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Find Retirement Advisors for Retirement Planning in Bloomfield Hills, Michigan
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Bloomfield Hills, Michigan
Last Updated - April 25, 2025Bloomfield Hills has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Bloomfield Hills, Michigan have an average of 12 years of experience.
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List of Qualified Retirement Planning Advisors in Bloomfield Hills, Michigan
VERIFIEDJoseph 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRobert 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTodd 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Bloomfield Hills, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304 | $15,029,547,343 | 412 | 15 | A percentage of AUM |
| 2 | 3707 W. Maple Rd, Ste 201 Bloomfield Hills, MI, 48301 | $7,740,631,447 | 1241 | 27 | A percentage of AUM, Fixed fees, Commission Based |
| 3 | 200 East Long Lake Road, Suite 160 Bloomfield Hills, MI, 48304 | $3,368,666,924 | 1537 | 23 | A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH) |
| 4 | 40705 Woodward Avenue, Suite 150 Bloomfield Hills, MI, 48304 | $2,247,244,101 | 588 | 18 | A percentage of AUM, Fixed fees |
| 5 | 39520 Woodward Avenue, Suite 200 Bloomfield Hills, MI, 48304 | $1,546,544,947 | 2085 | 10 | A percentage of AUM |
| 6 | 3883 Telegraph Rd, Ste 100 Bloomfield Hills, MI, 48302-1432 | $1,420,533,938 | 13703 | 84 | A percentage of AUM |
| 7 | 40900 Woodward Ave, Suite #200 Bloomfield Hills, MI, 48304-5116 | $1,086,670,124 | 12 | 22 | A percentage of AUM, Performance Based |
| 8 | 665 Hulet Dr., Bloomfield Hills, MI, 48302-0324 | $1,026,230,045 | 1879 | 21 | A percentage of AUM, Fixed fees |
| 9 | 39533 Woodward Avenue, Suite 307 Bloomfield Hills, MI, 48304-5106 | $803,267,448 | 357 | 12 | A percentage of AUM |
| 10 | 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI, 48304 | $720,840,060 | 202 | 9 | A percentage of AUM, Fixed fees, Other (INSURANCE COMPENSATION) |
| 11 | 36330 Woodward Avenue, Suite 200 Bloomfield Hills, MI, 48304 | $699,717,426 | 874 | 6 | A percentage of AUM, Fixed fees |
| 12 | 74 E. Long Lake Rd., Suite 200 Bloomfield Hills, MI, 48304 | $619,773,830 | 2147 | 13 | Fixed fees |
| 13 | 40950 Woodward Avenue, Suite 140 Bloomfield Hills, MI, 48304 | $612,045,628 | 3892 | 9 | Fixed fees |
| 14 | 40900 Woodward Avenue, Suite 250 Bloomfield Hills, MI, 48304 | $600,446,863 | 2 | 20 | A percentage of AUM, Performance Based |
| 15 | 40701 Woodward Ave, Suite 104 Bloomfield Hills, MI, 48304 | $562,506,200 | 342 | 5 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Bloomfield Hills, Michigan
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
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
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)
QualificationsFirm CRD# 121560
Assets Under Management $2,247,244,101
No. Of Clients588
Clients Per Financial Advisor33
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 588 clients. The team consists of 18 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 businesses or institutional clients
QualificationsFirm CRD# 108942
Assets Under Management $1,546,544,947
No. Of Clients2085
Clients Per Financial Advisor209
DIVERSIFIED PORTFOLIOS, INC. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2085 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 110762
Assets Under Management $1,420,533,938
No. Of Clients13703
Clients Per Financial Advisor163
FLEXIBLE PLAN INVESTMENTS LTD is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13703 clients. The team consists of 84 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 investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 291435
Assets Under Management $1,086,670,124
No. Of Clients12
Clients Per Financial Advisor1
O2 INVESTMENT PARTNERS, L.P. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 22 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 pooled investment vehicles
QualificationsFirm CRD# 306595
Assets Under Management $1,026,230,045
No. Of Clients1879
Clients Per Financial Advisor89
GREYSTONE FINANCIAL GROUP, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1879 clients. The team consists of 21 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
- Pesnsion consulting services
- Other (SUB-ADVISORY SERVICES TO FINANCIAL INSTITUTIONS)
QualificationsFirm CRD# 146829
Assets Under Management $803,267,448
No. Of Clients357
Clients Per Financial Advisor30
LSIA is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $803M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 175299
Assets Under Management $720,840,060
No. Of Clients202
Clients Per Financial Advisor22
INTEGRATED INVESTMENT CONSULTANTS, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (INSURANCE COMPENSATION)
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
QualificationsFirm CRD# 132058
Assets Under Management $699,717,426
No. Of Clients874
Clients Per Financial Advisor146
CRANBROOK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $700M assets under management, the firm specializes in crafting personalized retirement planning solutions for 874 clients. The team consists of 6 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 121088
Assets Under Management $619,773,830
No. Of Clients2147
Clients Per Financial Advisor165
NORTHERN FINANCIAL ADVISORS, INC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $620M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2147 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PREP)
QualificationsFirm CRD# 290250
Assets Under Management $612,045,628
No. Of Clients3892
Clients Per Financial Advisor432
LIFECYCLE FINANCIAL PLANNERS INC. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3892 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX PREPARATION SERVICES)
QualificationsFirm CRD# 165341
Assets Under Management $600,446,863
No. Of Clients2
Clients Per Financial Advisor0
ALIDADE CAPITAL, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $600M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 20 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 pooled investment vehicles
QualificationsFirm CRD# 305537
Assets Under Management $562,506,200
No. Of Clients342
Clients Per Financial Advisor68
HERON BAY CAPITAL MANAGEMENT is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $563M assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 clients. The team consists of 5 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
- Pesnsion consulting services
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Looking for more choices? Use our free match service to compare retirement planners serving your area.