Updated April 24, 2024
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Advance Capital Management

110767
Total assets under management$3.6B
Years in business38+

About Advance Capital Management

Advance Capital Management, established in 1986, is a distinguished Registered Investment Advisor (RIA) committed to enhancing the financial well-being of individuals nationwide. Founded by former executives, the firm originated from a desire to assist colleagues and friends with company benefits and retirement savings. With a mission centered on helping clients live their ideal financial lives, Advance Capital Management offers personalized financial planning and investment management services.

As a fee-only and employee-owned company, the firm prioritizes clients' interests, providing comprehensive advice that instills confidence about the path forward. Boasting a team of talented and experienced financial professionals, the firm collaborates with clients, promoting a client-first approach. With a presence in multiple states and both in-person and remote service options, Advance Capital Management has earned recognition in local and national media, reflecting its commitment to excellence and dedication to assisting clients in achieving their most important financial goals.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Investment Management
  4. 401k Management
  5. Institutional Investing
  6. Corporate Retirement Plans
  7. Wealth Management
  8. Financial Independence Planning

More about Advance Capital Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
11076729

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Advance Capital Management.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings