Data / Investment advisers / Michigan
Investment advisers in Michigan: 329 firms, $568 billion in AUM
329 investment advisers have their main office in Michigan: 303 SEC registered and 26 exempt reporting. The registered advisers report $568 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Jackson National Asset Management, LLC with $246 billion.
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.
Get advisers in Michigan over $100 millionWatch new advisers in MichiganGet private fund advisers in Michigan
- 329Advisers
- 303SEC registered
- 26Exempt reporting
- $568 billionTotal AUM
- 291Advisers over $100 million
- 61Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 329 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Jackson National Asset Management, LLC | Lansing | $246.30 billion | 134 | 156 | Not listed | (517) 381-5500 | adviserinfo.sec.gov | |
| Plante Moran Financial Advisors | Southfield | $26.93 billion | 19,176 | 144 | Not listed | (248) 352-2500 | adviserinfo.sec.gov | |
| Oa Private Capital | Grand Rapids | $22.95 billion | 94 | 91 | 28 | (616) 278-6000 | adviserinfo.sec.gov | |
| Yousif Capital Management, LLC | Bloomfield Hills | $14.73 billion | 454 | 17 | Not listed | (833) 342-5926 | adviserinfo.sec.gov | |
| Bricktown Capital, LLC | Detroit | $11.67 billion | 84 | 33 | Not listed | (313) 225-0221 | bricktowncapital.com | adviserinfo.sec.gov |
| Schwartz & Co. | Bloomfield Hills | $10.49 billion | 1,737 | 30 | Not listed | (248) 644-2701 | gjsco.com | adviserinfo.sec.gov |
| McQueen Financial Advisors II, Inc. | Clawson | $10.09 billion | 215 | 50 | Not listed | (248) 548-8400 | m-f-a.com | adviserinfo.sec.gov |
| Hantz Financial Services, Inc. | Southfield | $10.00 billion | 121,451 | 435 | 5 | (248) 304-2855 | hantzgroup.com | adviserinfo.sec.gov |
| Zhang Financial | Portage | $8.37 billion | 7,855 | 50 | Not listed | (269) 385-5888 | adviserinfo.sec.gov | |
| SPC | Ann Arbor | $6.10 billion | 26,433 | 471 | Not listed | (734) 663-1611 | adviserinfo.sec.gov | |
| Mainstay Capital Management, LLC | Grand Blanc | $5.31 billion | 3,460 | 33 | Not listed | (866) 444-6246 | mainstaycapital.com | adviserinfo.sec.gov |
| Rehmann Wealth | Lansing | $5.27 billion | 6,020 | 39 | Not listed | (517) 316-2400 | rehmann.com | adviserinfo.sec.gov |
| Advance Capital Management Inc | Southfield | $4.98 billion | 14,835 | 62 | Not listed | (248) 350-8543 | acadviser.com | adviserinfo.sec.gov |
| CG Advisory Services | Williamston | $4.64 billion | 18,187 | 136 | Not listed | (517) 339-7662 | austinfinancial.us | adviserinfo.sec.gov |
| Advisory Alpha, LLC | Holland | $4.37 billion | 24,401 | 66 | Not listed | (866) 530-1400 | advisoryalpha.com | adviserinfo.sec.gov |
| Azimuth Capital Management | Bloomfield Hills | $3.99 billion | 1,603 | 25 | Not listed | (248) 433-4000 | azimuthcap.com | adviserinfo.sec.gov |
| Corecap Advisors | Southfield | $3.99 billion | 9,677 | 116 | Not listed | (888) 296-3360 | romainfinancial.com | adviserinfo.sec.gov |
| Schwartz Investment Counsel Inc | Plymouth | $3.74 billion | 74 | 20 | Not listed | (734) 455-7777 | adviserinfo.sec.gov | |
