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Data / Investment advisers / $1 billion to $10 billion in AUM / Michigan

Investment advisers in Michigan with $1 billion to $10 billion in AUM: 57 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

57 SEC registered investment advisers in Michigan report between $1 billion and $10 billion in regulatory assets under management, $132 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Zhang Financial with $8.4 billion.

The request: Every investment adviser in Michigan with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in MichiganWatch new advisers in Michigan

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 57Advisers
  • 57SEC registered
  • $132 billionTotal AUM
  • 57Advisers over $100 million
  • 8Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Zhang FinancialPortage$8.37 billion7,85550Not listed(269) 385-5888adviserinfo.sec.gov
SPCAnn Arbor$6.10 billion26,433471Not listed(734) 663-1611adviserinfo.sec.gov
Mainstay Capital Management, LLCGrand Blanc$5.31 billion3,46033Not listed(866) 444-6246mainstaycapital.comadviserinfo.sec.gov
Rehmann WealthLansing$5.27 billion6,02039Not listed(517) 316-2400rehmann.comadviserinfo.sec.gov
Advance Capital Management IncSouthfield$4.98 billion14,83562Not listed(248) 350-8543acadviser.comadviserinfo.sec.gov
CG Advisory ServicesWilliamston$4.64 billion18,187136Not listed(517) 339-7662austinfinancial.usadviserinfo.sec.gov
Advisory Alpha, LLCHolland$4.37 billion24,40166Not listed(866) 530-1400advisoryalpha.comadviserinfo.sec.gov
Azimuth Capital ManagementBloomfield Hills$3.99 billion1,60325Not listed(248) 433-4000azimuthcap.comadviserinfo.sec.gov
Corecap AdvisorsSouthfield$3.99 billion9,677116Not listed(888) 296-3360romainfinancial.comadviserinfo.sec.gov
Schwartz Investment Counsel IncPlymouth$3.74 billion7420Not listed(734) 455-7777adviserinfo.sec.gov
Red Cedar Investment ManagementGrand Rapids$3.33 billion67181(616) 378-6916redcedarim.comadviserinfo.sec.gov
Innovia Wealth, LLCGrand Rapids$3.29 billion3,978312(616) 719-5007adviserinfo.sec.gov
Retirement Income Solutions, Inc.Ann Arbor$2.97 billion1,27426Not listed(734) 769-7727adviserinfo.sec.gov
Regal Investment Advisors LLCKentwood$2.88 billion13,473131Not listed(616) 224-2204regal-lionshare.comadviserinfo.sec.gov
Brick Capital Management IncEast Lansing$2.84 billion201Not listed(517) 332-7700brickinc.comadviserinfo.sec.gov
NPF Investment AdvisorsGrand Rapids$2.69 billion3,23318Not listed(616) 459-3421norrisperne.comadviserinfo.sec.gov
Ipex, Inc.Plymouth$2.65 billion543Not listed(734) 451-0777ipexusa.comadviserinfo.sec.gov
Deroy & Devereaux Private Investment Counsel, Inc.Bloomfield Hills$2.58 billion61519Not listed(248) 358-3220deroydevereaux.comadviserinfo.sec.gov
Seizert Capital PartnersBirmingham$2.48 billion26517Not listed(248) 593-1500adviserinfo.sec.gov
Sigma Investment CounselorsNorthville$2.17 billion2,83720Not listed(248) 223-0122sigmainvestments.comadviserinfo.sec.gov
Captrust Wealth AdvisorsHolland$2.00 billion2,98826Not listed(616) 392-5332ctwealth.comadviserinfo.sec.gov
Center for Financial Planning IncSouthfield$1.97 billion4,28526Not listed(248) 948-7900adviserinfo.sec.gov
Diversified Portfolios, Inc.Bloomfield Hills$1.94 billion2,51419Not listed(248) 644-3030divport.comadviserinfo.sec.gov
Modell Capital Management LLCBloomfield Hills$1.88 billion9187Not listed(248) 723-8000adviserinfo.sec.gov
Blue Chip Partners, LLCFarmington Hills$1.88 billion3,20734Not listed(248) 848-1111adviserinfo.sec.gov
