SIGMA INVESTMENT COUNSELORS
SEC RegisteredThoughtful Investing.
About the firm
For 50 years, Sigma Investment Counselors has provided a 'Thoughtful Investing' approach that assists clients in achieving their financial objectives and eases their investment concerns in the face of turbulent financial markets. The firm is independently owned, fee-only, and accepts fiduciary responsibility on every client relationship. Its team of investment professionals includes CFA® charterholders and CERTIFIED FINANCIAL PLANNER™ professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Sigma offers a comprehensive wealth planning approach including investment planning, retirement planning, estate planning, tax planning, insurance planning, and delegation and behavioral coaching.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 261 | $137M |
| High Net Worth Individuals | 514 | $2.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.60% |
| Above $5,000,000 | 0.50% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIGMA INVESTMENT COUNSELORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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