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