| Red Cedar Investment Management | Grand Rapids | $3.33 billion | 67 | 18 | 1 | (616) 378-6916 | redcedarim.com | adviserinfo.sec.gov |
| Innovia Wealth, LLC | Grand Rapids | $3.29 billion | 3,978 | 31 | 2 | (616) 719-5007 | adviserinfo.sec.gov | |
| Retirement Income Solutions, Inc. | Ann Arbor | $2.97 billion | 1,274 | 26 | Not listed | (734) 769-7727 | adviserinfo.sec.gov | |
| Regal Investment Advisors LLC | Kentwood | $2.88 billion | 13,473 | 131 | Not listed | (616) 224-2204 | regal-lionshare.com | adviserinfo.sec.gov |
| Brick Capital Management Inc | East Lansing | $2.84 billion | 20 | 1 | Not listed | (517) 332-7700 | brickinc.com | adviserinfo.sec.gov |
| NPF Investment Advisors | Grand Rapids | $2.69 billion | 3,233 | 18 | Not listed | (616) 459-3421 | norrisperne.com | adviserinfo.sec.gov |
| Ipex, Inc. | Plymouth | $2.65 billion | 54 | 3 | Not listed | (734) 451-0777 | ipexusa.com | adviserinfo.sec.gov |
| Deroy & Devereaux Private Investment Counsel, Inc. | Bloomfield Hills | $2.58 billion | 615 | 19 | Not listed | (248) 358-3220 | deroydevereaux.com | adviserinfo.sec.gov |
| Seizert Capital Partners | Birmingham | $2.48 billion | 265 | 17 | Not listed | (248) 593-1500 | adviserinfo.sec.gov | |
| Sigma Investment Counselors | Northville | $2.17 billion | 2,837 | 20 | Not listed | (248) 223-0122 | sigmainvestments.com | adviserinfo.sec.gov |
| Captrust Wealth Advisors | Holland | $2.00 billion | 2,988 | 26 | Not listed | (616) 392-5332 | ctwealth.com | adviserinfo.sec.gov |
| Center for Financial Planning Inc | Southfield | $1.97 billion | 4,285 | 26 | Not listed | (248) 948-7900 | adviserinfo.sec.gov | |
| Diversified Portfolios, Inc. | Bloomfield Hills | $1.94 billion | 2,514 | 19 | Not listed | (248) 644-3030 | divport.com | adviserinfo.sec.gov |
| Modell Capital Management LLC | Bloomfield Hills | $1.88 billion | 918 | 7 | Not listed | (248) 723-8000 | adviserinfo.sec.gov | |
| Blue Chip Partners, LLC | Farmington Hills | $1.88 billion | 3,207 | 34 | Not listed | (248) 848-1111 | adviserinfo.sec.gov | |
| Rockbridge Growth Equity Management, L.P. | Detroit | $1.84 billion | 10 | 20 | 10 | (313) 816-4504 | adviserinfo.sec.gov | |
| C2 Private Wealth | Novi | $1.82 billion | 11,760 | 16 | Not listed | (248) 567-6688 | c2privatewealth.com | adviserinfo.sec.gov |
| O2 Investment Partners, L.P. | Bloomfield Hills | $1.81 billion | 13 | 30 | 13 | (248) 554-4209 | o2investment.com | adviserinfo.sec.gov |
| Clarkston Capital Partners, LLC | Rochester | $1.71 billion | 347 | 21 | 1 | (248) 940-3040 | clarkstoncapital.com | adviserinfo.sec.gov |
| Signal Advisors Wealth, LLC | Detroit | $1.69 billion | 10,642 | 37 | Not listed | (866) 774-4625 | adviserinfo.sec.gov | |
| USA Financial Exchange | Ada | $1.64 billion | 9,971 | 38 | Not listed | (888) 444-0125 | usafinancialexchange.com | adviserinfo.sec.gov |
| The Nemes Rush Group, LLC | Novi | $1.62 billion | 3,041 | 17 | Not listed | (248) 449-5436 | adviserinfo.sec.gov | |
| Bloom Advisors | Farmington Hills | $1.62 billion | 1,166 | 21 | Not listed | (248) 932-5200 | adviserinfo.sec.gov | |
