Data / Investment advisers / Serving corporations and other businesses / Michigan

Investment advisers in Michigan serving corporations and other businesses: 131 firms

Name: Investment advisers in Michigan serving corporations and other businesses: Form ADV data
Creator: SpecStream
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131 SEC registered investment advisers with a main office in Michigan report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $6.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is CG Advisory Services.

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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131Advisers
$6.5 billionAUM from this client type
130Advisers over $100 million
November 2, 2026File date

Advisers in Michigan serving corporations and other businesses

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
CG Advisory Services	Williamston	276	$1.29 billion	$4.64 billion	adviserinfo.sec.gov
Ipex, Inc.	Plymouth	19	$533.8 million	$2.65 billion	adviserinfo.sec.gov
Schwartz & Co.	Bloomfield Hills	83	$451.3 million	$10.49 billion	adviserinfo.sec.gov
Rehmann Wealth	Lansing	83	$320.6 million	$5.27 billion	adviserinfo.sec.gov
Dahring \| Cusmano and Associates	Novi	21	$299.8 million	$781.4 million	adviserinfo.sec.gov
Cambient Family Office, LLC	Ada	20	$274.7 million	$857.9 million	adviserinfo.sec.gov
Yousif Capital Management, LLC	Bloomfield Hills	18	$261.6 million	$14.73 billion	adviserinfo.sec.gov
Cypress Capital Wealth Management LLC	Ann Arbor	45	$253.9 million	$330.2 million	adviserinfo.sec.gov
Abbit Management Corp	Grand Haven	6	$220.3 million	$282.4 million	adviserinfo.sec.gov
J W Korth & Company	Lansing	7	$198.9 million	$228.7 million	adviserinfo.sec.gov
SPC	Ann Arbor	100	$189.6 million	$6.10 billion	adviserinfo.sec.gov
Seizert Capital Partners	Birmingham	17	$189.3 million	$2.48 billion	adviserinfo.sec.gov
Captrust Wealth Advisors	Holland	25	$186.1 million	$2.00 billion	adviserinfo.sec.gov
NPF Investment Advisors	Grand Rapids	21	$143.5 million	$2.69 billion	adviserinfo.sec.gov
Financial Advisory Corporation	Grand Rapids	11	$127.2 million	$1.10 billion	adviserinfo.sec.gov
Hoover Private Wealth, LLC	Royal Oak	35	$105.2 million	$171.3 million	adviserinfo.sec.gov
Plante Moran Financial Advisors	Southfield	5	$99.6 million	$26.93 billion	adviserinfo.sec.gov
Managed Asset Portfolios, LLC	Rochester	31	$90.1 million	$1.27 billion	adviserinfo.sec.gov
Maner Wealth	Lansing	26	$73.6 million	$299.5 million	adviserinfo.sec.gov
Pointe Capital Management LLC	Grosse Pointe Farms	8	$64.9 million	$452.3 million	adviserinfo.sec.gov
Robinson Capital Management, LLC	Grosse Pointe Farms	2	$64.8 million	$1.54 billion	adviserinfo.sec.gov
Vertrix Wealth Management, LLC	Troy	Fewer than 5	$59.3 million	$343.2 million	adviserinfo.sec.gov
Jay a. Fishman, LTD	Troy	18	$55.8 million	$1.25 billion	adviserinfo.sec.gov
Red Cedar Investment Management	Grand Rapids	3	$55.2 million	$3.33 billion	adviserinfo.sec.gov
Hantz Financial Services, Inc.	Southfield	191	$48.6 million	$10.00 billion	adviserinfo.sec.gov
Lsia	Bloomfield Hills	8	$43.6 million	$932.1 million	adviserinfo.sec.gov
