Data / Investment advisers / Serving pension and profit sharing plans / Michigan

Investment advisers in Michigan serving pension and profit sharing plans: 124 firms

Name: Investment advisers in Michigan serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
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124 SEC registered investment advisers with a main office in Michigan report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $17.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Schwartz & Co.

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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124Advisers
$17.8 billionAUM from this client type
124Advisers over $100 million
November 2, 2026File date

Advisers in Michigan serving pension and profit sharing plans

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
Schwartz & Co.	Bloomfield Hills	193	$7.86 billion	$10.49 billion	adviserinfo.sec.gov
Rehmann Wealth	Lansing	267	$1.45 billion	$5.27 billion	adviserinfo.sec.gov
Midwest Capital Advisors, LLC	Grand Rapids	65	$836.7 million	$1.36 billion	adviserinfo.sec.gov
Yousif Capital Management, LLC	Bloomfield Hills	7	$695.2 million	$14.73 billion	adviserinfo.sec.gov
Stonebridge Financial Group	Grand Rapids	87	$630.5 million	$739.4 million	adviserinfo.sec.gov
Uhy Wealth Management RIA LLC	Sterling Heights	36	$526 million	$912.1 million	adviserinfo.sec.gov
CG Advisory Services	Williamston	409	$495.8 million	$4.64 billion	adviserinfo.sec.gov
Innovia Wealth, LLC	Grand Rapids	64	$453.9 million	$3.29 billion	adviserinfo.sec.gov
Red Cedar Investment Management	Grand Rapids	4	$343.8 million	$3.33 billion	adviserinfo.sec.gov
Seizert Capital Partners	Birmingham	17	$342.8 million	$2.48 billion	adviserinfo.sec.gov
Deroy & Devereaux Private Investment Counsel, Inc.	Bloomfield Hills	11	$318.3 million	$2.58 billion	adviserinfo.sec.gov
Asset Allocation Strategies, LLC	Farmington	31	$302.1 million	$1.02 billion	adviserinfo.sec.gov
Integrated Investment Consultants, LLC	Bloomfield Hills	30	$300 million	$1.08 billion	adviserinfo.sec.gov
DS Investment Advisors	Grand Rapids	24	$297.7 million	$386.1 million	adviserinfo.sec.gov
Clarkston Capital Partners, LLC	Rochester	5	$214.9 million	$1.71 billion	adviserinfo.sec.gov
The Nemes Rush Group, LLC	Novi	66	$134.1 million	$1.62 billion	adviserinfo.sec.gov
Regal Investment Advisors LLC	Kentwood	40	$127.2 million	$2.88 billion	adviserinfo.sec.gov
Iic	Bloomfield Hills	45	$125 million	$125 million	adviserinfo.sec.gov
DBS Investment Advisers, LLC	Bay City	68	$123.2 million	$280.2 million	adviserinfo.sec.gov
Calder Financial Group	Ada	30	$119 million	$297 million	adviserinfo.sec.gov
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L	Troy	30	$88.8 million	$512.5 million	adviserinfo.sec.gov
Dillon & Associates Inc	Jackson	17	$87.1 million	$916.4 million	adviserinfo.sec.gov
Jay a. Fishman, LTD	Troy	13	$76.4 million	$1.25 billion	adviserinfo.sec.gov
Gasaway Investment Advisors, Inc.	Kalamazoo	62	$69.8 million	$173.1 million	adviserinfo.sec.gov
