Vault-13

Managers in White Lake, MI

United States · 69 asset managers within 25 km (1 in White Lake itself) · 124 wealth managers, banks and others

White LakeRoyal OakAuburn HillsClevelandRochesterBeachwoodLake OrionPlymouthDetroitGrand Rapids
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: Birmingham, MI 24 · Troy, MI 23 · Bloomfield Hills, MI 22 · Ann Arbor, MI 16 · Detroit, MI 15 · Southfield, MI 9 · Farmington, MI 6 · Novi, MI 5 · Rochester, MI 4 · Auburn Hills, MI 3 · Plymouth, MI 3 · Royal Oak, MI 3

Asset managers in and around White Lake

#Manager People here Assets Visa salary
51 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
52 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
53 OSAIC HOLDINGS, INC. private equity, wealth · Bloomfield Hills, West Bloomfield Osaic Advisory Services, LLC · 6 related pages $85.1bn 2 offices $85.1bn
54 Canadian Imperial Bank of Commerce wealth, bank or insurer · Birmingham CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
55 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
56 ALLSTATE CORP structured credit, wealth · White Lake ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
57 BLUESTEIN R H & CO LLC Birmingham $1.6bn based here $1.6bn
58 Schechter Investment Advisors, LLC Birmingham $1.2bn based here $1.2bn
59 Q3 Asset Management Birmingham $546.0m based here $546.0m
60 TFG Advisers LLC Auburn Hills $291.9m based here $291.9m
61 Melone Private Wealth, LLC Auburn Hills $262.6m based here $262.6m
62 MOTIVE WEALTH ADVISORS Birmingham $243.2m based here $243.2m
63 Palatine Hill Wealth Management, LLC Birmingham $124.2m based here $124.2m
64 Dauntless Investment Group, LLC Milford $57.7m based here $57.7m
65 Flexible Plan Investments, Ltd. Bloomfield Hills based here
66 HIDDEN CAPITAL MANAGEMENT, LLC venture · Bloomfield Hills office
67 MUDITA VENTURE PARTNERS LLC venture · Franklin office
68 NORTHERN SHORE CAPITAL LLC private equity · Bloomfield Hills office
69 PENSTOCK EQUITY MANAGEMENT LLC private equity · Birmingham office

69 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.