Vault-13

Managers in Milford, MI

United States · 23 asset managers within 25 km (1 in Milford itself) · 79 wealth managers, banks and others

MilfordRoyal OakAuburn HillsClevelandRochesterBeachwoodWestlakeLake OrionPlymouthDetroit
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 · Southfield, MI 9 · Farmington, MI 6 · Novi, MI 5 · Rochester, MI 4 · Plymouth, MI 3 · Auburn Hills, MI 3 · Royal Oak, MI 3 · Flint, MI 3

Asset managers in and around Milford

#Manager People here Assets Visa salary
1 SCHWARTZ INVESTMENT COUNSEL INC mutual funds · Plymouth $3.7bn about 8main office $3.7bn
2 DAHRING | CUSMANO LLC institutions · Novi $781.4m about 6main office $781.4m
3 EDELMAN FINANCIAL ENGINES Novi $326.3bn 5 $326.3bn
4 BERINGEA, LLC private equity · Farmington $269.9m about 5main office $269.9m
5 WELLTH ADVISORY SERVICES, LLC institutions · Northville $26.7bn 4 $26.7bn
6 A SMARTER WAY TO INVEST Brighton $150.0m about 4main office $150.0m
7 CHICAGO ATLANTIC ADVISERS, LLC private equity · Farmington $970.3m 3 $970.3m
8 IPEX, INC. institutions · Plymouth $2.7bn about 2main office $2.7bn
9 MBX INVESTORS LLC hedge funds · Farmington $460.3m about 2main office $460.3m
10 DBS INVESTMENT ADVISERS, LLC institutions · Clarkston $280.2m 2 $280.2m
11 BRIGHT PATH SPORTS PARTNERS, LLC Novi $194.8m 2 $194.8m
12 RETIREMENT PLAN ADVISORS, LLC institutions · Northville $3.5bn 1 $3.5bn
13 Marnell Management LLC hedge funds, futures · Farmington $306.1m about 1main office $306.1m
14 UHY WEALTH MANAGEMENT RIA LLC institutions · Farmington $102.6m about 1main office $102.6m
15 GLASS RETIREMENT STRATEGIES, INC. institutions · West Bloomfield $20.1m about 1main office $20.1m
16 ARMADA ETFS mutual funds · Novi $10.2m about 1main office $10.2m
17 CHICAGO ATLANTIC BDC ADVISERS, LLC mutual funds · Farmington $342.0m office $342.0m
18 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
19 OSAIC HOLDINGS, INC. private equity, wealth · West Bloomfield Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
20 ALLSTATE CORP structured credit, wealth · White Lake ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
21 Executive Wealth Management, LLC Brighton $1.3bn based here $1.3bn
22 Pinnacle Wealth Management Group, Inc. Plymouth $214.4m based here $214.4m
23 Dauntless Investment Group, LLC Milford $57.7m based here $57.7m

23 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.