Data / Investment advisers / Serving high net worth individuals / Michigan

Investment advisers in Michigan serving high net worth individuals: 254 firms

Name: Investment advisers in Michigan serving high net worth individuals: 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.

254 SEC registered investment advisers with a main office in Michigan report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $150 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Plante Moran Financial Advisors.

The request: Every investment adviser in Michigan that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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254Advisers
$150 billionAUM from this client type
252Advisers over $100 million
November 2, 2026File date

Advisers in Michigan serving high net worth individuals

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
Plante Moran Financial Advisors	Southfield	3,445	$26.35 billion	$26.93 billion	adviserinfo.sec.gov
Oa Private Capital	Grand Rapids	60	$5.94 billion	$22.95 billion	adviserinfo.sec.gov
Zhang Financial	Portage	1,355	$5.19 billion	$8.37 billion	adviserinfo.sec.gov
Hantz Financial Services, Inc.	Southfield	2,423	$4.50 billion	$10.00 billion	adviserinfo.sec.gov
Mainstay Capital Management, LLC	Grand Blanc	1,664	$4.12 billion	$5.31 billion	adviserinfo.sec.gov
Azimuth Capital Management	Bloomfield Hills	315	$3.59 billion	$3.99 billion	adviserinfo.sec.gov
Rehmann Wealth	Lansing	1,123	$3.16 billion	$5.27 billion	adviserinfo.sec.gov
Advance Capital Management Inc	Southfield	1,531	$2.98 billion	$4.98 billion	adviserinfo.sec.gov
Retirement Income Solutions, Inc.	Ann Arbor	869	$2.76 billion	$2.97 billion	adviserinfo.sec.gov
Innovia Wealth, LLC	Grand Rapids	359	$2.51 billion	$3.29 billion	adviserinfo.sec.gov
NPF Investment Advisors	Grand Rapids	537	$2.22 billion	$2.69 billion	adviserinfo.sec.gov
Corecap Advisors	Southfield	936	$2.15 billion	$3.99 billion	adviserinfo.sec.gov
Sigma Investment Counselors	Northville	514	$2.03 billion	$2.17 billion	adviserinfo.sec.gov
Deroy & Devereaux Private Investment Counsel, Inc.	Bloomfield Hills	119	$1.79 billion	$2.58 billion	adviserinfo.sec.gov
CG Advisory Services	Williamston	680	$1.73 billion	$4.64 billion	adviserinfo.sec.gov
SPC	Ann Arbor	832	$1.73 billion	$6.10 billion	adviserinfo.sec.gov
Blue Chip Partners, LLC	Farmington Hills	522	$1.68 billion	$1.88 billion	adviserinfo.sec.gov
Modell Capital Management LLC	Bloomfield Hills	101	$1.49 billion	$1.88 billion	adviserinfo.sec.gov
Schwartz & Co.	Bloomfield Hills	637	$1.45 billion	$10.49 billion	adviserinfo.sec.gov
Center for Financial Planning Inc	Southfield	408	$1.44 billion	$1.97 billion	adviserinfo.sec.gov
Captrust Wealth Advisors	Holland	366	$1.43 billion	$2.00 billion	adviserinfo.sec.gov
LVM Capital Management LTD	Portage	1,369	$1.42 billion	$1.56 billion	adviserinfo.sec.gov
Diversified Portfolios, Inc.	Bloomfield Hills	182	$1.38 billion	$1.94 billion	adviserinfo.sec.gov
