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:
C2 PRIVATE WEALTH
CRD#: 151501
Address: 29409 Haggerty Road Suite 200, Novi, MI 48377
Clients: 1,542
Average Clients per Advisor: 140
AUM: $ 1.8B
THE NEMES RUSH GROUP, LLC
CRD#: 312554
Address: 39500 High Pointe Blvd Suite 190, Novi, MI 48375
Clients: 418
Average Clients per Advisor: 59
AUM: $ 1.6B
PROVIDENT INVESTMENT MANAGEMENT, INC.
CRD#: 106976
Address: 39555 Orchard Hill Place Ste 139, Novi, MI 48375
Clients: 91
Average Clients per Advisor: 15
AUM: $ 1.1B
DAHRING | CUSMANO AND ASSOCIATES
CRD#: 301236
Address: 26200 Town Center Dr. Suite 100, Novi, MI 48375
Clients: 709
Average Clients per Advisor: 78
AUM: $ 781M
RICHARD W. PAUL & ASSOCIATES, LLC
CRD#: 156812
Address: 39555 Orchard Hill Place Suite 100, Novi, MI 48375
Clients: 325
Average Clients per Advisor: 46
AUM: $ 373M
PATHWORKS FINANCIAL, INC.
CRD#: 138393
Address: 43155 Main Street Suite 212, Novi, MI 48375
Clients: 362
Average Clients per Advisor: 72
AUM: $ 279M
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
Jeffrey S. Perry
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Lyndon L Davis
Registered Affiliation(s):LIGHTSQUARE WEALTH MANAGEMENT, LLC
Avery Tyrone Marsh
Registered Affiliation(s):PFS INVESTMENTS INC.
John Leonard Lappin
Registered Affiliation(s):PFS INVESTMENTS INC.
Mark F Burns
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Glen Thomas Milligan JR
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
