Data / Investment advisers / Serving charitable organizations / Michigan

Investment advisers in Michigan serving charitable organizations: 139 firms

Name: Investment advisers in Michigan serving charitable organizations: Form ADV data
Creator: SpecStream
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139 SEC registered investment advisers with a main office in Michigan report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $6.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ipex, Inc.

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.

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139Advisers
$6.4 billionAUM from this client type
137Advisers over $100 million
November 2, 2026File date

Advisers in Michigan serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Ipex, Inc.	Plymouth	22	$2.06 billion	$2.65 billion	adviserinfo.sec.gov
Zhang Financial	Portage	8	$708.6 million	$8.37 billion	adviserinfo.sec.gov
Financial Advisory Corporation	Grand Rapids	14	$334.2 million	$1.10 billion	adviserinfo.sec.gov
Azimuth Capital Management	Bloomfield Hills	12	$255.3 million	$3.99 billion	adviserinfo.sec.gov
Seizert Capital Partners	Birmingham	20	$212.6 million	$2.48 billion	adviserinfo.sec.gov
Captrust Wealth Advisors	Holland	29	$195 million	$2.00 billion	adviserinfo.sec.gov
Yousif Capital Management, LLC	Bloomfield Hills	11	$180.4 million	$14.73 billion	adviserinfo.sec.gov
Columbia Asset Management, L.L.C.	Ann Arbor	20	$179.6 million	$1.20 billion	adviserinfo.sec.gov
Red Cedar Investment Management	Grand Rapids	4	$152.3 million	$3.33 billion	adviserinfo.sec.gov
NPF Investment Advisors	Grand Rapids	28	$136.2 million	$2.69 billion	adviserinfo.sec.gov
Deroy & Devereaux Private Investment Counsel, Inc.	Bloomfield Hills	14	$135.9 million	$2.58 billion	adviserinfo.sec.gov
LVM Capital Management LTD	Portage	46	$133.8 million	$1.56 billion	adviserinfo.sec.gov
Rehmann Wealth	Lansing	13	$109.3 million	$5.27 billion	adviserinfo.sec.gov
Schwartz & Co.	Bloomfield Hills	57	$103.6 million	$10.49 billion	adviserinfo.sec.gov
Hungerford Financial LLC	Grand Rapids	35	$92.4 million	$492.1 million	adviserinfo.sec.gov
Lsia	Bloomfield Hills	8	$78.7 million	$932.1 million	adviserinfo.sec.gov
Gem Asset Management, LLC	Plymouth	16	$76.3 million	$628.1 million	adviserinfo.sec.gov
Plante Moran Financial Advisors	Southfield	7	$71.5 million	$26.93 billion	adviserinfo.sec.gov
Cambient Family Office, LLC	Ada	6	$66 million	$857.9 million	adviserinfo.sec.gov
Diversified Portfolios, Inc.	Bloomfield Hills	Fewer than 5	$63.5 million	$1.94 billion	adviserinfo.sec.gov
Bricktown Capital, LLC	Detroit	Fewer than 5	$62.5 million	$11.67 billion	adviserinfo.sec.gov
Guidestream Financial, Inc.	Spring Arbor	28	$54.8 million	$263.5 million	adviserinfo.sec.gov
Dillon & Associates Inc	Jackson	9	$45.8 million	$916.4 million	adviserinfo.sec.gov
Revalue LLC	Grand Rapids	Fewer than 5	$34.7 million	$128.5 million	adviserinfo.sec.gov
Lafleur & Godfrey Private Wealth Management	Grand Rapids	10	$31.7 million	$1.02 billion	adviserinfo.sec.gov
Oa Private Capital	Grand Rapids	3	$31.6 million	$22.95 billion	adviserinfo.sec.gov
S.A. Mason, LLC	Holland	18	$30.1 million	$528.7 million	adviserinfo.sec.gov
Meadowbrook Investment Advisors LLC	Livonia	7	$29 million	$185.2 million	adviserinfo.sec.gov
Darden Wealth Group	Ann Arbor	3	$28.9 million	$379.6 million	adviserinfo.sec.gov