| LVM Capital Management LTD | Portage | $1.56 billion | 1,416 | 15 | Not listed | (269) 321-8120 | adviserinfo.sec.gov | |
| Planning Alternatives LTD | Birmingham | $1.54 billion | 693 | 20 | Not listed | (248) 645-1520 | podcasts.apple.com | adviserinfo.sec.gov |
| Robinson Capital Management, LLC | Grosse Pointe Farms | $1.54 billion | 80 | 10 | Not listed | (313) 821-7000 | adviserinfo.sec.gov | |
| Spartan Wealth Management | Bingham Farms | $1.48 billion | 1,179 | 31 | Not listed | (248) 297-6600 | spartanwealth.com | adviserinfo.sec.gov |
| Flexible Plan Investments LTD | Bloomfield Hills | $1.48 billion | 10,406 | 68 | Not listed | (800) 347-3539 | quantifiedfunds.com | adviserinfo.sec.gov |
| Midwest Capital Advisors, LLC | Grand Rapids | $1.36 billion | 971 | 11 | Not listed | (616) 454-9600 | adviserinfo.sec.gov | |
| Centennial Securities Company Inc | Grand Rapids | $1.34 billion | 3,962 | 45 | Not listed | (616) 942-7680 | centennialsec.com | adviserinfo.sec.gov |
| Fiduciary Financial Advisors | Grand Rapids | $1.33 billion | 8,246 | 50 | 2 | (616) 622-3062 | adviserinfo.sec.gov | |
| CWS Financial Advisors LLC | Kalamazoo | $1.33 billion | 2,156 | 12 | Not listed | (269) 349-4600 | adviserinfo.sec.gov | |
| Managed Asset Portfolios, LLC | Rochester | $1.27 billion | 1,955 | 22 | Not listed | (248) 601-6677 | adviserinfo.sec.gov | |
| Jay a. Fishman, LTD | Troy | $1.25 billion | 537 | 8 | Not listed | (248) 740-9400 | jaf-ltd.com | adviserinfo.sec.gov |
| Columbia Asset Management, L.L.C. | Ann Arbor | $1.20 billion | 1,295 | 7 | Not listed | (734) 665-1455 | columbiaasset.com | adviserinfo.sec.gov |
| Straightline | Troy | $1.17 billion | 4,752 | 11 | Not listed | (248) 269-8366 | adviserinfo.sec.gov | |
| Provident Investment Management, Inc. | Novi | $1.13 billion | 910 | 10 | Not listed | (248) 380-1700 | investprovident.com | adviserinfo.sec.gov |
| LVZ, Inc. | Holland | $1.13 billion | 5,879 | 24 | Not listed | (616) 394-4994 | adviserinfo.sec.gov | |
| Financial Advisory Corporation | Grand Rapids | $1.10 billion | 1,162 | 14 | Not listed | (616) 235-5260 | facwealth.com | adviserinfo.sec.gov |
| Integrated Investment Consultants, LLC | Bloomfield Hills | $1.08 billion | 1,105 | 10 | Not listed | (866) 433-3581 | integratedic.com | adviserinfo.sec.gov |
| Foguth Wealth Management, LLC. | Brighton | $1.07 billion | 6,768 | 88 | Not listed | (810) 522-5650 | adviserinfo.sec.gov | |
| Isto Advisors, LLC | Troy | $1.06 billion | 2,533 | 27 | Not listed | (248) 458-1100 | istoadvisors.com | adviserinfo.sec.gov |
| Peninsula Capital Partners, L.L.C. | Southfield | $1.04 billion | 4 | 14 | 4 | (313) 237-5100 | adviserinfo.sec.gov | |
| William Mack & Associates Inc | Troy | $1.03 billion | 952 | 22 | Not listed | (248) 643-4310 | wmack.com | adviserinfo.sec.gov |
| Huron Capital Partners LLC | Detroit | $1.02 billion | 12 | 16 | 12 | (313) 962-5800 | adviserinfo.sec.gov | |
| Asset Allocation Strategies, LLC | Farmington | $1.02 billion | 6,660 | 45 | Not listed | (248) 489-0101 | adviserinfo.sec.gov | |
| Lafleur & Godfrey Private Wealth Management | Grand Rapids | $1.02 billion | 853 | 7 | Not listed | (616) 942-1580 | lafleurgodfrey.com | adviserinfo.sec.gov |
