Fee-only adviser · Farmington Hills, MI
Bloom Advisors
Bloom Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Farmington Hills, Michigan. On its latest Form ADV, filed April 1, 2026, it reports $1.6B in regulatory assets under management, 1,166 individual clients and 11 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 106152 · SEC file 801-49217 |
| Office | 31275 Northwestern Hwy Suite 145 Farmington Hills, MI 48334 |
| Phone | (248) 932-5200 |
| Website | www.bloomadvisors.com |
| Regulatory assets under management | $1.6B |
| Individual clients | 647 non-high-net-worth, 519 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 21 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Farmington Hills
- Center for Financial Planning Inc $2.0B
- Blue Chip Partners, LLC $1.9B
- Institute of Trade Management Not reported
See all 4 fee-only advisers in Farmington Hills →
Nearby
- Bingham Farms 2 firms
- Southfield 6 firms
- Lathrup Village 1 firm
- Novi 6 firms
- Birmingham 10 firms
- Livonia 5 firms
- Bloomfield Hills 23 firms
- Troy 21 firms
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