Firms by city
Registered investment advisers in Southfield, MI
2 SEC-registered advisers headquartered in Southfield, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Plante Moran Financial AdvisorsCRD 112158 | Southfield, MI | $26.93B | 142 | 4,009 |
| Hantz Financial ServicesCRD 46047 | Southfield, MI | $10.00B | 333 | 24,070 |
Plante Moran Financial AdvisorsCRD 112158$26.93B
- Headquarters
- Southfield, MI
- Advisory staff
- 142
- Clients
- 4,009
Hantz Financial ServicesCRD 46047$10.00B
- Headquarters
- Southfield, MI
- Advisory staff
- 333
- Clients
- 24,070
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 Southfield 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 every firm with an office 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.