisor1

OA PRIVATE CAPITAL is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 85 clients. The team consists of 74 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 312511

Assets Under Management $15,029,547,343

No. Of Clients412

Clients Per Financial Advisor27

YOUSIF CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 412 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 319290

Assets Under Management $11,989,880,000

No. Of Clients105

Clients Per Financial Advisor3

BRICKTOWN CAPITAL, LLC is a financial advisory firm situated in Detroit, Michigan. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 109325

Assets Under Management $11,615,174,704

No. Of Clients178

Clients Per Financial Advisor4

MCQUEEN FINANCIAL ADVISORS II, INC. is a financial advisory firm situated in Clawson, Michigan. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 178 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 7294

Assets Under Management $7,740,631,447

No. Of Clients1241

Clients Per Financial Advisor46

SCHWARTZ & CO. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1241 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
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QualificationsFirm CRD# 143456

Assets Under Management $6,694,905,625

No. Of Clients2124

Clients Per Financial Advisor57

CLARKSTON CAPITAL PARTNERS, LLC is a financial advisory firm situated in Rochester, Michigan. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2124 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 46047

Assets Under Management $6,388,759,865

No. Of Clients112547

Clients Per Financial Advisor304

HANTZ FINANCIAL SERVICES, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112547 clients. The team consists of 370 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 159257

Assets Under Management $6,034,201,776

No. Of Clients6475

Clients Per Financial Advisor162

ZHANG FINANCIAL is a financial advisory firm situated in Portage, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6475 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 110692

Assets Under Management $5,562,939,194

No. Of Clients30541

Clients Per Financial Advisor65

SPC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30541 clients. The team consists of 470 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SEMINAR ATTENDANCE FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTATION SERVICES)
View Full Profile

QualificationsFirm CRD# 109528

Assets Under Management $4,167,228,076

No. Of Clients3445

Clients Per Financial Advisor108

MAINSTAY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Grand Blanc, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3445 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 110767

Assets Under Management $4,023,482,795

No. Of Clients14038

Clients Per Financial Advisor255

ADVANCE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Southfield, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14038 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 123047

Assets Under Management $3,846,368,000

No. Of Clients5272

Clients Per Financial Advisor146

REHMANN WEALTH is a financial advisory firm situated in Lansing, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5272 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SERVICING FEES FROM CUSTODIANS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 319062

Assets Under Management $3,368,666,924

No. Of Clients1537

Clients Per Financial Advisor67

AZIMUTH CAPITAL MANAGEMENT is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1537 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (REVENUE SHARING WITH FRS (OUR AFFILIATE)
  • UPTIQ AND FLOURISH)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS)
View Full Profile

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