Data / Investment advisers / Serving individuals / Michigan

Investment advisers in Michigan serving individuals: 254 firms

Name: Investment advisers in Michigan serving individuals: Form ADV data
Creator: SpecStream
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254 SEC registered investment advisers with a main office in Michigan report individuals among their clients in Form ADV item 5.D, and together they attribute $53 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Hantz Financial Services, 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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254Advisers
$53 billionAUM from this client type
248Advisers over $100 million
November 2, 2026File date

Advisers in Michigan serving 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
Hantz Financial Services, Inc.	Southfield	21,201	$5.43 billion	$10.00 billion	adviserinfo.sec.gov
SPC	Ann Arbor	29,763	$4.14 billion	$6.10 billion	adviserinfo.sec.gov
Advance Capital Management Inc	Southfield	5,756	$1.93 billion	$4.98 billion	adviserinfo.sec.gov
Corecap Advisors	Southfield	8,735	$1.84 billion	$3.99 billion	adviserinfo.sec.gov
Regal Investment Advisors LLC	Kentwood	7,665	$1.59 billion	$2.88 billion	adviserinfo.sec.gov
Advisory Alpha, LLC	Holland	8,341	$1.47 billion	$4.37 billion	adviserinfo.sec.gov
USA Financial Exchange	Ada	9,971	$1.40 billion	$1.64 billion	adviserinfo.sec.gov
Spartan Wealth Management	Bingham Farms	352	$1.24 billion	$1.48 billion	adviserinfo.sec.gov
CG Advisory Services	Williamston	4,218	$1.11 billion	$4.64 billion	adviserinfo.sec.gov
Signal Advisors Wealth, LLC	Detroit	4,343	$992.4 million	$1.69 billion	adviserinfo.sec.gov
LVZ, Inc.	Holland	2,312	$828.9 million	$1.13 billion	adviserinfo.sec.gov
Mainstay Capital Management, LLC	Grand Blanc	1,790	$811.5 million	$5.31 billion	adviserinfo.sec.gov
Old Mission Investment Company, LLC	Traverse City	988	$707.3 million	$929 million	adviserinfo.sec.gov
Centennial Securities Company Inc	Grand Rapids	2,054	$702.2 million	$1.34 billion	adviserinfo.sec.gov
C2 Private Wealth	Novi	1,542	$680.7 million	$1.82 billion	adviserinfo.sec.gov
Straightline	Troy	2,093	$644.6 million	$1.17 billion	adviserinfo.sec.gov
Foguth Wealth Management, LLC.	Brighton	2,435	$605.4 million	$1.07 billion	adviserinfo.sec.gov
Schwartz & Co.	Bloomfield Hills	765	$598.5 million	$10.49 billion	adviserinfo.sec.gov
Acorn Wealth Advisors, LLC	Grand Blanc	809	$561.4 million	$561.4 million	adviserinfo.sec.gov
Asset Allocation Strategies, LLC	Farmington	4,208	$549.3 million	$1.02 billion	adviserinfo.sec.gov
USA Financial Formulas Corporation	Ada	7,489	$534.4 million	$534.4 million	adviserinfo.sec.gov
Center for Financial Planning Inc	Southfield	1,088	$523.1 million	$1.97 billion	adviserinfo.sec.gov
Fsa Advisors, Inc.	Troy	4,368	$513.1 million	$573.4 million	adviserinfo.sec.gov
Diversified Portfolios, Inc.	Bloomfield Hills	478	$477.9 million	$1.94 billion	adviserinfo.sec.gov
Zhang Financial	Portage	940	$452.4 million	$8.37 billion	adviserinfo.sec.gov