Planning Alternatives LTD	Birmingham	324	$1.34 billion	$1.54 billion	adviserinfo.sec.gov
The Nemes Rush Group, LLC	Novi	341	$1.32 billion	$1.62 billion	adviserinfo.sec.gov
Bloom Advisors	Farmington Hills	519	$1.27 billion	$1.62 billion	adviserinfo.sec.gov
Regal Investment Advisors LLC	Kentwood	555	$1.14 billion	$2.88 billion	adviserinfo.sec.gov
CWS Financial Advisors LLC	Kalamazoo	381	$1.14 billion	$1.33 billion	adviserinfo.sec.gov
C2 Private Wealth	Novi	514	$1.12 billion	$1.82 billion	adviserinfo.sec.gov
Jay a. Fishman, LTD	Troy	244	$1.05 billion	$1.25 billion	adviserinfo.sec.gov
Provident Investment Management, Inc.	Novi	227	$1.05 billion	$1.13 billion	adviserinfo.sec.gov
Isto Advisors, LLC	Troy	244	$977 million	$1.06 billion	adviserinfo.sec.gov
Fiduciary Financial Advisors	Grand Rapids	555	$961 million	$1.33 billion	adviserinfo.sec.gov
Columbia Asset Management, L.L.C.	Ann Arbor	210	$954.7 million	$1.20 billion	adviserinfo.sec.gov
Yousif Capital Management, LLC	Bloomfield Hills	207	$949.6 million	$14.73 billion	adviserinfo.sec.gov
Lafleur & Godfrey Private Wealth Management	Grand Rapids	319	$910.1 million	$1.02 billion	adviserinfo.sec.gov
Advisory Alpha, LLC	Holland	458	$909.7 million	$4.37 billion	adviserinfo.sec.gov
Henrickson Nauta Wealth Advisors, Inc.	Belmont	241	$874.1 million	$998.5 million	adviserinfo.sec.gov
JLB & Associates Inc	Plymouth	164	$829.5 million	$892.7 million	adviserinfo.sec.gov
Baron Wealth Management, LLC	Troy	104	$822.2 million	$846.8 million	adviserinfo.sec.gov
McMillan Office, Inc.	St. Clair Shores	160	$806 million	$913.7 million	adviserinfo.sec.gov
Stonebrook Private LLC	Northville	263	$783.8 million	$937 million	adviserinfo.sec.gov
William Mack & Associates Inc	Troy	260	$769.9 million	$1.03 billion	adviserinfo.sec.gov
Liberty Capital Management Inc	Birmingham	126	$762.7 million	$849.5 million	adviserinfo.sec.gov
JVL Wealth Strategies	Wyoming	109	$746.4 million	$784.4 million	adviserinfo.sec.gov
Lsia	Bloomfield Hills	131	$734.5 million	$932.1 million	adviserinfo.sec.gov
Integrated Investment Consultants, LLC	Bloomfield Hills	144	$721.8 million	$1.08 billion	adviserinfo.sec.gov
Signal Advisors Wealth, LLC	Detroit	473	$697.1 million	$1.69 billion	adviserinfo.sec.gov
Arbor Wealth Advisors LLC	Troy	66	$656.7 million	$657.7 million	adviserinfo.sec.gov
Lifeworks Advisors, LLC	Grand Rapids	435	$648.8 million	$966.7 million	adviserinfo.sec.gov
Cranbrook Wealth Management, LLC	Bloomfield Hills	127	$636.2 million	$906.8 million	adviserinfo.sec.gov
Trunorth Capital Management, LLC	Kalamazoo	167	$632.7 million	$724.5 million	adviserinfo.sec.gov
Northern Financial Advisors, Inc	Bloomfield Hills	188	$622.9 million	$684 million	adviserinfo.sec.gov
Verde Capital Management, Inc.	Clarkston	241	$592.1 million	$845.8 million	adviserinfo.sec.gov
Carrera Capital Advisors	Troy	239	$584.3 million	$968.7 million	adviserinfo.sec.gov
Skyoak Wealth	Southfield	127	$578.3 million	$692.7 million	adviserinfo.sec.gov
Centennial Securities Company Inc	Grand Rapids	414	$566.3 million	$1.34 billion	adviserinfo.sec.gov