Zhang Financial	Portage	10	$69.8 million	$8.37 billion	adviserinfo.sec.gov
Gainplan LLC	Bloomfield Hills	17	$64.2 million	$461.6 million	adviserinfo.sec.gov
Heron Bay Capital Management	Bloomfield Hills	Fewer than 5	$59.6 million	$643.8 million	adviserinfo.sec.gov
Financial Freedom House	Waterford	10	$58.8 million	$212.9 million	adviserinfo.sec.gov
Grand Wealth Management, LLC	Grand Rapids	4	$58.4 million	$597.8 million	adviserinfo.sec.gov
Lifeworks Advisors, LLC	Grand Rapids	33	$54.4 million	$966.7 million	adviserinfo.sec.gov
Q3 Asset Management Corporation	Birmingham	142	$51.5 million	$794.7 million	adviserinfo.sec.gov
Foresight Capital Management Advisors, Inc.	Saline	31	$51 million	$351.1 million	adviserinfo.sec.gov
Melone Private Wealth, LLC	Auburn Hills	10	$51 million	$313.2 million	adviserinfo.sec.gov
Stonebrook Private LLC	Northville	3	$47.4 million	$937 million	adviserinfo.sec.gov
Financial Advisory Corporation	Grand Rapids	10	$44.8 million	$1.10 billion	adviserinfo.sec.gov
The Enterprise Investment Company	Farmington Hills	46	$43.2 million	$607.1 million	adviserinfo.sec.gov
Advisory Alpha, LLC	Holland	33	$42.4 million	$4.37 billion	adviserinfo.sec.gov
Carrera Capital Advisors	Troy	23	$40.8 million	$968.7 million	adviserinfo.sec.gov
Advance Capital Management Inc	Southfield	47	$39.9 million	$4.98 billion	adviserinfo.sec.gov
Voisard Asset Management Group	Grand Rapids	12	$38.5 million	$589.4 million	adviserinfo.sec.gov
NPF Investment Advisors	Grand Rapids	6	$37.8 million	$2.69 billion	adviserinfo.sec.gov
Hill Island Financial LLC	Grand Rapids	9	$37.1 million	$623.8 million	adviserinfo.sec.gov
DB & C Advisors, LLC	Holland	Fewer than 5	$36.2 million	$252.2 million	adviserinfo.sec.gov
Henrickson Nauta Wealth Advisors, Inc.	Belmont	21	$35.6 million	$998.5 million	adviserinfo.sec.gov
Hungerford Financial LLC	Grand Rapids	22	$35.4 million	$492.1 million	adviserinfo.sec.gov
Azimuth Capital Management	Bloomfield Hills	6	$33.4 million	$3.99 billion	adviserinfo.sec.gov
Cig Asset Management, Inc.	Southfield	56	$31.6 million	$192.5 million	adviserinfo.sec.gov
SPC	Ann Arbor	190	$28 million	$6.10 billion	adviserinfo.sec.gov
Trunorth Capital Management, LLC	Kalamazoo	7	$27.8 million	$724.5 million	adviserinfo.sec.gov
William Mack & Associates Inc	Troy	13	$27.6 million	$1.03 billion	adviserinfo.sec.gov
Verde Capital Management, Inc.	Clarkston	35	$27.3 million	$845.8 million	adviserinfo.sec.gov
Integrated Capital Management	Bloomfield Hills	23	$26.6 million	$429.8 million	adviserinfo.sec.gov
Planning Alternatives LTD	Birmingham	8	$23.4 million	$1.54 billion	adviserinfo.sec.gov
Washington Avenue Advisors	Lansing	19	$22.9 million	$336.9 million	adviserinfo.sec.gov
Lafleur & Godfrey Private Wealth Management	Grand Rapids	8	$21.8 million	$1.02 billion	adviserinfo.sec.gov
LVZ, Inc.	Holland	14	$21.3 million	$1.13 billion	adviserinfo.sec.gov
Schwartz Investment Counsel Inc	Plymouth	6	$21.1 million	$3.74 billion	adviserinfo.sec.gov
Bernard Wealth Management Corp.	Royal Oak	7	$21.1 million	$314.2 million	adviserinfo.sec.gov