Concorde Asset Management, LLC	Ann Arbor	3,651	$441.8 million	$598.4 million	adviserinfo.sec.gov
Managed Asset Portfolios, LLC	Rochester	1,394	$419.3 million	$1.27 billion	adviserinfo.sec.gov
Plante Moran Financial Advisors	Southfield	543	$366.9 million	$26.93 billion	adviserinfo.sec.gov
Secure Asset Management, L.L.C.	Troy	2,644	$363.9 million	$870.6 million	adviserinfo.sec.gov
Fiduciary Financial Advisors	Grand Rapids	1,609	$349 million	$1.33 billion	adviserinfo.sec.gov
Lifecycle Financial Planners Inc.	Bloomfield Hills	117	$347.9 million	$671.7 million	adviserinfo.sec.gov
Bloom Advisors	Farmington Hills	647	$346.5 million	$1.62 billion	adviserinfo.sec.gov
Dillon & Associates Inc	Jackson	328	$330.5 million	$916.4 million	adviserinfo.sec.gov
Modell Capital Management LLC	Bloomfield Hills	270	$323.8 million	$1.88 billion	adviserinfo.sec.gov
Q3 Asset Management Corporation	Birmingham	2,743	$319.7 million	$794.7 million	adviserinfo.sec.gov
Financial Strategies Group, Inc	Okemos	1,086	$314.9 million	$677.4 million	adviserinfo.sec.gov
Innovia Wealth, LLC	Grand Rapids	368	$303.8 million	$3.29 billion	adviserinfo.sec.gov
Royal Oak Financial Advisors, LLC	Royal Oak	700	$292 million	$366.1 million	adviserinfo.sec.gov
Centennial Wealth Advisory, LLC	Traverse City	1,279	$291.5 million	$397.1 million	adviserinfo.sec.gov
First Financial Coaching, Inc.	Mt. Clemens	1,314	$287.8 million	$670.6 million	adviserinfo.sec.gov
Mattson Financial Services, LLC	Kentwood	1,000	$287.5 million	$515 million	adviserinfo.sec.gov
West Michigan Advisors	Holland	1,218	$278.4 million	$781.3 million	adviserinfo.sec.gov
Bemanaged	Grand Rapids	989	$278 million	$410 million	adviserinfo.sec.gov
Cranbrook Wealth Management, LLC	Bloomfield Hills	126	$263.1 million	$906.8 million	adviserinfo.sec.gov
Flexible Plan Investments LTD	Bloomfield Hills	8,323	$261 million	$1.48 billion	adviserinfo.sec.gov
Lifeworks Advisors, LLC	Grand Rapids	1,337	$247.8 million	$966.7 million	adviserinfo.sec.gov
William Mack & Associates Inc	Troy	692	$237.2 million	$1.03 billion	adviserinfo.sec.gov
Rehmann Wealth	Lansing	1,063	$227.7 million	$5.27 billion	adviserinfo.sec.gov
USA Financial Securities LLC	Ada	1,185	$211.9 million	$296.5 million	adviserinfo.sec.gov
Retirement Income Solutions, Inc.	Ann Arbor	396	$207.2 million	$2.97 billion	adviserinfo.sec.gov
Verde Capital Management, Inc.	Clarkston	543	$204.7 million	$845.8 million	adviserinfo.sec.gov
Carrera Capital Advisors	Troy	718	$200.6 million	$968.7 million	adviserinfo.sec.gov
Fairhaven Financial Advisory Corporation	East Lansing	730	$196.4 million	$377.6 million	adviserinfo.sec.gov
Security First Financial	Swartz Creek	572	$193 million	$299.5 million	adviserinfo.sec.gov
Straight Path Wealth Management	Jenison	810	$191 million	$472.5 million	adviserinfo.sec.gov
Kaydan Wealth Management, Inc.	Fenton	741	$191 million	$726.5 million	adviserinfo.sec.gov
Dahring \| Cusmano and Associates	Novi	709	$183.4 million	$781.4 million	adviserinfo.sec.gov
