Top 6 financial advisor firms in Birmingham

6 SEC-registered financial advisor firms are headquartered in Birmingham, MI, with $3.4B in combined regulatory assets under management. The largest by assets are Planning Alternatives ($1.54B), Liberty Capital Management ($849M) and Motive Wealth Advisors ($363M).

6
Financial advisor firms: $3.4B
Their combined AUM: $329M
Median firm AUM: 1,548
Clients of the top 6

The 6 largest by assets

1
Planning Alternatives
RIA
$1.54B
0.20% to 0.95% a year
2
Liberty Capital Management
RIA
$849M
Regulatory AUM
3
Motive Wealth Advisors
RIA
$363M
Up to 1.00% a year
4
Palatine Hill
RIA
$296M
Up to 1.00% a year
5
Rofi
RIA
$231M
0.20% to 1.50% a year
6
Solyco Wealth
RIA
$116M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

Planning Alternatives

Planning Alternatives is an investment adviser based in Birmingham, MI, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.54 billion, as filed on 7 August 2026.

Planning Alternatives charges 0.20%–0.95% a year for its Wealth Management.

Regulatory AUM: $1.54B
Clients: 693
Advisory staff: 9
Fee schedule: 0.20% to 0.95% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009-6615
Phone: 248-645-1520
Website: planningalt.com

No. 2 · RIA

Liberty Capital Management

Liberty Capital Management is an investment adviser based in Birmingham, MI, registered with the SEC since 1992. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $849 million, as filed on 10 February 2026.

Regulatory AUM: $849M
Clients: 160
Advisory staff: 3
Founded: 1993
Custodians: Comerica Bank, Charles Schwab, UBS Financial Services
Headquarters: 401 S Old Woodward Avenue, Ste 430, Birmingham, MI 48009
Phone: 248-258-9290
Website: libertycapitalmi.com

No. 3 · RIA

Motive Wealth Advisors

Motive Wealth Advisors is an investment adviser based in Birmingham, MI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $363 million, as filed on 15 June 2026.

Motive Wealth Advisors charges up to 1.00% a year for its Investment Management Services.

Regulatory AUM: $363M
Clients: 88
Advisory staff: 3
Founded: 2020
Fee schedule: Up to 1.00% a year
Minimum account: $5,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 525 W. Merrill St., Birmingham, MI 48009
Phone: 248-987-5731
Website: motivewealth.com

No. 4 · RIA

Palatine Hill

Palatine Hill is an investment adviser based in Birmingham, MI, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $296 million, as filed on 24 June 2026.

Palatine Hill charges up to 1.00% a year for its Investment management.

Regulatory AUM: $296M
Clients: 288
Advisory staff: 4
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 148 Pierce Street, Suite 200, Birmingham, MI 48009
Phone: 734-218-0085
Website: palatinehillwealth.com

No. 5 · RIA

Rofi

Rofi is an investment adviser based in Birmingham, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $231 million, as filed on 29 July 2026.

Rofi charges 0.20%–1.50% a year for its Wealth Management.

Regulatory AUM: $231M
Clients: 161
Advisory staff: 2
Founded: 2026
Fee schedule: 0.20% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 187 South Old Woodward Avenue, Suite 208, Birmingham, MI 48009
Phone: 248-325-5500
Website: rwealthadvisors.com

No. 6 · RIA

Solyco Wealth

Solyco Wealth is an investment adviser based in Birmingham, 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 $116 million, as filed on 21 September 2026.

Regulatory AUM: $116M
Clients: 158
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 210 South Old Woodward Avenue, Suite 240, Birmingham, MI 48009
Phone: 947-208-4035
Website: solycowealth.com

Questions about financial advisors in Birmingham

How many financial advisor firms are headquartered in Birmingham?

6 SEC-registered financial advisor firms report their principal office in Birmingham, MI, managing $3.4B in regulatory assets between them. The other 9 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Birmingham?

Planning Alternatives, with $1.54B in regulatory assets under management on its latest Form ADV. The next largest are Liberty Capital Management ($849M) and Motive Wealth Advisors ($363M).

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

How large is a typical financial advisor firm in Birmingham?

The median firm manages $329M in regulatory assets. That is the midpoint of the 6 firms headquartered in Birmingham.

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

How much do financial advisors in Birmingham charge?

Of the 6 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 1.50% 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 Birmingham?

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

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