Data / Investment advisers / $100 million to $500 million in AUM / Michigan
Investment advisers in Michigan with $100 million to $500 million in AUM: 170 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
170 SEC registered investment advisers in Michigan report between $100 million and $500 million in regulatory assets under management, $42.1 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Greystone Financial Group, LLC with $495 million.
The request: Every investment adviser in Michigan with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
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.
- 170Advisers
- 170SEC registered
- $42.1 billionTotal AUM
- 170Advisers over $100 million
- 18Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Greystone Financial Group, LLC | Bloomfield Hills | $494.9 million | 1,264 | 8 | Not listed | (248) 267-1270 | adviserinfo.sec.gov | |
| Hungerford Financial LLC | Grand Rapids | $492.1 million | 1,061 | 5 | Not listed | (616) 302-1558 | hungerfordfinancial.com | adviserinfo.sec.gov |
| SS&H Financial Advisors, Inc. | Troy | $482.2 million | 252 | 2 | Not listed | (248) 538-9755 | sshadvisors.com | adviserinfo.sec.gov |
| Straight Path Wealth Management | Jenison | $472.5 million | 2,069 | 12 | Not listed | (616) 288-3670 | straightpathwealth.com | adviserinfo.sec.gov |
| Lakeshore Financial Planning Inc. | Saint Clair Shores | $469.3 million | 1,351 | 5 | Not listed | (586) 498-0788 | lakeshorefinancialplanning.com | adviserinfo.sec.gov |
| Bloomfield Capital Holdings, LLC | Birmingham | $465.7 million | 9 | 18 | 5 | (248) 745-1700 | bloomfieldcapital.com | adviserinfo.sec.gov |
| Miller Financial Services LLC | Marshall | $462.9 million | 1,358 | 3 | Not listed | (269) 781-5129 | millerfinancialplanning.com | adviserinfo.sec.gov |
| Gainplan LLC | Bloomfield Hills | $461.6 million | 1,491 | 12 | Not listed | (248) 385-3737 | gainplanners.com | adviserinfo.sec.gov |
| MBX Investors LLC | Farmington Hills | $460.3 million | 1 | 3 | 1 | (248) 960-1700 | adviserinfo.sec.gov | |
| Aspen Investment Management Inc. | Grand Rapids | $452.5 million | 617 | 5 | Not listed | (616) 361-2500 | aspenim.com | adviserinfo.sec.gov |
| Pointe Capital Management LLC | Grosse Pointe Farms | $452.3 million | 451 | 6 | Not listed | (313) 882-7100 | pointecapitalmanagement.com | adviserinfo.sec.gov |
| M1 Capital Management LLC | Troy | $450.4 million | 1,020 | 12 | Not listed | (248) 556-4600 | m1capitalmanagement.com | adviserinfo.sec.gov |
| Peak Wealth Management, LLC | Plymouth | $446 million | 2,274 | 3 | Not listed | (734) 681-7575 | adviserinfo.sec.gov | |
| Family Capital Management | Grand Rapids | $435.1 million | 1,322 | 10 | Not listed | (616) 774-4560 | adviserinfo.sec.gov | |
| Integrated Capital Management | Bloomfield Hills | $429.8 million | 2,021 | 5 | Not listed | (248) 593-8900 | adviserinfo.sec.gov | |
| Blue Water Asset Management | Grand Rapids | $428.5 million | 1,855 | 10 | Not listed | (616) 447-1600 | jaygreer.com | adviserinfo.sec.gov |
| Auxo Investment Partners, LLC | Grand Rapids | $412 million | 12 | 15 | 12 | (616) 980-9810 | adviserinfo.sec.gov | |
| Bemanaged | Grand Rapids | $410 million | 1,072 | 6 | Not listed | (616) 871-0751 | bemanaged.com | adviserinfo.sec.gov |
| Centennial Wealth Advisory, LLC | Traverse City | $397.1 million | 3,164 | 15 | Not listed | (231) 995-9575 | cen-wealth.com | adviserinfo.sec.gov |