Centennial Securities Company Inc	Grand Rapids	22	$42 million	$1.34 billion	adviserinfo.sec.gov
The Nemes Rush Group, LLC	Novi	48	$42 million	$1.62 billion	adviserinfo.sec.gov
M1 Capital Management LLC	Troy	8	$38.3 million	$450.4 million	adviserinfo.sec.gov
Zhang Financial	Portage	13	$35 million	$8.37 billion	adviserinfo.sec.gov
Modell Capital Management LLC	Bloomfield Hills	10	$33.3 million	$1.88 billion	adviserinfo.sec.gov
Liberty Capital Management Inc	Birmingham	Fewer than 5	$32.3 million	$849.5 million	adviserinfo.sec.gov
Azimuth Capital Management	Bloomfield Hills	5	$27.7 million	$3.99 billion	adviserinfo.sec.gov
Grand Wealth Management, LLC	Grand Rapids	2	$27.6 million	$597.8 million	adviserinfo.sec.gov
Planning Alternatives LTD	Birmingham	13	$27.5 million	$1.54 billion	adviserinfo.sec.gov
Innovia Wealth, LLC	Grand Rapids	12	$23.5 million	$3.29 billion	adviserinfo.sec.gov
Skyoak Wealth	Southfield	12	$21.9 million	$692.7 million	adviserinfo.sec.gov
Carrera Capital Advisors	Troy	16	$21.9 million	$968.7 million	adviserinfo.sec.gov
Henrickson Nauta Wealth Advisors, Inc.	Belmont	5	$21.5 million	$998.5 million	adviserinfo.sec.gov
Schwartz Investment Counsel Inc	Plymouth	Fewer than 5	$17.7 million	$3.74 billion	adviserinfo.sec.gov
Spartan Wealth Management	Bingham Farms	11	$17.6 million	$1.48 billion	adviserinfo.sec.gov
Lifeworks Advisors, LLC	Grand Rapids	9	$15.2 million	$966.7 million	adviserinfo.sec.gov
LVZ, Inc.	Holland	12	$15 million	$1.13 billion	adviserinfo.sec.gov
Regal Investment Advisors LLC	Kentwood	36	$14.4 million	$2.88 billion	adviserinfo.sec.gov
Rosenberg Wealth Advisors	Birmingham	5	$14.3 million	$231 million	adviserinfo.sec.gov
RFM Financial Solutions, LLC	Mt. Pleasant	26	$13.5 million	$260.1 million	adviserinfo.sec.gov
Diversified Portfolios, Inc.	Bloomfield Hills	5	$13.2 million	$1.94 billion	adviserinfo.sec.gov
S.A. Mason, LLC	Holland	10	$12.9 million	$528.7 million	adviserinfo.sec.gov
Midwest Capital Advisors, LLC	Grand Rapids	Fewer than 5	$12.5 million	$1.36 billion	adviserinfo.sec.gov
Integrated Capital Management	Bloomfield Hills	10	$11.2 million	$429.8 million	adviserinfo.sec.gov
Advance Capital Management Inc	Southfield	13	$10.2 million	$4.98 billion	adviserinfo.sec.gov
Miller Financial Services LLC	Marshall	Fewer than 5	$10.2 million	$462.9 million	adviserinfo.sec.gov
Baron Wealth Management, LLC	Troy	1	$10.1 million	$846.8 million	adviserinfo.sec.gov
Family Capital Management	Grand Rapids	3	$9.6 million	$435.1 million	adviserinfo.sec.gov
Isto Advisors, LLC	Troy	Fewer than 5	$9.2 million	$1.06 billion	adviserinfo.sec.gov
Miller Capital	Troy	2	$8.8 million	$311.6 million	adviserinfo.sec.gov
Blue Water Asset Management	Grand Rapids	15	$8.3 million	$428.5 million	adviserinfo.sec.gov
Palatine Hill Wealth Management	Birmingham	9	$8.2 million	$295.9 million	adviserinfo.sec.gov
Steward Capital Management	Bloomfield Hills	22	$7.9 million	$95.1 million	adviserinfo.sec.gov
Rachor Investment Advisory Services, LLC	Linden	Fewer than 5	$7 million	$238.1 million	adviserinfo.sec.gov
Verde Capital Management, Inc.	Clarkston	3	$5.5 million	$845.8 million	adviserinfo.sec.gov