Bright Financial Advisors, Inc.	Portage	223	$564.6 million	$725.5 million	adviserinfo.sec.gov
The Enterprise Investment Company	Farmington Hills	795	$563.8 million	$607.1 million	adviserinfo.sec.gov
Hill Island Financial LLC	Grand Rapids	167	$557.2 million	$623.8 million	adviserinfo.sec.gov
Wolff Financial Management LLC	Kalamazoo	155	$550.4 million	$612.7 million	adviserinfo.sec.gov
Financial Advisory Corporation	Grand Rapids	133	$533.9 million	$1.10 billion	adviserinfo.sec.gov
Kaydan Wealth Management, Inc.	Fenton	357	$528 million	$726.5 million	adviserinfo.sec.gov
Straightline	Troy	265	$522.6 million	$1.17 billion	adviserinfo.sec.gov
Cambient Family Office, LLC	Ada	172	$517.3 million	$857.9 million	adviserinfo.sec.gov
Secure Asset Management, L.L.C.	Troy	233	$506.8 million	$870.6 million	adviserinfo.sec.gov
West Michigan Advisors	Holland	160	$499.5 million	$781.3 million	adviserinfo.sec.gov
Managed Asset Portfolios, LLC	Rochester	226	$495.6 million	$1.27 billion	adviserinfo.sec.gov
Heron Bay Capital Management	Bloomfield Hills	46	$492.2 million	$643.8 million	adviserinfo.sec.gov
Arbor Trust Wealth Advisors, LLC	Ann Arbor	181	$486.1 million	$611.4 million	adviserinfo.sec.gov
Grand Wealth Management, LLC	Grand Rapids	112	$475.2 million	$597.8 million	adviserinfo.sec.gov
Foguth Wealth Management, LLC.	Brighton	255	$464.6 million	$1.07 billion	adviserinfo.sec.gov
S.A. Mason, LLC	Holland	90	$460.6 million	$528.7 million	adviserinfo.sec.gov
Dillon & Associates Inc	Jackson	40	$453.1 million	$916.4 million	adviserinfo.sec.gov
White Pine Investment Co	Livonia	107	$448.3 million	$532.3 million	adviserinfo.sec.gov
MKD Wealth	Troy	121	$443.2 million	$505.7 million	adviserinfo.sec.gov
John a. Wolfe & Associates, Inc.	Portage	175	$437.6 million	$560.7 million	adviserinfo.sec.gov
SS&H Financial Advisors, Inc.	Troy	67	$435.5 million	$482.2 million	adviserinfo.sec.gov
SGH Wealth Management	Lathrup Village	213	$433.9 million	$561.8 million	adviserinfo.sec.gov
Voisard Asset Management Group	Grand Rapids	162	$427.8 million	$589.4 million	adviserinfo.sec.gov
Gem Asset Management, LLC	Plymouth	95	$396.8 million	$628.1 million	adviserinfo.sec.gov
First Financial Coaching, Inc.	Mt. Clemens	186	$369.7 million	$670.6 million	adviserinfo.sec.gov
Motive Wealth Advisors, LLC	Birmingham	58	$357.7 million	$362.6 million	adviserinfo.sec.gov
Financial Strategies Group, Inc	Okemos	195	$350.5 million	$677.4 million	adviserinfo.sec.gov
Greystone Financial Group, LLC	Bloomfield Hills	149	$349.2 million	$494.9 million	adviserinfo.sec.gov
Long Road Investment Counsel, LLC	Kalamazoo	34	$345.1 million	$346.4 million	adviserinfo.sec.gov
Lakeshore Financial Planning Inc.	Saint Clair Shores	145	$339 million	$469.3 million	adviserinfo.sec.gov
Pointe Capital Management LLC	Grosse Pointe Farms	89	$328.9 million	$452.3 million	adviserinfo.sec.gov
Gainplan LLC	Bloomfield Hills	186	$328.7 million	$461.6 million	adviserinfo.sec.gov