| Generational Wealth, Inc. | Zeeland | $394.8 million | 2,121 | 9 | Not listed | (616) 931-1270 | adviserinfo.sec.gov | |
| DS Investment Advisors | Grand Rapids | $386.1 million | 274 | 4 | Not listed | (616) 840-0284 | dsinvestmentadvisors.com | adviserinfo.sec.gov |
| Sculati Wealth Management, LLC | Bloomfield Hills | $381.5 million | 1,055 | 4 | Not listed | (248) 325-9947 | sculatiwealth.com | adviserinfo.sec.gov |
| 626 Financial, LLC | Portage | $379.6 million | 1,270 | 5 | Not listed | (269) 321-5040 | 626financial.com | adviserinfo.sec.gov |
| Darden Wealth Group | Ann Arbor | $379.6 million | 1,151 | 5 | Not listed | (734) 294-0100 | dardenwealth.com | adviserinfo.sec.gov |
| Fairhaven Financial Advisory Corporation | East Lansing | $377.6 million | 1,078 | 7 | Not listed | (517) 332-2900 | adviserinfo.sec.gov | |
| B.A. Roberts Financial Services, Inc. | Marquette | $373.9 million | 1,583 | 8 | Not listed | (906) 228-5564 | baroberts.com | adviserinfo.sec.gov |
| Richard W. Paul & Associates, LLC | Novi | $372.8 million | 1,755 | 9 | Not listed | (248) 305-9911 | adviserinfo.sec.gov | |
| Lakeside Drive Management LLC | Birmingham | $372.3 million | 16 | 1 | 16 | (248) 939-3877 | adviserinfo.sec.gov | |
| Royal Oak Financial Advisors, LLC | Royal Oak | $366.1 million | 1,584 | 7 | Not listed | (248) 709-6134 | adviserinfo.sec.gov | |
| Motive Wealth Advisors, LLC | Birmingham | $362.6 million | 408 | 4 | Not listed | (248) 987-5731 | motivewealth.com | adviserinfo.sec.gov |
| Foresight Capital Management Advisors, Inc. | Saline | $351.1 million | 1,039 | 10 | Not listed | (877) 429-4690 | fcmadvisors.net | adviserinfo.sec.gov |
| Long Road Investment Counsel, LLC | Kalamazoo | $346.4 million | 104 | 2 | Not listed | (269) 488-8001 | longroadinvestment.com | adviserinfo.sec.gov |
| Vertrix Wealth Management, LLC | Troy | $343.2 million | 661 | 12 | Not listed | (248) 602-0555 | vertrixwm.com | adviserinfo.sec.gov |
| Washington Avenue Advisors | Lansing | $336.9 million | 1,432 | 11 | Not listed | (844) 678-1842 | adviserinfo.sec.gov | |
| Cypress Capital Wealth Management LLC | Ann Arbor | $330.2 million | 106 | 4 | Not listed | (734) 228-0460 | adviserinfo.sec.gov | |
| N.V.N.G. Investments, Inc. | Kalamazoo | $329.5 million | 41 | 1 | Not listed | (269) 329-2422 | adviserinfo.sec.gov | |
| Pearl Planning | Dexter | $329.2 million | 949 | 7 | Not listed | (734) 274-6744 | pearlplanning.com | adviserinfo.sec.gov |
| RBS Wealth Management | Alto | $322.3 million | 1,315 | 6 | Not listed | (616) 727-8484 | rbswealthmgt.com | adviserinfo.sec.gov |
| Duet Advisory Services LLC | Bingham Farms | $316.5 million | 778 | 7 | Not listed | (248) 723-4321 | adviserinfo.sec.gov | |
| Bernard Wealth Management Corp. | Royal Oak | $314.2 million | 848 | 4 | Not listed | (248) 556-2900 | adviserinfo.sec.gov | |
| Melone Private Wealth, LLC | Auburn Hills | $313.2 million | 165 | 4 | Not listed | (877) 293-5830 | adviserinfo.sec.gov | |
| Miller Capital | Troy | $311.6 million | 187 | 5 | Not listed | (248) 901-1650 | millercapital.com | adviserinfo.sec.gov |
| TRP Capital Advisors VI, LLC | Birmingham | $310.8 million | 6 | 11 | 5 | (248) 648-2358 | trpfund.com | adviserinfo.sec.gov |
| Marnell Management LLC | Farmington Hills | $306.1 million | 3 | 2 | 1 | (248) 579-4531 | marnellmanagement.com | adviserinfo.sec.gov |