Jay a. Fishman, LTD	Troy	5	$26.7 million	$1.25 billion	adviserinfo.sec.gov
Arbor Trust Wealth Advisors, LLC	Ann Arbor	Fewer than 5	$26.6 million	$611.4 million	adviserinfo.sec.gov
Integrated Investment Consultants, LLC	Bloomfield Hills	2	$26.2 million	$1.08 billion	adviserinfo.sec.gov
Family Capital Management	Grand Rapids	5	$25.7 million	$435.1 million	adviserinfo.sec.gov
Advance Capital Management Inc	Southfield	16	$24.5 million	$4.98 billion	adviserinfo.sec.gov
Flexible Plan Investments LTD	Bloomfield Hills	25	$22.8 million	$1.48 billion	adviserinfo.sec.gov
SS&H Financial Advisors, Inc.	Troy	3	$22.3 million	$482.2 million	adviserinfo.sec.gov
Burnham & Company LLC	Grand Rapids	Fewer than 5	$21.9 million	$129.5 million	adviserinfo.sec.gov
Grand Wealth Management, LLC	Grand Rapids	3	$20.5 million	$597.8 million	adviserinfo.sec.gov
Hill Island Financial LLC	Grand Rapids	Fewer than 5	$17.9 million	$623.8 million	adviserinfo.sec.gov
Centennial Securities Company Inc	Grand Rapids	18	$17.6 million	$1.34 billion	adviserinfo.sec.gov
Straight Path Wealth Management	Jenison	2	$16.5 million	$472.5 million	adviserinfo.sec.gov
Verde Capital Management, Inc.	Clarkston	2	$16.2 million	$845.8 million	adviserinfo.sec.gov
C2 Private Wealth	Novi	1	$16 million	$1.82 billion	adviserinfo.sec.gov
Hantz Financial Services, Inc.	Southfield	230	$15.1 million	$10.00 billion	adviserinfo.sec.gov
Pointe Capital Management LLC	Grosse Pointe Farms	5	$14.5 million	$452.3 million	adviserinfo.sec.gov
CWS Financial Advisors LLC	Kalamazoo	5	$14.1 million	$1.33 billion	adviserinfo.sec.gov
White Pine Investment Co	Livonia	29	$13.9 million	$532.3 million	adviserinfo.sec.gov
Liberty Capital Management Inc	Birmingham	Fewer than 5	$13.1 million	$849.5 million	adviserinfo.sec.gov
Isto Advisors, LLC	Troy	41	$13.1 million	$1.06 billion	adviserinfo.sec.gov
Clarkston Capital Partners, LLC	Rochester	2	$12.6 million	$1.71 billion	adviserinfo.sec.gov
Sculati Wealth Management, LLC	Bloomfield Hills	Fewer than 5	$11.4 million	$381.5 million	adviserinfo.sec.gov
Blue Chip Partners, LLC	Farmington Hills	2	$11.3 million	$1.88 billion	adviserinfo.sec.gov
Old Mission Investment Company, LLC	Traverse City	3	$11.2 million	$929 million	adviserinfo.sec.gov
McMillan Office, Inc.	St. Clair Shores	Fewer than 5	$10.9 million	$913.7 million	adviserinfo.sec.gov
Trustee Empowerment & Protection, Inc.	Troy	Fewer than 5	$10.3 million	$10.3 million	adviserinfo.sec.gov
Modell Capital Management LLC	Bloomfield Hills	5	$9.6 million	$1.88 billion	adviserinfo.sec.gov
Lifecycle Financial Planners Inc.	Bloomfield Hills	2	$9.3 million	$671.7 million	adviserinfo.sec.gov
Breakwater Capital	Kalamazoo	6	$9.2 million	$156.6 million	adviserinfo.sec.gov
Washington Avenue Advisors	Lansing	4	$9.2 million	$336.9 million	adviserinfo.sec.gov
Stonebrook Private LLC	Northville	9	$8.8 million	$937 million	adviserinfo.sec.gov
Planning Alternatives LTD	Birmingham	3	$8.7 million	$1.54 billion	adviserinfo.sec.gov
Richmond Brothers, Inc.	Jackson	2	$8.4 million	$240.6 million	adviserinfo.sec.gov
SPC	Ann Arbor	21	$8.2 million	$6.10 billion	adviserinfo.sec.gov
Provident Investment Management, Inc.	Novi	Fewer than 5	$8.1 million	$1.13 billion	adviserinfo.sec.gov
Braeburn Wealth Management, LLC	Muskegon	1	$7.8 million	$259.4 million	adviserinfo.sec.gov