Rockbridge Growth Equity Management, L.P.Detroit$1.84 billion102010(313) 816-4504adviserinfo.sec.gov
C2 Private WealthNovi$1.82 billion11,76016Not listed(248) 567-6688c2privatewealth.comadviserinfo.sec.gov
O2 Investment Partners, L.P.Bloomfield Hills$1.81 billion133013(248) 554-4209o2investment.comadviserinfo.sec.gov
Clarkston Capital Partners, LLCRochester$1.71 billion347211(248) 940-3040clarkstoncapital.comadviserinfo.sec.gov
Signal Advisors Wealth, LLCDetroit$1.69 billion10,64237Not listed(866) 774-4625adviserinfo.sec.gov
USA Financial ExchangeAda$1.64 billion9,97138Not listed(888) 444-0125usafinancialexchange.comadviserinfo.sec.gov
The Nemes Rush Group, LLCNovi$1.62 billion3,04117Not listed(248) 449-5436adviserinfo.sec.gov
Bloom AdvisorsFarmington Hills$1.62 billion1,16621Not listed(248) 932-5200adviserinfo.sec.gov
LVM Capital Management LTDPortage$1.56 billion1,41615Not listed(269) 321-8120adviserinfo.sec.gov
Planning Alternatives LTDBirmingham$1.54 billion69320Not listed(248) 645-1520podcasts.apple.comadviserinfo.sec.gov
Robinson Capital Management, LLCGrosse Pointe Farms$1.54 billion8010Not listed(313) 821-7000adviserinfo.sec.gov
Spartan Wealth ManagementBingham Farms$1.48 billion1,17931Not listed(248) 297-6600spartanwealth.comadviserinfo.sec.gov
Flexible Plan Investments LTDBloomfield Hills$1.48 billion10,40668Not listed(800) 347-3539quantifiedfunds.comadviserinfo.sec.gov
Midwest Capital Advisors, LLCGrand Rapids$1.36 billion97111Not listed(616) 454-9600adviserinfo.sec.gov
Centennial Securities Company IncGrand Rapids$1.34 billion3,96245Not listed(616) 942-7680centennialsec.comadviserinfo.sec.gov
Fiduciary Financial AdvisorsGrand Rapids$1.33 billion8,246502(616) 622-3062adviserinfo.sec.gov
CWS Financial Advisors LLCKalamazoo$1.33 billion2,15612Not listed(269) 349-4600adviserinfo.sec.gov
Managed Asset Portfolios, LLCRochester$1.27 billion1,95522Not listed(248) 601-6677adviserinfo.sec.gov
Jay a. Fishman, LTDTroy$1.25 billion5378Not listed(248) 740-9400jaf-ltd.comadviserinfo.sec.gov
Columbia Asset Management, L.L.C.Ann Arbor$1.20 billion1,2957Not listed(734) 665-1455columbiaasset.comadviserinfo.sec.gov
StraightlineTroy$1.17 billion4,75211Not listed(248) 269-8366adviserinfo.sec.gov
Provident Investment Management, Inc.Novi$1.13 billion91010Not listed(248) 380-1700investprovident.comadviserinfo.sec.gov
LVZ, Inc.Holland$1.13 billion5,87924Not listed(616) 394-4994adviserinfo.sec.gov
Financial Advisory CorporationGrand Rapids$1.10 billion1,16214Not listed(616) 235-5260facwealth.comadviserinfo.sec.gov
Integrated Investment Consultants, LLCBloomfield Hills$1.08 billion1,10510Not listed(866) 433-3581integratedic.comadviserinfo.sec.gov
Foguth Wealth Management, LLC.Brighton$1.07 billion6,76888Not listed(810) 522-5650adviserinfo.sec.gov
Isto Advisors, LLCTroy$1.06 billion2,53327Not listed(248) 458-1100istoadvisors.comadviserinfo.sec.gov
Peninsula Capital Partners, L.L.C.Southfield$1.04 billion4144(313) 237-5100adviserinfo.sec.gov
William Mack & Associates IncTroy$1.03 billion95222Not listed(248) 643-4310wmack.comadviserinfo.sec.gov
Huron Capital Partners LLCDetroit$1.02 billion121612(313) 962-5800adviserinfo.sec.gov
Asset Allocation Strategies, LLCFarmington$1.02 billion6,66045Not listed(248) 489-0101adviserinfo.sec.gov
Lafleur & Godfrey Private Wealth ManagementGrand Rapids$1.02 billion8537Not listed(616) 942-1580lafleurgodfrey.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.