| Thrive Retirement Specialists | Royal Oak | $303.9 million | 411 | 2 | Not listed | (833) 217-9613 | thriveretire.com | adviserinfo.sec.gov |
| Fai Advisors, Inc. | Farmington Hills | $302 million | 790 | 11 | Not listed | (248) 482-3600 | financialarch.com | adviserinfo.sec.gov |
| Security First Financial | Swartz Creek | $299.5 million | 1,680 | 2 | Not listed | (810) 655-2129 | adviserinfo.sec.gov | |
| Maner Wealth | Lansing | $299.5 million | 1,256 | 3 | Not listed | (517) 323-7500 | manerwealth.com | adviserinfo.sec.gov |
| Stonepath Wealth Management | Traverse City | $299.5 million | 608 | 13 | Not listed | (231) 668-6999 | adviserinfo.sec.gov | |
| Calder Financial Group | Ada | $297 million | 1,831 | 7 | Not listed | (616) 235-2442 | wearecalder.com | adviserinfo.sec.gov |
| USA Financial Securities LLC | Ada | $296.5 million | 1,529 | 172 | Not listed | (888) 407-8198 | usafinancial.com | adviserinfo.sec.gov |
| Palatine Hill Wealth Management | Birmingham | $295.9 million | 1,426 | 5 | Not listed | (734) 218-0085 | palatinehillwealth.com | adviserinfo.sec.gov |
| Union Heritage Capital | Detroit | $295.2 million | 3 | 3 | Not listed | (313) 300-0207 | unionheritage.com | adviserinfo.sec.gov |
| Stewardship Trust Advisors | Grandville | $294.9 million | 983 | 7 | Not listed | (616) 878-4200 | stw.adv.com | adviserinfo.sec.gov |
| Blueprint Partners LLC | Traverse City | $292.9 million | 337 | 4 | Not listed | (231) 668-4147 | blueprint.family | adviserinfo.sec.gov |
| Renaissance Venture Capital Management, Inc. | Ann Arbor | $292.7 million | 5 | 4 | 5 | (734) 997-8661 | renvcf.com | adviserinfo.sec.gov |
| Hemming& Wealth Management, Inc. | Traverse City | $292.6 million | 1,614 | 9 | Not listed | (231) 922-2900 | hemmingwm.com | adviserinfo.sec.gov |
| Abbit Management Corp | Grand Haven | $282.4 million | 516 | 7 | Not listed | (616) 842-0280 | abbitmanagement.com | adviserinfo.sec.gov |
| GPM Growth Investors, Inc. | Bloomfield Hills | $281.3 million | 531 | 5 | Not listed | (248) 865-0518 | adviserinfo.sec.gov | |
| DBS Investment Advisers, LLC | Bay City | $280.2 million | 973 | 8 | Not listed | (989) 686-6222 | thedbscompanies.com | adviserinfo.sec.gov |
| Pathworks Financial, Inc. | Novi | $279.3 million | 1,034 | 8 | Not listed | (248) 946-4515 | pathworksfinancial.com | adviserinfo.sec.gov |
| JFR Financial Services, Inc. | Trenton | $276.6 million | 767 | 11 | Not listed | (734) 692-1421 | jfrfinancial.com | adviserinfo.sec.gov |
| Firstmetric | Troy | $272.1 million | 48 | 1 | Not listed | (248) 817-8919 | adviserinfo.sec.gov | |
| True Blue Financial, LLC | Stevensville | $271.5 million | 993 | 4 | Not listed | (269) 982-2710 | adviserinfo.sec.gov | |
| Daus Financial Group, LLC | Kalamazoo | $270.5 million | 936 | 8 | Not listed | (269) 321-7472 | adviserinfo.sec.gov | |
| Beringea, LLC | Farmington Hills | $269.9 million | 4 | 5 | 4 | (248) 489-9000 | medium.com | adviserinfo.sec.gov |
| Guidestream Financial, Inc. | Spring Arbor | $263.5 million | 1,710 | 9 | Not listed | (517) 750-2727 | guidestreamfinancial.com | adviserinfo.sec.gov |
| Plante Moran Real Estate Investment Advisors | Southfield | $261.3 million | 1 | 16 | Not listed | (248) 603-5001 | pmreia.com | adviserinfo.sec.gov |
| Nantucket Multi Managers, LLC | Bloomfield Hills | $260.2 million | 3 | 5 | 3 | (248) 723-9286 | adviserinfo.sec.gov | |
