Company lists · Data refreshed October 2026

Top 20 Investment firms based in Bloomfield Hills, United States

Name: Investment firms based in Bloomfield Hills, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 29 companies tracked

RevenueBase identified 29 company matches for investment firms associated with Bloomfield Hills, United States as of October 2026 and tracks 324 professional contacts across them, including 172 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Bloomfield Hills has 29.

This list covers company matches for investment firms associated with Bloomfield Hills, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

29Companies

324Contacts tracked

172Verified emails

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The 20 largest investment firms based in Bloomfield Hills, United States

Ranked by team size

Top 20 of 29 company matches for investment firms based in Bloomfield Hills, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Fratarcangeli Wealth Management	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	46 contacts →
	Exact match “Fratarcangeli Wealth Management is an investment management company based out of Bloomfield Hills, Michigan, with satellite offices in Fort Lauderdale, Florida and Mishawaka…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Schwartz & CO	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	36 contacts →
	Exact match “At Schwartz & Co.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Diversified Portfolios, INC	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	26 contacts →
	Exact match “Behind every portfolio are families with stories, values, and dreams.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Investwise Financial, LLC	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	24 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	LAU & LAU Associates, LLC	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	24 contacts →
	Exact match “Lau & Lau Associates provides stewardship of your financial life.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Azimuth Capital Management	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “Azimuth provides investment and financial advisory services, including in-house investment management, to high-net worth families and institutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Synergy Capital Solutions	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	18 contacts →
	Exact match “As solutions-based wealth management professionals serving affluent individuals nationwide, our team builds trusted relationships to help our clients build, grow, enjoy and give…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Integrated Fiduciary Advisory Services	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “Financial Bodyguard - Institutional Experience - Entrepreneurial Excellence.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Lsia Wealth Management	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “We’re redefining the wealth management experience and what Comprehensive, Customization, Transparency, and Value means for you.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Titan Wealth Advisors, LLC	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	12 contacts →
	Exact match “Based in Bloomfield Hills, Michigan, Titan Wealth Advisors is an independent wealth management and retirement plan consulting firm providing financial planning and advisory…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Woodward Park Partners	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Woodward Park Partners is a middle-market focused, independent investment banking firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Financial Independence, LLC	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Financial Independence has a passion for educating investors to have confidence in their wealth management decisions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	North Star Partners, LLC	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “North Star Partners is a private equity firm headquartered in Bloomfield Hills, Michigan, specializing in banking, media, investment, and real estate.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	GPM Growth Investors, INC	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “GPM is an independent and employee-owned investment management firm based in Bloomfield Hills, Michigan and founded in 1993.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Heron BAY Capital Management	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Heron Bay Capital Management, LLC (HBCM) is an employee-owned investment management boutique serving individual investors, family offices, institutions, and other wealth advisors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	OWL Private Wealth Advisors	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “We are an Independent, Goals-Based Financial and Wealth Advisory Firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Famiglia Wealth	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Famiglia Wealth is an independent firm formed by a trusted team of an experienced wealth advisory professionals who share a personal commitment to helping highly successful people…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Michigan Retirement Advisors	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “We are dedicated to putting our clients at the forefront of everything we do.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Thomas Financial Company	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Thomas Financial Company LLC, a Michigan based financial services firm, is devoted to ensuring that our clients are financially confident throughout all phases of life.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Guardian Partners Wealth Management, LLC	Exact match	Bloomfield Hills, MI, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Guardian Partners works investors in their late 50s and early 60s and helps them navigate the transition from accumulating wealth to creating retirement income.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 29 investment firms based in Bloomfield Hills, United States

See the full list, filter by size, metro and specialty, and access 172 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Bloomfield Hills, United States at a glance

As of Oct 1, 2026

53.1%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Bloomfield Hills, so it is reported there. Company counts and contact totals on this page are exact for Bloomfield Hills, over 29 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Bloomfield Hills, United States whose business descriptions match “investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 172 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firms are there based in Bloomfield Hills, United States?

RevenueBase identified 29 company matches for investment firms associated with Bloomfield Hills, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Fratarcangeli Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Bloomfield Hills has 29.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 172 professional contacts with verified work emails tracked across these 29 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.