N.V.N.G. Investments, Inc.	Kalamazoo	39	$328.1 million	$329.5 million	adviserinfo.sec.gov
Integrated Capital Management	Bloomfield Hills	153	$318.9 million	$429.8 million	adviserinfo.sec.gov
Lifecycle Financial Planners Inc.	Bloomfield Hills	52	$314.6 million	$671.7 million	adviserinfo.sec.gov
Richard W. Paul & Associates, LLC	Novi	348	$312.3 million	$372.8 million	adviserinfo.sec.gov
Family Capital Management	Grand Rapids	131	$312.1 million	$435.1 million	adviserinfo.sec.gov
Sculati Wealth Management, LLC	Bloomfield Hills	104	$310.9 million	$381.5 million	adviserinfo.sec.gov
M1 Capital Management LLC	Troy	105	$306.1 million	$450.4 million	adviserinfo.sec.gov
Thrive Retirement Specialists	Royal Oak	70	$303.9 million	$303.9 million	adviserinfo.sec.gov
Aspen Investment Management Inc.	Grand Rapids	55	$301.6 million	$452.5 million	adviserinfo.sec.gov
Miller Capital	Troy	67	$298.3 million	$311.6 million	adviserinfo.sec.gov
Dahring \| Cusmano and Associates	Novi	154	$298.1 million	$781.4 million	adviserinfo.sec.gov
Midwest Capital Advisors, LLC	Grand Rapids	125	$291.1 million	$1.36 billion	adviserinfo.sec.gov
Hungerford Financial LLC	Grand Rapids	94	$289.7 million	$492.1 million	adviserinfo.sec.gov
Peak Wealth Management, LLC	Plymouth	123	$282 million	$446 million	adviserinfo.sec.gov
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L	Troy	63	$279 million	$512.5 million	adviserinfo.sec.gov
626 Financial, LLC	Portage	122	$277.5 million	$379.6 million	adviserinfo.sec.gov
B.A. Roberts Financial Services, Inc.	Marquette	134	$276.1 million	$373.9 million	adviserinfo.sec.gov
Uhy Wealth Management RIA LLC	Sterling Heights	100	$271.7 million	$912.1 million	adviserinfo.sec.gov
Darden Wealth Group	Ann Arbor	100	$269.3 million	$379.6 million	adviserinfo.sec.gov
Seizert Capital Partners	Birmingham	31	$268.1 million	$2.48 billion	adviserinfo.sec.gov
Firstmetric	Troy	39	$266.1 million	$272.1 million	adviserinfo.sec.gov
LVZ, Inc.	Holland	126	$257.3 million	$1.13 billion	adviserinfo.sec.gov
Pearl Planning	Dexter	104	$256.4 million	$329.2 million	adviserinfo.sec.gov
Foresight Capital Management Advisors, Inc.	Saline	249	$253.8 million	$351.1 million	adviserinfo.sec.gov
Blue Water Asset Management	Grand Rapids	122	$246.4 million	$428.5 million	adviserinfo.sec.gov
Generational Wealth, Inc.	Zeeland	99	$245.8 million	$394.8 million	adviserinfo.sec.gov
Straight Path Wealth Management	Jenison	87	$242.7 million	$472.5 million	adviserinfo.sec.gov
Blueprint Partners LLC	Traverse City	93	$234.4 million	$292.9 million	adviserinfo.sec.gov
USA Financial Exchange	Ada	294	$233.4 million	$1.64 billion	adviserinfo.sec.gov
GPM Growth Investors, Inc.	Bloomfield Hills	66	$232.3 million	$281.3 million	adviserinfo.sec.gov
RBS Wealth Management	Alto	91	$231.1 million	$322.3 million	adviserinfo.sec.gov
Melone Private Wealth, LLC	Auburn Hills	73	$230.6 million	$313.2 million	adviserinfo.sec.gov
Duet Advisory Services LLC	Bingham Farms	100	$230.3 million	$316.5 million	adviserinfo.sec.gov