| RFM Financial Solutions, LLC | Mt. Pleasant | $260.1 million | 979 | 6 | Not listed | (989) 772-1209 | rfmfinancialsolutions.com | adviserinfo.sec.gov |
| Braeburn Wealth Management, LLC | Muskegon | $259.4 million | 1,133 | 7 | Not listed | (231) 720-0743 | braeburnwealth.com | adviserinfo.sec.gov |
| PPS & V Asset Management Consultants Inc | Portage | $253.7 million | 584 | 4 | Not listed | (269) 321-4444 | adviserinfo.sec.gov | |
| DB & C Advisors, LLC | Holland | $252.2 million | 342 | 11 | Not listed | (616) 355-3455 | dbc-advisors.com | adviserinfo.sec.gov |
| Evergreen Wealth Management, LLC | Williamston | $248.7 million | 1,512 | 8 | Not listed | (517) 655-2118 | www.investevergreen.com | adviserinfo.sec.gov |
| Northern Edge Wealth Management | Marquette | $246.9 million | 1,315 | 6 | Not listed | (906) 228-6018 | northernedgewealth.com | adviserinfo.sec.gov |
| Clear Ridge Wealth Management, LLC | Kalamazoo | $244.6 million | 425 | 4 | Not listed | (269) 381-1700 | adviserinfo.sec.gov | |
| Pinnacle Wealth Management Group, Inc. | Plymouth | $243.7 million | 618 | 4 | Not listed | (734) 667-5581 | pwmgi.com | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | 2 | 1 | (248) 457-5280 | adviserinfo.sec.gov | |
| Richmond Brothers, Inc. | Jackson | $240.6 million | 1,866 | 20 | Not listed | (517) 435-4040 | adviserinfo.sec.gov | |
| CPR Investments Inc | Rochester | $238.8 million | 1,954 | 25 | Not listed | (800) 213-1164 | adviserinfo.sec.gov | |
| Rachor Investment Advisory Services, LLC | Linden | $238.1 million | 1,043 | 16 | Not listed | (810) 732-7777 | rias.net | adviserinfo.sec.gov |
| Spectrum Financial Resources | Troy | $235.3 million | 1,162 | 6 | Not listed | (248) 643-0033 | adviserinfo.sec.gov | |
| Rosenberg Wealth Advisors | Birmingham | $231 million | 446 | 5 | Not listed | (248) 325-5500 | rwealthadvisors.com | adviserinfo.sec.gov |
| Vima, LLC | Troy | $229.5 million | 1,181 | 13 | Not listed | (248) 526-6700 | vimawealth.com | adviserinfo.sec.gov |
| Antonelli Financial Advisors, LLC | Grosse Pointe | $229.1 million | 604 | 4 | Not listed | (313) 290-2602 | adviserinfo.sec.gov | |
| J W Korth & Company | Lansing | $228.7 million | 14 | 20 | 1 | kdmfinancial.com | adviserinfo.sec.gov | |
| Premier Estate Planners, LLC | Clinton Township | $226.9 million | 896 | 4 | Not listed | (586) 228-7772 | yourplanners.com | adviserinfo.sec.gov |
| Kroon & Mitchell Asset Management LLC | Grand Rapids | $220.9 million | 729 | 5 | Not listed | (616) 356-2002 | adviserinfo.sec.gov | |
| Haverdink Financial Management, LLC | Portage | $220.4 million | 480 | 3 | Not listed | (269) 321-5070 | adviserinfo.sec.gov | |
| Solyco Capital LLC | Rochester | $219.9 million | 49 | 42 | 42 | (947) 208-1900 | solycocapital.com | adviserinfo.sec.gov |
| Summit Financial Working With People You Trust | Sterling Heights | $219 million | 1,985 | 6 | Not listed | (586) 226-2100 | adviserinfo.sec.gov | |
| Simplyria Advisor Network | Brighton | $214.9 million | 1,158 | 29 | Not listed | (810) 355-1325 | simplyria.com | adviserinfo.sec.gov |
| Sage Hill Capital | Ann Arbor | $214.3 million | 330 | 2 | Not listed | (888) 988-5623 | sagehillcapital.com | adviserinfo.sec.gov |
| Retiremitten Financial LLC | Clarkston | $213.8 million | 685 | 5 | Not listed | (248) 935-0470 | retiremitten.com | adviserinfo.sec.gov |
| Financial Freedom House | Waterford | $212.9 million | 533 | 10 | Not listed | (248) 673-2900 | financialfreedomhouse.com | adviserinfo.sec.gov |
