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Investment advisers in Michigan serving state and municipal governments: 21 firms

Name: Investment advisers in Michigan serving state and municipal governments: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

21 SEC registered investment advisers with a main office in Michigan report state and municipal governments among their clients in Form ADV item 5.D, and together they attribute $7.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Zhang Financial.

The request: Every investment adviser in Michigan that serves state and municipal governments, with AUM, phone and website. $10 of work on sign-up, no card.

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21Advisers
$7.2 billionAUM from this client type
21Advisers over $100 million
November 2, 2026File date

Advisers in Michigan serving state and municipal governments

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
Zhang Financial	Portage	5	$1.92 billion	$8.37 billion	adviserinfo.sec.gov
Seizert Capital Partners	Birmingham	48	$1.30 billion	$2.48 billion	adviserinfo.sec.gov
Robinson Capital Management, LLC	Grosse Pointe Farms	74	$1.22 billion	$1.54 billion	adviserinfo.sec.gov
Yousif Capital Management, LLC	Bloomfield Hills	21	$1.08 billion	$14.73 billion	adviserinfo.sec.gov
Deroy & Devereaux Private Investment Counsel, Inc.	Bloomfield Hills	14	$333.8 million	$2.58 billion	adviserinfo.sec.gov
Red Cedar Investment Management	Grand Rapids	1	$325.8 million	$3.33 billion	adviserinfo.sec.gov
Union Heritage Capital	Detroit	Fewer than 5	$295.2 million	$295.2 million	adviserinfo.sec.gov
Clarkston Capital Partners, LLC	Rochester	7	$245.3 million	$1.71 billion	adviserinfo.sec.gov
Midwest Capital Advisors, LLC	Grand Rapids	7	$155.1 million	$1.36 billion	adviserinfo.sec.gov
Managed Asset Portfolios, LLC	Rochester	Fewer than 5	$145.8 million	$1.27 billion	adviserinfo.sec.gov
Miller Financial Services LLC	Marshall	6	$135.8 million	$462.9 million	adviserinfo.sec.gov
Azimuth Capital Management	Bloomfield Hills	Fewer than 5	$34.1 million	$3.99 billion	adviserinfo.sec.gov
Maner Wealth	Lansing	5	$22.3 million	$299.5 million	adviserinfo.sec.gov
Schwartz & Co.	Bloomfield Hills	2	$19.5 million	$10.49 billion	adviserinfo.sec.gov
McMillan Office, Inc.	St. Clair Shores	Fewer than 5	$9.5 million	$913.7 million	adviserinfo.sec.gov
Foresight Capital Management Advisors, Inc.	Saline	9	$2.7 million	$351.1 million	adviserinfo.sec.gov
Flexible Plan Investments LTD	Bloomfield Hills	1	$1.7 million	$1.48 billion	adviserinfo.sec.gov
Arbor Trust Wealth Advisors, LLC	Ann Arbor	Fewer than 5	$1.6 million	$611.4 million	adviserinfo.sec.gov
Centennial Wealth Advisory, LLC	Traverse City	1	$99,736	$397.1 million	adviserinfo.sec.gov
Up North Financial, LLC	Traverse City	Fewer than 5	$62,494	$203.8 million	adviserinfo.sec.gov
SPC	Ann Arbor	10	Not listed	$6.10 billion	adviserinfo.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.