Bloom Advisors ranks No. 46 on CNBC's 2026 Financial Advisor 100 list. The firm reports 42 years in business, 1,194 accounts and $1.7 billion in assets under management.
CNBC and AccuPoint Solutions began the 2026 selection with 41,578 registered investment advisers. They narrowed the group to 1,015 firms before choosing the final list.
The review used regulatory data from the Securities and Exchange Commission, along with questionnaires and editorial review. Firms did not need to apply or pay to take part. CNBC's published methodology says any firm with a registered SEC disclosure involving a regulatory violation was automatically excluded.
Bloom Advisors, a Farmington-area advisory firm, took the No. 46 spot on the final list. The available independent search results do not provide additional confirmation from Bloom Advisors, a regulator or another local institution about the firm's current ranking status. They also do not show a later revision, withdrawal of the recognition or subsequent regulatory action.
The figures in this article come from the ranking material and the company information presented with it.
Bloom Advisors reports $1.7 billion in assets under management across 1,194 accounts. The firm says it serves clients with financial planning needs that span multiple generations. Those figures show the scale tied to the recognition, but they do not establish investment performance, fees or whether the firm's services suit a particular investor.
The firm accepts clients in all 50 states and has physical offices in Michigan. Its stated minimum asset threshold is $250,000. The available information describes its client base broadly. It does not break clients down by occupation, age group or investment strategy, and it gives no breakdown of assets by client type, state, account size or generation.
Across CNBC's 2026 ranking, firms in the upper portion of the list held a combined $329.7 billion in assets. Their average operating history was 35 years. Those figures apply to the ranking as a whole, not specifically to Bloom Advisors.
Bloom Advisors has been in business for 42 years. Richard J. Bloom is identified as president. Kenneth J. Bloom serves as vice president and chief commercial officer. The leadership details tie the ranking to an established Michigan business with clients across the country, but the available material does not provide a fuller corporate or ownership history.
Bloom Advisors lists its office at 31275 Northwestern Highway, Suite 145, Farmington, MI 48334. The firm is described as based in Farmington Hills while using a Farmington mailing address. That distinction matters because the City of Farmington municipal portal and the City of Farmington Hills handle separate local jurisdictions. Anyone planning an in-person visit should confirm the office location before traveling.
An address, phone number and municipal description do not prove a firm's regulatory status. Prospective clients can review available business and licensing information through the Michigan Department of Licensing and Regulatory Affairs. They can also compare local property or jurisdiction records through Oakland County administration. No independent search result reviewed for this article supplied a new official statement from those bodies about Bloom Advisors.
Clients and prospective clients can reach the firm at (248) 932-5200 or visit bloomadvisors.com. The listed $250,000 minimum asset threshold is the main qualification provided for prospective clients. Consumers may also ask about advisory fees, custodial arrangements, conflicts of interest, account minimums and the scope of services before signing an agreement.
The Farmington mailing address and the Farmington Hills business reference can also affect searches for community information, public records or municipal services. The City of Farmington Hills, the City of Farmington and Oakland County administration are separate public entities. The Farmington Public Schools board governs the district under its own structure. None of those local bodies is identified in the available material as a sponsor, regulator or evaluator of Bloom Advisors.
CNBC's ranking gives Bloom Advisors a national point of recognition. The firm's reported figures show the scale tied to its Michigan base: $1.7 billion in assets under management, 1,194 accounts and 42 years in business. The ranking identifies the firm's placement, but it does not explain performance, fees, conflicts or whether the services suit any individual investor.