| Daniel Investment Group Inc. | Royal Oak | $210.1 million | 437 | 3 | Not listed | (248) 544-4122 | danielinvestment.com | adviserinfo.sec.gov |
| DWP | Grosse Pointe Farms | $208 million | 333 | 6 | Not listed | (313) 885-0114 | deseranno.com | adviserinfo.sec.gov |
| Alliance Investment Management, LLC | Jenison | $206.8 million | 600 | 6 | 1 | (800) 890-1246 | allianceim.com | adviserinfo.sec.gov |
| Strategic Wealth Advisors Group, Inc. | Utica | $206.7 million | 1,270 | 13 | Not listed | (586) 203-2275 | swaganalysis.com | adviserinfo.sec.gov |
| Up North Financial, LLC | Traverse City | $203.8 million | 1,065 | 4 | Not listed | (231) 929-9300 | upnorthfinancial.com | adviserinfo.sec.gov |
| Rochester Wealth Strategies, LLC | Rochester | $203.6 million | 478 | 5 | Not listed | (248) 434-6550 | adviserinfo.sec.gov | |
| Lightsquare Wealth Management, LLC | Bingham Farms | $203.5 million | 662 | 5 | Not listed | (248) 641-3540 | adviserinfo.sec.gov | |
| SG Real Estate I | Southfield | $203.5 million | 4 | 20 | 5 | (313) 617-9723 | sg-companies.co | adviserinfo.sec.gov |
| Independent Wealth Management, LLC | Traverse City | $203 million | 510 | 3 | Not listed | (231) 929-1086 | adviserinfo.sec.gov | |
| Custom Wealth Management | Plymouth | $201 million | 1,620 | 3 | Not listed | (734) 844-3400 | custom-wm.com | adviserinfo.sec.gov |
| AI Alpha LLC | Grand Rapids | $200 million | 3 | 3 | Not listed | (616) 600-2060 | my-aialpha.com | adviserinfo.sec.gov |
| CND Financial | Livonia | $199.5 million | 189 | 3 | Not listed | (734) 427-2030 | adviserinfo.sec.gov | |
| Schwallier Wealth Management | Grand Rapids | $197 million | 885 | 3 | Not listed | (616) 855-2051 | adviserinfo.sec.gov | |
| J2 Capital Management, Inc. | Troy | $195.7 million | 917 | 2 | Not listed | (248) 641-4444 | adviserinfo.sec.gov | |
| Cig Asset Management, Inc. | Southfield | $192.5 million | 470 | 8 | 1 | (248) 827-1010 | adviserinfo.sec.gov | |
| KRS Capital Management, LLC | Bloomfield Hills | $188.9 million | 148 | 2 | Not listed | (248) 433-0621 | krscapitalmanagement.com | adviserinfo.sec.gov |
| City Center Advisors, LLC | Troy | $187.1 million | 1,276 | 7 | Not listed | (888) 267-1321 | adviserinfo.sec.gov | |
| Meadowbrook Investment Advisors LLC | Livonia | $185.2 million | 217 | 3 | Not listed | (734) 953-8688 | meadowbrook-advisors.com | adviserinfo.sec.gov |
| Shotwell Rutter Baer Inc | Lansing | $183.9 million | 835 | 7 | Not listed | (517) 321-4832 | srbadvisors.com | adviserinfo.sec.gov |
| Gasaway Investment Advisors, Inc. | Kalamazoo | $173.1 million | 747 | 13 | Not listed | (269) 324-0080 | gasawayinvestments.com | adviserinfo.sec.gov |
| Hoover Private Wealth, LLC | Royal Oak | $171.3 million | 638 | 6 | Not listed | (248) 298-4000 | hooverprivatewealth.com | adviserinfo.sec.gov |
| Patrick Financial Group LLC. | Brighton | $170.4 million | 603 | 2 | Not listed | (810) 225-9876 | patrickfinancialgroup.com | adviserinfo.sec.gov |
| Cirrus Capital LLC | Bloomfield Hills | $170.4 million | 893 | 6 | Not listed | (248) 290-6222 | adviserinfo.sec.gov | |
| Vision Capital Partners | Ann Arbor | $168.3 million | 382 | 4 | Not listed | (734) 356-3250 | adviserinfo.sec.gov | |
| Great Lakes Wealth, LLC | Northville | $166.3 million | 975 | 9 | Not listed | (248) 378-1200 | adviserinfo.sec.gov | |
