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Top Financial Advisors in Novi, Michigan

Finding the right financial advisor in Novi is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Novi, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Novi, MI.


Find the Best Financial Advisor Firms in Novi:

THE NEMES RUSH GROUP, LLC

CRD#: 312554

RIA

Address: 39500 High Pointe Blvd Suite 190, Novi, MI 48375

Clients: 460

Average Clients per Advisor: 65

AUM: $ 1.4B

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C2 PRIVATE WEALTH

CRD#: 151501

RIA

Address: 29409 Haggerty Road Suite 200, Novi, MI 48377

Clients: 702

Average Clients per Advisor: 63

AUM: $ 1.2B

DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236

RIA

Address: 26200 Town Center Dr. Suite 100, Novi, MI 48375

Clients: 595

Average Clients per Advisor: 148

AUM: $ 707M

ALTRIUS CAPITAL MANAGEMENT, INC.

CRD#: 121529

RIA

Address: 39555 Orchard Hill Pl Suite 600, Novi, MI 48375

Clients: 280

Average Clients per Advisor: 40

AUM: $ 627M

RICHARD W. PAUL & ASSOCIATES, LLC

CRD#: 156812

RIA

Address: 39555 Orchard Hill Place Suite 100, Novi, MI 48375

Clients: 836

Average Clients per Advisor: 119

AUM: $ 323M

PATHWORKS FINANCIAL, INC.

CRD#: 138393

RIA

Address: 43155 Main Street Suite 212, Novi, MI 48375

Clients: 515

Average Clients per Advisor: 103

AUM: $ 237M

How We Chose the Top Financial Advisors in Novi, Michigan

To create this list of top financial advisor firms in Novi, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Novi has to offer.

Search Financial Advisors in Novi, Michigan


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Bruce Robert Parmenter JR
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Bruce Robert Parmenter JR

Bruce Robert Parmenter
IAR
RR
CRD#: 4921097
Location:
Southgate, MI 48195
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
20 years
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Lyndon L Davis
AdvisorCheck Check Mark

Lyndon L Davis

IAR
CRD#: 5217885
Location:
Farmington Hills, MI 48331
Company:
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
19 years
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Patrice Lanell Josiene Sinclair

Patrice Lanell Josiene Sinclair

Patrice Josiene Warden, Patrice Lanell Josiene Warden
IAR
RR
CRD#: 1477688
CFP®: Certified Financial Planner
Location:
Auburn Hills, MI 48326
Company:
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures:
Experience:
35 years
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Paul John Benson JR

Paul John Benson JR

IAR
RR
CRD#: 1792802
CFP®: Certified Financial Planner
Location:
Plymouth, MI 48170
Company:
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures:
Experience:
37 years
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Sabri Joseph Hesano JR

Sabri Joseph Hesano JR

Sabri Joseph Hegane Jr, J R Hesano, Jr Hesano, Sabri Joseph Hesano
IAR
RR
CRD#: 1682738
Location:
Troy, MI 48084
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
28 years
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Mitchell Robert Mccann

Mitchell Robert Mccann

Mitch Mccann
IAR
RR
CRD#: 1790141
Location:
Bloomfield Hills, MI 48304
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
37 years
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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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