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Find Retirement Advisors for Retirement Planning in Southfield, 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 Southfield, Michigan
Last Updated - April 25, 2025Southfield has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Southfield, Michigan have an average of 12 years of experience.
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List of Qualified Retirement Planning Advisors in Southfield, 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
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
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
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 12 Retirement Planning firms in Southfield, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3000 Town Center, Suite 100 Southfield, MI, 48075 | $20,526,058,796 | 17010 | 134 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 26200 American Drive, Fifth Floor Southfield, MI, 48034 | $6,388,759,865 | 112547 | 370 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | One Towne Square, Suite 444 Southfield, MI, 48076 | $4,023,482,795 | 14038 | 55 | A percentage of AUM, Fixed fees |
| 4 | 27777 Franklin Road, Suite 700 Southfield, MI, 48034 | $2,467,486,750 | 8713 | 118 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 24800 Denso Drive, Suite 300 Southfield, MI, 48033-7470 | $1,558,325,820 | 3992 | 13 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER/MANAGER FEES) |
| 6 | One Towne Square, Suite 1400 Southfield, MI, 48076 | $848,017,000 | 3 | 13 | A percentage of AUM, Performance Based |
| 7 | 28411 Northwestern Hwy, Suite 760 Southfield, MI, 48034 | $601,394,803 | 1207 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 3000 Town Center, Suite 100, Southfield, MI, 48075 | $268,055,453 | 1 | 14 | A percentage of AUM, Hourly charges |
| 9 | 1 Towne Square, Suite 1570 Southfield, MI, 48076 | $165,994,000 | 2 | 8 | A percentage of AUM, Performance Based |
| 10 | One Towne Square, Suite 1850 Southfield, MI, 48076 | $135,208,823 | 425 | 5 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 29100 Northwestern Highway, Suite 320 Southfield, MI, 48034 | $112,692,652 | 815 | 6 | A percentage of AUM |
| 12 | 18700 W. 10 Mile Road, Suite 100 Southfield, MI, 48075 | $99,892,397 | 1313 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Southfield, Michigan
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# 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# 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# 158819
Assets Under Management $2,467,486,750
No. Of Clients8713
Clients Per Financial Advisor74
CORECAP ADVISORS is a financial advisory firm situated in Southfield, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8713 clients. The team consists of 118 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
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 109599
Assets Under Management $1,558,325,820
No. Of Clients3992
Clients Per Financial Advisor307
CENTER FOR FINANCIAL PLANNING INC is a financial advisory firm situated in Southfield, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3992 clients. The team consists of 13 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 (THIRD PARTY ADVISER/MANAGER FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 157354
Assets Under Management $848,017,000
No. Of Clients3
Clients Per Financial Advisor0
PENINSULA CAPITAL PARTNERS, L.L.C. is a financial advisory firm situated in Southfield, Michigan. With a nearly $848M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 13 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# 299564
Assets Under Management $601,394,803
No. Of Clients1207
Clients Per Financial Advisor121
SKYOAK WEALTH is a financial advisory firm situated in Southfield, Michigan. With a nearly $601M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1207 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
- 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
- Selection for other advisors
QualificationsFirm CRD# 323718
Assets Under Management $268,055,453
No. Of Clients1
Clients Per Financial Advisor0
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS is a financial advisory firm situated in Southfield, Michigan. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Selection for other advisors
QualificationsFirm CRD# 321278
Assets Under Management $165,994,000
No. Of Clients2
Clients Per Financial Advisor0
TRM ADVISORS LP is a financial advisory firm situated in Southfield, Michigan. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 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# 123609
Assets Under Management $135,208,823
No. Of Clients425
Clients Per Financial Advisor85
CIG ASSET MANAGEMENT, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 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
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 328386
Assets Under Management $112,692,652
No. Of Clients815
Clients Per Financial Advisor136
KELLY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 815 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 148228
Assets Under Management $99,892,397
No. Of Clients1313
Clients Per Financial Advisor119
ELE ADVISORY SERVICES, INC is a financial advisory firm situated in Southfield, Michigan. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1313 clients. The team consists of 11 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
- Selection for other advisors
- Education seminars/workshops
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.