Vertrix Wealth Management, LLC	Troy	103	$228.2 million	$343.2 million	adviserinfo.sec.gov
Mattson Financial Services, LLC	Kentwood	127	$227.4 million	$515 million	adviserinfo.sec.gov
Bernard Wealth Management Corp.	Royal Oak	116	$224.3 million	$314.2 million	adviserinfo.sec.gov
Spartan Wealth Management	Bingham Farms	813	$224.1 million	$1.48 billion	adviserinfo.sec.gov
Clear Ridge Wealth Management, LLC	Kalamazoo	72	$222.5 million	$244.6 million	adviserinfo.sec.gov
Fai Advisors, Inc.	Farmington Hills	93	$212 million	$302 million	adviserinfo.sec.gov
RFM Financial Solutions, LLC	Mt. Pleasant	72	$204.8 million	$260.1 million	adviserinfo.sec.gov
Rosenberg Wealth Advisors	Birmingham	83	$200.2 million	$231 million	adviserinfo.sec.gov
Sage Hill Capital	Ann Arbor	34	$194.2 million	$214.3 million	adviserinfo.sec.gov
True Blue Financial, LLC	Stevensville	243	$192.6 million	$271.5 million	adviserinfo.sec.gov
Pinnacle Wealth Management Group, Inc.	Plymouth	79	$192.4 million	$243.7 million	adviserinfo.sec.gov
Hemming& Wealth Management, Inc.	Traverse City	113	$190 million	$292.6 million	adviserinfo.sec.gov
Pathworks Financial, Inc.	Novi	48	$186.9 million	$279.3 million	adviserinfo.sec.gov
Antonelli Financial Advisors, LLC	Grosse Pointe	58	$185.9 million	$229.1 million	adviserinfo.sec.gov
Miller Financial Services LLC	Marshall	66	$184.6 million	$462.9 million	adviserinfo.sec.gov
Daus Financial Group, LLC	Kalamazoo	87	$181.2 million	$270.5 million	adviserinfo.sec.gov
PPS & V Asset Management Consultants Inc	Portage	58	$180.5 million	$253.7 million	adviserinfo.sec.gov
Haverdink Financial Management, LLC	Portage	62	$174.2 million	$220.4 million	adviserinfo.sec.gov
KRS Capital Management, LLC	Bloomfield Hills	34	$173.3 million	$188.9 million	adviserinfo.sec.gov
Rochester Wealth Strategies, LLC	Rochester	80	$169.3 million	$203.6 million	adviserinfo.sec.gov
Asset Allocation Strategies, LLC	Farmington	155	$167.9 million	$1.02 billion	adviserinfo.sec.gov
Stonepath Wealth Management	Traverse City	97	$165.3 million	$299.5 million	adviserinfo.sec.gov
Palatine Hill Wealth Management	Birmingham	46	$163.2 million	$295.9 million	adviserinfo.sec.gov
Fairhaven Financial Advisory Corporation	East Lansing	75	$162.8 million	$377.6 million	adviserinfo.sec.gov
CND Financial	Livonia	73	$160.6 million	$199.5 million	adviserinfo.sec.gov
Confidential Management Advisors, Inc.	Troy	51	$158.7 million	$161.9 million	adviserinfo.sec.gov
Lightsquare Wealth Management, LLC	Bingham Farms	47	$158.2 million	$203.5 million	adviserinfo.sec.gov
Washington Avenue Advisors	Lansing	83	$157.4 million	$336.9 million	adviserinfo.sec.gov
DB & C Advisors, LLC	Holland	56	$156.1 million	$252.2 million	adviserinfo.sec.gov
Old Mission Investment Company, LLC	Traverse City	63	$155.4 million	$929 million	adviserinfo.sec.gov
Independent Wealth Management, LLC	Traverse City	61	$155.3 million	$203 million	adviserinfo.sec.gov
Rachor Investment Advisory Services, LLC	Linden	132	$154.3 million	$238.1 million	adviserinfo.sec.gov
