Top 5 financial advisor firms in Bingham Farms

5 SEC-registered financial advisor firms are headquartered in Bingham Farms, MI, with $2.33B in combined regulatory assets under management. The largest by assets are Spartan Wealth Advisory Services ($1.48B), Duet Advisory Services ($316M) and LightSquare Wealth Management ($204M).

5
Financial advisor firms: $2.33B
Their combined AUM: $204M
Median firm AUM: 1,884
Clients of the top 5

The 5 largest by assets

1
Spartan Wealth Advisory Services
RIA
$1.48B
Up to 1.50% a year
2
Duet Advisory Services
RIA
$316M
0.90% to 1.50% a year
3
LightSquare Wealth Management
RIA
$204M
Up to 2.25% a year
4
Octo Capital
RIA
$165M
Regulatory AUM
5
Star Wealth Management
RIA
$156M
0.90% to 1.50% a year

Profiles of the top 5

No. 1 · RIA

Spartan Wealth Advisory Services

Spartan Wealth Advisory Services is an investment adviser based in Bingham Farms, MI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $1.48 billion, as filed on 13 May 2026.

Spartan Wealth Advisory Services charges up to 1.50% a year for its Wealth Management Services.

Regulatory AUM: $1.48B
Clients: 1,176
Advisory staff: 19
Founded: 2024
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 32600 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Phone: 248-297-6600
Website: spartanwealth.com

No. 2 · RIA

Duet Advisory Services

Duet Advisory Services is an investment adviser based in Bingham Farms, MI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $316 million, as filed on 12 March 2026.

Duet Advisory Services charges 0.90%–1.50% a year for its Investment Advisory Fees.

Regulatory AUM: $316M
Clients: 283
Advisory staff: 3
Founded: 2016
Fee schedule: 0.90% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 30400 Telegraph RD., Suite 115, Bingham Farms, MI 48025
Phone: 248-723-4321

No. 3 · RIA

LightSquare Wealth Management

LightSquare Wealth Management is an investment adviser based in Bingham Farms, MI, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $204 million, as filed on 12 June 2026.

LightSquare Wealth Management charges up to 2.25% a year for its Asset Management.

Regulatory AUM: $204M
Clients: 172
Advisory staff: 2
Founded: 2023
Fee schedule: Up to 2.25% a year
Custodians: Raymond James
Headquarters: 30150 Telegraph Road, Suite 170, Bingham Farms, MI 48025
Phone: 248-641-3540
Website: lightsquarewealth.com

No. 4 · RIA

Octo Capital

Octo Capital is an investment adviser based in Bingham Farms, MI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $165 million, as filed on 2 February 2026.

Regulatory AUM: $165M
Clients: 136
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Phone: 248-731-7729
Website: octo-capital.com

No. 5 · RIA

Star Wealth Management

Star Wealth Management is an investment adviser based in Bingham Farms, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $156 million, as filed on 25 August 2026.

Star Wealth Management charges 0.90%–1.50% a year for its Investment Advisory Fees.

Regulatory AUM: $156M
Clients: 117
Advisory staff: 1
Fee schedule: 0.90% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 30400 Telegraph RD, Ste 115, Bingham Farms, MI 48025
Phone: 248-723-4321
Website: starwealth.net

Questions about financial advisors in Bingham Farms

How many financial advisor firms are headquartered in Bingham Farms?

5 SEC-registered financial advisor firms report their principal office in Bingham Farms, MI, managing $2.33B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bingham Farms?

Spartan Wealth Advisory Services, with $1.48B in regulatory assets under management on its latest Form ADV. The next largest are Duet Advisory Services ($316M) and LightSquare Wealth Management ($204M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bingham Farms?

The median firm manages $204M in regulatory assets. That is the midpoint of the 5 firms headquartered in Bingham Farms.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bingham Farms charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bingham Farms?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Bingham Farms has 5 financial advisor firms; see every adviser in the city →