Data / Investment advisers / Michigan / Bloomfield Hills
Investment advisers in Bloomfield Hills, MI: 29 firms, $47.7 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
29 investment advisers have their main office in Bloomfield Hills, Michigan: 27 SEC registered and 2 exempt reporting. The registered advisers report $47.7 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Yousif Capital Management, LLC with $14.7 billion.
The request: Every investment adviser in Bloomfield Hills, Michigan with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 29Advisers
- 27SEC registered
- 2Exempt reporting
- $47.7 billionTotal AUM
- 26Advisers over $100 million
- 7Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Yousif Capital Management, LLC | Bloomfield Hills | $14.73 billion | 454 | 17 | Not listed | (833) 342-5926 | adviserinfo.sec.gov | |
| Schwartz & Co. | Bloomfield Hills | $10.49 billion | 1,737 | 30 | Not listed | (248) 644-2701 | gjsco.com | adviserinfo.sec.gov |
| Azimuth Capital Management | Bloomfield Hills | $3.99 billion | 1,603 | 25 | Not listed | (248) 433-4000 | azimuthcap.com | adviserinfo.sec.gov |
| Deroy & Devereaux Private Investment Counsel, Inc. | Bloomfield Hills | $2.58 billion | 615 | 19 | Not listed | (248) 358-3220 | deroydevereaux.com | adviserinfo.sec.gov |
| Diversified Portfolios, Inc. | Bloomfield Hills | $1.94 billion | 2,514 | 19 | Not listed | (248) 644-3030 | divport.com | adviserinfo.sec.gov |
| Modell Capital Management LLC | Bloomfield Hills | $1.88 billion | 918 | 7 | Not listed | (248) 723-8000 | adviserinfo.sec.gov | |
| O2 Investment Partners, L.P. | Bloomfield Hills | $1.81 billion | 13 | 30 | 13 | (248) 554-4209 | o2investment.com | adviserinfo.sec.gov |
| Flexible Plan Investments LTD | Bloomfield Hills | $1.48 billion | 10,406 | 68 | Not listed | (800) 347-3539 | quantifiedfunds.com | adviserinfo.sec.gov |
| Integrated Investment Consultants, LLC | Bloomfield Hills | $1.08 billion | 1,105 | 10 | Not listed | (866) 433-3581 | integratedic.com | adviserinfo.sec.gov |
| Lsia | Bloomfield Hills | $932.1 million | 432 | 10 | Not listed | (414) 459-1759 | mylsiawealth.com | adviserinfo.sec.gov |
| Cranbrook Wealth Management, LLC | Bloomfield Hills | $906.8 million | 1,015 | 6 | Not listed | (248) 362-0900 | cranbrookwealth.com | adviserinfo.sec.gov |
| Northern Financial Advisors, Inc | Bloomfield Hills | $684 million | 1,957 | 11 | Not listed | (248) 985-1632 | northernfinancialadvisors.com | adviserinfo.sec.gov |
| Lifecycle Financial Planners Inc. | Bloomfield Hills | $671.7 million | 3,065 | 9 | Not listed | (248) 737-7090 | mylifecycleplanners.com | adviserinfo.sec.gov |
| Heron Bay Capital Management | Bloomfield Hills | $643.8 million | 490 | 7 | Not listed | (248) 970-0900 | adviserinfo.sec.gov | |
| Alidade Capital, LLC | Bloomfield Hills | $564.9 million | 2 | 22 | 2 | (248) 593-7878 | alidadecapital.com | adviserinfo.sec.gov |
| Greystone Financial Group, LLC | Bloomfield Hills | $494.9 million | 1,264 | 8 | Not listed | (248) 267-1270 | adviserinfo.sec.gov | |
| Gainplan LLC | Bloomfield Hills | $461.6 million | 1,491 | 12 | Not listed | (248) 385-3737 | gainplanners.com | adviserinfo.sec.gov |
| Integrated Capital Management | Bloomfield Hills | $429.8 million | 2,021 | 5 | Not listed | (248) 593-8900 | adviserinfo.sec.gov | |
| Sculati Wealth Management, LLC | Bloomfield Hills | $381.5 million | 1,055 | 4 | Not listed | (248) 325-9947 | sculatiwealth.com | adviserinfo.sec.gov |
| GPM Growth Investors, Inc. | Bloomfield Hills | $281.3 million | 531 | 5 | Not listed | (248) 865-0518 | adviserinfo.sec.gov | |
| Nantucket Multi Managers, LLC | Bloomfield Hills | $260.2 million | 3 | 5 | 3 | (248) 723-9286 | adviserinfo.sec.gov | |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | 2 | 1 | (248) 457-5280 | adviserinfo.sec.gov | |
| KRS Capital Management, LLC | Bloomfield Hills | $188.9 million | 148 | 2 | Not listed | (248) 433-0621 | krscapitalmanagement.com | adviserinfo.sec.gov |
| Cirrus Capital LLC | Bloomfield Hills | $170.4 million | 893 | 6 | Not listed | (248) 290-6222 | adviserinfo.sec.gov | |
| Wolverine Wealth Advisory Services Inc. | Bloomfield Hills | $140.9 million | 215 | 1 | Not listed | (248) 220-2202 | adviserinfo.sec.gov | |
| Iic | Bloomfield Hills | $125 million | 4 | 13 | Not listed | (248) 339-9808 | adviserinfo.sec.gov | |
| Steward Capital Management | Bloomfield Hills | $95.1 million | 116 | 5 | 2 | (248) 647-5990 | stewardcapital.com | adviserinfo.sec.gov |
| Northern Shore Capital LLC | Bloomfield Hills | Not listed | Not listed | Not listed | 4 | (248) 792-0251 | northernshorecapital.com | adviserinfo.sec.gov |
| Hidden Capital Management, LLC | Bloomfield Hills | Not listed | Not listed | Not listed | 1 | (248) 457-5299 | adviserinfo.sec.gov |
Advisers in Bloomfield Hills that manage private funds
7 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| O2 Investment Partners, L.P. | Bloomfield Hills | MI | 13 | Not listed | 13 | Not listed | Not listed | $1.81 billion | $1.81 billion | adviserinfo.sec.gov |
| Northern Shore Capital LLC | Bloomfield Hills | MI | 4 | Not listed | 4 | Not listed | Not listed | $75.5 million | Not listed | adviserinfo.sec.gov |
| Nantucket Multi Managers, LLC | Bloomfield Hills | MI | 3 | 3 | Not listed | Not listed | Not listed | $342.9 million | $260.2 million | adviserinfo.sec.gov |
| Alidade Capital, LLC | Bloomfield Hills | MI | 2 | Not listed | Not listed | Not listed | 2 | $564.9 million | $564.9 million | adviserinfo.sec.gov |
| Steward Capital Management | Bloomfield Hills | MI | 2 | Not listed | Not listed | Not listed | 2 | $39.8 million | $95.1 million | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | MI | 1 | 1 | Not listed | Not listed | Not listed | $241.1 million | $241.1 million | adviserinfo.sec.gov |
| Hidden Capital Management, LLC | Bloomfield Hills | MI | 1 | Not listed | Not listed | 1 | Not listed | $67.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.