Blue Chip Partners, LLC	Farmington Hills	479	$178.8 million	$1.88 billion	adviserinfo.sec.gov
CWS Financial Advisors LLC	Kalamazoo	421	$175.8 million	$1.33 billion	adviserinfo.sec.gov
Vima, LLC	Troy	1,143	$175.5 million	$229.5 million	adviserinfo.sec.gov
Captrust Wealth Advisors	Holland	497	$173.4 million	$2.00 billion	adviserinfo.sec.gov
Patrick Financial Group LLC.	Brighton	603	$169.8 million	$170.4 million	adviserinfo.sec.gov
Blue Water Asset Management	Grand Rapids	794	$166.3 million	$428.5 million	adviserinfo.sec.gov
Kroon & Mitchell Asset Management LLC	Grand Rapids	156	$165.7 million	$220.9 million	adviserinfo.sec.gov
Peak Wealth Management, LLC	Plymouth	520	$164 million	$446 million	adviserinfo.sec.gov
Bright Financial Advisors, Inc.	Portage	440	$160.7 million	$725.5 million	adviserinfo.sec.gov
Kelly Wealth Management, Inc.	Royal Oak	529	$160.6 million	$160.6 million	adviserinfo.sec.gov
Custom Wealth Management	Plymouth	477	$156.8 million	$201 million	adviserinfo.sec.gov
CPR Investments Inc	Rochester	1,127	$155.7 million	$238.8 million	adviserinfo.sec.gov
NPF Investment Advisors	Grand Rapids	401	$155.4 million	$2.69 billion	adviserinfo.sec.gov
Gem Asset Management, LLC	Plymouth	395	$153 million	$628.1 million	adviserinfo.sec.gov
Stewardship Trust Advisors	Grandville	238	$152.3 million	$294.9 million	adviserinfo.sec.gov
Generational Wealth, Inc.	Zeeland	566	$149 million	$394.8 million	adviserinfo.sec.gov
Evergreen Wealth Management, LLC	Williamston	655	$147.5 million	$248.7 million	adviserinfo.sec.gov
Aspen Investment Management Inc.	Grand Rapids	201	$146.9 million	$452.5 million	adviserinfo.sec.gov
Cornerstone Wealth Partners, LLC	Okemos	429	$145.9 million	$145.9 million	adviserinfo.sec.gov
Summit Financial Working With People You Trust	Sterling Heights	1,040	$144.8 million	$219 million	adviserinfo.sec.gov
Washington Avenue Advisors	Lansing	579	$144.1 million	$336.9 million	adviserinfo.sec.gov
Spectrum Financial Resources	Troy	584	$143.7 million	$235.3 million	adviserinfo.sec.gov
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L	Troy	357	$141.9 million	$512.5 million	adviserinfo.sec.gov
Planning Alternatives LTD	Birmingham	345	$139.6 million	$1.54 billion	adviserinfo.sec.gov
Sigma Investment Counselors	Northville	261	$136.8 million	$2.17 billion	adviserinfo.sec.gov
Northern Edge Wealth Management	Marquette	479	$135.1 million	$246.9 million	adviserinfo.sec.gov
Guidestream Financial, Inc.	Spring Arbor	815	$133.5 million	$263.5 million	adviserinfo.sec.gov
Lakeshore Financial Planning Inc.	Saint Clair Shores	346	$130.3 million	$469.3 million	adviserinfo.sec.gov
Stonepath Wealth Management	Traverse City	472	$126.7 million	$299.5 million	adviserinfo.sec.gov
Braeburn Wealth Management, LLC	Muskegon	404	$126.5 million	$259.4 million	adviserinfo.sec.gov
Greystone Financial Group, LLC	Bloomfield Hills	417	$126 million	$494.9 million	adviserinfo.sec.gov
Premier Estate Planners, LLC	Clinton Township	529	$125.2 million	$226.9 million	adviserinfo.sec.gov
