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Bank / Wealth / TrustRIA · CRD 152984State-Registered Investment Adviser

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Erica Hall Wealth Advisors

Erica Hall Wealth Advisors opened in 2010, established by Erica Hall as an independent financial planning and wealth management practice based in Southfield,...

Overview

Erica Hall Wealth Advisors opened in 2010, established by Erica Hall as an independent financial planning and wealth management practice based in Southfield, Michigan. Hall built the firm to serve individual investors and families, with a service model centered on financial planning, retirement strategy, and discretionary portfolio management. The firm operates without disclosed affiliation to a larger bank, insurance carrier, or wirehouse, positioning itself as a fiduciary advisor rather than a product-distribution outlet. The firm's investment approach emphasizes long-term strategic asset allocation across traditional public-market asset classes, including domestic equities, fixed income, and cash equivalents. Client portfolios are constructed using individual securities and third-party managed products, with implementation driven by risk tolerance, tax sensitivity, and retirement-income sequencing. There is no public record of the firm pursuing private-market allocations, direct venture exposure, or alternative-investment structures. The geographic footprint is concentrated in the Detroit metropolitan area, serving individuals and families in Southeast Michigan. The firm's scale and team size are not publicly disclosed. No additional offices, philanthropic entities, or adjacent investment vehicles are associated with the practice in the public record. As of mid-2026, no operational events — such as acquisitions, leadership transitions, or strategy shifts — have been publicly reported. Erica Hall Wealth Advisors' structural distinction lies in its independence. As an unaffiliated RIA, Hall has no proprietary product shelf to push and no sales quotas to meet — a governance model that aligns advisor compensation directly with client outcomes. In a wealth-management landscape dominated by consolidating aggregators and bank-owned advisory channels, this owner-operated, fiduciary-only structure represents a simpler, though increasingly rare, form of the profession.

General information

Firm type

Bank / Wealth / Trust

Year founded

2010

Location

Region

North America

Country

United States

City

Southfield

Corporate office

Southfield, MI, United States

Principals

Erica Hall

Founder

Sector focus

Financial Services

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