Bringing big dreams and smart strategies together since 1986.
For more than 30 years, Advance Capital Management has helped thousands of people realize their hopes and dreams by providing personalized financial and retirement planning strategies along with robust investment services.
We always put clients’ interests first. As fiduciaries, we diligently adhere to the highest legal and ethical standards to manage your assets. While we enjoy saying it, we prefer to show you with our personalized client experience. Our seasoned financial professionals can help you reach your most important financial goals with comprehensive financial planning and conflict-free investment management services.
We follow a client-centric culture and business model. As an employee-owned company, you can be certain we’re committed to your success.
The results speak for themselves. Advance Capital has more than $2.5 billion in assets under management and over 5,500 investment advisory clients. We are one of the top largest money managers in Metro Detroit, as reported by Crain’s Detroit Business and a Top 300 RIA according to Financial Times. While we’ve become large enough to offer extensive financial planning and investment management services all under one roof, we still cater to each client one-on-one.
Learn more about the Who, What and Where of Advance Capital
AT A GLANCE
- Founded in 1986
- Employee-owned company
- Top 10 largest money manager in Detroit metro area, as reported by Crain’s Detroit Business
- Client-centric, education-focused mission
- Approximately 5,000 investment advisory clients (individuals, investment companies, profit-sharing plans, trusts, estates and various organizations)
- Collaborative approach, always focused on our clients’ best interests