Top 6 financial advisor firms in Farmington Hills

6 SEC-registered financial advisor firms are headquartered in Farmington Hills, MI, with $4.67B in combined regulatory assets under management. The largest by assets are Blue Chip Partners ($1.88B), Bloom Advisors ($1.62B) and The Enterprise Investment ($607M).

6
Financial advisor firms: $4.67B
Their combined AUM: $455M
Median firm AUM: 3,797
Clients of the top 6

The 6 largest by assets

1
Blue Chip Partners
RIA
$1.88B
Up to 1.25%
2
Bloom Advisors
RIA
$1.62B
0.75% to 1.50% a year
3
The Enterprise Investment
RIA
$607M
0.25% to 1.25%
4
FAI Advisors
RIA
$302M
0.45% to 1.00% a year
5
Greenway Financial
RIA
$151M
Regulatory AUM
6
Afs Wealth Management
RIA
$118M
1.15% to 1.55% a year

Profiles of the top 6

No. 1 · RIA

Blue Chip Partners

Blue Chip Partners is an investment adviser based in Farmington Hills, MI, registered with the SEC since 2005. 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 $1.88 billion, as filed on 31 March 2026.

Blue Chip Partners charges up to 1.25% for its Comprehensive Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.88B
Clients: 1,007
Advisory staff: 18
Founded: 2004
Fee schedule: Up to 1.25%
Custodians: Raymond James, Charles Schwab
Headquarters: 38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331
Phone: 248-848-1111
Website: bluechippartners.com

No. 2 · RIA

Bloom Advisors

Bloom Advisors is an investment adviser based in Farmington Hills, MI, registered with the SEC since 1995. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.62 billion, as filed on 1 April 2026.

Bloom Advisors charges 0.75%–1.50% a year for its Money management services.

Regulatory AUM: $1.62B
Clients: 1,166
Advisory staff: 11
Founded: 1995
Fee schedule: 0.75% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334-2531
Phone: 248-932-5200
Website: bloomadvisors.com

No. 3 · RIA

The Enterprise Investment

The Enterprise Investment is an investment adviser based in Farmington Hills, MI, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals and pension and profit-sharing plans. Its regulatory assets under management total $607 million, as filed on 29 April 2026.

The Enterprise Investment charges 0.25%–1.25% for its Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $607M
Clients: 841
Advisory staff: 7
Founded: 1985
Fee schedule: 0.25% to 1.25%
Custodians: Charles Schwab, Fidelity, SEI Investments Distribution
Headquarters: 30301 Northwestern Highway, Suite 200, Farmington Hills, MI 48334
Phone: 248-539-8282
Website: pappasfinancial.com

No. 4 · RIA

FAI Advisors

FAI Advisors is an investment adviser based in Farmington Hills, MI, registered with the SEC since 2023. 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 $302 million, as filed on 20 March 2026.

FAI Advisors charges 0.45%–1.00% a year for its Investment Management Services.

Regulatory AUM: $302M
Clients: 370
Advisory staff: 5
Founded: 2006
Fee schedule: 0.45% to 1.00% a year
Custodians: SEI Investments Distribution
Headquarters: 27500 Drake RD., Suite 110, Farmington Hills, MI 48331
Phone: 248-482-3600
Website: financialarch.com

No. 5 · RIA

Greenway Financial

Greenway Financial is an investment adviser based in Farmington Hills, MI, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $151 million, as filed on 26 February 2026.

Regulatory AUM: $151M
Clients: 244
Advisory staff: 3
Custodians: Charles Schwab, Fidelity
Headquarters: 31731 Northwestern Highway, Suite 156w, Farmington Hills, MI 48334
Phone: 248-851-2727
Website: investingreenway.com

No. 6 · RIA

Afs Wealth Management

Afs Wealth Management is an investment adviser based in Farmington Hills, MI, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $118 million, as filed on 11 September 2026.

Afs Wealth Management charges 1.15%–1.55% a year for its Annual Management Fee.

Regulatory AUM: $118M
Clients: 169
Advisory staff: 2
Fee schedule: 1.15% to 1.55% a year
Headquarters: 22029 Farmington RD, Farmington Hills, MI 48336
Phone: 248-888-7530

Questions about financial advisors in Farmington Hills

How many financial advisor firms are headquartered in Farmington Hills?

6 SEC-registered financial advisor firms report their principal office in Farmington Hills, MI, managing $4.67B in regulatory assets between them. The other 4 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 Farmington Hills?

Blue Chip Partners, with $1.88B in regulatory assets under management on its latest Form ADV. The next largest are Bloom Advisors ($1.62B) and The Enterprise Investment ($607M).

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

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

The median firm manages $455M in regulatory assets. That is the midpoint of the 6 firms headquartered in Farmington Hills.

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

How much do financial advisors in Farmington Hills charge?

Of the 6 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.55% 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 Farmington 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

Farmington Hills has 6 financial advisor firms; see every adviser in the city →