Registered investment advisers in Michigan

AUM: $246.3B
Per adviser: $18.9B
Advisers: 13

No reported disclosures

Plante Moran Financial Advisors

Southfield, MI · Est. 1993

AUM: $25.1B
Per adviser: $172M
Advisers: 146

No reported disclosures

Oa Private Capital

Grand Rapids, MI · Est. 2016

AUM: $22.9B
Per adviser: $883M
Advisers: 26

No reported disclosures

Yousif Capital Management, LLC

Bloomfield Hills, MI · Est. 2021

AUM: $14.7B
Per adviser: $1.8B
Advisers: 8

No reported disclosures

Bricktown Capital, LLC

Detroit, MI · Est. 2022

AUM: $11.7B
Per adviser: $353M
Advisers: 33

No reported disclosures

Schwartz & Co.

Bloomfield Hills, MI · Est. 2004

AUM: $10.5B
Per adviser: $456M
Advisers: 23

No reported disclosures

Mcqueen Financial Advisors II, INC.

Clawson, MI · Est. 2000

AUM: $10.1B
Per adviser: $594M
Advisers: 17

No reported disclosures

Hantz Financial Services, INC.

Southfield, MI · Est. 2015

AUM: $10.0B
Per adviser: $30M
Advisers: 333

No reported disclosures

Zhang Financial

Portage, MI · Est. 2012

AUM: $8.4B
Per adviser: $441M
Advisers: 19

No reported disclosures

Spc

Ann Arbor, MI · Est. 1984

AUM: $6.1B
Per adviser: $13M
Advisers: 471

Rehmann Wealth

Lansing, MI · Est. 2005

AUM: $5.3B
Per adviser: $135M
Advisers: 39

No reported disclosures

Advance Capital Management INC

Southfield, MI · Est. 1986

AUM: $5.0B
Per adviser: $172M
Advisers: 29

No reported disclosures

Mainstay Capital Management, LLC

Grand Blanc, MI · Est. 2000

AUM: $4.8B
Per adviser: $255M
Advisers: 19

No reported disclosures

Cg Advisory Services

Williamston, MI · Est. 2006

AUM: $4.6B
Per adviser: $67M
Advisers: 69

No reported disclosures

Advisory Alpha, LLC

Holland, MI · Est. 2011

AUM: $4.4B
Per adviser: $72M
Advisers: 61

No reported disclosures

Azimuth Capital Management

Bloomfield Hills, MI · Est. 2022

AUM: $4.0B
Per adviser: $443M
Advisers: 9

No reported disclosures

Corecap Advisors

Southfield, MI · Est. 2011

AUM: $4.0B
Per adviser: $36M
Advisers: 110

Schwartz Investment Counsel INC

Plymouth, MI · Est. 1988

AUM: $3.8B
Per adviser: $344M
Advisers: 11

No reported disclosures

Red Cedar Investment Management

Grand Rapids, MI · Est. 2014

AUM: $3.3B
Per adviser: $256M
Advisers: 13

No reported disclosures

Innovia Wealth, LLC

Grand Rapids, MI · Est. 2017

AUM: $3.3B
Per adviser: $193M
Advisers: 17

No reported disclosures

Retirement Income Solutions, INC.

Ann Arbor, MI · Est. 2010

AUM: $3.0B
Per adviser: $229M
Advisers: 13

No reported disclosures

Regal Investment Advisors LLC

Kentwood, MI · Est. 2010

AUM: $2.9B
Per adviser: $24M
Advisers: 118

Brick Capital Management INC

East Lansing, MI · Est. 1992

AUM: $2.8B
Per adviser: $2.8B
Advisers: 1

No reported disclosures

Npf Investment Advisors

Grand Rapids, MI · Est. 1984

AUM: $2.7B
Per adviser: $207M
Advisers: 13

No reported disclosures

Ipex, INC.

Plymouth, MI · Est. 2010

AUM: $2.7B
Per adviser: $1.3B
Advisers: 2

No reported disclosures

Deroy & Devereaux Private Investment Counsel, INC.

Bloomfield Hills, MI · Est. 2002

AUM: $2.6B
Per adviser: $430M
Advisers: 6

No reported disclosures

Seizert Capital Partners

Birmingham, MI · Est. 2000

AUM: $2.5B
Per adviser: $414M
Advisers: 6

No reported disclosures

Sigma Investment Counselors

Northville, MI · Est. 1973

AUM: $2.2B
Per adviser: $217M
Advisers: 10

No reported disclosures

Captrust Wealth Advisors

Holland, MI · Est. 2015

AUM: $2.0B
Per adviser: $100M
Advisers: 20

No reported disclosures

Center For Financial Planning INC

Southfield, MI · Est. 2006

AUM: $2.0B
Per adviser: $116M
Advisers: 17

No reported disclosures

Diversified Portfolios, INC.

Bloomfield Hills, MI · Est. 1999

AUM: $1.9B
Per adviser: $176M
Advisers: 11

No reported disclosures

Modell Capital Management LLC

Bloomfield Hills, MI · Est. 2025

AUM: $1.9B
Per adviser: $628M
Advisers: 3

No reported disclosures

Blue Chip Partners, LLC

Farmington Hills, MI · Est. 2005

AUM: $1.9B
Per adviser: $104M
Advisers: 18

No reported disclosures

Rockbridge Growth Equity Management, L.P.

Detroit, MI · Est. 2018

AUM: $1.8B
Per adviser: $102M
Advisers: 18

No reported disclosures

C2 Private Wealth

Novi, MI · Est. 2017

AUM: $1.8B
Per adviser: $165M
Advisers: 11

No reported disclosures

O2 Investment Partners, L.P.