Trunorth Capital Management, LLC	Kalamazoo	3	$7.3 million	$724.5 million	adviserinfo.sec.gov
Schwallier Wealth Management	Grand Rapids	2	$7.1 million	$197 million	adviserinfo.sec.gov
Fiduciary Financial Advisors	Grand Rapids	9	$6.4 million	$1.33 billion	adviserinfo.sec.gov
M1 Capital Management LLC	Troy	4	$5.7 million	$450.4 million	adviserinfo.sec.gov
Managed Asset Portfolios, LLC	Rochester	9	$5.4 million	$1.27 billion	adviserinfo.sec.gov
Optimal Capital Advisors, LLC	Traverse City	3	$5.3 million	$119.9 million	adviserinfo.sec.gov
Midwest Capital Advisors, LLC	Grand Rapids	Fewer than 5	$5.1 million	$1.36 billion	adviserinfo.sec.gov
Vanderpol Investments L.L.C.	Caledonia	4	$5.1 million	$118.1 million	adviserinfo.sec.gov
JVL Wealth Strategies	Wyoming	Fewer than 5	$5.1 million	$784.4 million	adviserinfo.sec.gov
Blue Water Asset Management	Grand Rapids	6	$5 million	$428.5 million	adviserinfo.sec.gov
Skyoak Wealth	Southfield	1	$4.9 million	$692.7 million	adviserinfo.sec.gov
Gainplan LLC	Bloomfield Hills	Fewer than 5	$4.7 million	$461.6 million	adviserinfo.sec.gov
CG Advisory Services	Williamston	31	$4.7 million	$4.64 billion	adviserinfo.sec.gov
The Nemes Rush Group, LLC	Novi	8	$4.4 million	$1.62 billion	adviserinfo.sec.gov
Greystone Financial Group, LLC	Bloomfield Hills	Fewer than 5	$4.3 million	$494.9 million	adviserinfo.sec.gov
Schwartz Investment Counsel Inc	Plymouth	6	$3.9 million	$3.74 billion	adviserinfo.sec.gov
West Michigan Advisors	Holland	Fewer than 5	$3.5 million	$781.3 million	adviserinfo.sec.gov
Legacy Wealth Advisors, LLC	Clinton Township	3	$3.3 million	$132.3 million	adviserinfo.sec.gov
Pearl Planning	Dexter	Fewer than 5	$3.3 million	$329.2 million	adviserinfo.sec.gov
Spartan Wealth Management	Bingham Farms	Fewer than 5	$3.1 million	$1.48 billion	adviserinfo.sec.gov
Aspen Investment Management Inc.	Grand Rapids	Fewer than 5	$3 million	$452.5 million	adviserinfo.sec.gov
LVZ, Inc.	Holland	9	$2.7 million	$1.13 billion	adviserinfo.sec.gov
Financial Strategies Group, Inc	Okemos	2	$2.3 million	$677.4 million	adviserinfo.sec.gov
Straightline	Troy	3	$2.3 million	$1.17 billion	adviserinfo.sec.gov
Bernard Wealth Management Corp.	Royal Oak	3	$2.1 million	$314.2 million	adviserinfo.sec.gov
RBS Wealth Management	Alto	2	$2.1 million	$322.3 million	adviserinfo.sec.gov
Miller Financial Services LLC	Marshall	Fewer than 5	$2.1 million	$462.9 million	adviserinfo.sec.gov
Afs Wealth Management, LLC	Farmington Hills	2	$2 million	$118 million	adviserinfo.sec.gov
Vision Capital Partners	Ann Arbor	1	$1.9 million	$168.3 million	adviserinfo.sec.gov
GPM Growth Investors, Inc.	Bloomfield Hills	Fewer than 5	$1.7 million	$281.3 million	adviserinfo.sec.gov
Rachor Investment Advisory Services, LLC	Linden	Fewer than 5	$1.7 million	$238.1 million	adviserinfo.sec.gov
Maner Wealth	Lansing	5	$1.4 million	$299.5 million	adviserinfo.sec.gov
DWP	Grosse Pointe Farms	1	$1.4 million	$208 million	adviserinfo.sec.gov
Arborfi Advisors, LLC	Ann Arbor	Fewer than 5	$1.3 million	$148.4 million	adviserinfo.sec.gov
DB & C Advisors, LLC	Holland	Fewer than 5	$1.3 million	$252.2 million	adviserinfo.sec.gov
Rosenberg Wealth Advisors	Birmingham	Fewer than 5	$1.2 million	$231 million	adviserinfo.sec.gov
Alliance Investment Management, LLC	Jenison	Fewer than 5	$1.1 million	$206.8 million	adviserinfo.sec.gov
