Vault-13

Managers in Birmingham, MI

United States · 107 asset managers within 25 km (24 in Birmingham itself) · 194 wealth managers, banks and others

BirminghamAuburn HillsClevelandRochesterBeachwoodWestlakeLake OrionPlymouthDetroitClarkston
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Troy, MI 23 · Bloomfield Hills, MI 22 · Detroit, MI 15 · Southfield, MI 9 · Farmington, MI 6 · Novi, MI 5 · Rochester, MI 4 · Royal Oak, MI 3 · Auburn Hills, MI 3 · Plymouth, MI 3 · Franklin, MI 2 · Clawson, MI 2

Asset managers in and around Birmingham

#Manager People here Assets Visa salary
51 SageView Advisory Group, LLC institutions · Birmingham $37.5bn 1 $37.5bn
52 RFG Advisory, LLC mutual funds · Troy $8.0bn 1 $8.0bn
53 Alera Investment Advisors, LLC institutions · Rochester $5.3bn 1 $5.3bn
54 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Southfield $5.2bn 1 $5.2bn
55 LORIENT CAPITAL MANAGEMENT, LLC private equity · Birmingham $1.9bn 1 $1.9bn
56 LAKESIDE DRIVE MANAGEMENT LLC private equity · Birmingham $372.3m about 1main office $372.3m
57 Marnell Management LLC hedge funds, futures · Farmington $306.1m about 1main office $306.1m
58 SEACREST INVESTMENT MANAGEMENT, LLC institutions · Troy $110.9m 1 $110.9m
59 UHY WEALTH MANAGEMENT RIA LLC institutions · Farmington $102.6m about 1main office $102.6m
60 STEWARD CAPITAL MANAGEMENT real estate · Bloomfield Hills $95.1m about 1main office $95.1m
61 GLASS RETIREMENT STRATEGIES, INC. institutions · West Bloomfield $20.1m about 1main office $20.1m
62 ARMADA ETFS mutual funds · Novi $10.2m about 1main office $10.2m
63 CHARLTON MANAGEMENT, LLC Clawson about 1main office
64 MMA SECURITIES LLC Troy 1
65 TAYEH CAPITAL GROUP private equity · Birmingham 1
66 CHICAGO ATLANTIC BDC ADVISERS, LLC mutual funds · Farmington $342.0m office $342.0m
67 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Troy GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn office $2.6tn
68 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Bloomfield Hills MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
69 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Troy EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
70 PNC Financial Services Group, Inc. private equity, institutions, wealth · Troy PNC Wealth Management LLC · 6 related pages $201.8bn office $201.8bn
71 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Southfield COLONY GROUP LLC, Focus Partners Wealth, TELEMUS CAPITAL, LLC · 6 related pages $181.9bn office $181.9bn
72 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Novi VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
73 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Troy, Livonia W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn 2 offices $93.5bn
74 OSAIC HOLDINGS, INC. private equity, wealth · Bloomfield Hills, West Bloomfield Osaic Advisory Services, LLC · 6 related pages $85.1bn 2 offices $85.1bn
75 Canadian Imperial Bank of Commerce wealth, bank or insurer · Birmingham CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
76 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Birmingham OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
77 ALLSTATE CORP structured credit, wealth · White Lake ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
78 BLUESTEIN R H & CO LLC Birmingham $1.6bn based here $1.6bn
79 Schechter Investment Advisors, LLC Birmingham $1.2bn based here $1.2bn
80 Portfolio Solutions, LLC Troy $792.3m based here $792.3m
81 Carrera Capital Advisors Troy $674.9m based here $674.9m
82 Q3 Asset Management Birmingham $546.0m based here $546.0m
83 TFG Advisers LLC Auburn Hills $291.9m based here $291.9m
84 William Mack & Associates, Inc. Troy $283.7m based here $283.7m
85 M1 Capital Management LLC Troy $270.8m based here $270.8m
86 Melone Private Wealth, LLC Auburn Hills $262.6m based here $262.6m
87 MOTIVE WEALTH ADVISORS Birmingham $243.2m based here $243.2m
88 Beartown Capital Management, LLC hedge funds, futures · Huntington Woods $225.4m based here $225.4m
89 FSA Advisors, Inc. Troy $218.1m based here $218.1m
90 STRAIGHTLINE GROUP LLC Troy $212.1m based here $212.1m
91 Arbor Wealth Advisors LLC Troy $163.6m based here $163.6m
92 J2 Capital Management Inc Troy $148.7m based here $148.7m
93 CPR Investments Inc. Rochester $129.9m based here $129.9m
94 Palatine Hill Wealth Management, LLC Birmingham $124.2m based here $124.2m
95 City Center Advisors, LLC Troy $123.5m based here $123.5m
96 MKD WEALTH COACHES, LLC Troy $117.0m based here $117.0m
97 VIMA LLC Troy $102.6m based here $102.6m
98 OAKLAND FINANCIAL CORP Sterling Heights $4.5m based here $4.5m
99 AMERITRUST GROUP, INC. Southfield based here
100 CORNERSTONE CAPITAL MANAGEMENT, INC. hedge funds · Troy office

107 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.