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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
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Investment Management
- 401k Management
- Institutional Investing
- Corporate Retirement Plans
- Wealth Management
- Financial Independence Planning
More about Advance Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 110767 | 29 |
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Secure your future and achieve your goals with a free matchto 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.