JFR Financial Services, Inc.	Trenton	483	$125 million	$276.6 million	adviserinfo.sec.gov
Palatine Hill Wealth Management	Birmingham	233	$124.1 million	$295.9 million	adviserinfo.sec.gov
SGH Wealth Management	Lathrup Village	210	$123.3 million	$561.8 million	adviserinfo.sec.gov
Voisard Asset Management Group	Grand Rapids	284	$119.3 million	$589.4 million	adviserinfo.sec.gov
The Nemes Rush Group, LLC	Novi	418	$117.4 million	$1.62 billion	adviserinfo.sec.gov
Richmond Brothers, Inc.	Jackson	566	$116.9 million	$240.6 million	adviserinfo.sec.gov
City Center Advisors, LLC	Troy	379	$116.4 million	$187.1 million	adviserinfo.sec.gov
Strategic Wealth Advisors Group, Inc.	Utica	471	$116.4 million	$206.7 million	adviserinfo.sec.gov
John a. Wolfe & Associates, Inc.	Portage	271	$116.3 million	$560.7 million	adviserinfo.sec.gov
Simplyria Advisor Network	Brighton	556	$115.4 million	$214.9 million	adviserinfo.sec.gov
Uhy Wealth Management RIA LLC	Sterling Heights	413	$114.3 million	$912.1 million	adviserinfo.sec.gov
Miller Financial Services LLC	Marshall	508	$110 million	$462.9 million	adviserinfo.sec.gov
Ele Advisory Services, Inc	Southfield	1,124	$106.2 million	$136.5 million	adviserinfo.sec.gov
626 Financial, LLC	Portage	329	$98.9 million	$379.6 million	adviserinfo.sec.gov
Hemming& Wealth Management, Inc.	Traverse City	323	$98.1 million	$292.6 million	adviserinfo.sec.gov
River Raisin Investment Partners, Inc.	Monroe	487	$97.6 million	$163.5 million	adviserinfo.sec.gov
Stonebrook Private LLC	Northville	319	$96.8 million	$937 million	adviserinfo.sec.gov
Maner Wealth	Lansing	409	$95.2 million	$299.5 million	adviserinfo.sec.gov
M1 Capital Management LLC	Troy	278	$94.7 million	$450.4 million	adviserinfo.sec.gov
Heron Bay Capital Management	Bloomfield Hills	81	$92 million	$643.8 million	adviserinfo.sec.gov
Fairway Investment Group, LLC	East Lansing	826	$89.8 million	$107.1 million	adviserinfo.sec.gov
Daus Financial Group, LLC	Kalamazoo	240	$89.3 million	$270.5 million	adviserinfo.sec.gov
RBS Wealth Management	Alto	377	$89 million	$322.3 million	adviserinfo.sec.gov
Arbor Trust Wealth Advisors, LLC	Ann Arbor	260	$88.9 million	$611.4 million	adviserinfo.sec.gov
Fai Advisors, Inc.	Farmington Hills	270	$88.6 million	$302 million	adviserinfo.sec.gov
Financial Freedom House	Waterford	473	$88.3 million	$212.9 million	adviserinfo.sec.gov
Family Capital Management	Grand Rapids	360	$87.7 million	$435.1 million	adviserinfo.sec.gov
Schwallier Wealth Management	Grand Rapids	236	$87.6 million	$197 million	adviserinfo.sec.gov
Skyoak Wealth	Southfield	301	$87.6 million	$692.7 million	adviserinfo.sec.gov
Cirrus Capital LLC	Bloomfield Hills	294	$87 million	$170.4 million	adviserinfo.sec.gov
Pathworks Financial, Inc.	Novi	362	$86.3 million	$279.3 million	adviserinfo.sec.gov
B.A. Roberts Financial Services, Inc.	Marquette	1,210	$85.3 million	$373.9 million	adviserinfo.sec.gov
Duet Advisory Services LLC	Bingham Farms	182	$84 million	$316.5 million	adviserinfo.sec.gov