Bloomfield Hills, MI · Est. 2020

AUM: $1.8B
Per adviser: $79M
Advisers: 23

No reported disclosures

Clarkston Capital Partners, LLC

Rochester, MI · Est. 2007

AUM: $1.7B
Per adviser: $143M
Advisers: 12

No reported disclosures

Signal Advisors Wealth, LLC

Detroit, MI · Est. 2022

AUM: $1.7B
Per adviser: $46M
Advisers: 37

No reported disclosures

USA Financial Exchange

Ada, MI · Est. 2016

AUM: $1.6B
Per adviser: —
Advisers: —

No reported disclosures

The Nemes Rush Group, LLC

Novi, MI · Est. 2021

AUM: $1.6B
Per adviser: $231M
Advisers: 7

No reported disclosures

Bloom Advisors

Farmington Hills, MI · Est. 1995

AUM: $1.6B
Per adviser: $147M
Advisers: 11

No reported disclosures

Planning Alternatives Ltd

Birmingham, MI · Est. 1983

AUM: $1.5B
Per adviser: $171M
Advisers: 9

No reported disclosures

Robinson Capital Management, LLC

Grosse Pointe Farms, MI · Est. 2012

AUM: $1.5B
Per adviser: $220M
Advisers: 7

No reported disclosures

Spartan Wealth Management

Bingham Farms, MI · Est. 2024

AUM: $1.5B
Per adviser: $78M
Advisers: 19

No reported disclosures

Flexible Plan Investments Ltd

Bloomfield Hills, MI · Est. 1984

AUM: $1.5B
Per adviser: $297M
Advisers: 5

No reported disclosures

Midwest Capital Advisors, LLC

Grand Rapids, MI · Est. 2014

AUM: $1.4B
Per adviser: $170M
Advisers: 8

No reported disclosures

Centennial Securities Company INC

Grand Rapids, MI · Est. 2015

AUM: $1.3B
Per adviser: $45M
Advisers: 30

Fiduciary Financial Advisors

Grand Rapids, MI · Est. 2021

AUM: $1.3B
Per adviser: $27M
Advisers: 50

No reported disclosures

Cws Financial Advisors LLC

Kalamazoo, MI · Est. 2018

AUM: $1.3B
Per adviser: $266M
Advisers: 5

No reported disclosures

Lvm Capital Management Ltd

Portage, MI · Est. 1988

AUM: $1.3B
Per adviser: $164M
Advisers: 8

No reported disclosures

Managed Asset Portfolios, LLC

Rochester, MI · Est. 2000

AUM: $1.3B
Per adviser: $211M
Advisers: 6

No reported disclosures

Jay A. Fishman, Ltd

Troy, MI · Est. 1970

AUM: $1.3B
Per adviser: $313M
Advisers: 4

No reported disclosures

Columbia Asset Management, L.L.C.

Ann Arbor, MI · Est. 2003

AUM: $1.2B
Per adviser: $200M
Advisers: 6

No reported disclosures

Straightline

Troy, MI · Est. 2004

AUM: $1.2B
Per adviser: $117M
Advisers: 10

No reported disclosures

Provident Investment Management, INC.

Novi, MI · Est. 1981

AUM: $1.1B
Per adviser: $189M
Advisers: 6

No reported disclosures

Lvz, INC.

Holland, MI · Est. 2006

AUM: $1.1B
Per adviser: $63M
Advisers: 18

No reported disclosures

Financial Advisory Corporation

Grand Rapids, MI · Est. 1989

AUM: $1.1B
Per adviser: $79M
Advisers: 14

No reported disclosures

Integrated Investment Consultants, LLC

Bloomfield Hills, MI · Est. 2015

AUM: $1.1B
Per adviser: $108M
Advisers: 10

No reported disclosures

Isto Advisors, LLC

Troy, MI · Est. 2016

AUM: $1.1B
Per adviser: $56M
Advisers: 19

No reported disclosures

Peninsula Capital Partners, L.L.C.

Southfield, MI · Est. 2012

AUM: $1.0B
Per adviser: $74M
Advisers: 14

No reported disclosures

William Mack & Associates INC

Troy, MI · Est. 1992

AUM: $1.0B
Per adviser: $103M
Advisers: 10

No reported disclosures

Huron Capital Partners LLC

Detroit, MI · Est. 2012

AUM: $1.0B
Per adviser: $79M
Advisers: 13

No reported disclosures

Asset Allocation Strategies, LLC

Farmington, MI · Est. 2015

AUM: $1.0B
Per adviser: $23M
Advisers: 45

No reported disclosures

Lafleur & Godfrey Private Wealth Management

Grand Rapids, MI · Est. 2013

AUM: $1.0B
Per adviser: $169M
Advisers: 6

No reported disclosures

Carrera Capital Advisors

Troy, MI · Est. 2024

AUM: $969M
Per adviser: $81M
Advisers: 12

No reported disclosures

Lifeworks Advisors, LLC

Grand Rapids, MI · Est. 2020

AUM: $967M
Per adviser: $24M
Advisers: 40

No reported disclosures

Stonebrook Private LLC

Northville, MI · Est. 2023

AUM: $937M
Per adviser: $234M
Advisers: 4

No reported disclosures

Lsia

Bloomfield Hills, MI · Est. 2008

AUM: $932M
Per adviser: $233M
Advisers: 4

No reported disclosures

Old Mission Investment Company, LLC

Traverse City, MI · Est. 2006

AUM: $929M
Per adviser: $155M
Advisers: 6

No reported disclosures

Dillon & Associates INC

Jackson, MI · Est. 1988

AUM: $916M
Per adviser: $229M
Advisers: 4

No reported disclosures

Mcmillan Office, INC.

St. Clair Shores, MI · Est. 2011

AUM: $914M
Per adviser: $228M
Advisers: 4

No reported disclosures

Cranbrook Wealth Management, LLC

Bloomfield Hills, MI · Est. 2006

AUM: $907M
Per adviser: $181M
Advisers: 5

No reported disclosures

Jlb & Associates INC

Plymouth, MI · Est. 1983

AUM: $893M
Per adviser: $298M
Advisers: 3

No reported disclosures

Secure Asset Management, L.L.C.