| Retirement Resources, LLC | Auburn Hills | $166.1 million | 921 | 3 | Not listed | (877) 732-5751 | theretirementresourcegroup.org | adviserinfo.sec.gov |
| Octo Capital, LLC | Bingham Farms | $165 million | 487 | 1 | Not listed | (248) 731-7729 | adviserinfo.sec.gov | |
| River Raisin Investment Partners, Inc. | Monroe | $163.5 million | 867 | 4 | Not listed | (734) 241-5771 | adviserinfo.sec.gov | |
| Four Financial Management | Ann Arbor | $162.7 million | 600 | 7 | Not listed | (734) 272-4322 | adviserinfo.sec.gov | |
| Arbor Investment Management | Ann Arbor | $162 million | 96 | 2 | Not listed | (734) 645-3622 | arborim.com | adviserinfo.sec.gov |
| Confidential Management Advisors, Inc. | Troy | $161.9 million | 132 | 1 | Not listed | (248) 540-7511 | confidentialmgt.com | adviserinfo.sec.gov |
| Kelly Wealth Management, Inc. | Royal Oak | $160.6 million | 900 | 6 | Not listed | (248) 262-7217 | adviserinfo.sec.gov | |
| Old Oak Financial Planning, Inc. | Brighton | $160.3 million | 653 | 2 | Not listed | (810) 220-4400 | oldoakfinancial.com | adviserinfo.sec.gov |
| TRM Advisors LP | Southfield | $159.8 million | 2 | 9 | 1 | (800) 817-4152 | trmequity.com | adviserinfo.sec.gov |
| Advisory Advocates LLC | Grand Rapids | $158.6 million | 559 | 9 | Not listed | (866) 597-8938 | advisoryadvocates.com | adviserinfo.sec.gov |
| Graetz Wealth | Jenison | $158.2 million | 861 | 3 | Not listed | (616) 226-8867 | graetzwealth.com | adviserinfo.sec.gov |
| J.V.B. Investment Company | Jackson | $157.6 million | 208 | 9 | Not listed | (517) 787-2430 | jvbco.com | adviserinfo.sec.gov |
| Breakwater Capital | Kalamazoo | $156.6 million | 466 | 2 | Not listed | (269) 903-2360 | breakwater.capital | adviserinfo.sec.gov |
| Star Wealth Management Corporation | Bingham Farms | $156.5 million | 117 | 3 | Not listed | (248) 723-4321 | starwealth.net | adviserinfo.sec.gov |
| RHL Group, LLC | Holly | $155.1 million | 878 | 6 | Not listed | (248) 634-7720 | rhlgroup.us | adviserinfo.sec.gov |
| Greenway Financial, LLC | Farmington Hills | $151.4 million | 476 | 4 | Not listed | (248) 851-2727 | adviserinfo.sec.gov | |
| A Smarter Way to Invest | Brighton | $150 million | 837 | 7 | Not listed | (810) 588-6178 | asmarterwaytoinvest.com | adviserinfo.sec.gov |
| Harborfront Financial Group | Ludington | $149 million | 781 | 6 | Not listed | (231) 843-1516 | custerfinancialadvisors.com | adviserinfo.sec.gov |
| Arborfi Advisors, LLC | Ann Arbor | $148.4 million | 362 | 2 | Not listed | (734) 345-6980 | adviserinfo.sec.gov | |
| Cornerstone Wealth Partners, LLC | Okemos | $145.9 million | 1,273 | 15 | Not listed | (517) 381-3450 | adviserinfo.sec.gov | |
| Daniel Krug & Associates | Clarkston | $145.1 million | 1,128 | 7 | Not listed | (248) 625-2788 | adviserinfo.sec.gov | |
| Wolverine Wealth Advisory Services Inc. | Bloomfield Hills | $140.9 million | 215 | 1 | Not listed | (248) 220-2202 | adviserinfo.sec.gov | |
| Brooktree Capital Management Inc. | Grand Rapids | $138.9 million | 143 | 2 | 1 | (616) 774-3159 | brooktreecapital.com | adviserinfo.sec.gov |
| Black Walnut Wealth Management | Traverse City | $136.8 million | 272 | 2 | Not listed | (231) 421-7711 | blackwalnutwm.com | adviserinfo.sec.gov |
| Ele Advisory Services, Inc | Southfield | $136.5 million | 1,544 | 13 | Not listed | (248) 356-6555 | elewealth.com | adviserinfo.sec.gov |