J.V.B. Investment Company	Jackson	190	$83.4 million	$157.6 million	adviserinfo.sec.gov
Ryzome Investment Advisors	Okemos	650	$81.7 million	$116.1 million	adviserinfo.sec.gov
Retirement Resources, LLC	Auburn Hills	356	$80.7 million	$166.1 million	adviserinfo.sec.gov
Four Financial Management	Ann Arbor	312	$80.2 million	$162.7 million	adviserinfo.sec.gov
Retiremitten Financial LLC	Clarkston	138	$80.1 million	$213.8 million	adviserinfo.sec.gov
Yousif Capital Management, LLC	Bloomfield Hills	143	$77.1 million	$14.73 billion	adviserinfo.sec.gov
Harborfront Financial Group	Ludington	438	$77 million	$149 million	adviserinfo.sec.gov
Clarkston Capital Partners, LLC	Rochester	106	$76.7 million	$1.71 billion	adviserinfo.sec.gov
Darden Wealth Group	Ann Arbor	164	$75.9 million	$379.6 million	adviserinfo.sec.gov
Rachor Investment Advisory Services, LLC	Linden	358	$75.1 million	$238.1 million	adviserinfo.sec.gov
Infinity Advisory Group	Portage	174	$74.1 million	$128.9 million	adviserinfo.sec.gov
True Blue Financial, LLC	Stevensville	327	$73.5 million	$271.5 million	adviserinfo.sec.gov
Integrated Capital Management	Bloomfield Hills	262	$73 million	$429.8 million	adviserinfo.sec.gov
Great Lakes Wealth, LLC	Northville	209	$71.9 million	$166.3 million	adviserinfo.sec.gov
Hungerford Financial LLC	Grand Rapids	191	$71.4 million	$492.1 million	adviserinfo.sec.gov
Greenway Financial, LLC	Farmington Hills	203	$71 million	$151.4 million	adviserinfo.sec.gov
McMillan Office, Inc.	St. Clair Shores	293	$70.6 million	$913.7 million	adviserinfo.sec.gov
White Pine Investment Co	Livonia	219	$70.1 million	$532.3 million	adviserinfo.sec.gov
Graetz Wealth	Jenison	266	$69.4 million	$158.2 million	adviserinfo.sec.gov
Up North Financial, LLC	Traverse City	280	$69.2 million	$203.8 million	adviserinfo.sec.gov
Strickler Investment Services, LLC	Brighton	259	$67.1 million	$107.3 million	adviserinfo.sec.gov
Legacy Wealth Advisors, LLC	Clinton Township	203	$66.9 million	$132.3 million	adviserinfo.sec.gov
Bernard Wealth Management Corp.	Royal Oak	211	$66.7 million	$314.2 million	adviserinfo.sec.gov
Columbia Asset Management, L.L.C.	Ann Arbor	201	$65.7 million	$1.20 billion	adviserinfo.sec.gov
Daniel Investment Group Inc.	Royal Oak	154	$65.3 million	$210.1 million	adviserinfo.sec.gov
RHL Group, LLC	Holly	300	$65.1 million	$155.1 million	adviserinfo.sec.gov
Gasaway Investment Advisors, Inc.	Kalamazoo	366	$65 million	$173.1 million	adviserinfo.sec.gov
Henrickson Nauta Wealth Advisors, Inc.	Belmont	286	$65 million	$998.5 million	adviserinfo.sec.gov
Financial Advisory Corporation	Grand Rapids	125	$64.5 million	$1.10 billion	adviserinfo.sec.gov
Pearl Planning	Dexter	201	$64.1 million	$329.2 million	adviserinfo.sec.gov
JLB & Associates Inc	Plymouth	127	$63.2 million	$892.7 million	adviserinfo.sec.gov
Gainplan LLC	Bloomfield Hills	292	$62.5 million	$461.6 million	adviserinfo.sec.gov
Shotwell Rutter Baer Inc	Lansing	220	$62.4 million	$183.9 million	adviserinfo.sec.gov
Wolff Financial Management LLC	Kalamazoo	205	$61.2 million	$612.7 million	adviserinfo.sec.gov
