Top 10 financial advisor firms in Troy

22 SEC-registered financial advisor firms are headquartered in Troy, MI, with $12.5B in combined regulatory assets under management. The largest by assets are Fishman Jay A ($1.25B), StraightLine Group ($1.17B) and Isto Advisors ($1.06B).

22
Financial advisor firms: $12.5B
Their combined AUM: $494M
Median firm AUM: 13,215
Clients of the top 10

The 10 largest by assets

1
Fishman Jay A
RIA
$1.25B
0.50% to 1.00% a year
2
StraightLine Group
RIA
$1.17B
0.45% to 0.90% a year
3
Isto Advisors
RIA
$1.06B
0.50% to 2.00% a year
4
William Mack & Associates
RIA
$1.03B
0.60% to 1.00% a year
5
Carrera Capital Advisors
RIA
$969M
0.20% to 1.40% a year
6
Secure Asset Management
RIA
$871M
Up to 2.00% a year
7
Baron Wealth Management
RIA
$847M
Regulatory AUM
8
Arbor Wealth Advisors
RIA
$658M
Regulatory AUM
9
FSA Advisors
RIA
$573M
1.00% to 1.50% a year
10
Taylor & Morgan Wealth Management
RIA
$513M
0.75% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Fishman Jay A

Fishman Jay A is an investment adviser based in Troy, MI, registered with the SEC since 1970. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $1.25 billion, as filed on 30 March 2026.

Fishman Jay A charges 0.50%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $1.25B
Clients: 537
Advisory staff: 4
Founded: 1970
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 901 Wilshire Drive, Suite 555, Troy, MI 48084-4108
Phone: 248-740-9400
Website: jaf-ltd.com

No. 2 · RIA

StraightLine Group

StraightLine Group is an investment adviser based in Troy, MI, registered with the SEC since 2004. 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 $1.17 billion, as filed on 10 July 2026.

StraightLine Group charges 0.45%–0.90% a year for its Discretionary Investment Management.

Regulatory AUM: $1.17B
Clients: 2,365
Advisory staff: 10
Fee schedule: 0.45% to 0.90% a year
Custodians: Fidelity, Charles Schwab, Tiaa-Cref Individual & Institutional Services
Headquarters: 165 Kirts BLVD., Ste 100, Troy, MI 48084-5200
Phone: 248-269-8366
Website: straightline.com

No. 3 · RIA

Isto Advisors

Isto Advisors is an investment adviser based in Troy, MI, registered with the SEC since 2016. 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 $1.06 billion, as filed on 25 September 2026.

Isto Advisors charges 0.50%–2.00% a year for its Comprehensive Wealth Management.

Regulatory AUM: $1.06B
Clients: 404
Advisory staff: 19
Founded: 2016
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 2150 Butterfield Drive, Suite 220, Troy, MI 48084
Phone: 248-458-1100
Website: istoadvisors.com

No. 4 · RIA

William Mack & Associates

William Mack & Associates is an investment adviser based in Troy, MI, registered with the SEC since 1992. 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 $1.03 billion, as filed on 25 August 2026.

William Mack & Associates charges 0.60%–1.00% a year for its Retainer Fee.

Regulatory AUM: $1.03B
Clients: 965
Advisory staff: 10
Fee schedule: 0.60% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1301 W. Long Lake RD., Suite 115, Troy, MI 48098
Phone: 248-643-4310
Website: wmack.com

No. 5 · RIA

Carrera Capital Advisors

Carrera Capital Advisors is an investment adviser based in Troy, MI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and investment companies. Its regulatory assets under management total $969 million, as filed on 24 July 2026.

Carrera Capital Advisors charges 0.20%–1.40% a year for its Investment Advisory Services.

Regulatory AUM: $969M
Clients: 998
Advisory staff: 12
Founded: 2024
Fee schedule: 0.20% to 1.40% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 901 Wilshire Drive, Suite 565, Troy, MI 48084-5611
Phone: 248-362-5009
Website: carrera-capital-advisors.com

No. 6 · RIA

Secure Asset Management

Secure Asset Management is an investment adviser based in Troy, MI, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $871 million, as filed on 20 August 2026.

Secure Asset Management charges up to 2.00% a year for its Asset Management.

Regulatory AUM: $871M
Clients: 2,877
Advisory staff: 54
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 2565 West Maple RD, Troy, MI 48084
Phone: 248-414-1562
Website: securefg.com

No. 7 · RIA

Baron Wealth Management

Baron Wealth Management is an investment adviser based in Troy, MI, registered with the SEC since 2010. 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 $847 million, as filed on 20 March 2026.

Regulatory AUM: $847M
Clients: 145
Advisory staff: 3
Custodians: Charles Schwab, Fidelity
Headquarters: 1441 W. Long Lake Road, Suite 240, Troy, MI 48098
Phone: 248-251-0161
Website: baron-wealth.com

No. 8 · RIA

Arbor Wealth Advisors

Arbor Wealth Advisors is an investment adviser based in Troy, MI, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $658 million, as filed on 10 February 2026.

Regulatory AUM: $658M
Clients: 66
Advisory staff: 1
Custodians: Charles Schwab, Fidelity
Headquarters: 801 W Big Beaver Road, Suite 300, Troy, MI 48084
Phone: 855-927-2679
Website: arbor-wealth.com

No. 9 · RIA

FSA Advisors

FSA Advisors is an investment adviser based in Troy, MI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $573 million, as filed on 8 March 2026.

FSA Advisors charges 1.00%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM: $573M
Clients: 4,406
Advisory staff: 31
Fee schedule: 1.00% to 1.50% a year
Minimum account: $5,000
Custodians: Charles Schwab, Fidelity
Headquarters: 50 W Big Beaver RD Suite 500, Troy, MI 48084
Phone: 800-977-9292
Website: fsa1.com

No. 10 · RIA

Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management is an investment adviser based in Troy, MI, registered with the SEC since 2018. 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 $513 million, as filed on 9 March 2026.

Taylor & Morgan Wealth Management charges 0.75%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM: $513M
Clients: 452
Advisory staff: 7
Founded: 2010
Fee schedule: 0.75% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3150 Livernois RD., Suite 175, Troy, MI 48083
Phone: 248-688-9399
Website: tmadvisors.com

Questions about financial advisors in Troy

How many financial advisor firms are headquartered in Troy?

22 SEC-registered financial advisor firms report their principal office in Troy, MI, managing $12.5B 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 Troy?

Fishman Jay A, with $1.25B in regulatory assets under management on its latest Form ADV. The next largest are StraightLine Group ($1.17B) and Isto Advisors ($1.06B).

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

How large is a typical financial advisor firm in Troy?

The median firm manages $494M in regulatory assets. That is the midpoint of the 22 firms headquartered in Troy.

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

How much do financial advisors in Troy charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 2.00% 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 Troy?

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

Troy has 22 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Troy

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