Troy, MI · Est. 2018

AUM: $871M
Per adviser: $16M
Advisers: 54

No reported disclosures

Cambient Family Office, LLC

Ada, MI · Est. 2025

AUM: $858M
Per adviser: $286M
Advisers: 3

No reported disclosures

Liberty Capital Management INC

Birmingham, MI · Est. 1992

AUM: $849M
Per adviser: $283M
Advisers: 3

No reported disclosures

Baron Wealth Management, LLC

Troy, MI · Est. 2010

AUM: $847M
Per adviser: $282M
Advisers: 3

No reported disclosures

Foguth Wealth Management, LLC.

Brighton, MI · Est. 2023

AUM: $825M
Per adviser: $26M
Advisers: 32

No reported disclosures

Speyside Equity Advisers LLC

Ann Arbor, MI · Est. 2023

AUM: $811M
Per adviser: $74M
Advisers: 11

No reported disclosures

Henrickson Nauta Wealth Advisors, INC.

Belmont, MI · Est. 2008

AUM: $805M
Per adviser: $81M
Advisers: 10

No reported disclosures

Q3 Asset Management Corporation

Birmingham, MI · Est. 2013

AUM: $795M
Per adviser: $114M
Advisers: 7

No reported disclosures

Jvl Wealth Strategies

Wyoming, MI · Est. 2002

AUM: $784M
Per adviser: $112M
Advisers: 7

No reported disclosures

Dahring | Cusmano And Associates

Novi, MI · Est. 2019

AUM: $781M
Per adviser: $87M
Advisers: 9

No reported disclosures

West Michigan Advisors

Holland, MI · Est. 2021

AUM: $781M
Per adviser: $49M
Advisers: 16

No reported disclosures

Verde Capital Management, INC.

Clarkston, MI · Est. 2008

AUM: $750M
Per adviser: $68M
Advisers: 11

No reported disclosures

Stonebridge Financial Group

Grand Rapids, MI · Est. 2017

AUM: $739M
Per adviser: $148M
Advisers: 5

No reported disclosures

Valstone Partners Vi

Birmingham, MI · Est. 2019

AUM: $736M
Per adviser: $147M
Advisers: 5

No reported disclosures

Sturbridge Capital LLC

Birmingham, MI · Est. 2012

AUM: $731M
Per adviser: $104M
Advisers: 7

No reported disclosures

Kaydan Wealth Management, INC.

Fenton, MI · Est. 2020

AUM: $727M
Per adviser: $91M
Advisers: 8

No reported disclosures

Bright Financial Advisors, INC.

Portage, MI · Est. 2000

AUM: $725M
Per adviser: $363M
Advisers: 2

No reported disclosures

Trunorth Capital Management, LLC

Kalamazoo, MI · Est. 2020

AUM: $725M
Per adviser: $181M
Advisers: 4

No reported disclosures

Altrius Capital Management, INC.

Novi, MI · Est. 2004

AUM: $716M
Per adviser: $90M
Advisers: 8

No reported disclosures

Fieldview Capital Management, LLC

Niles, MI · Est. 2025

AUM: $713M
Per adviser: $89M
Advisers: 8

No reported disclosures

Skyoak Wealth

Southfield, MI · Est. 2019

AUM: $693M
Per adviser: $173M
Advisers: 4

No reported disclosures

Trp Capital Advisors V, LLC

Birmingham, MI · Est. 2020

AUM: $691M
Per adviser: $77M
Advisers: 9

No reported disclosures

Northern Financial Advisors, INC

Bloomfield Hills, MI · Est. 2020

AUM: $684M
Per adviser: $76M
Advisers: 9

No reported disclosures

Financial Strategies Group, INC

Okemos, MI · Est. 2017

AUM: $677M
Per adviser: $97M
Advisers: 7

No reported disclosures

Lifecycle Financial Planners INC.

Bloomfield Hills, MI · Est. 2017

AUM: $672M
Per adviser: $75M
Advisers: 9

No reported disclosures

First Financial Coaching, INC.

Mt. Clemens, MI · Est. 2023

AUM: $671M
Per adviser: $48M
Advisers: 14

No reported disclosures

Arbor Wealth Advisors LLC

Troy, MI · Est. 2013

AUM: $658M
Per adviser: $658M
Advisers: 1

No reported disclosures

Heron Bay Capital Management

Bloomfield Hills, MI · Est. 2019

AUM: $644M
Per adviser: $129M
Advisers: 5

No reported disclosures

Gem Asset Management, LLC

Plymouth, MI · Est. 2007

AUM: $628M
Per adviser: $157M
Advisers: 4

No reported disclosures

Hill Island Financial LLC

Grand Rapids, MI · Est. 2021

AUM: $624M
Per adviser: $78M
Advisers: 8

No reported disclosures

Wolff Financial Management LLC

Kalamazoo, MI · Est. 2016

AUM: $613M
Per adviser: $153M
Advisers: 4

No reported disclosures

Arbor Trust Wealth Advisors, LLC

Ann Arbor, MI · Est. 2014

AUM: $611M
Per adviser: $204M
Advisers: 3

No reported disclosures

The Enterprise Investment Company

Farmington Hills, MI · Est. 2015

AUM: $607M
Per adviser: $87M
Advisers: 7

No reported disclosures

Concorde Asset Management, LLC

Ann Arbor, MI · Est. 2012

AUM: $598M
Per adviser: $9M
Advisers: 67

Grand Wealth Management, LLC

Grand Rapids, MI · Est. 2004

AUM: $598M
Per adviser: $100M
Advisers: 6

No reported disclosures

Voisard Asset Management Group

Grand Rapids, MI · Est. 2003

AUM: $589M
Per adviser: $98M
Advisers: 6

No reported disclosures

Fsa Advisors, INC.