Northern Financial Advisors, Inc	Bloomfield Hills	136	$61.1 million	$684 million	adviserinfo.sec.gov
Wealth Ease Wealth Management	Marshall	224	$60.6 million	$132.2 million	adviserinfo.sec.gov
Richard W. Paul & Associates, LLC	Novi	325	$60.2 million	$372.8 million	adviserinfo.sec.gov
PPS & V Asset Management Consultants Inc	Portage	189	$59.9 million	$253.7 million	adviserinfo.sec.gov
Sculati Wealth Management, LLC	Bloomfield Hills	245	$59.2 million	$381.5 million	adviserinfo.sec.gov
Wealthspan Investment Management, LLC	Grand Rapids	300	$58.3 million	$93.1 million	adviserinfo.sec.gov
Old Oak Financial Planning, Inc.	Brighton	214	$57.5 million	$160.3 million	adviserinfo.sec.gov
MKD Wealth	Troy	116	$56.5 million	$505.7 million	adviserinfo.sec.gov
Midwest Capital Advisors, LLC	Grand Rapids	140	$55.9 million	$1.36 billion	adviserinfo.sec.gov
Trunorth Capital Management, LLC	Kalamazoo	175	$55.5 million	$724.5 million	adviserinfo.sec.gov
Synergy Wealth Management, LLC	Grand Rapids	240	$55.4 million	$127.1 million	adviserinfo.sec.gov
DB & C Advisors, LLC	Holland	267	$55 million	$252.2 million	adviserinfo.sec.gov
Provident Investment Management, Inc.	Novi	91	$54.8 million	$1.13 billion	adviserinfo.sec.gov
Calder Financial Group	Ada	463	$54.4 million	$297 million	adviserinfo.sec.gov
Imber Financial Group, LLC	Ann Arbor	176	$54.3 million	$106 million	adviserinfo.sec.gov
Leonard Advisory Group LLC	Saint Joseph	226	$54.1 million	$114.1 million	adviserinfo.sec.gov
Azimuth Capital Management	Bloomfield Hills	66	$53.4 million	$3.99 billion	adviserinfo.sec.gov
Lafleur & Godfrey Private Wealth Management	Grand Rapids	160	$52.7 million	$1.02 billion	adviserinfo.sec.gov
Advisory Advocates LLC	Grand Rapids	196	$51.3 million	$158.6 million	adviserinfo.sec.gov
Isto Advisors, LLC	Troy	114	$50.3 million	$1.06 billion	adviserinfo.sec.gov
DBS Investment Advisers, LLC	Bay City	488	$50.2 million	$280.2 million	adviserinfo.sec.gov
Pinnacle Wealth Management Group, Inc.	Plymouth	124	$50.2 million	$243.7 million	adviserinfo.sec.gov
Independent Wealth Management, LLC	Traverse City	115	$47.3 million	$203 million	adviserinfo.sec.gov
Vertrix Wealth Management, LLC	Troy	178	$47.2 million	$343.2 million	adviserinfo.sec.gov
Global Financial Planning Group, LLC	Troy	172	$47 million	$135.3 million	adviserinfo.sec.gov
Arbor Investment Management	Ann Arbor	30	$47 million	$162 million	adviserinfo.sec.gov
J2 Capital Management, Inc.	Troy	129	$45.4 million	$195.7 million	adviserinfo.sec.gov
Lightsquare Wealth Management, LLC	Bingham Farms	125	$45.4 million	$203.5 million	adviserinfo.sec.gov
Hoover Private Wealth, LLC	Royal Oak	175	$45.4 million	$171.3 million	adviserinfo.sec.gov
Afs Wealth Management, LLC	Farmington Hills	127	$44.9 million	$118 million	adviserinfo.sec.gov
Pinnacle Wealth Management, Inc.	Brighton	201	$44.9 million	$118.1 million	adviserinfo.sec.gov
Alliance Investment Management, LLC	Jenison	118	$44.8 million	$206.8 million	adviserinfo.sec.gov