Clarkston Capital Partners, LLC	Rochester	2	$5.5 million	$1.71 billion	adviserinfo.sec.gov
Darden Wealth Group	Ann Arbor	6	$5.4 million	$379.6 million	adviserinfo.sec.gov
True Blue Financial, LLC	Stevensville	5	$5.3 million	$271.5 million	adviserinfo.sec.gov
PPS & V Asset Management Consultants Inc	Portage	Fewer than 5	$5.3 million	$253.7 million	adviserinfo.sec.gov
USA Financial Securities LLC	Ada	8	$5.2 million	$296.5 million	adviserinfo.sec.gov
Concorde Asset Management, LLC	Ann Arbor	7	$5 million	$598.4 million	adviserinfo.sec.gov
SGH Wealth Management	Lathrup Village	4	$4.5 million	$561.8 million	adviserinfo.sec.gov
Hemming& Wealth Management, Inc.	Traverse City	10	$4.5 million	$292.6 million	adviserinfo.sec.gov
Integrated Investment Consultants, LLC	Bloomfield Hills	1	$4.2 million	$1.08 billion	adviserinfo.sec.gov
Pathworks Financial, Inc.	Novi	Fewer than 5	$4 million	$279.3 million	adviserinfo.sec.gov
Braeburn Wealth Management, LLC	Muskegon	5	$3.7 million	$259.4 million	adviserinfo.sec.gov
Stonepath Wealth Management	Traverse City	18	$3.7 million	$299.5 million	adviserinfo.sec.gov
Alliance Investment Management, LLC	Jenison	Fewer than 5	$3.7 million	$206.8 million	adviserinfo.sec.gov
DB & C Advisors, LLC	Holland	6	$3.5 million	$252.2 million	adviserinfo.sec.gov
Voisard Asset Management Group	Grand Rapids	2	$3.5 million	$589.4 million	adviserinfo.sec.gov
Washington Avenue Advisors	Lansing	4	$3.4 million	$336.9 million	adviserinfo.sec.gov
Straight Path Wealth Management	Jenison	2	$3.1 million	$472.5 million	adviserinfo.sec.gov
Hungerford Financial LLC	Grand Rapids	7	$3.1 million	$492.1 million	adviserinfo.sec.gov
Center for Financial Planning Inc	Southfield	Fewer than 5	$3 million	$1.97 billion	adviserinfo.sec.gov
Retirement Income Solutions, Inc.	Ann Arbor	2	$2.9 million	$2.97 billion	adviserinfo.sec.gov
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L	Troy	1	$2.8 million	$512.5 million	adviserinfo.sec.gov
Mainstay Capital Management, LLC	Grand Blanc	Fewer than 5	$2.8 million	$5.31 billion	adviserinfo.sec.gov
C2 Private Wealth	Novi	9	$2.8 million	$1.82 billion	adviserinfo.sec.gov
Flexible Plan Investments LTD	Bloomfield Hills	11	$2.6 million	$1.48 billion	adviserinfo.sec.gov
Blue Chip Partners, LLC	Farmington Hills	2	$2.2 million	$1.88 billion	adviserinfo.sec.gov
GPM Growth Investors, Inc.	Bloomfield Hills	Fewer than 5	$2.1 million	$281.3 million	adviserinfo.sec.gov
Gem Asset Management, LLC	Plymouth	Fewer than 5	$2 million	$628.1 million	adviserinfo.sec.gov
Streamsong Advisors, LLC	Grand Rapids	3	$1.9 million	$124.4 million	adviserinfo.sec.gov
Ele Advisory Services, Inc	Southfield	7	$1.9 million	$136.5 million	adviserinfo.sec.gov
Custom Wealth Management	Plymouth	Fewer than 5	$1.6 million	$201 million	adviserinfo.sec.gov
Gainplan LLC	Bloomfield Hills	Fewer than 5	$1.5 million	$461.6 million	adviserinfo.sec.gov
Fairway Investment Group, LLC	East Lansing	6	$1.3 million	$107.1 million	adviserinfo.sec.gov
Trunorth Capital Management, LLC	Kalamazoo	4	$1.1 million	$724.5 million	adviserinfo.sec.gov
Antonelli Financial Advisors, LLC	Grosse Pointe	2	$1.1 million	$229.1 million	adviserinfo.sec.gov
