The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

72. Advance Capital Management

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Advance Capital Management, based in Southfield, Michigan, is ranked No. 72 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $4.5 billion
Accounts Under Management: 15,661
Years in Business: 39

  • Accepts clients in all 50 states
  • Physical offices in Illinois, Michigan, Ohio and Texas
  • No minimum asset threshold

Leadership and Contact Information:
Joseph Theisen, chief executive officer
Christopher Kostiz, president and chief investment officer

acaadviser.com
1 Towne Square, Suite 444, Southfield, MI 48076
(800) 345-4783

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