City
Wealth management firms in Birmingham, Michigan
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Birmingham, Michigan reported $3.6 billion in regulatory assets under management; the largest by assets was Planning Alternatives Ltd, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $3.6 billion
- Average per firm
- $277.8 million
- SEC-registered, of those listed
- 7 of 13 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Planning Alternatives Ltd | SEC | $1.5 billion | 693 |
| 2 | Liberty Capital Management Inc | SEC | $849.5 million | 430 |
| 3 | Motive Wealth Advisors, LLC | SEC | $362.6 million | 408 |
| 4 | Palatine Hill Wealth Management | SEC | $295.9 million | 1,426 |
| 5 | Rosenberg Wealth Advisors | SEC | $231.0 million | 446 |
| 6 | Gunder Wealth Management, LLC | SEC | $139.0 million | 585 |
| 7 | Solyco Wealth LLC | SEC | $116.2 million | 238 |
| 8 | Long Lake Capital Management, LLC | State | $42.8 million | 75 |
| 9 | Fintentional LLC | State | $20.2 million | 71 |
| 10 | Kennedy Investment Counsel LLC | State | $11.6 million | 6 |
| 11 | Quarton Capital Partners | State | $1.0 million | 1 |
| 12 | Northpoint Financial | State | $0 | 0 |
| 13 | Whistle Stop Financial Advice | State | $0 | 0 |
Wealth management firms in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.