Troy, MI · Est. 2021

AUM: $573M
Per adviser: $18M
Advisers: 31

Alidade Capital, LLC

Bloomfield Hills, MI · Est. 2013

AUM: $565M
Per adviser: $40M
Advisers: 14

No reported disclosures

Sgh Wealth Management

Lathrup Village, MI · Est. 2018

AUM: $562M
Per adviser: $94M
Advisers: 6

No reported disclosures

Acorn Wealth Advisors, LLC

Grand Blanc, MI · Est. 2014

AUM: $561M
Per adviser: $112M
Advisers: 5

No reported disclosures

John A. Wolfe & Associates, INC.

Portage, MI · Est. 1990

AUM: $561M
Per adviser: $561M
Advisers: 1

No reported disclosures

USA Financial Formulas Corporation

Ada, MI · Est. 2007

AUM: $534M
Per adviser: $134M
Advisers: 4

No reported disclosures

White Pine Investment Co

Livonia, MI · Est. 1997

AUM: $532M
Per adviser: $177M
Advisers: 3

No reported disclosures

S.A. Mason, LLC

Holland, MI · Est. 2009

AUM: $529M
Per adviser: $176M
Advisers: 3

No reported disclosures

Strength Capital Partners, LLC

Birmingham, MI · Est. 2005

AUM: $528M
Per adviser: $59M
Advisers: 9

No reported disclosures

Mattson Financial Services, LLC

Kentwood, MI · Est. 2021

AUM: $515M
Per adviser: $57M
Advisers: 9

Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L

Troy, MI · Est. 2018

AUM: $513M
Per adviser: $73M
Advisers: 7

No reported disclosures

Mkd Wealth

Troy, MI · Est. 2007

AUM: $506M
Per adviser: $101M
Advisers: 5

No reported disclosures

Greystone Financial Group, LLC

Bloomfield Hills, MI · Est. 2020

AUM: $495M
Per adviser: $165M
Advisers: 3

No reported disclosures

Hungerford Financial LLC

Grand Rapids, MI · Est. 2019

AUM: $492M
Per adviser: $98M
Advisers: 5

No reported disclosures

Ss&H Financial Advisors, INC.

Troy, MI · Est. 1982

AUM: $482M
Per adviser: $241M
Advisers: 2

No reported disclosures

Straight Path Wealth Management

Jenison, MI · Est. 2021

AUM: $472M
Per adviser: $47M
Advisers: 10

No reported disclosures

Lakeshore Financial Planning INC.

Saint Clair Shores, MI · Est. 2018

AUM: $469M
Per adviser: $156M
Advisers: 3

No reported disclosures

Bloomfield Capital Holdings, LLC

Birmingham, MI · Est. 2018

AUM: $466M
Per adviser: $39M
Advisers: 12

No reported disclosures

Miller Financial Services LLC

Marshall, MI · Est. 2017

AUM: $463M
Per adviser: $154M
Advisers: 3

No reported disclosures

Gainplan LLC

Bloomfield Hills, MI · Est. 2015

AUM: $462M
Per adviser: $58M
Advisers: 8

No reported disclosures

Aspen Investment Management INC.

Grand Rapids, MI · Est. 2000

AUM: $452M
Per adviser: $90M
Advisers: 5

No reported disclosures

Pointe Capital Management LLC

Grosse Pointe Farms, MI · Est. 2010

AUM: $452M
Per adviser: $90M
Advisers: 5

No reported disclosures

M1 Capital Management LLC

Troy, MI · Est. 2011

AUM: $450M
Per adviser: $75M
Advisers: 6

No reported disclosures

Peak Wealth Management, LLC

Plymouth, MI · Est. 2019

AUM: $446M
Per adviser: $149M
Advisers: 3

No reported disclosures

Family Capital Management

Grand Rapids, MI · Est. 2017

AUM: $435M
Per adviser: $109M
Advisers: 4

No reported disclosures

Integrated Capital Management

Bloomfield Hills, MI · Est. 2018

AUM: $430M
Per adviser: $86M
Advisers: 5

No reported disclosures

Blue Water Asset Management

Grand Rapids, MI · Est. 2015

AUM: $428M
Per adviser: $61M
Advisers: 7

No reported disclosures

Auxo Investment Partners, LLC

Grand Rapids, MI · Est. 2022

AUM: $412M
Per adviser: $34M
Advisers: 12

No reported disclosures

Bemanaged

Grand Rapids, MI · Est. 2009

AUM: $410M
Per adviser: $137M
Advisers: 3

No reported disclosures

Centennial Wealth Advisory, LLC

Traverse City, MI · Est. 2018

AUM: $397M
Per adviser: $44M
Advisers: 9

No reported disclosures

Generational Wealth, INC.

Zeeland, MI · Est. 2020

AUM: $395M
Per adviser: $49M
Advisers: 8

No reported disclosures

Ds Investment Advisors

Grand Rapids, MI · Est. 2022

AUM: $386M
Per adviser: $193M
Advisers: 2

No reported disclosures

Sculati Wealth Management, LLC

Bloomfield Hills, MI · Est. 2018

AUM: $381M
Per adviser: $127M
Advisers: 3

No reported disclosures

626 Financial, LLC

Portage, MI · Est. 2021

AUM: $380M
Per adviser: $76M
Advisers: 5

No reported disclosures

Darden Wealth Group

Ann Arbor, MI · Est. 2021

AUM: $380M
Per adviser: $95M
Advisers: 4

No reported disclosures

Fairhaven Financial Advisory Corporation

East Lansing, MI · Est. 2023

AUM: $378M
Per adviser: $94M
Advisers: 4

No reported disclosures

B.A. Roberts Financial Services, INC.