JFR Financial Services, Inc.	Trenton	114	$151.7 million	$276.6 million	adviserinfo.sec.gov
Concorde Asset Management, LLC	Ann Arbor	38	$150.2 million	$598.4 million	adviserinfo.sec.gov
Meadowbrook Investment Advisors LLC	Livonia	35	$146.1 million	$185.2 million	adviserinfo.sec.gov
Octo Capital, LLC	Bingham Farms	76	$145.2 million	$165 million	adviserinfo.sec.gov
Daniel Investment Group Inc.	Royal Oak	60	$144.8 million	$210.1 million	adviserinfo.sec.gov
Cig Asset Management, Inc.	Southfield	45	$143.1 million	$192.5 million	adviserinfo.sec.gov
Stewardship Trust Advisors	Grandville	47	$142.6 million	$294.9 million	adviserinfo.sec.gov
J2 Capital Management, Inc.	Troy	76	$137.8 million	$195.7 million	adviserinfo.sec.gov
Up North Financial, LLC	Traverse City	57	$133.9 million	$203.8 million	adviserinfo.sec.gov
Retiremitten Financial LLC	Clarkston	79	$133.7 million	$213.8 million	adviserinfo.sec.gov
Bemanaged	Grand Rapids	83	$132 million	$410 million	adviserinfo.sec.gov
Alliance Investment Management, LLC	Jenison	42	$131.9 million	$206.8 million	adviserinfo.sec.gov
Vision Capital Partners	Ann Arbor	43	$129.4 million	$168.3 million	adviserinfo.sec.gov
Wolverine Wealth Advisory Services Inc.	Bloomfield Hills	31	$125.9 million	$140.9 million	adviserinfo.sec.gov
Calder Financial Group	Ada	48	$123 million	$297 million	adviserinfo.sec.gov
Shotwell Rutter Baer Inc	Lansing	62	$121.5 million	$183.9 million	adviserinfo.sec.gov
Braeburn Wealth Management, LLC	Muskegon	37	$121.4 million	$259.4 million	adviserinfo.sec.gov
Arborfi Advisors, LLC	Ann Arbor	45	$121.1 million	$148.4 million	adviserinfo.sec.gov
DWP	Grosse Pointe Farms	27	$120.9 million	$208 million	adviserinfo.sec.gov
Breakwater Capital	Kalamazoo	47	$118.7 million	$156.6 million	adviserinfo.sec.gov
Black Walnut Wealth Management	Traverse City	40	$117.4 million	$136.8 million	adviserinfo.sec.gov
Clarkston Capital Partners, LLC	Rochester	17	$116 million	$1.71 billion	adviserinfo.sec.gov
Richmond Brothers, Inc.	Jackson	99	$115.3 million	$240.6 million	adviserinfo.sec.gov
Arbor Investment Management	Ann Arbor	66	$115 million	$162 million	adviserinfo.sec.gov
Star Wealth Management Corporation	Bingham Farms	42	$112.1 million	$156.5 million	adviserinfo.sec.gov
Northern Edge Wealth Management	Marquette	71	$111.7 million	$246.9 million	adviserinfo.sec.gov
Advisory Advocates LLC	Grand Rapids	47	$107 million	$158.6 million	adviserinfo.sec.gov
DBS Investment Advisers, LLC	Bay City	35	$106.6 million	$280.2 million	adviserinfo.sec.gov
Security First Financial	Swartz Creek	67	$106.4 million	$299.5 million	adviserinfo.sec.gov
Centennial Wealth Advisory, LLC	Traverse City	74	$105.4 million	$397.1 million	adviserinfo.sec.gov
Flexible Plan Investments LTD	Bloomfield Hills	737	$104.3 million	$1.48 billion	adviserinfo.sec.gov
Old Oak Financial Planning, Inc.	Brighton	50	$102.8 million	$160.3 million	adviserinfo.sec.gov
Schwallier Wealth Management	Grand Rapids	54	$102.3 million	$197 million	adviserinfo.sec.gov
