#1Altrius Capital Management, Inc.
ALTRIUS CAPITAL MANAGEMENT, INC.
Based in Novi, MI
Retirement Plan Advisors in Novi, MI
The top-ranked retirement plan advisors serving Novi, MI are Altrius Capital Management, Inc., Dahring | Cusmano And Associates and Ipex, Inc.. We list 57 retirement plan advisors serving Novi, 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 Novi, MI (Oakland County). 57 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 Novi
#2Dahring | Cusmano And Associates
DAHRING | CUSMANO LLCBased in Novi, MI#3Ipex, Inc.
IPEX, INC.Serves this area from Plymouth, MI (7 mi)#4Uhy Wealth Management Ria LLC
UHY WEALTH MANAGEMENT RIA LLCServes this area from Farmington Hills, MI (7 mi)#5The Enterprise Investment Company
THE ENTERPRISE INVESTMENT COMPANYServes this area from Farmington Hills, MI (7 mi)#6Glass Retirement Strategies, Inc.
GLASS RETIREMENT STRATEGIES, INC.Serves this area from MI#7Kral Financial Advisors, LLC
KRAL FINANCIAL ADVISORS, LLCServes this area from MI#8Peak Wealth Management, LLC
PEAK WEALTH MANAGEMENT, LLCServes this area from MI#9Ontrack Wealth Management
ONTRACK WEALTH MANAGEMENT, LLCServes this area from MI#10Hantz Financial Services, Inc.
HANTZ FINANCIAL SERVICES, INC.Serves this area from Southfield, MI (10 mi)
20 more providers serving this area
- Skyoak Wealth, Southfield, MI (10 mi)
- Spartan Wealth Management, Bingham Farms, MI (11 mi)
- Lightsquare Wealth Management, LLC, Beverly Hills, MI (12 mi)
- Advance Capital Management Inc, Southfield, MI (12 mi)
- Schwartz & Co., MI
- Gainplan LLC, MI
- Financial Freedom House, MI
- Greystone Financial Group, LLC, MI
- Heron Bay Capital Management, Bloomfield Hills, MI (14 mi)
- Iic, MI
- Integrated Investment Consultants, LLC, Bloomfield Hills, MI (14 mi)
- Integrated Capital Management, Bloomfield Hills, MI (14 mi)
- Motive Wealth Advisors, LLC, Birmingham, MI (14 mi)
- Cirrus Capital LLC, Bloomfield Hills, MI (15 mi)
- Cranbrook Wealth Management, LLC, MI
- Palatine Hill Wealth Management, Birmingham, MI (15 mi)
- Simplyria Advisor Network, Brighton, MI (15 mi)
- Foguth Wealth Management, LLC., Brighton, MI (16 mi)
- Vision Capital Partners, MI
- Secure Asset Management, L.L.C., Troy, MI (16 mi)
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Frequently asked questions
How many retirement plan advisors serve Novi?
We list 57 retirement plan advisors serving Novi, MI: 2 based there and 55 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 Novi?
The top-ranked retirement plan advisors serving Novi, MI are Altrius Capital Management, Inc., Dahring | Cusmano And Associates, Ipex, Inc., Uhy Wealth Management Ria LLC and The Enterprise Investment Company. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Novi are verified against official records?
10 of the top 10 match an active official record: Altrius Capital Management, Inc. (U.S. Securities and Exchange Commission), Dahring | Cusmano And Associates (U.S. Securities and Exchange Commission), Ipex, Inc. (U.S. Securities and Exchange Commission), Uhy Wealth Management Ria LLC (U.S. Securities and Exchange Commission) and The Enterprise Investment Company (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 .