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Find Retirement Advisors for Retirement Planning in Michigan, Petoskey
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.
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Top 15 Retirement Planning firms in Petoskey, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1 Corporate Way, Lansing, MI, 48951 | $246,667,042,077 | 132 | 164 | A percentage of AUM, Fixed fees |
| 2 | 3000 Town Center, Suite 100 Southfield, MI, 48075 | $20,526,058,796 | 17010 | 134 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503 | $20,209,044,347 | 85 | 74 | A percentage of AUM, Performance Based |
| 4 | 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304 | $15,029,547,343 | 412 | 15 | A percentage of AUM |
| 5 | 600 E. Lafayette Blvd, Detroit, MI, 48226 | $11,989,880,000 | 105 | 31 | A percentage of AUM |
| 6 | 1239 Anderson Road, Clawson, MI, 48017 | $11,615,174,704 | 178 | 50 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 7 | 3707 W. Maple Rd, Ste 201 Bloomfield Hills, MI, 48301 | $7,740,631,447 | 1241 | 27 | A percentage of AUM, Fixed fees, Commission Based |
| 8 | 303 East Third St, Suite 110 Rochester, MI, 48307 | $6,694,905,625 | 2124 | 37 | A percentage of AUM, Fixed fees |
| 9 | 26200 American Drive, Fifth Floor Southfield, MI, 48034 | $6,388,759,865 | 112547 | 370 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 5931 Oakland Dr., Portage, MI, 49024 | $6,034,201,776 | 6475 | 40 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 300 Parkland Plaza, Ann Arbor, MI, 48103 | $5,562,939,194 | 30541 | 470 | A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES) |
| 12 | 10775 South Saginaw, Bldg C, Suite F Grand Blanc, MI, 48439 | $4,167,228,076 | 3445 | 32 | A percentage of AUM, Fixed fees |
| 13 | One Towne Square, Suite 444 Southfield, MI, 48076 | $4,023,482,795 | 14038 | 55 | A percentage of AUM, Fixed fees |
| 14 | 4086 Legacy Parkway, Lansing, MI, 48911-4261 | $3,846,368,000 | 5272 | 36 | 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 | $3,368,666,924 | 1537 | 23 | A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH) |
Information on Top Retirement Planning firms in Petoskey, 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
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
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
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# 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
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
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# 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
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
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
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)
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
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
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
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)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.