Brooktree Capital Management Inc.	Grand Rapids	31	$102.2 million	$138.9 million	adviserinfo.sec.gov
Premier Estate Planners, LLC	Clinton Township	55	$101.7 million	$226.9 million	adviserinfo.sec.gov
Evergreen Wealth Management, LLC	Williamston	49	$101.2 million	$248.7 million	adviserinfo.sec.gov
Daniel Krug & Associates	Clarkston	55	$101.1 million	$145.1 million	adviserinfo.sec.gov
Maner Wealth	Lansing	42	$99.3 million	$299.5 million	adviserinfo.sec.gov
Streamsong Advisors, LLC	Grand Rapids	54	$97.4 million	$124.4 million	adviserinfo.sec.gov
Simplyria Advisor Network	Brighton	46	$94 million	$214.9 million	adviserinfo.sec.gov
Optimal Capital Advisors, LLC	Traverse City	25	$92.8 million	$119.9 million	adviserinfo.sec.gov
Ontrack Wealth Management	Canton	33	$92.6 million	$112.4 million	adviserinfo.sec.gov
Spectrum Financial Resources	Troy	139	$91.5 million	$235.3 million	adviserinfo.sec.gov
Solyco Wealth LLC	Birmingham	33	$90.8 million	$116.2 million	adviserinfo.sec.gov
Strategic Wealth Advisors Group, Inc.	Utica	73	$90.3 million	$206.7 million	adviserinfo.sec.gov
Great Lakes Wealth, LLC	Northville	39	$90.1 million	$166.3 million	adviserinfo.sec.gov
RHL Group, LLC	Holly	50	$90 million	$155.1 million	adviserinfo.sec.gov
MD Wealth Management, LLC	Chelsea	33	$88.1 million	$109.9 million	adviserinfo.sec.gov
Retirement Resources, LLC	Auburn Hills	35	$85.5 million	$166.1 million	adviserinfo.sec.gov
Bay Pointe Financial	New Baltimore	38	$84.9 million	$115.9 million	adviserinfo.sec.gov
Vanderpol Investments L.L.C.	Caledonia	25	$83.2 million	$118.1 million	adviserinfo.sec.gov
Legacy Financial Services Group, Inc.	Traverse City	35	$83.2 million	$122.8 million	adviserinfo.sec.gov
Reitz Capital Advisors LLC	Freeland	38	$82.8 million	$103.4 million	adviserinfo.sec.gov
Four Financial Management	Ann Arbor	41	$82.4 million	$162.7 million	adviserinfo.sec.gov
Graetz Wealth	Jenison	50	$79.8 million	$158.2 million	adviserinfo.sec.gov
USA Financial Securities LLC	Ada	53	$79.4 million	$296.5 million	adviserinfo.sec.gov
CPR Investments Inc	Rochester	38	$79.1 million	$238.8 million	adviserinfo.sec.gov
Global Financial Planning Group, LLC	Troy	55	$77.3 million	$135.3 million	adviserinfo.sec.gov
Cirrus Capital LLC	Bloomfield Hills	36	$77.1 million	$170.4 million	adviserinfo.sec.gov
Allen Financial Management	Oxford	38	$76.8 million	$121.2 million	adviserinfo.sec.gov
Cypress Capital Wealth Management LLC	Ann Arbor	61	$76.3 million	$330.2 million	adviserinfo.sec.gov
Guidestream Financial, Inc.	Spring Arbor	39	$75.2 million	$263.5 million	adviserinfo.sec.gov
J.V.B. Investment Company	Jackson	18	$74.2 million	$157.6 million	adviserinfo.sec.gov
Royal Oak Financial Advisors, LLC	Royal Oak	62	$74 million	$366.1 million	adviserinfo.sec.gov
Summit Financial Working With People You Trust	Sterling Heights	93	$73.7 million	$219 million	adviserinfo.sec.gov
Pinnacle Wealth Management, Inc.	Brighton	70	$73.3 million	$118.1 million	adviserinfo.sec.gov
Stonebridge Financial Group	Grand Rapids	26	$70.8 million	$739.4 million	adviserinfo.sec.gov