Marquette, MI · Est. 2018

AUM: $374M
Per adviser: $125M
Advisers: 3

No reported disclosures

Richard W. Paul & Associates, LLC

Novi, MI · Est. 2019

AUM: $373M
Per adviser: $62M
Advisers: 6

Lakeside Drive Management LLC

Birmingham, MI · Est. 2022

AUM: $372M
Per adviser: $372M
Advisers: 1

No reported disclosures

Royal Oak Financial Advisors, LLC

Royal Oak, MI · Est. 2018

AUM: $366M
Per adviser: $52M
Advisers: 7

No reported disclosures

Motive Wealth Advisors, LLC

Birmingham, MI · Est. 2021

AUM: $363M
Per adviser: $121M
Advisers: 3

No reported disclosures

Foresight Capital Management Advisors, INC.

Saline, MI · Est. 2015

AUM: $351M
Per adviser: $39M
Advisers: 9

No reported disclosures

Long Road Investment Counsel, LLC

Kalamazoo, MI · Est. 2014

AUM: $346M
Per adviser: $173M
Advisers: 2

No reported disclosures

Vertrix Wealth Management, LLC

Troy, MI · Est. 2025

AUM: $343M
Per adviser: $49M
Advisers: 7

No reported disclosures

Washington Avenue Advisors

Lansing, MI · Est. 2020

AUM: $337M
Per adviser: $37M
Advisers: 9

Cypress Capital Wealth Management LLC

Ann Arbor, MI · Est. 2023

AUM: $330M
Per adviser: $165M
Advisers: 2

No reported disclosures

N.V.N.G. Investments, INC.

Kalamazoo, MI · Est. 2018

AUM: $330M
Per adviser: $330M
Advisers: 1

Pearl Planning

Dexter, MI · Est. 2025

AUM: $329M
Per adviser: $82M
Advisers: 4

No reported disclosures

Rbs Wealth Management

Alto, MI · Est. 2025

AUM: $322M
Per adviser: $161M
Advisers: 2

No reported disclosures

Duet Advisory Services LLC

Bingham Farms, MI · Est. 2024

AUM: $316M
Per adviser: $105M
Advisers: 3

No reported disclosures

Bernard Wealth Management Corp.

Royal Oak, MI · Est. 2020

AUM: $314M
Per adviser: $105M
Advisers: 3

No reported disclosures

Melone Private Wealth, LLC

Auburn Hills, MI · Est. 2020

AUM: $313M
Per adviser: $157M
Advisers: 2

No reported disclosures

Miller Capital

Troy, MI · Est. 2005

AUM: $312M
Per adviser: $156M
Advisers: 2

No reported disclosures

Trp Capital Advisors Vi, LLC

Birmingham, MI · Est. 2024

AUM: $311M
Per adviser: $35M
Advisers: 9

No reported disclosures

Thrive Retirement Specialists

Royal Oak, MI · Est. 2023

AUM: $304M
Per adviser: $152M
Advisers: 2

No reported disclosures

Fai Advisors, INC.

Farmington Hills, MI · Est. 2023

AUM: $302M
Per adviser: $60M
Advisers: 5

No reported disclosures

Security First Financial

Swartz Creek, MI · Est. 2014

AUM: $300M
Per adviser: $150M
Advisers: 2

No reported disclosures

Maner Wealth

Lansing, MI · Est. 2024

AUM: $299M
Per adviser: $100M
Advisers: 3

No reported disclosures

Stonepath Wealth Management

Traverse City, MI · Est. 2024

AUM: $299M
Per adviser: $33M
Advisers: 9

No reported disclosures

Calder Financial Group

Ada, MI · Est. 2007

AUM: $297M
Per adviser: $74M
Advisers: 4

No reported disclosures

USA Financial Securities LLC

Ada, MI · Est. 2007

AUM: $297M
Per adviser: $2M
Advisers: 134

Palatine Hill Wealth Management

Birmingham, MI · Est. 2019

AUM: $296M
Per adviser: $74M
Advisers: 4

No reported disclosures

Union Heritage Capital

Detroit, MI · Est. 2020

AUM: $295M
Per adviser: $295M
Advisers: 1

No reported disclosures

Stewardship Trust Advisors

Grandville, MI · Est. 2023

AUM: $295M
Per adviser: $74M
Advisers: 4

No reported disclosures

Blueprint Partners LLC

Traverse City, MI · Est. 2021

AUM: $293M
Per adviser: $98M
Advisers: 3

No reported disclosures

Renaissance Venture Capital Management, INC.

Ann Arbor, MI · Est. 2018

AUM: $293M
Per adviser: $73M
Advisers: 4

No reported disclosures

Hemming& Wealth Management, INC.

Traverse City, MI · Est. 2019

AUM: $293M
Per adviser: $73M
Advisers: 4

No reported disclosures

Gpm Growth Investors, INC.

Bloomfield Hills, MI · Est. 1993

AUM: $281M
Per adviser: $56M
Advisers: 5

No reported disclosures

Dbs Investment Advisers, LLC

Bay City, MI · Est. 2019

AUM: $280M
Per adviser: $56M
Advisers: 5

No reported disclosures

Pathworks Financial, INC.

Novi, MI · Est. 2021

AUM: $279M
Per adviser: $56M
Advisers: 5

No reported disclosures

Jfr Financial Services, INC.

Trenton, MI · Est. 2015

AUM: $277M
Per adviser: $138M
Advisers: 2

No reported disclosures

Firstmetric

Troy, MI · Est. 2019

AUM: $272M
Per adviser: $272M
Advisers: 1

No reported disclosures

True Blue Financial, LLC

Stevensville, MI · Est. 2025

AUM: $272M
Per adviser: $68M
Advisers: 4

No reported disclosures

Daus Financial Group, LLC

Kalamazoo, MI · Est. 2023

AUM: $271M
Per adviser: $90M
Advisers: 3

No reported disclosures

Beringea, LLC

Farmington Hills, MI · Est. 2012

AUM: $270M
Per adviser: $54M
Advisers: 5

No reported disclosures

Guidestream Financial, INC.