| Global Financial Planning Group, LLC | Troy | $135.3 million | 566 | 5 | Not listed | (248) 643-4820 | gfpgroup.com | adviserinfo.sec.gov |
| Legacy Wealth Advisors, LLC | Clinton Township | $132.3 million | 602 | 2 | Not listed | (586) 273-0072 | adviserinfo.sec.gov | |
| Wealth Ease Wealth Management | Marshall | $132.2 million | 650 | 3 | Not listed | (269) 781-8371 | wealtheasewm.com | adviserinfo.sec.gov |
| Burnham & Company LLC | Grand Rapids | $129.5 million | 282 | 2 | Not listed | (616) 430-5105 | burnhamandco.com | adviserinfo.sec.gov |
| Infinity Advisory Group | Portage | $128.9 million | 533 | 5 | Not listed | (269) 888-2301 | infinity-advisory.com | adviserinfo.sec.gov |
| Revalue LLC | Grand Rapids | $128.5 million | 501 | 8 | Not listed | (888) 642-2728 | adviserinfo.sec.gov | |
| Synergy Wealth Management, LLC | Grand Rapids | $127.1 million | 604 | 3 | Not listed | (616) 285-7818 | synergywm.com | adviserinfo.sec.gov |
| Iic | Bloomfield Hills | $125 million | 4 | 13 | Not listed | (248) 339-9808 | adviserinfo.sec.gov | |
| Streamsong Advisors, LLC | Grand Rapids | $124.4 million | 479 | 6 | Not listed | (616) 433-6006 | streamsongadvisors.com | adviserinfo.sec.gov |
| Legacy Financial Services Group, Inc. | Traverse City | $122.8 million | 357 | 2 | Not listed | (231) 933-0631 | adviserinfo.sec.gov | |
| Allen Financial Management | Oxford | $121.2 million | 536 | 1 | Not listed | (248) 572-4731 | afmwealth.com | adviserinfo.sec.gov |
| Optimal Capital Advisors, LLC | Traverse City | $119.9 million | 223 | 2 | 13 | (231) 933-4677 | adviserinfo.sec.gov | |
| Pinnacle Wealth Management, Inc. | Brighton | $118.1 million | 712 | 4 | Not listed | (810) 220-6322 | pinnaclewealthonline.com | adviserinfo.sec.gov |
| Vanderpol Investments L.L.C. | Caledonia | $118.1 million | 131 | 3 | Not listed | (616) 315-2550 | adviserinfo.sec.gov | |
| Afs Wealth Management, LLC | Farmington Hills | $118 million | 499 | 2 | Not listed | (248) 888-7530 | adviserinfo.sec.gov | |
| Solyco Wealth LLC | Birmingham | $116.2 million | 238 | 4 | Not listed | (947) 208-4035 | adviserinfo.sec.gov | |
| Ryzome Investment Advisors | Okemos | $116.1 million | 675 | 2 | Not listed | (517) 347-2210 | ryzomeadvisors.com | adviserinfo.sec.gov |
| Bay Pointe Financial | New Baltimore | $115.9 million | 276 | 3 | Not listed | baypointefinancial.com | adviserinfo.sec.gov | |
| Leonard Advisory Group LLC | Saint Joseph | $114.1 million | 622 | 3 | Not listed | (269) 588-1362 | adviserinfo.sec.gov | |
| Ontrack Wealth Management | Canton | $112.4 million | 401 | 2 | Not listed | (734) 751-6818 | ontrackplans.com | adviserinfo.sec.gov |
| MD Wealth Management, LLC | Chelsea | $109.9 million | 394 | 2 | Not listed | (734) 433-9600 | mdwmllc.com | adviserinfo.sec.gov |
| Strickler Investment Services, LLC | Brighton | $107.3 million | 672 | 9 | Not listed | (517) 618-9000 | stricklerfinancial.com | adviserinfo.sec.gov |
| Fairway Investment Group, LLC | East Lansing | $107.1 million | 1,131 | 27 | Not listed | (800) 292-1950 | meafs.com | adviserinfo.sec.gov |
| Imber Financial Group, LLC | Ann Arbor | $106 million | 518 | 8 | Not listed | (734) 769-1719 | imberwealth.com | adviserinfo.sec.gov |
| Reitz Capital Advisors LLC | Freeland | $103.4 million | 251 | 1 | Not listed | (989) 791-3693 | reitzfg.com | adviserinfo.sec.gov |
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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.