Retirement Plan Advisors in Troy, MI
The top-ranked retirement plan advisors serving Troy, MI are City Center Advisors, LLC, Isto Advisors, LLC and M1 Capital Management LLC. We list 57 retirement plan advisors serving Troy, 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 Troy, 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 Troy
- CITY CENTER ADVISORS, LLCBased in Troy, MI
#2Isto Advisors, LLC
ISTO ADVISORS, LLCBased in Troy, MI#3M1 Capital Management LLC
M1 CAPITAL MANAGEMENTBased in Troy, MI#4Mkd Wealth
MKD WEALTH COACHES, LLCBased in Troy, MI#5Secure Asset Management, L.L.C.
SECURE ASSET MANAGEMENT, L.L.C.Based in Troy, MI#6Trustee Empowerment & Protection, Inc.
TRUSTEE EMPOWERMENT & PROTECTION, INC.Based in Troy, MI#7Vertrix Wealth Management, LLC
VERTRIX WEALTH MANAGEMENT, LLCBased in Troy, MI#8Cranbrook Wealth Management, LLC
CRANBROOK WEALTH MANAGEMENT, LLCServes this area from MI#9Palatine Hill Wealth Management
PALATINE HILL, LLCServes this area from Birmingham, MI (4 mi)#10Motive Wealth Advisors, LLC
MOTIVE WEALTH ADVISORS, LLCServes this area from Birmingham, MI (5 mi)
20 more providers serving this area
- Cirrus Capital LLC, Bloomfield Hills, MI (5 mi)
- Heron Bay Capital Management, Bloomfield Hills, MI (5 mi)
- Integrated Capital Management, Bloomfield Hills, MI (5 mi)
- Integrated Investment Consultants, LLC, Bloomfield Hills, MI (5 mi)
- Iic, MI
- Royal Oak Financial Advisors, LLC, Royal Oak, MI (6 mi)
- Daniel Investment Group Inc., Royal Oak, MI (7 mi)
- Gainplan LLC, MI
- Rochester Wealth Strategies, LLC, Rochester, MI (7 mi)
- Schwartz & Co., MI
- Strategic Wealth Advisors Group, Inc., Utica, MI (7 mi)
- Cpr Investments Inc, Rochester, MI (7 mi)
- Greystone Financial Group, LLC, MI
- Melone Private Wealth, LLC, Auburn Hills, MI (7 mi)
- Lightsquare Wealth Management, LLC, Beverly Hills, MI (8 mi)
- Spartan Wealth Management, Bingham Farms, MI (8 mi)
- Advance Capital Management Inc, Southfield, MI (9 mi)
- Hantz Financial Services, Inc., Southfield, MI (10 mi)
- Skyoak Wealth, Southfield, MI (10 mi)
- Glass Retirement Strategies, Inc., MI
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Frequently asked questions
How many retirement plan advisors serve Troy?
We list 57 retirement plan advisors serving Troy, MI: 7 based there and 50 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 Troy?
The top-ranked retirement plan advisors serving Troy, MI are City Center Advisors, LLC, Isto Advisors, LLC, M1 Capital Management LLC, Mkd Wealth and Secure Asset Management, L.L.C.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Troy are verified against official records?
10 of the top 10 match an active official record: City Center Advisors, LLC (U.S. Securities and Exchange Commission), Isto Advisors, LLC (U.S. Securities and Exchange Commission), M1 Capital Management LLC (U.S. Securities and Exchange Commission), Mkd Wealth (U.S. Securities and Exchange Commission) and Secure Asset Management, L.L.C. (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 .