Spring Arbor, MI · Est. 2009

AUM: $263M
Per adviser: $53M
Advisers: 5

No reported disclosures

Nantucket Multi Managers, LLC

Bloomfield Hills, MI · Est. 2004

AUM: $260M
Per adviser: $130M
Advisers: 2

No reported disclosures

Rfm Financial Solutions, LLC

Mt. Pleasant, MI · Est. 2019

AUM: $260M
Per adviser: $87M
Advisers: 3

No reported disclosures

Braeburn Wealth Management, LLC

Muskegon, MI · Est. 2016

AUM: $259M
Per adviser: $86M
Advisers: 3

No reported disclosures

Pps & V Asset Management Consultants INC

Portage, MI · Est. 1991

AUM: $254M
Per adviser: $85M
Advisers: 3

No reported disclosures

Abbit Management Corp

Grand Haven, MI · Est. 1981

AUM: $252M
Per adviser: $84M
Advisers: 3

No reported disclosures

Db & C Advisors, LLC

Holland, MI · Est. 2018

AUM: $252M
Per adviser: $28M
Advisers: 9

No reported disclosures

Evergreen Wealth Management, LLC

Williamston, MI · Est. 2022

AUM: $249M
Per adviser: $50M
Advisers: 5

No reported disclosures

Northern Edge Wealth Management

Marquette, MI · Est. 2025

AUM: $247M
Per adviser: $62M
Advisers: 4

No reported disclosures

Clear Ridge Wealth Management, LLC

Kalamazoo, MI · Est. 2021

AUM: $245M
Per adviser: $82M
Advisers: 3

No reported disclosures

Pinnacle Wealth Management Group, INC.

Plymouth, MI · Est. 2018

AUM: $244M
Per adviser: $61M
Advisers: 4

No reported disclosures

Plante Moran Real Estate Investment Advisors

Southfield, MI · Est. 2023

AUM: $243M
Per adviser: $22M
Advisers: 11

No reported disclosures

English Capital Management LLC

Bloomfield Hills, MI · Est. 2024

AUM: $241M
Per adviser: $121M
Advisers: 2

No reported disclosures

Richmond Brothers, INC.

Jackson, MI · Est. 2011

AUM: $241M
Per adviser: $34M
Advisers: 7

No reported disclosures

Cpr Investments INC

Rochester, MI · Est. 2017

AUM: $239M
Per adviser: $10M
Advisers: 24

No reported disclosures

Rachor Investment Advisory Services, LLC

Linden, MI · Est. 1985

AUM: $238M
Per adviser: $17M
Advisers: 14

No reported disclosures

Spectrum Financial Resources

Troy, MI · Est. 2022

AUM: $235M
Per adviser: $47M
Advisers: 5

No reported disclosures

Vima, LLC

Troy, MI · Est. 2023

AUM: $229M
Per adviser: $19M
Advisers: 12

No reported disclosures

Antonelli Financial Advisors, LLC

Grosse Pointe, MI · Est. 2024

AUM: $229M
Per adviser: $115M
Advisers: 2

J W Korth & Company

Lansing, MI · Est. 2015

AUM: $229M
Per adviser: $46M
Advisers: 5

Premier Estate Planners, LLC

Clinton Township, MI · Est. 2007

AUM: $227M
Per adviser: $113M
Advisers: 2

No reported disclosures

Mbx Investors LLC

Farmington Hills, MI · Est. 2026

AUM: $225M
Per adviser: $112M
Advisers: 2

No reported disclosures

Kroon & Mitchell Asset Management LLC

Grand Rapids, MI · Est. 2022

AUM: $221M
Per adviser: $74M
Advisers: 3

No reported disclosures

Haverdink Financial Management, LLC

Portage, MI · Est. 2018

AUM: $220M
Per adviser: $110M
Advisers: 2

No reported disclosures

Solyco Capital LLC

Rochester, MI · Est. 2026

AUM: $220M
Per adviser: $110M
Advisers: 2

No reported disclosures

Simplyria Advisor Network

Brighton, MI · Est. 2017

AUM: $215M
Per adviser: $9M
Advisers: 24

No reported disclosures

Sage Hill Capital

Ann Arbor, MI · Est. 2010

AUM: $214M
Per adviser: $107M
Advisers: 2

No reported disclosures

Retiremitten Financial LLC

Milford, MI · Est. 2024

AUM: $214M
Per adviser: $53M
Advisers: 4

No reported disclosures

Financial Freedom House

Waterford, MI · Est. 2018

AUM: $213M
Per adviser: $35M
Advisers: 6

Daniel Investment Group INC.

Royal Oak, MI · Est. 2025

AUM: $210M
Per adviser: $70M
Advisers: 3

No reported disclosures

Dwp

Grosse Pointe Farms, MI · Est. 2004

AUM: $208M
Per adviser: $52M
Advisers: 4

No reported disclosures

Alliance Investment Management, LLC

Jenison, MI · Est. 2021

AUM: $207M
Per adviser: $69M
Advisers: 3

No reported disclosures

Strategic Wealth Advisors Group, INC.

Utica, MI · Est. 2024

AUM: $207M
Per adviser: $34M
Advisers: 6

No reported disclosures

Up North Financial, LLC

Traverse City, MI · Est. 2021

AUM: $204M
Per adviser: $102M
Advisers: 2

No reported disclosures

Lightsquare Wealth Management, LLC

Bingham Farms, MI · Est. 2023

AUM: $204M
Per adviser: $102M
Advisers: 2

No reported disclosures

Sg Real Estate I

Southfield, MI · Est. 2025

AUM: $203M
Per adviser: $41M
Advisers: 5

No reported disclosures

Independent Wealth Management, LLC

Traverse City, MI · Est. 2021

AUM: $203M
Per adviser: $68M
Advisers: 3

No reported disclosures

Ai Alpha LLC

Grand Rapids, MI · Est. 2025

AUM: $200M
Per adviser: $67M
Advisers: 3

No reported disclosures

Sapphire Blue Investment Partners

Fenton, MI · Est. 2019

AUM: $200M
Per adviser: $200M
Advisers: 1

No reported disclosures

Cnd Financial

Livonia, MI · Est. 2021

AUM: $199M
Per adviser: $66M
Advisers: 3

No reported disclosures

Schwallier Wealth Management

Grand Rapids, MI · Est. 2021

AUM: $197M
Per adviser: $66M
Advisers: 3

No reported disclosures

J2 Capital Management, INC.