Alliance Investment Management, LLC	Jenison	9	$21.1 million	$206.8 million	adviserinfo.sec.gov
Captrust Wealth Advisors	Holland	9	$21 million	$2.00 billion	adviserinfo.sec.gov
Modell Capital Management LLC	Bloomfield Hills	7	$20.4 million	$1.88 billion	adviserinfo.sec.gov
Miller Financial Services LLC	Marshall	4	$20.2 million	$462.9 million	adviserinfo.sec.gov
Fairhaven Financial Advisory Corporation	East Lansing	Fewer than 5	$18.4 million	$377.6 million	adviserinfo.sec.gov
Provident Investment Management, Inc.	Novi	Fewer than 5	$18.2 million	$1.13 billion	adviserinfo.sec.gov
Lsia	Bloomfield Hills	2	$17.7 million	$932.1 million	adviserinfo.sec.gov
Wealth Ease Wealth Management	Marshall	3	$17.4 million	$132.2 million	adviserinfo.sec.gov
McMillan Office, Inc.	St. Clair Shores	Fewer than 5	$16.6 million	$913.7 million	adviserinfo.sec.gov
Greenway Financial, LLC	Farmington Hills	5	$15.7 million	$151.4 million	adviserinfo.sec.gov
Greystone Financial Group, LLC	Bloomfield Hills	10	$15.4 million	$494.9 million	adviserinfo.sec.gov
Isto Advisors, LLC	Troy	5	$14.9 million	$1.06 billion	adviserinfo.sec.gov
Blueprint Partners LLC	Traverse City	13	$14.2 million	$292.9 million	adviserinfo.sec.gov
First Financial Coaching, Inc.	Mt. Clemens	12	$13.2 million	$670.6 million	adviserinfo.sec.gov
Hantz Financial Services, Inc.	Southfield	25	$12.7 million	$10.00 billion	adviserinfo.sec.gov
B.A. Roberts Financial Services, Inc.	Marquette	Fewer than 5	$11.7 million	$373.9 million	adviserinfo.sec.gov
Global Financial Planning Group, LLC	Troy	8	$11 million	$135.3 million	adviserinfo.sec.gov
Financial Strategies Group, Inc	Okemos	1	$9.7 million	$677.4 million	adviserinfo.sec.gov
Synergy Wealth Management, LLC	Grand Rapids	Fewer than 5	$9.2 million	$127.1 million	adviserinfo.sec.gov
Graetz Wealth	Jenison	5	$8.5 million	$158.2 million	adviserinfo.sec.gov
Vertrix Wealth Management, LLC	Troy	12	$8.5 million	$343.2 million	adviserinfo.sec.gov
Arbor Trust Wealth Advisors, LLC	Ann Arbor	Fewer than 5	$8.2 million	$611.4 million	adviserinfo.sec.gov
PPS & V Asset Management Consultants Inc	Portage	Fewer than 5	$8 million	$253.7 million	adviserinfo.sec.gov
Wolverine Wealth Advisory Services Inc.	Bloomfield Hills	Fewer than 5	$7.7 million	$140.9 million	adviserinfo.sec.gov
Maner Wealth	Lansing	5	$7.6 million	$299.5 million	adviserinfo.sec.gov
Cranbrook Wealth Management, LLC	Bloomfield Hills	Fewer than 5	$7.6 million	$906.8 million	adviserinfo.sec.gov
Kaydan Wealth Management, Inc.	Fenton	Fewer than 5	$7.6 million	$726.5 million	adviserinfo.sec.gov
Centennial Securities Company Inc	Grand Rapids	12	$7.1 million	$1.34 billion	adviserinfo.sec.gov
John a. Wolfe & Associates, Inc.	Portage	4	$6.7 million	$560.7 million	adviserinfo.sec.gov
Vision Capital Partners	Ann Arbor	3	$6.6 million	$168.3 million	adviserinfo.sec.gov
Blue Chip Partners, LLC	Farmington Hills	2	$6.6 million	$1.88 billion	adviserinfo.sec.gov
Cirrus Capital LLC	Bloomfield Hills	3	$6.3 million	$170.4 million	adviserinfo.sec.gov
