Managers in Lake Orion, MI

United States · 55 asset managers within 25 km (1 in Lake Orion itself) · 121 wealth managers, banks and others

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 · Southfield, MI 9 · Farmington, MI 6 · Novi, MI 5 · Rochester, MI 4 · Auburn Hills, MI 3 · Royal Oak, MI 3 · Flint, MI 3 · Plymouth, MI 3 · West Bloomfield, MI 2

Asset managers in and around Lake Orion

#	Manager	People here	Assets
1	O2 INVESTMENT PARTNERS, L.P. private equity · Bloomfield Hills $1.8bn	about 23main office	$1.8bn
2	SCHWARTZ & CO. institutions · Bloomfield Hills $10.5bn	about 20main office	$10.5bn
3	Clarkston Capital Partners, LLC mutual funds · Rochester $1.7bn	about 12main office	$1.7bn
4	BPCE public funds (AU), hedge funds, private equity, mutual funds and 3 more · Bloomfield Hills LOOMIS SAYLES & CO L P · 21 related pages $386.9bn	10	$386.9bn
5	OneDigital Investment Advisors LLC institutions · Auburn Hills $155.4bn	10	$155.4bn
6	YOUSIF CAPITAL MANAGEMENT, LLC Bloomfield Hills $14.7bn	about 8main office	$14.7bn
7	SENTINEL PENSION ADVISORS, LLC institutions · Troy $11.9bn	8	$11.9bn
8	CENTER ROCK CAPITAL PARTNERS, LP private equity · Bloomfield Hills $1.7bn	8	$1.7bn
9	ALIDADE CAPITAL, LLC real estate · Bloomfield Hills $564.9m	about 8main office	$564.9m
10	BOYD WATTERSON ASSET MANAGEMENT LLC/OH real estate, futures · Bloomfield Hills $18.8bn	6	$18.8bn
11	EDELMAN FINANCIAL ENGINES Troy $326.3bn	5	$326.3bn
12	FLEXIBLE PLAN INVESTMENTS LTD mutual funds · Bloomfield Hills $1.5bn	about 5main office	$1.5bn
13	IIC institutions · Bloomfield Hills $125.0m	about 4main office	$125.0m
14	TRUSTEE EMPOWERMENT & PROTECTION, INC. institutions · Troy $10.3m	about 4main office	$10.3m
15	OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT Bloomfield Hills	4
16	Gallagher Fiduciary Advisors, LLC institutions, futures · Bloomfield Hills $194.8bn	3	$194.8bn
17	MARINER INSTITUTIONAL, LLC institutions · Bloomfield Hills $2.8bn	3	$2.8bn
18	DAHRING \| CUSMANO LLC institutions · Troy $781.4m	3	$781.4m
19	Ancora Advisors LLC institutions · Bloomfield Hills Ancora Advisors LLC · 2 related pages $4.6bn	2	$4.6bn
20	Ancora Alternatives LLC hedge funds, futures · Bloomfield Hills $1.1bn	2	$1.1bn
21	DBS INVESTMENT ADVISERS, LLC institutions · Clarkston $280.2m	2	$280.2m
22	NANTUCKET MULTI MANAGERS, LLC hedge funds, futures · Bloomfield Hills $260.2m	about 2main office	$260.2m
23	ENGLISH CAPITAL MANAGEMENT LLC hedge funds · Bloomfield Hills $241.1m	about 2main office	$241.1m
24	SOLYCO CAPITAL LLC venture · Rochester $219.9m	about 2main office	$219.9m
25	RFG Advisory, LLC mutual funds · Troy $8.0bn	1	$8.0bn
26	Alera Investment Advisors, LLC institutions · Rochester $5.3bn	1	$5.3bn
27	SB ADVISORY, LLC institutions · Lake Orion $1.1bn	1	$1.1bn
28	SEACREST INVESTMENT MANAGEMENT, LLC institutions · Troy $110.9m	1	$110.9m
29	STEWARD CAPITAL MANAGEMENT real estate · Bloomfield Hills $95.1m	about 1main office	$95.1m
30	MMA SECURITIES LLC Troy	1
31	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
32	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
33	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
34	PNC Financial Services Group, Inc. private equity, institutions, wealth · Troy PNC Wealth Management LLC · 6 related pages $201.8bn	office	$201.8bn
35	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Troy W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	office	$93.5bn
36	OSAIC HOLDINGS, INC. private equity, wealth · Bloomfield Hills Osaic Advisory Services, LLC · 6 related pages $85.1bn	office	$85.1bn
37	ALLSTATE CORP structured credit, wealth · White Lake ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
38	Portfolio Solutions, LLC Troy $792.3m	based here	$792.3m
39	Carrera Capital Advisors Troy $674.9m	based here	$674.9m
40	TFG Advisers LLC Auburn Hills $291.9m	based here	$291.9m
41	William Mack & Associates, Inc. Troy $283.7m	based here	$283.7m
42	M1 Capital Management LLC Troy $270.8m	based here	$270.8m
43	Melone Private Wealth, LLC Auburn Hills $262.6m	based here	$262.6m
44	FSA Advisors, Inc. Troy $218.1m	based here	$218.1m
45	STRAIGHTLINE GROUP LLC Troy $212.1m	based here	$212.1m
46	Arbor Wealth Advisors LLC Troy $163.6m	based here	$163.6m
47	J2 Capital Management Inc Troy $148.7m	based here	$148.7m
48	CPR Investments Inc. Rochester $129.9m	based here	$129.9m
49	City Center Advisors, LLC Troy $123.5m	based here	$123.5m
50	MKD WEALTH COACHES, LLC Troy $117.0m	based here	$117.0m

55 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.