J2 Capital Management, Inc.	Troy	2	$1 million	$195.7 million	adviserinfo.sec.gov
Fai Advisors, Inc.	Farmington Hills	4	$995,714	$302 million	adviserinfo.sec.gov
Straightline	Troy	4	$960,505	$1.17 billion	adviserinfo.sec.gov
Aspen Investment Management Inc.	Grand Rapids	Fewer than 5	$884,694	$452.5 million	adviserinfo.sec.gov
Arborfi Advisors, LLC	Ann Arbor	Fewer than 5	$858,292	$148.4 million	adviserinfo.sec.gov
Pinnacle Wealth Management Group, Inc.	Plymouth	2	$764,950	$243.7 million	adviserinfo.sec.gov
Wolff Financial Management LLC	Kalamazoo	Fewer than 5	$672,885	$612.7 million	adviserinfo.sec.gov
Corecap Advisors	Southfield	6	$585,876	$3.99 billion	adviserinfo.sec.gov
Hill Island Financial LLC	Grand Rapids	Fewer than 5	$540,289	$623.8 million	adviserinfo.sec.gov
Simplyria Advisor Network	Brighton	Fewer than 5	$523,421	$214.9 million	adviserinfo.sec.gov
Graetz Wealth	Jenison	Fewer than 5	$500,000	$158.2 million	adviserinfo.sec.gov
Summit Financial Working With People You Trust	Sterling Heights	6	$444,511	$219 million	adviserinfo.sec.gov
Harborfront Financial Group	Ludington	Fewer than 5	$376,475	$149 million	adviserinfo.sec.gov
Vanderpol Investments L.L.C.	Caledonia	3	$355,486	$118.1 million	adviserinfo.sec.gov
Advisory Advocates LLC	Grand Rapids	6	$336,764	$158.6 million	adviserinfo.sec.gov
Black Walnut Wealth Management	Traverse City	Fewer than 5	$306,861	$136.8 million	adviserinfo.sec.gov
Strickler Investment Services, LLC	Brighton	2	$207,734	$107.3 million	adviserinfo.sec.gov
Lafleur & Godfrey Private Wealth Management	Grand Rapids	1	$206,301	$1.02 billion	adviserinfo.sec.gov
Gasaway Investment Advisors, Inc.	Kalamazoo	Fewer than 5	$199,833	$173.1 million	adviserinfo.sec.gov
Pearl Planning	Dexter	Fewer than 5	$177,454	$329.2 million	adviserinfo.sec.gov
Stonebrook Private LLC	Northville	2	$172,560	$937 million	adviserinfo.sec.gov
Foresight Capital Management Advisors, Inc.	Saline	Fewer than 5	$171,173	$351.1 million	adviserinfo.sec.gov
DBS Investment Advisers, LLC	Bay City	Fewer than 5	$135,665	$280.2 million	adviserinfo.sec.gov
Security First Financial	Swartz Creek	1	$122,185	$299.5 million	adviserinfo.sec.gov
RBS Wealth Management	Alto	2	$110,557	$322.3 million	adviserinfo.sec.gov
Brooktree Capital Management Inc.	Grand Rapids	1	$93,028	$138.9 million	adviserinfo.sec.gov
Ryzome Investment Advisors	Okemos	Fewer than 5	$42,000	$116.1 million	adviserinfo.sec.gov
CPR Investments Inc	Rochester	2	$41,784	$238.8 million	adviserinfo.sec.gov
Guidestream Financial, Inc.	Spring Arbor	Fewer than 5	$27,309	$263.5 million	adviserinfo.sec.gov
626 Financial, LLC	Portage	Fewer than 5	$15,581	$379.6 million	adviserinfo.sec.gov
Evergreen Wealth Management, LLC	Williamston	1	$11,789	$248.7 million	adviserinfo.sec.gov
Rochester Wealth Strategies, LLC	Rochester	1	$8,693	$203.6 million	adviserinfo.sec.gov
City Center Advisors, LLC	Troy	1	$100	$187.1 million	adviserinfo.sec.gov
Vision Capital Partners	Ann Arbor	1	$8	$168.3 million	adviserinfo.sec.gov
Bricktown Capital, LLC	Detroit	10	Not listed	$11.67 billion	adviserinfo.sec.gov
Greystone Financial Group, LLC	Bloomfield Hills	6	Not listed	$494.9 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.