Troy, MI · Est. 2016

AUM: $196M
Per adviser: $65M
Advisers: 3

No reported disclosures

Cig Asset Management, INC.

Southfield, MI · Est. 2006

AUM: $192M
Per adviser: $38M
Advisers: 5

No reported disclosures

Krs Capital Management, LLC

Bloomfield Hills, MI · Est. 2022

AUM: $189M
Per adviser: $189M
Advisers: 1

No reported disclosures

Meadowbrook Investment Advisors LLC

Livonia, MI · Est. 2000

AUM: $185M
Per adviser: $62M
Advisers: 3

Summit Financial Working With People You Trust

Sterling Heights, MI · Est. 2022

AUM: $185M
Per adviser: $31M
Advisers: 6

No reported disclosures

Shotwell Rutter Baer INC

Lansing, MI · Est. 2021

AUM: $184M
Per adviser: $31M
Advisers: 6

No reported disclosures

Rochester Wealth Strategies, LLC

Rochester, MI · Est. 2024

AUM: $178M
Per adviser: $44M
Advisers: 4

No reported disclosures

Gasaway Investment Advisors, INC.

Kalamazoo, MI · Est. 2021

AUM: $173M
Per adviser: $43M
Advisers: 4

No reported disclosures

Hoover Private Wealth, LLC

Royal Oak, MI · Est. 2025

AUM: $171M
Per adviser: $86M
Advisers: 2

No reported disclosures

Patrick Financial Group LLC.

Brighton, MI · Est. 2015

AUM: $170M
Per adviser: $170M
Advisers: 1

No reported disclosures

Cirrus Capital LLC

Bloomfield Hills, MI · Est. 2025

AUM: $170M
Per adviser: $34M
Advisers: 5

No reported disclosures

Great Lakes Wealth, LLC

Northville, MI · Est. 2021

AUM: $166M
Per adviser: $55M
Advisers: 3

No reported disclosures

Retirement Resources, LLC

Auburn Hills, MI · Est. 2018

AUM: $166M
Per adviser: $55M
Advisers: 3

No reported disclosures

Octo Capital, LLC

Bingham Farms, MI · Est. 2024

AUM: $165M
Per adviser: $165M
Advisers: 1

No reported disclosures

Four Financial Management

Ann Arbor, MI · Est. 2024

AUM: $163M
Per adviser: $27M
Advisers: 6

No reported disclosures

Arbor Investment Management

Ann Arbor, MI · Est. 2024

AUM: $162M
Per adviser: $81M
Advisers: 2

No reported disclosures

Confidential Management Advisors, INC.

Troy, MI · Est. 2009

AUM: $162M
Per adviser: $162M
Advisers: 1

No reported disclosures

Kelly Wealth Management, INC.

Royal Oak, MI · Est. 2023

AUM: $161M
Per adviser: $80M
Advisers: 2

No reported disclosures

Old Oak Financial Planning, INC.

Brighton, MI · Est. 2019

AUM: $160M
Per adviser: $80M
Advisers: 2

No reported disclosures

City Center Advisors, LLC

Troy, MI · Est. 2022

AUM: $160M
Per adviser: $23M
Advisers: 7

No reported disclosures

Trm Advisors LP

Southfield, MI · Est. 2024

AUM: $160M
Per adviser: $18M
Advisers: 9

No reported disclosures

Advisory Advocates LLC

Grand Rapids, MI · Est. 2026

AUM: $159M
Per adviser: $23M
Advisers: 7

No reported disclosures

Graetz Wealth

Jenison, MI · Est. 2024

AUM: $158M
Per adviser: $53M
Advisers: 3

No reported disclosures

J.V.B. Investment Company

Jackson, MI · Est. 2025

AUM: $158M
Per adviser: $32M
Advisers: 5

No reported disclosures

Breakwater Capital

Kalamazoo, MI · Est. 2020

AUM: $157M
Per adviser: $78M
Advisers: 2

No reported disclosures

Star Wealth Management Corporation

Bingham Farms, MI · Est. 2026

AUM: $156M
Per adviser: $156M
Advisers: 1

No reported disclosures

Rhl Group, LLC

Holly, MI · Est. 2024

AUM: $155M
Per adviser: $78M
Advisers: 2

No reported disclosures

Greenway Financial, LLC

Farmington Hills, MI · Est. 2025

AUM: $151M
Per adviser: $50M
Advisers: 3

No reported disclosures

A Smarter Way To Invest

Brighton, MI · Est. 2017

AUM: $150M
Per adviser: $37M
Advisers: 4

No reported disclosures

Harborfront Financial Group

Ludington, MI · Est. 2024

AUM: $149M
Per adviser: $37M
Advisers: 4

No reported disclosures

Arborfi Advisors, LLC

Ann Arbor, MI · Est. 2025

AUM: $148M
Per adviser: $74M
Advisers: 2

No reported disclosures

Vision Capital Partners

Ann Arbor, MI · Est. 2015

AUM: $147M
Per adviser: $73M
Advisers: 2

No reported disclosures

Cornerstone Wealth Partners, LLC

Okemos, MI · Est. 2024

AUM: $146M
Per adviser: $18M
Advisers: 8

Daniel Krug & Associates

Clarkston, MI · Est. 2024

AUM: $145M
Per adviser: $73M
Advisers: 2

No reported disclosures

Wolverine Wealth Advisory Services INC.

