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Top 3 financial advisor firms in Livonia

3 SEC-registered financial advisor firms are headquartered in Livonia, MI, with $917M in combined regulatory assets under management. The largest by assets are White Pine Investment ($532M), Executive Financial Services ($199M) and MeadowBrook Investment Advisors ($185M).

3
Financial advisor firms
$917M
Their combined AUM
$199M
Median firm AUM
615
Clients of the top 3

The 3 largest by assets

  1. 1
    White Pine Investment

    RIA

    $532M

  2. 2
    Executive Financial Services

    RIA

    $199M

  3. 3
    MeadowBrook Investment Advisors

    RIA

    $185M

Profiles of the top 3

No. 1 · RIA

White Pine Investment

White Pine Investment is an investment adviser based in Livonia, MI, registered with the SEC since 1997. 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 $532 million, as filed on 26 March 2026.

White Pine Investment charges 0.15%–1.10% a year for its Investment management.

Regulatory AUM
$532M
Clients
355
Advisory staff
3
Founded
1997
Fee schedule
0.15% to 1.10% a year
Minimum account
$500,000
Custodians
Charles Schwab
Headquarters
17199 Laurel Park DR North, Suite 220, Livonia, MI 48152
Phone
734-464-2532
Website
wpinv.com

No. 2 · RIA

Executive Financial Services

Executive Financial Services is an investment adviser based in Livonia, MI, registered with the SEC since 2021. 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 $199 million, as filed on 28 March 2026.

Executive Financial Services charges 0.60%–1.00% a year for its Investment Management fee.

Regulatory AUM
$199M
Clients
189
Advisory staff
3
Fee schedule
0.60% to 1.00% a year
Custodians
Charles Schwab
Headquarters
33762 Schoolcraft RD, 2nd Floor, Livonia, MI 48150
Phone
734-427-2030

No. 3 · RIA

MeadowBrook Investment Advisors

MeadowBrook Investment Advisors is an investment adviser based in Livonia, MI, registered with the SEC since 2000. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $185 million, as filed on 19 January 2026.

MeadowBrook Investment Advisors charges 0.50%–1.25% for its Balanced & Equity Fee Schedule. The brochure does not state whether the rate is annual.

Regulatory AUM
$185M
Clients
71
Advisory staff
3
Fee schedule
0.50% to 1.25%
Custodians
Charles Schwab
Headquarters
17199 N Laurel Park DR, Ste 311, Livonia, MI 48152-7904
Phone
734-953-8688
Website
meadowbrook-advisors.com

Questions about financial advisors in Livonia

How many financial advisor firms are headquartered in Livonia?

3 SEC-registered financial advisor firms report their principal office in Livonia, MI, managing $917M 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 Livonia?

White Pine Investment, with $532M in regulatory assets under management on its latest Form ADV. The next largest are Executive Financial Services ($199M) and MeadowBrook Investment Advisors ($185M).

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

How large is a typical financial advisor firm in Livonia?

The median firm manages $199M in regulatory assets. That is the midpoint of the 3 firms headquartered in Livonia.

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

How much do financial advisors in Livonia charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.25% 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 Livonia?

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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