Top 7 financial advisor firms in Southfield

7 SEC-registered financial advisor firms are headquartered in Southfield, MI, with $44.9B in combined regulatory assets under management. The largest by assets are Plante Moran Financial Advisors ($26.9B), Hantz Financial Services ($10B) and Advance Capital Management ($4.98B).

7
Financial advisor firms: $44.9B
Their combined AUM: $1.97B
Median firm AUM: 38,704
Clients of the top 7

The 7 largest by assets

1
Plante Moran Financial Advisors
RIA
$26.9B
0.30% to 1.00% a year
2
Hantz Financial Services
RIA
$10B
0.20% to 1.00% a year
3
Advance Capital Management
RIA
$4.98B
0.65% to 1.00% a year
4
Center for Financial Planning
RIA
$1.97B
0.30% to 1.20% a year
5
SkyOak Wealth
RIA
$693M
0.05% to 1.95% a year
6
CIG Asset Management
RIA
$192M
0.80% to 2.50% a year
7
Ele Advisory Services
RIA
$137M
2.00% to 3.00% a year

Profiles of the top 7

No. 1 · RIA

Plante Moran Financial Advisors

Plante Moran Financial Advisors is an investment adviser based in Southfield, MI, registered with the SEC since 1993. 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 $26.9 billion, as filed on 28 September 2026.

Plante Moran Financial Advisors charges 0.30%–1.00% a year for its Portfolio Advisory Services.

Regulatory AUM: $26.9B
Clients: 4,009
Advisory staff: 142
Fee schedule: 0.30% to 1.00% a year
Minimum account: $500,000
Headquarters: 3000 Town Center, Suite 100, Southfield, MI 48075
Phone: 248-352-2500
Website: plantemoran.com

No. 2 · RIA

Hantz Financial Services

Hantz Financial Services is an investment adviser based in Southfield, MI, registered with the SEC since 2015. 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 $10 billion, as filed on 8 September 2026.

Hantz Financial Services charges 0.20%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $10B
Clients: 24,070
Advisory staff: 333
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 26200 American Drive, Fifth Floor, Southfield, MI 48034
Phone: 248-304-2855
Website: hantzgroup.com

No. 3 · RIA

Advance Capital Management

Advance Capital Management is an investment adviser based in Southfield, MI, registered with the SEC since 1986. 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 $4.98 billion, as filed on 26 March 2026.

Advance Capital Management charges 0.65%–1.00% a year for its Individuals.

Regulatory AUM: $4.98B
Clients: 7,365
Advisory staff: 29
Fee schedule: 0.65% to 1.00% a year
Custodians: Charles Schwab
Headquarters: One Towne Square, Suite 444, Southfield, MI 48076
Phone: 248-350-8543
Website: acadviser.com

No. 4 · RIA

Center for Financial Planning

Center for Financial Planning is an investment adviser based in Southfield, MI, registered with the SEC since 2006. 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 $1.97 billion, as filed on 11 September 2026.

Center for Financial Planning charges 0.30%–1.20% a year for its Ambassador Account.

Regulatory AUM: $1.97B
Clients: 1,496
Advisory staff: 17
Founded: 1985
Fee schedule: 0.30% to 1.20% a year
Custodians: Raymond James, Raymond James
Headquarters: 24800 Denso Drive, Suite 300, Southfield, MI 48033-7470
Phone: 248-948-7900
Website: centerfinplan.com

No. 5 · RIA

SkyOak Wealth

SkyOak Wealth is an investment adviser based in Southfield, 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 $693 million, as filed on 6 March 2026.

SkyOak Wealth charges 0.05%–1.95% a year for its Investment Management Services.

Regulatory AUM: $693M
Clients: 450
Advisory staff: 4
Fee schedule: 0.05% to 1.95% a year
Minimum account: $200,000
Custodians: Charles Schwab
Headquarters: 28411 Northwestern Hwy, Suite 760, Southfield, MI 48034
Phone: 248-348-6500
Website: skyoakwealth.com

No. 6 · RIA

CIG Asset Management

CIG Asset Management is an investment adviser based in Southfield, MI, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $192 million, as filed on 26 March 2026.

CIG Asset Management charges 0.80%–2.50% a year for its Fee Based Program.

Regulatory AUM: $192M
Clients: 158
Advisory staff: 5
Fee schedule: 0.80% to 2.50% a year
Headquarters: One Towne Square, Suite 1850, Southfield, MI 48076
Phone: 248-827-1010
Website: cigcapitaladvisors.com

No. 7 · RIA

Ele Advisory Services

Ele Advisory Services is an investment adviser based in Southfield, MI, registered with the SEC since 2020. 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 $137 million, as filed on 28 September 2026.

Ele Advisory Services charges 2.00%–3.00% a year for its Investment Supervisory Services.

Regulatory AUM: $137M
Clients: 1,156
Advisory staff: 13
Fee schedule: 2.00% to 3.00% a year
Custodians: TD Ameritrade Clearing, Charles Schwab
Headquarters: 18700 W. 10 Mile Road, Suite 100, Southfield, MI 48075
Phone: 248-356-6555

Questions about financial advisors in Southfield

How many financial advisor firms are headquartered in Southfield?

7 SEC-registered financial advisor firms report their principal office in Southfield, MI, managing $44.9B in regulatory assets between them. The other 5 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 Southfield?

Plante Moran Financial Advisors, with $26.9B in regulatory assets under management on its latest Form ADV. The next largest are Hantz Financial Services ($10B) and Advance Capital Management ($4.98B).

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

How large is a typical financial advisor firm in Southfield?

The median firm manages $1.97B in regulatory assets. That is the midpoint of the 7 firms headquartered in Southfield.

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

How much do financial advisors in Southfield charge?

Of the 7 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 3.00% 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 Southfield?

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

Southfield has 7 financial advisor firms; see every adviser in the city →