Data / Investment advisers / Michigan / Troy
Investment advisers in Troy, MI: 24 firms, $12.5 billion in AUM
24 investment advisers have their main office in Troy, Michigan: 23 SEC registered and 1 exempt reporting. The registered advisers report $12.5 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Jay a. Fishman, LTD with $1.3 billion.
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.
- 24Advisers
- 23SEC registered
- 1Exempt reporting
- $12.5 billionTotal AUM
- 22Advisers over $100 million
- 1Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Jay a. Fishman, LTD | Troy | $1.25 billion | 537 | 8 | Not listed | (248) 740-9400 | jaf-ltd.com | adviserinfo.sec.gov |
| Straightline | Troy | $1.17 billion | 4,752 | 11 | Not listed | (248) 269-8366 | adviserinfo.sec.gov | |
| Isto Advisors, LLC | Troy | $1.06 billion | 2,533 | 27 | Not listed | (248) 458-1100 | istoadvisors.com | adviserinfo.sec.gov |
| William Mack & Associates Inc | Troy | $1.03 billion | 952 | 22 | Not listed | (248) 643-4310 | wmack.com | adviserinfo.sec.gov |
| Carrera Capital Advisors | Troy | $968.7 million | 1,957 | 13 | Not listed | (248) 362-5009 | carrera-capital-advisors.com | adviserinfo.sec.gov |
| Secure Asset Management, L.L.C. | Troy | $870.6 million | 4,609 | 54 | Not listed | (248) 414-1562 | sassetmgmt.com | adviserinfo.sec.gov |
| Baron Wealth Management, LLC | Troy | $846.8 million | 736 | 6 | Not listed | (248) 251-0161 | adviserinfo.sec.gov | |
| Arbor Wealth Advisors LLC | Troy | $657.7 million | 286 | 1 | Not listed | (855) 927-2679 | adviserinfo.sec.gov | |
| Fsa Advisors, Inc. | Troy | $573.4 million | 4,406 | 31 | Not listed | (800) 977-9292 | fsa1.com | adviserinfo.sec.gov |
| Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | $512.5 million | 1,049 | 8 | Not listed | (248) 688-9399 | tmcpa.com | adviserinfo.sec.gov |
| MKD Wealth | Troy | $505.7 million | 1,175 | 13 | Not listed | (248) 418-5100 | portal.mkdwealth.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 |
| M1 Capital Management LLC | Troy | $450.4 million | 1,020 | 12 | Not listed | (248) 556-4600 | m1capitalmanagement.com | adviserinfo.sec.gov |
| Vertrix Wealth Management, LLC | Troy | $343.2 million | 661 | 12 | Not listed | (248) 602-0555 | vertrixwm.com | adviserinfo.sec.gov |
| Miller Capital | Troy | $311.6 million | 187 | 5 | Not listed | (248) 901-1650 | millercapital.com | adviserinfo.sec.gov |
| Firstmetric | Troy | $272.1 million | 48 | 1 | Not listed | (248) 817-8919 | adviserinfo.sec.gov | |
| Spectrum Financial Resources | Troy | $235.3 million | 1,162 | 6 | Not listed | (248) 643-0033 | adviserinfo.sec.gov | |
| Vima, LLC | Troy | $229.5 million | 1,181 | 13 | Not listed | (248) 526-6700 | vimawealth.com | adviserinfo.sec.gov |
| J2 Capital Management, Inc. | Troy | $195.7 million | 917 | 2 | Not listed | (248) 641-4444 | adviserinfo.sec.gov | |
| City Center Advisors, LLC | Troy | $187.1 million | 1,276 | 7 | Not listed | (888) 267-1321 | adviserinfo.sec.gov | |
| Confidential Management Advisors, Inc. | Troy | $161.9 million | 132 | 1 | Not listed | (248) 540-7511 | confidentialmgt.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 |
| Trustee Empowerment & Protection, Inc. | Troy | $10.3 million | 2 | 4 | Not listed | (248) 797-0500 | tepi.tech | adviserinfo.sec.gov |
| Cornerstone Capital Management, Inc. | Troy | Not listed | Not listed | Not listed | 1 | (248) 649-4549 | adviserinfo.sec.gov |
Advisers in Troy that manage private funds
1 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Capital Management, Inc. | Troy | MI | 1 | 1 | Not listed | Not listed | Not listed | $36.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.