Firms by city
Registered investment advisers in Birmingham, MI
15 SEC-registered advisers headquartered in Birmingham, listed by regulatory assets under management as reported on Form ADV.
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15 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Seizert Capital Partners | Birmingham, MI | $2.48B |
| Planning Alternatives | Birmingham, MI | $1.54B |
| Liberty Capital Management | Birmingham, MI | $849M |
| Q3 Asset Management | Birmingham, MI | $795M |
| ValStone Partners VI | Birmingham, MI | $736M |
| Sturbridge Capital | Birmingham, MI | $731M |
| TRP Capital Advisors V | Birmingham, MI | $691M |
| Strength Capital Partners | Birmingham, MI | $528M |
| Bloomfield Capital Holdings | Birmingham, MI | $466M |
| Lakeside Drive Management | Birmingham, MI | $372M |
| Motive Wealth Advisors | Birmingham, MI | $363M |
| TRP Capital Advisors VI | Birmingham, MI | $311M |
| Palatine Hill | Birmingham, MI | $296M |
| Rofi | Birmingham, MI | $231M |
| Solyco Wealth | Birmingham, MI | $116M |
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $2.48B
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $1.54B
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $849M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $795M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $736M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $731M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $691M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $528M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $466M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $372M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $363M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $311M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $296M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $231M
- Headquarters
- Birmingham, MI
- Regulatory AUM
- $116M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Birmingham on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Michigan.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.