Retirement Plan Advisors in Southfield, MI
The top-ranked retirement plan advisors serving Southfield, MI are Advance Capital Management Inc, Hantz Financial Services, Inc. and Skyoak Wealth. We list 57 retirement plan advisors serving Southfield, 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 Southfield, 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 Southfield
- ADVANCE CAPITAL MANAGEMENT INCBased in Southfield, MI
#2Hantz Financial Services, Inc.
HANTZ FINANCIAL SERVICES, INC.Serves this area from Southfield, MI (2 mi)#3Skyoak Wealth
SKYOAK WEALTH LLCServes this area from Southfield, MI (2 mi)#4Lightsquare Wealth Management, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLCServes this area from Beverly Hills, MI (3 mi)#5Spartan Wealth Management
SPARTAN WEALTH ADVISORY SERVICES LLCServes this area from Bingham Farms, MI (4 mi)#6Schwartz & Co.
GREGORY J. SCHWARTZ & CO., INC.Serves this area from MI#7The Enterprise Investment Company
THE ENTERPRISE INVESTMENT COMPANYServes this area from Farmington Hills, MI (5 mi)#8Uhy Wealth Management Ria LLC
UHY WEALTH MANAGEMENT RIA LLCServes this area from Farmington Hills, MI (5 mi)#9Motive Wealth Advisors, LLC
MOTIVE WEALTH ADVISORS, LLCServes this area from Birmingham, MI (5 mi)#10Palatine Hill Wealth Management
PALATINE HILL, LLCServes this area from Birmingham, MI (5 mi)
20 more providers serving this area
- Daniel Investment Group Inc., Royal Oak, MI (6 mi)
- Cranbrook Wealth Management, LLC, MI
- Royal Oak Financial Advisors, LLC, Royal Oak, MI (6 mi)
- Secure Asset Management, L.L.C., Troy, MI (6 mi)
- Isto Advisors, LLC, Troy, MI (7 mi)
- Gainplan LLC, MI
- Cirrus Capital LLC, Bloomfield Hills, MI (8 mi)
- Glass Retirement Strategies, Inc., MI
- City Center Advisors, LLC, Troy, MI (8 mi)
- Heron Bay Capital Management, Bloomfield Hills, MI (8 mi)
- Integrated Capital Management, Bloomfield Hills, MI (8 mi)
- Integrated Investment Consultants, LLC, Bloomfield Hills, MI (8 mi)
- Trustee Empowerment & Protection, Inc., Troy, MI (8 mi)
- M1 Capital Management LLC, Troy, MI (9 mi)
- Iic, MI
- Greystone Financial Group, LLC, MI
- Mkd Wealth, Troy, MI (9 mi)
- Altrius Capital Management, Inc., Novi, MI (9 mi)
- Vertrix Wealth Management, LLC, Troy, MI (10 mi)
- Dahring | Cusmano And Associates, Novi, MI (11 mi)
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Frequently asked questions
How many retirement plan advisors serve Southfield?
We list 57 retirement plan advisors serving Southfield, MI: 1 based there and 56 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 Southfield?
The top-ranked retirement plan advisors serving Southfield, MI are Advance Capital Management Inc, Hantz Financial Services, Inc., Skyoak Wealth, Lightsquare Wealth Management, LLC and Spartan Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Southfield 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), Hantz Financial Services, Inc. (U.S. Securities and Exchange Commission), Skyoak Wealth (U.S. Securities and Exchange Commission), Lightsquare Wealth Management, LLC (U.S. Securities and Exchange Commission) and Spartan Wealth Management (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 .