#1Advance Capital Management Inc
ADVANCE CAPITAL MANAGEMENT INC
Based in Southfield, MI
Retirement Plan Advisors in Oakland County, MI
The top-ranked retirement plan advisors serving Oakland County, MI are Advance Capital Management Inc, Altrius Capital Management, Inc. and Cirrus Capital LLC. We list 57 retirement plan advisors serving Oakland 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 Oakland County, MI. 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 Oakland County
#2Altrius Capital Management, Inc.
ALTRIUS CAPITAL MANAGEMENT, INC.Based in Novi, MI#3Cirrus Capital LLC
CIRRUS CAPITAL LLCBased in Bloomfield Hills, MI#4City Center Advisors, LLC
CITY CENTER ADVISORS, LLCBased in Troy, MI#5Cpr Investments Inc
CPR INVESTMENTS INCBased in Rochester, MI#6Cranbrook Wealth Management, LLC
CRANBROOK WEALTH MANAGEMENT, LLCBased in MI#7Dahring | Cusmano And Associates
DAHRING | CUSMANO LLCBased in Novi, MI#8Daniel Investment Group Inc.
DANIEL INVESTMENT GROUP INC.Based in Royal Oak, MI#9Financial Freedom House
CYGNET FINANCIAL PLANNING INC.Based in MI#10Gainplan LLC
GAINPLAN LLCBased in MI
20 more providers serving this area
- Glass Retirement Strategies, Inc., MI
- Greystone Financial Group, LLC, MI
- Hantz Financial Services, Inc., Southfield, MI
- Heron Bay Capital Management, Bloomfield Hills, MI
- Iic, MI
- Integrated Capital Management, Bloomfield Hills, MI
- Integrated Investment Consultants, LLC, Bloomfield Hills, MI
- Isto Advisors, LLC, Troy, MI
- Lightsquare Wealth Management, LLC, Beverly Hills, MI
- M1 Capital Management LLC, Troy, MI
- Melone Private Wealth, LLC, Auburn Hills, MI
- Mkd Wealth, Troy, MI
- Motive Wealth Advisors, LLC, Birmingham, MI
- Palatine Hill Wealth Management, Birmingham, MI
- Rhl Group, LLC, Holly, MI
- Rochester Wealth Strategies, LLC, Rochester, MI
- Royal Oak Financial Advisors, LLC, Royal Oak, MI
- Schwartz & Co., MI
- Secure Asset Management, L.L.C., Troy, MI
- Skyoak Wealth, Southfield, MI
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Frequently asked questions
How many retirement plan advisors serve Oakland County?
We list 57 retirement plan advisors serving Oakland County, MI: 36 based there and 21 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 Oakland County?
The top-ranked retirement plan advisors serving Oakland County, MI are Advance Capital Management Inc, Altrius Capital Management, Inc., Cirrus Capital LLC, City Center Advisors, LLC and Cpr Investments Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Oakland County are verified against official records?
10 of the top 10 match an active official record: Advance Capital Management Inc (U.S. Securities and Exchange Commission), Altrius Capital Management, Inc. (U.S. Securities and Exchange Commission), Cirrus Capital LLC (U.S. Securities and Exchange Commission), City Center Advisors, LLC (U.S. Securities and Exchange Commission) and Cpr Investments Inc (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 .
Cities in Oakland County
Communities served
Birmingham, Ferndale, Wixom, Berkley, Hazel Park, Rochester, South Lyon, Farmington, Clawson, Beverly Hills, Walled Lake, Milford, Huntington Woods, Holly, Wolverine Lake, Bloomfield Hills, Lathrup Village, Oxford, Franklin, Lake Orion, Keego Harbor, Pleasant Ridge, Orchard Lake Village, Sylvan Lake, Ortonville, Bingham Farms, Village of Clarkston, Leonard, Lake Angelus