Star Wealth Management Corporation	Bingham Farms	75	$44.4 million	$156.5 million	adviserinfo.sec.gov
Allen Financial Management	Oxford	250	$44.4 million	$121.2 million	adviserinfo.sec.gov
Blueprint Partners LLC	Traverse City	231	$44.3 million	$292.9 million	adviserinfo.sec.gov
Daniel Krug & Associates	Clarkston	137	$44 million	$145.1 million	adviserinfo.sec.gov
Haverdink Financial Management, LLC	Portage	117	$42.7 million	$220.4 million	adviserinfo.sec.gov
RFM Financial Solutions, LLC	Mt. Pleasant	472	$41.7 million	$260.1 million	adviserinfo.sec.gov
GPM Growth Investors, Inc.	Bloomfield Hills	151	$41.7 million	$281.3 million	adviserinfo.sec.gov
Antonelli Financial Advisors, LLC	Grosse Pointe	131	$41.5 million	$229.1 million	adviserinfo.sec.gov
Pointe Capital Management LLC	Grosse Pointe Farms	85	$39.9 million	$452.3 million	adviserinfo.sec.gov
Jay a. Fishman, LTD	Troy	257	$39.6 million	$1.25 billion	adviserinfo.sec.gov
Burnham & Company LLC	Grand Rapids	127	$39 million	$129.5 million	adviserinfo.sec.gov
Abbit Management Corp	Grand Haven	367	$38.9 million	$282.4 million	adviserinfo.sec.gov
Foresight Capital Management Advisors, Inc.	Saline	288	$38.5 million	$351.1 million	adviserinfo.sec.gov
Stonebridge Financial Group	Grand Rapids	670	$38.1 million	$739.4 million	adviserinfo.sec.gov
Legacy Financial Services Group, Inc.	Traverse City	148	$38 million	$122.8 million	adviserinfo.sec.gov
CND Financial	Livonia	115	$34.6 million	$199.5 million	adviserinfo.sec.gov
Rochester Wealth Strategies, LLC	Rochester	60	$34.3 million	$203.6 million	adviserinfo.sec.gov
JVL Wealth Strategies	Wyoming	77	$32.9 million	$784.4 million	adviserinfo.sec.gov
Integrated Investment Consultants, LLC	Bloomfield Hills	108	$32.2 million	$1.08 billion	adviserinfo.sec.gov
Melone Private Wealth, LLC	Auburn Hills	82	$31.6 million	$313.2 million	adviserinfo.sec.gov
Bay Pointe Financial	New Baltimore	84	$31 million	$115.9 million	adviserinfo.sec.gov
Vision Capital Partners	Ann Arbor	97	$30.4 million	$168.3 million	adviserinfo.sec.gov
DWP	Grosse Pointe Farms	107	$30.2 million	$208 million	adviserinfo.sec.gov
Vanderpol Investments L.L.C.	Caledonia	99	$29.4 million	$118.1 million	adviserinfo.sec.gov
Breakwater Capital	Kalamazoo	90	$28.7 million	$156.6 million	adviserinfo.sec.gov
Revalue LLC	Grand Rapids	102	$25.5 million	$128.5 million	adviserinfo.sec.gov
Solyco Wealth LLC	Birmingham	125	$25.4 million	$116.2 million	adviserinfo.sec.gov
Arborfi Advisors, LLC	Ann Arbor	56	$25.1 million	$148.4 million	adviserinfo.sec.gov
S.A. Mason, LLC	Holland	164	$25 million	$528.7 million	adviserinfo.sec.gov
Streamsong Advisors, LLC	Grand Rapids	209	$24.9 million	$124.4 million	adviserinfo.sec.gov
Lsia	Bloomfield Hills	41	$24.5 million	$932.1 million	adviserinfo.sec.gov
SS&H Financial Advisors, Inc.	Troy	46	$24.4 million	$482.2 million	adviserinfo.sec.gov
DS Investment Advisors	Grand Rapids	110	$24.1 million	$386.1 million	adviserinfo.sec.gov
LFN Advisors Inc.	Muskegon	179	$23.7 million	$23.7 million	adviserinfo.sec.gov