| Henrickson Nauta Wealth Advisors, Inc. | Belmont | $998.5 million | 2,114 | 15 | 1 | (616) 361-9308 | hnwealthadvisors.com | adviserinfo.sec.gov |
| Carrera Capital Advisors | Troy | $968.7 million | 1,957 | 13 | Not listed | (248) 362-5009 | carrera-capital-advisors.com | adviserinfo.sec.gov |
| Lifeworks Advisors, LLC | Grand Rapids | $966.7 million | 4,836 | 48 | Not listed | (616) 200-6512 | lifeworksadvisors.com | adviserinfo.sec.gov |
| Stonebrook Private LLC | Northville | $937 million | 4,146 | 11 | Not listed | (248) 349-3027 | stonebrookprivate.com | adviserinfo.sec.gov |
| Lsia | Bloomfield Hills | $932.1 million | 432 | 10 | Not listed | (414) 459-1759 | mylsiawealth.com | adviserinfo.sec.gov |
| Old Mission Investment Company, LLC | Traverse City | $929 million | 2,002 | 10 | Not listed | (231) 929-4100 | omico.net | adviserinfo.sec.gov |
| Dillon & Associates Inc | Jackson | $916.4 million | 963 | 8 | Not listed | (517) 796-7090 | dillon-assoc.com | adviserinfo.sec.gov |
| McMillan Office, Inc. | St. Clair Shores | $913.7 million | 457 | 9 | Not listed | (313) 962-0787 | adviserinfo.sec.gov | |
| Uhy Wealth Management RIA LLC | Sterling Heights | $912.1 million | 549 | 12 | Not listed | (248) 289-5707 | adviserinfo.sec.gov | |
| Cranbrook Wealth Management, LLC | Bloomfield Hills | $906.8 million | 1,015 | 6 | Not listed | (248) 362-0900 | cranbrookwealth.com | adviserinfo.sec.gov |
| JLB & Associates Inc | Plymouth | $892.7 million | 550 | 4 | Not listed | (734) 454-9191 | jlbinvest.com | adviserinfo.sec.gov |
| Secure Asset Management, L.L.C. | Troy | $870.6 million | 4,609 | 54 | Not listed | (248) 414-1562 | sassetmgmt.com | adviserinfo.sec.gov |
| Cambient Family Office, LLC | Ada | $857.9 million | 260 | 6 | Not listed | (616) 330-2270 | cambient.com | adviserinfo.sec.gov |
| Liberty Capital Management Inc | Birmingham | $849.5 million | 430 | 4 | Not listed | (248) 258-9290 | libertycapitalmi.com | adviserinfo.sec.gov |
| Baron Wealth Management, LLC | Troy | $846.8 million | 736 | 6 | Not listed | (248) 251-0161 | adviserinfo.sec.gov | |
| Verde Capital Management, Inc. | Clarkston | $845.8 million | 4,539 | 19 | Not listed | (248) 528-1870 | adviserinfo.sec.gov | |
| Speyside Equity Advisers LLC | Ann Arbor | $811.4 million | 2 | 11 | 2 | (616) 502-7731 | speysideequityllc.com | adviserinfo.sec.gov |
| Q3 Asset Management Corporation | Birmingham | $794.7 million | 2,926 | 12 | Not listed | (248) 566-1122 | adviserinfo.sec.gov | |
| JVL Wealth Strategies | Wyoming | $784.4 million | 974 | 8 | Not listed | (616) 261-2800 | jvlwealth.com | adviserinfo.sec.gov |
| Dahring | Cusmano and Associates | Novi | $781.4 million | 2,051 | 18 | Not listed | (248) 348-0100 | adviserinfo.sec.gov | |
| West Michigan Advisors | Holland | $781.3 million | 2,993 | 23 | Not listed | (616) 820-1040 | adviserinfo.sec.gov | |
| Stonebridge Financial Group | Grand Rapids | $739.4 million | 783 | 5 | Not listed | (855) 530-0500 | adviserinfo.sec.gov | |
| Valstone Partners VI | Birmingham | $735.9 million | 3 | 9 | 3 | (248) 646-9200 | valstonepartners.com | adviserinfo.sec.gov |