Bloomfield Hills, MI · Est. 2025

AUM: $141M
Per adviser: $141M
Advisers: 1

No reported disclosures

Brooktree Capital Management INC.

Grand Rapids, MI · Est. 2020

AUM: $139M
Per adviser: $69M
Advisers: 2

No reported disclosures

Black Walnut Wealth Management

Traverse City, MI · Est. 2025

AUM: $137M
Per adviser: $137M
Advisers: 1

No reported disclosures

Ele Advisory Services, INC

Southfield, MI · Est. 2020

AUM: $137M
Per adviser: $11M
Advisers: 13

No reported disclosures

Global Financial Planning Group, LLC

Troy, MI · Est. 2025

AUM: $135M
Per adviser: $68M
Advisers: 2

No reported disclosures

Legacy Wealth Advisors, LLC

Clinton Township, MI · Est. 2025

AUM: $132M
Per adviser: $66M
Advisers: 2

No reported disclosures

Wealth Ease Wealth Management

Marshall, MI · Est. 2026

AUM: $132M
Per adviser: $66M
Advisers: 2

No reported disclosures

Burnham & Company LLC

Grand Rapids, MI · Est. 2025

AUM: $130M
Per adviser: $65M
Advisers: 2

No reported disclosures

Infinity Advisory Group

Portage, MI · Est. 2025

AUM: $129M
Per adviser: $43M
Advisers: 3

No reported disclosures

Revalue LLC

Grand Rapids, MI · Est. 2025

AUM: $129M
Per adviser: $32M
Advisers: 4

No reported disclosures

Synergy Wealth Management, LLC

Grand Rapids, MI · Est. 2025

AUM: $127M
Per adviser: $42M
Advisers: 3

No reported disclosures

Iic

Bloomfield Hills, MI · Est. 2013

AUM: $125M
Per adviser: $25M
Advisers: 5

No reported disclosures

Streamsong Advisors, LLC

Grand Rapids, MI · Est. 2026

AUM: $124M
Per adviser: $31M
Advisers: 4

No reported disclosures

Legacy Financial Services Group, INC.

Traverse City, MI · Est. 2026

AUM: $123M
Per adviser: $61M
Advisers: 2

No reported disclosures

Allen Financial Management

Oxford, MI · Est. 2025

AUM: $121M
Per adviser: $121M
Advisers: 1

No reported disclosures

Optimal Capital Advisors, LLC

Traverse City, MI · Est. 2007

AUM: $120M
Per adviser: $60M
Advisers: 2

No reported disclosures

Pinnacle Wealth Management, INC.

Brighton, MI · Est. 2022

AUM: $118M
Per adviser: $30M
Advisers: 4

No reported disclosures

Vanderpol Investments L.L.C.

Caledonia, MI · Est. 2023

AUM: $118M
Per adviser: $39M
Advisers: 3

No reported disclosures

Solyco Wealth LLC

Birmingham, MI · Est. 2026

AUM: $116M
Per adviser: $23M
Advisers: 5

No reported disclosures

Ryzome Investment Advisors

Okemos, MI · Est. 2026

AUM: $116M
Per adviser: $58M
Advisers: 2

No reported disclosures

Ontrack Wealth Management

Canton, MI · Est. 2026

AUM: $112M
Per adviser: $56M
Advisers: 2

No reported disclosures

Md Wealth Management, LLC

Chelsea, MI · Est. 2025

AUM: $110M
Per adviser: $55M
Advisers: 2

No reported disclosures

Strickler Investment Services, LLC

Brighton, MI · Est. 2026

AUM: $107M
Per adviser: $36M
Advisers: 3

No reported disclosures

Reitz Capital Advisors LLC

Freeland, MI · Est. 2018

AUM: $103M
Per adviser: $103M
Advisers: 1

No reported disclosures

Uhy Wealth Management Ria LLC

Farmington Hills, MI · Est. 2026

AUM: $103M
Per adviser: $103M
Advisers: 1

No reported disclosures

Steward Capital Management

Bloomfield Hills, MI · Est. 1988

AUM: $95M
Per adviser: $95M
Advisers: 1

No reported disclosures

Wealthspan Investment Management, LLC

Grand Rapids, MI · Est. 2024

AUM: $93M
Per adviser: $19M
Advisers: 5

No reported disclosures

Trp Capital Advisors, LLC

Birmingham, MI · Est. 2015

AUM: $82M
Per adviser: $9M
Advisers: 9

No reported disclosures

Lfn Advisors INC.

Muskegon, MI · Est. 2019

AUM: $24M
Per adviser: $6M
Advisers: 4

No reported disclosures

Rm Investment Strategies, LLC

Grand Rapids, MI · Est. 2022

AUM: $22M
Per adviser: $11M
Advisers: 2

No reported disclosures

Glass Retirement Strategies, INC.

West Bloomfield, MI · Est. 2014

AUM: $20M
Per adviser: $20M
Advisers: 1

No reported disclosures

Trustee Empowerment & Protection, INC.

Troy, MI · Est. 2002

AUM: $10M
Per adviser: $3M
Advisers: 4

Armada Etfs

Novi, MI · Est. 2022

AUM: $10M
Per adviser: $10M
Advisers: 1

No reported disclosures

Marketocracy Masters Capital Management LLC

Northville, MI · Est. 2021

AUM: $5M
Per adviser: $2M
Advisers: 3

No reported disclosures

Tamarisk Capital Management

Holland, MI · Est. 2025

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Bay Pointe Financial

New Baltimore, MI · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Custom Wealth Management

Plymouth, MI · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Money Pickle

Royal Oak, MI · Est. 2023

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Senstomi

Southfield, MI · Est. 2025