Top 10 financial advisor firms in Bloomfield Hills

18 SEC-registered financial advisor firms are headquartered in Bloomfield Hills, MI, with $17.9B in combined regulatory assets under management. The largest by assets are Azimuth Capital Investment Management ($3.99B), Deroy & Devereaux Private Investment Counsel ($2.58B) and Diversified Portfolios ($1.94B).

18
Financial advisor firms: $17.9B
Their combined AUM: $658M
Median firm AUM: 2,974
Clients of the top 10

The 10 largest by assets

1
Azimuth Capital Investment Management
RIA
$3.99B
Regulatory AUM
2
Deroy & Devereaux Private Investment Counsel
RIA
$2.58B
Regulatory AUM
3
Diversified Portfolios
RIA
$1.94B
0.25% to 1.25% a year
4
Modell Capital Management
RIA
$1.88B
0.50% to 1.00% a year
5
Integrated Investment Consultants
RIA
$1.08B
0.35% to 1.00% a year
6
LS Investment Advisors
RIA
$932M
0.50% to 0.95% a year
7
Cranbrook Wealth Management
RIA
$907M
0.10% to 0.95% a year
8
Northern Financial Advisors
RIA
$684M
Regulatory AUM
9
Lifecycle Financial Planners
RIA
$672M
Regulatory AUM
10
Heron Bay Capital Management
RIA
$644M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Azimuth Capital Investment Management

Azimuth Capital Investment Management is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $3.99 billion, as filed on 31 March 2026.

Regulatory AUM: $3.99B
Clients: 404
Advisory staff: 9
Custodians: BNY Mellon, N.A., RBC Capital Markets, Charles Schwab
Headquarters: 200 East Long Lake Road, Suite 160, Bloomfield Hills, MI 48304
Phone: 248-433-4000
Website: azimuthcap.com

No. 2 · RIA

Deroy & Devereaux Private Investment Counsel

Deroy & Devereaux Private Investment Counsel is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2002. It provides investment management. Its clients include high-net-worth individuals, state or municipal government entities, and pension and profit-sharing plans. Its regulatory assets under management total $2.58 billion, as filed on 24 September 2026.

Regulatory AUM: $2.58B
Clients: 158
Advisory staff: 6
Custodians: Charles Schwab, Fidelity
Headquarters: 40705 Woodward Avenue, Suite 150, Bloomfield Hills, MI 48304
Phone: 248-358-3220
Website: deroydevereaux.com

No. 3 · RIA

Diversified Portfolios

Diversified Portfolios is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 1999. 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 $1.94 billion, as filed on 26 March 2026.

Diversified Portfolios charges 0.25%–1.25% a year for its Investment Management Fee Schedule.

Regulatory AUM: $1.94B
Clients: 665
Advisory staff: 11
Founded: 1993
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
Phone: 248-644-3030
Website: divport.com

No. 4 · RIA

Modell Capital Management

Modell Capital Management is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.88 billion, as filed on 12 February 2026.

Modell Capital Management charges 0.50%–1.00% a year for its Asset management fees.

Regulatory AUM: $1.88B
Clients: 394
Advisory staff: 3
Founded: 2025
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 91 W. Long Lake Road, Bloomfield Hills, MI 48304
Phone: 248-723-8000
Website: modellcapital.com

No. 5 · RIA

Integrated Investment Consultants

Integrated Investment Consultants is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2015. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.08 billion, as filed on 1 April 2026.

Integrated Investment Consultants charges 0.35%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $1.08B
Clients: 285
Advisory staff: 10
Fee schedule: 0.35% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304
Phone: 866-433-3581

No. 6 · RIA

LS Investment Advisors

LS Investment Advisors is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $932 million, as filed on 3 June 2026.

LS Investment Advisors charges 0.50%–0.95% a year for its Portfolio Management Services.

Regulatory AUM: $932M
Clients: 193
Advisory staff: 4
Founded: 2008
Fee schedule: 0.50% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 39533 Woodward Avenue, Suite 307, Bloomfield Hills, MI 48304-5106
Phone: 414-459-1759
Website: my-lsia.com

No. 7 · RIA

Cranbrook Wealth Management

Cranbrook Wealth Management is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2006. 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 $907 million, as filed on 23 March 2026.

Cranbrook Wealth Management charges 0.10%–0.95% a year for its Investment management fee.

Regulatory AUM: $907M
Clients: 253
Advisory staff: 5
Founded: 2004
Fee schedule: 0.10% to 0.95% a year
Custodians: Fidelity
Headquarters: 36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
Phone: 248-362-0900
Website: cranbrookwealth.com

No. 8 · RIA

Northern Financial Advisors

Northern Financial Advisors is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $684 million, as filed on 21 September 2026.

Regulatory AUM: $684M
Clients: 324
Advisory staff: 8
Founded: 2002
Custodians: Charles Schwab
Headquarters: 74 E. Long Lake RD., Suite 200, Bloomfield Hills, MI 48304
Phone: 248-985-1632
Website: northernfinancialadvisors.com

No. 9 · RIA

Lifecycle Financial Planners

Lifecycle Financial Planners is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $672 million, as filed on 23 March 2026.

Regulatory AUM: $672M
Clients: 171
Advisory staff: 9
Founded: 2017
Custodians: Charles Schwab
Headquarters: 40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304
Phone: 248-737-7090
Website: mylifecycleplanners.com

No. 10 · RIA

Heron Bay Capital Management

Heron Bay Capital Management is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2019. 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 $644 million, as filed on 21 September 2026.

Heron Bay Capital Management charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $644M
Clients: 127
Advisory staff: 5
Founded: 2019
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304
Phone: 248-970-0900
Website: heronbaycap.com

Questions about financial advisors in Bloomfield Hills

How many financial advisor firms are headquartered in Bloomfield Hills?

18 SEC-registered financial advisor firms report their principal office in Bloomfield Hills, MI, managing $17.9B in regulatory assets between them. The other 8 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 Bloomfield Hills?

Azimuth Capital Investment Management, with $3.99B in regulatory assets under management on its latest Form ADV. The next largest are Deroy & Devereaux Private Investment Counsel ($2.58B) and Diversified Portfolios ($1.94B).

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

How large is a typical financial advisor firm in Bloomfield Hills?

The median firm manages $658M in regulatory assets. That is the midpoint of the 18 firms headquartered in Bloomfield Hills.

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

How much do financial advisors in Bloomfield Hills charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 1.25% 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 Bloomfield Hills?

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

Bloomfield Hills has 18 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Bloomfield Hills

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