MKD Wealth	Troy	Fewer than 5	$6 million	$505.7 million	adviserinfo.sec.gov
M1 Capital Management LLC	Troy	8	$5.6 million	$450.4 million	adviserinfo.sec.gov
Pearl Planning	Dexter	Fewer than 5	$5.2 million	$329.2 million	adviserinfo.sec.gov
Flexible Plan Investments LTD	Bloomfield Hills	33	$5.1 million	$1.48 billion	adviserinfo.sec.gov
LVM Capital Management LTD	Portage	1	$5 million	$1.56 billion	adviserinfo.sec.gov
Simplyria Advisor Network	Brighton	Fewer than 5	$4.9 million	$214.9 million	adviserinfo.sec.gov
Great Lakes Wealth, LLC	Northville	Fewer than 5	$4.3 million	$166.3 million	adviserinfo.sec.gov
CND Financial	Livonia	1	$4.3 million	$199.5 million	adviserinfo.sec.gov
Pointe Capital Management LLC	Grosse Pointe Farms	1	$4.1 million	$452.3 million	adviserinfo.sec.gov
CPR Investments Inc	Rochester	5	$3.9 million	$238.8 million	adviserinfo.sec.gov
Haverdink Financial Management, LLC	Portage	2	$3.5 million	$220.4 million	adviserinfo.sec.gov
Stonepath Wealth Management	Traverse City	19	$3.5 million	$299.5 million	adviserinfo.sec.gov
GPM Growth Investors, Inc.	Bloomfield Hills	Fewer than 5	$3.4 million	$281.3 million	adviserinfo.sec.gov
Spartan Wealth Management	Bingham Farms	Fewer than 5	$3.2 million	$1.48 billion	adviserinfo.sec.gov
626 Financial, LLC	Portage	Fewer than 5	$3.1 million	$379.6 million	adviserinfo.sec.gov
Fiduciary Financial Advisors	Grand Rapids	1	$3.1 million	$1.33 billion	adviserinfo.sec.gov
Retirement Income Solutions, Inc.	Ann Arbor	5	$3 million	$2.97 billion	adviserinfo.sec.gov
Diversified Portfolios, Inc.	Bloomfield Hills	Fewer than 5	$2.7 million	$1.94 billion	adviserinfo.sec.gov
Duet Advisory Services LLC	Bingham Farms	1	$2.2 million	$316.5 million	adviserinfo.sec.gov
Pathworks Financial, Inc.	Novi	Fewer than 5	$2.1 million	$279.3 million	adviserinfo.sec.gov
Strickler Investment Services, LLC	Brighton	3	$2 million	$107.3 million	adviserinfo.sec.gov
J2 Capital Management, Inc.	Troy	1	$1.8 million	$195.7 million	adviserinfo.sec.gov
Legacy Financial Services Group, Inc.	Traverse City	1	$1.6 million	$122.8 million	adviserinfo.sec.gov
Harborfront Financial Group	Ludington	8	$1.5 million	$149 million	adviserinfo.sec.gov
Concorde Asset Management, LLC	Ann Arbor	8	$850,335	$598.4 million	adviserinfo.sec.gov
Patrick Financial Group LLC.	Brighton	4	$684,503	$170.4 million	adviserinfo.sec.gov
Afs Wealth Management, LLC	Farmington Hills	1	$463,589	$118 million	adviserinfo.sec.gov
Pinnacle Wealth Management Group, Inc.	Plymouth	4	$402,800	$243.7 million	adviserinfo.sec.gov
Optimal Capital Advisors, LLC	Traverse City	1	$341,948	$119.9 million	adviserinfo.sec.gov
Rosenberg Wealth Advisors	Birmingham	Fewer than 5	$209,546	$231 million	adviserinfo.sec.gov
Northern Edge Wealth Management	Marquette	1	$126,981	$246.9 million	adviserinfo.sec.gov
RFM Financial Solutions, LLC	Mt. Pleasant	Fewer than 5	$2	$260.1 million	adviserinfo.sec.gov
Skyoak Wealth	Southfield	9	Not listed	$692.7 million	adviserinfo.sec.gov
Braeburn Wealth Management, LLC	Muskegon	7	Not listed	$259.4 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.