#1Acorn Wealth Advisors, LLC
ACORN WEALTH ADVISORS, LLC
Serves this area from Grand Blanc, MI (24 mi)
Retirement Plan Advisors in Lapeer County, MI
The top-ranked retirement plan advisors serving Lapeer County, MI are Acorn Wealth Advisors, LLC, Verde Capital Management, Inc. and Cpr Investments Inc. We list 40 retirement plan advisors serving Lapeer County, MI. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Lapeer County, MI. 40 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Lapeer County
#2Verde Capital Management, Inc.
VERDE CAPITAL MANAGEMENT, INC.Serves this area from MI#3Cpr Investments Inc
CPR INVESTMENTS INCServes this area from Rochester, MI (29 mi)#4Rochester Wealth Strategies, LLC
ROCHESTER WEALTH STRATEGIES, LLCServes this area from Rochester, MI (29 mi)#5Melone Private Wealth, LLC
MELONE PRIVATE WEALTH, LLCServes this area from Auburn Hills, MI (29 mi)#6Rhl Group, LLC
RHL GROUP, LLCServes this area from Holly, MI (29 mi)#7Financial Freedom House
CYGNET FINANCIAL PLANNING INC.Serves this area from MI#8Greystone Financial Group, LLC
GREYSTONE FINANCIAL GROUP, LLCServes this area from MI#9Strategic Wealth Advisors Group, Inc.
STRATEGIC WEALTH ADVISORS GROUP, INC.Serves this area from Utica, MI (34 mi)#10Iic
INSTITUTIONAL INVESTMENT CONSULTINGServes this area from MI
20 more providers serving this area
- Rachor Investment Advisory Services, LLC, Linden, MI (34 mi)
- Mkd Wealth, Troy, MI (35 mi)
- Integrated Investment Consultants, LLC, Bloomfield Hills, MI (35 mi)
- Heron Bay Capital Management, Bloomfield Hills, MI (35 mi)
- Integrated Capital Management, Bloomfield Hills, MI (35 mi)
- Cirrus Capital LLC, Bloomfield Hills, MI (35 mi)
- Gainplan LLC, MI
- Trustee Empowerment & Protection, Inc., Troy, MI (37 mi)
- Isto Advisors, LLC, Troy, MI (37 mi)
- M1 Capital Management LLC, Troy, MI (37 mi)
- Vertrix Wealth Management, LLC, Troy, MI (37 mi)
- Cranbrook Wealth Management, LLC, MI
- Palatine Hill Wealth Management, Birmingham, MI (37 mi)
- Secure Asset Management, L.L.C., Troy, MI (37 mi)
- Bay Pointe Financial, New Baltimore, MI (38 mi)
- City Center Advisors, LLC, Troy, MI (38 mi)
- Motive Wealth Advisors, LLC, Birmingham, MI (38 mi)
- Schwartz & Co., MI
- Glass Retirement Strategies, Inc., MI
- Spartan Wealth Management, Bingham Farms, MI (39 mi)
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Frequently asked questions
How many retirement plan advisors serve Lapeer County?
We list 40 retirement plan advisors serving Lapeer County, MI: 0 based there and 40 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lapeer County?
The top-ranked retirement plan advisors serving Lapeer County, MI are Acorn Wealth Advisors, LLC, Verde Capital Management, Inc., Cpr Investments Inc, Rochester Wealth Strategies, LLC and Melone Private Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lapeer County are verified against official records?
10 of the top 10 match an active official record: Acorn Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Verde Capital Management, Inc. (U.S. Securities and Exchange Commission), Cpr Investments Inc (U.S. Securities and Exchange Commission), Rochester Wealth Strategies, LLC (U.S. Securities and Exchange Commission) and Melone Private Wealth, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Lapeer, Imlay City, Almont, North Branch, Dryden, Attica, Barnes Lake, Columbiaville, Metamora, Otter Lake, Millers Lake, Clifford