Hoover Private Wealth, LLC	Royal Oak	Fewer than 5	$1.1 million	$171.3 million	adviserinfo.sec.gov
Ele Advisory Services, Inc	Southfield	6	$887,370	$136.5 million	adviserinfo.sec.gov
Innovia Wealth, LLC	Grand Rapids	1	$856,690	$3.29 billion	adviserinfo.sec.gov
MD Wealth Management, LLC	Chelsea	1	$843,788	$109.9 million	adviserinfo.sec.gov
Regal Investment Advisors LLC	Kentwood	6	$830,919	$2.88 billion	adviserinfo.sec.gov
Retirement Income Solutions, Inc.	Ann Arbor	2	$796,779	$2.97 billion	adviserinfo.sec.gov
B.A. Roberts Financial Services, Inc.	Marquette	Fewer than 5	$753,893	$373.9 million	adviserinfo.sec.gov
Up North Financial, LLC	Traverse City	Fewer than 5	$625,185	$203.8 million	adviserinfo.sec.gov
Calder Financial Group	Ada	3	$600,000	$297 million	adviserinfo.sec.gov
Antonelli Financial Advisors, LLC	Grosse Pointe	2	$544,522	$229.1 million	adviserinfo.sec.gov
Lifeworks Advisors, LLC	Grand Rapids	Fewer than 5	$458,944	$966.7 million	adviserinfo.sec.gov
Fai Advisors, Inc.	Farmington Hills	3	$455,658	$302 million	adviserinfo.sec.gov
Palatine Hill Wealth Management	Birmingham	Fewer than 5	$450,850	$295.9 million	adviserinfo.sec.gov
Henrickson Nauta Wealth Advisors, Inc.	Belmont	Fewer than 5	$415,521	$998.5 million	adviserinfo.sec.gov
Independent Wealth Management, LLC	Traverse City	Fewer than 5	$409,242	$203 million	adviserinfo.sec.gov
Concorde Asset Management, LLC	Ann Arbor	1	$405,820	$598.4 million	adviserinfo.sec.gov
Wolff Financial Management LLC	Kalamazoo	Fewer than 5	$393,577	$612.7 million	adviserinfo.sec.gov
Richard W. Paul & Associates, LLC	Novi	1	$364,128	$372.8 million	adviserinfo.sec.gov
Voisard Asset Management Group	Grand Rapids	1	$340,674	$589.4 million	adviserinfo.sec.gov
Carrera Capital Advisors	Troy	1	$304,412	$968.7 million	adviserinfo.sec.gov
Stonepath Wealth Management	Traverse City	Fewer than 5	$293,118	$299.5 million	adviserinfo.sec.gov
Center for Financial Planning Inc	Southfield	Fewer than 5	$228,480	$1.97 billion	adviserinfo.sec.gov
Bright Financial Advisors, Inc.	Portage	2	$216,156	$725.5 million	adviserinfo.sec.gov
Harborfront Financial Group	Ludington	Fewer than 5	$192,942	$149 million	adviserinfo.sec.gov
626 Financial, LLC	Portage	Fewer than 5	$180,250	$379.6 million	adviserinfo.sec.gov
Brooktree Capital Management Inc.	Grand Rapids	1	$170,120	$138.9 million	adviserinfo.sec.gov
Wolverine Wealth Advisory Services Inc.	Bloomfield Hills	Fewer than 5	$163,584	$140.9 million	adviserinfo.sec.gov
Octo Capital, LLC	Bingham Farms	1	$144,485	$165 million	adviserinfo.sec.gov
Streamsong Advisors, LLC	Grand Rapids	2	$129,099	$124.4 million	adviserinfo.sec.gov
Royal Oak Financial Advisors, LLC	Royal Oak	3	$124,000	$366.1 million	adviserinfo.sec.gov
RFM Financial Solutions, LLC	Mt. Pleasant	Fewer than 5	$122,003	$260.1 million	adviserinfo.sec.gov
Spectrum Financial Resources	Troy	Fewer than 5	$97,937	$235.3 million	adviserinfo.sec.gov
Evergreen Wealth Management, LLC	Williamston	1	$71,267	$248.7 million	adviserinfo.sec.gov
RHL Group, LLC	Holly	1	$50,000	$155.1 million	adviserinfo.sec.gov
Steward Capital Management	Bloomfield Hills	Fewer than 5	$34,528	$95.1 million	adviserinfo.sec.gov
Motive Wealth Advisors, LLC	Birmingham	Fewer than 5	$35	$362.6 million	adviserinfo.sec.gov
Clear Ridge Wealth Management, LLC	Kalamazoo	1	Not listed	$244.6 million	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.