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        Money Managers

        *NOTE: An enhanced or premier membership is now required to access the lists.
        The largest money managers in metro Detroit. This list published online Dec. 22, 2017. Choose from the PDF format listing the top 25 or the expanded Excel format including the largest 44, plus extra information.

        What's included:

        Available Formats:

        PDF Version

        Records/Pages: 25

        Download

        Excel Version

        Records/Pages: 44

        Download

        Companies in this list

        44 Records

        • Comerica Asset Management Group
        • Plante Moran Financial Advisors LLC
        • INCORE Capital Management
        • Munder Capital Management
        • Heber Fuger Wendin Inc.
        • McQueen Financial Advisors
        • LSIA
        • Seizert Capital Partners LLC
        • Clarkston Capital Partners LLC
        • Sigma Planning Corp.
        • Gregory J. Schwartz & Co.
        • Advance Capital Management Inc.
        • Telemus Capital LLC
        • Mainstay Capital Management LLC
        • Schwartz Investment Counsel Inc.
        • Azimuth Capital Management LLC
        • Flexible Plan Investments Ltd.
        • Retirement Income Solutions Inc.
        • Portfolio Solutions LLC
        • IPEX Inc.
        • DeRoy & Devereaux Private Investment Counsel Inc.
        • Bloom Asset Management Inc.
        • NorthPointe Capital LLC
        • Planning Alternatives Ltd.
        • Captrust Financial Advisors
        • Sigma Investment Counselors Inc.
        • Center for Financial Planning Inc.
        • Diversified Portfolios Inc.
        • Schechter Investment Advisors, LLC
        • LJPR Financial Advisors
        • Managed Asset Portfolios LLC
        • Vintage Financial Services LLC
        • Starfire Investment Advisers Inc.
        • William Mack & Associates Inc.
        • Liberty Capital Management
        • Mutual Fund Management Co.
        • DeSeranno Wealth Planning
        • Foresight Capital Management Advisors Inc.
        • Steward Capital Management
        • MeadowBrook Investment Advisors L.L.C.
        • Lumin Financial LLC
        • LifePlan Financial Advisory Group LLC
        • Integrated Capital Management
        • Fairlane Investment Advisors Inc.

        Fields in this list

        • Company
        • Street Address
        • City
        • Postal Code
        • Web site
        • Client contact
        • Client Contact phone
        • Total Regulatory Assets under management Jan. 1, 2017::Total assets under
          management
          (Current Year)
        • Total Regulatory Assets under management Jan. 1, 2016::Total assets under management (Previous Year)
        • Percent change
        • Non-discretionary
          ($000,000)
          Jan. 1, 2017/2016
        • Assets under management non-discretionary
          (000,000)
          Jan. 1, 2017/2016
        • With discretion
          ($000,000)
          Jan. 1, 2017/2016
        • Assets under management with discretion
          Jan. 1, 2016/2016
        • Current number of analysts
          (as of July 1)
        • Portfolio managers
          July 1
        • Advisory activities
        • Last updated
        • Survey link

        Featuring Book of Lists:

        Featuring Book of Lists:

        To access the digital version of the Book of Lists, click here. >>

        The 2018 Book of Lists is a compilation of the lists gathered throughout the year by Crain's Detroit Business. In order to download the digital version (Excel) Book of Lists, you will need to become an Enhanced or Premier Member. >>

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