Clear Ridge Wealth Management, LLC	Kalamazoo	59	$22.1 million	$244.6 million	adviserinfo.sec.gov
Optimal Capital Advisors, LLC	Traverse City	102	$21.5 million	$119.9 million	adviserinfo.sec.gov
MD Wealth Management, LLC	Chelsea	44	$21 million	$109.9 million	adviserinfo.sec.gov
Reitz Capital Advisors LLC	Freeland	63	$20.6 million	$103.4 million	adviserinfo.sec.gov
Sage Hill Capital	Ann Arbor	45	$20.1 million	$214.3 million	adviserinfo.sec.gov
Ontrack Wealth Management	Canton	43	$19.8 million	$112.4 million	adviserinfo.sec.gov
Octo Capital, LLC	Bingham Farms	59	$19.7 million	$165 million	adviserinfo.sec.gov
Black Walnut Wealth Management	Traverse City	46	$19.1 million	$136.8 million	adviserinfo.sec.gov
Liberty Capital Management Inc	Birmingham	34	$18.4 million	$849.5 million	adviserinfo.sec.gov
Grand Wealth Management, LLC	Grand Rapids	35	$16.1 million	$597.8 million	adviserinfo.sec.gov
KRS Capital Management, LLC	Bloomfield Hills	8	$15.6 million	$188.9 million	adviserinfo.sec.gov
Rosenberg Wealth Advisors	Birmingham	73	$15 million	$231 million	adviserinfo.sec.gov
Baron Wealth Management, LLC	Troy	40	$14.5 million	$846.8 million	adviserinfo.sec.gov
Cig Asset Management, Inc.	Southfield	33	$13 million	$192.5 million	adviserinfo.sec.gov
Steward Capital Management	Bloomfield Hills	29	$12.2 million	$95.1 million	adviserinfo.sec.gov
Hill Island Financial LLC	Grand Rapids	41	$11.1 million	$623.8 million	adviserinfo.sec.gov
Brooktree Capital Management Inc.	Grand Rapids	40	$10.7 million	$138.9 million	adviserinfo.sec.gov
McQueen Financial Advisors II, Inc.	Clawson	17	$10.5 million	$10.09 billion	adviserinfo.sec.gov
Meadowbrook Investment Advisors LLC	Livonia	29	$10.1 million	$185.2 million	adviserinfo.sec.gov
Wolverine Wealth Advisory Services Inc.	Bloomfield Hills	34	$7.1 million	$140.9 million	adviserinfo.sec.gov
Seizert Capital Partners	Birmingham	16	$6.3 million	$2.48 billion	adviserinfo.sec.gov
Firstmetric	Troy	9	$6 million	$272.1 million	adviserinfo.sec.gov
Motive Wealth Advisors, LLC	Birmingham	30	$4.8 million	$362.6 million	adviserinfo.sec.gov
Marketocracy Masters Capital Management LLC	Northville	18	$4.5 million	$4.5 million	adviserinfo.sec.gov
Miller Capital	Troy	7	$4.4 million	$311.6 million	adviserinfo.sec.gov
Confidential Management Advisors, Inc.	Troy	18	$3.2 million	$161.9 million	adviserinfo.sec.gov
N.V.N.G. Investments, Inc.	Kalamazoo	Fewer than 5	$1.4 million	$329.5 million	adviserinfo.sec.gov
Long Road Investment Counsel, LLC	Kalamazoo	Fewer than 5	$1.3 million	$346.4 million	adviserinfo.sec.gov
Arbor Wealth Advisors LLC	Troy	Fewer than 5	$1 million	$657.7 million	adviserinfo.sec.gov
Schwartz Investment Counsel Inc	Plymouth	Fewer than 5	$175,233	$3.74 billion	adviserinfo.sec.gov
Trustee Empowerment & Protection, Inc.	Troy	3	Not listed	$10.3 million	adviserinfo.sec.gov
Senstomi	Southfield	2	Not listed	Not listed	adviserinfo.sec.gov

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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.