City Center Advisors, LLC	Troy	59	$70.6 million	$187.1 million	adviserinfo.sec.gov
Afs Wealth Management, LLC	Farmington Hills	39	$70.6 million	$118 million	adviserinfo.sec.gov
Harborfront Financial Group	Ludington	158	$69.9 million	$149 million	adviserinfo.sec.gov
Q3 Asset Management Corporation	Birmingham	37	$69.5 million	$794.7 million	adviserinfo.sec.gov
Burnham & Company LLC	Grand Rapids	44	$68.6 million	$129.5 million	adviserinfo.sec.gov
Revalue LLC	Grand Rapids	152	$68.4 million	$128.5 million	adviserinfo.sec.gov
River Raisin Investment Partners, Inc.	Monroe	87	$65.9 million	$163.5 million	adviserinfo.sec.gov
Financial Freedom House	Waterford	50	$65.8 million	$212.9 million	adviserinfo.sec.gov
Greenway Financial, LLC	Farmington Hills	36	$64.7 million	$151.4 million	adviserinfo.sec.gov
DS Investment Advisors	Grand Rapids	40	$64.2 million	$386.1 million	adviserinfo.sec.gov
Synergy Wealth Management, LLC	Grand Rapids	42	$62.5 million	$127.1 million	adviserinfo.sec.gov
Legacy Wealth Advisors, LLC	Clinton Township	45	$62.1 million	$132.3 million	adviserinfo.sec.gov
Fsa Advisors, Inc.	Troy	38	$60.3 million	$573.4 million	adviserinfo.sec.gov
Leonard Advisory Group LLC	Saint Joseph	27	$60 million	$114.1 million	adviserinfo.sec.gov
Schwartz Investment Counsel Inc	Plymouth	19	$58.9 million	$3.74 billion	adviserinfo.sec.gov
Ipex, Inc.	Plymouth	3	$58 million	$2.65 billion	adviserinfo.sec.gov
Kroon & Mitchell Asset Management LLC	Grand Rapids	47	$55.2 million	$220.9 million	adviserinfo.sec.gov
Infinity Advisory Group	Portage	34	$54.8 million	$128.9 million	adviserinfo.sec.gov
Wealth Ease Wealth Management	Marshall	24	$54.2 million	$132.2 million	adviserinfo.sec.gov
Vima, LLC	Troy	39	$54 million	$229.5 million	adviserinfo.sec.gov
Imber Financial Group, LLC	Ann Arbor	24	$51.8 million	$106 million	adviserinfo.sec.gov
Custom Wealth Management	Plymouth	27	$42.5 million	$201 million	adviserinfo.sec.gov
Gasaway Investment Advisors, Inc.	Kalamazoo	18	$38.1 million	$173.1 million	adviserinfo.sec.gov
Strickler Investment Services, LLC	Brighton	18	$38 million	$107.3 million	adviserinfo.sec.gov
Wealthspan Investment Management, LLC	Grand Rapids	26	$34.7 million	$93.1 million	adviserinfo.sec.gov
Ryzome Investment Advisors	Okemos	23	$34.4 million	$116.1 million	adviserinfo.sec.gov
Steward Capital Management	Bloomfield Hills	13	$34.1 million	$95.1 million	adviserinfo.sec.gov
Ele Advisory Services, Inc	Southfield	19	$27.6 million	$136.5 million	adviserinfo.sec.gov
Abbit Management Corp	Grand Haven	13	$23.1 million	$282.4 million	adviserinfo.sec.gov
Hoover Private Wealth, LLC	Royal Oak	12	$19.7 million	$171.3 million	adviserinfo.sec.gov
Fairway Investment Group, LLC	East Lansing	12	$16 million	$107.1 million	adviserinfo.sec.gov
McQueen Financial Advisors II, Inc.	Clawson	2	$12.4 million	$10.09 billion	adviserinfo.sec.gov
J W Korth & Company	Lansing	4	$7.4 million	$228.7 million	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.