Bloom Advisors
Farmington Hills, MI·SEC-registered · CRD #106152
Bloom Advisors is an SEC-registered investment advisory firm in Farmington Hills, MI managing $1.6B across 1.2k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
1.2k
Advisory staff
11
Fee model
Fee-only
How Bloom Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Bloom Advisors
How much does Bloom Advisors manage?
Per its most recent SEC Form ADV filing (04/01/2026), Bloom Advisors reports $1.6B in regulatory assets under management across roughly 1.2k client accounts.
How does Bloom Advisors charge?
Bloom Advisors is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bloom Advisors a fiduciary?
Yes. Bloom Advisors is registered with the U.S. Securities and Exchange Commission (CRD #106152), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bloom Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bloom Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bloom Advisors's public SEC Form ADV filing (CRD #106152, filed 04/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bloom Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bloom Advisors? Claim this profile.