| Sturbridge Capital LLC | Birmingham | $730.9 million | 4 | 14 | 4 | (248) 220-8400 | sturbridgecapital.com | adviserinfo.sec.gov |
| Kaydan Wealth Management, Inc. | Fenton | $726.5 million | 2,426 | 18 | Not listed | (810) 593-1624 | adviserinfo.sec.gov | |
| Bright Financial Advisors, Inc. | Portage | $725.5 million | 3,619 | 12 | Not listed | (269) 373-2700 | brightfinancialadvisors.com | adviserinfo.sec.gov |
| Trunorth Capital Management, LLC | Kalamazoo | $724.5 million | 1,045 | 4 | Not listed | (877) 469-0446 | adviserinfo.sec.gov | |
| Fieldview Capital Management, LLC | Niles | $712.5 million | 4 | 14 | Not listed | (269) 479-1493 | adviserinfo.sec.gov | |
| Skyoak Wealth | Southfield | $692.7 million | 1,230 | 7 | Not listed | (248) 348-6500 | skyoakwealth.com | adviserinfo.sec.gov |
| TRP Capital Advisors V, LLC | Birmingham | $691 million | 14 | 11 | 11 | (248) 648-2358 | adviserinfo.sec.gov | |
| Northern Financial Advisors, Inc | Bloomfield Hills | $684 million | 1,957 | 11 | Not listed | (248) 985-1632 | northernfinancialadvisors.com | adviserinfo.sec.gov |
| Financial Strategies Group, Inc | Okemos | $677.4 million | 3,463 | 27 | Not listed | (800) 804-0420 | adviserinfo.sec.gov | |
| Lifecycle Financial Planners Inc. | Bloomfield Hills | $671.7 million | 3,065 | 9 | Not listed | (248) 737-7090 | mylifecycleplanners.com | adviserinfo.sec.gov |
| First Financial Coaching, Inc. | Mt. Clemens | $670.6 million | 2,977 | 14 | Not listed | (586) 463-1880 | firstfinancialcoach.com | adviserinfo.sec.gov |
| Arbor Wealth Advisors LLC | Troy | $657.7 million | 286 | 1 | Not listed | (855) 927-2679 | adviserinfo.sec.gov | |
| Heron Bay Capital Management | Bloomfield Hills | $643.8 million | 490 | 7 | Not listed | (248) 970-0900 | adviserinfo.sec.gov | |
| Gem Asset Management, LLC | Plymouth | $628.1 million | 1,359 | 4 | Not listed | (734) 737-9108 | adviserinfo.sec.gov | |
| Hill Island Financial LLC | Grand Rapids | $623.8 million | 821 | 11 | Not listed | (616) 977-2639 | adviserinfo.sec.gov | |
| Wolff Financial Management LLC | Kalamazoo | $612.7 million | 1,133 | 6 | Not listed | (269) 372-3100 | adviserinfo.sec.gov | |
| Arbor Trust Wealth Advisors, LLC | Ann Arbor | $611.4 million | 1,295 | 13 | Not listed | (734) 389-7794 | adviserinfo.sec.gov | |
| The Enterprise Investment Company | Farmington Hills | $607.1 million | 1,106 | 7 | Not listed | (248) 539-8282 | pappasfinancial.com | adviserinfo.sec.gov |
| Concorde Asset Management, LLC | Ann Arbor | $598.4 million | 3,705 | 76 | Not listed | (248) 824-6710 | adviserinfo.sec.gov | |
| Grand Wealth Management, LLC | Grand Rapids | $597.8 million | 929 | 12 | Not listed | (616) 451-4228 | adviserinfo.sec.gov | |
| Voisard Asset Management Group | Grand Rapids | $589.4 million | 1,614 | 8 | Not listed | (616) 988-5778 | adviserinfo.sec.gov | |
| Fsa Advisors, Inc. | Troy | $573.4 million | 4,406 | 31 | Not listed | (800) 977-9292 | fsa1.com | adviserinfo.sec.gov |
| Alidade Capital, LLC | Bloomfield Hills | $564.9 million | 2 | 22 | 2 | (248) 593-7878 | alidadecapital.com | adviserinfo.sec.gov |
| SGH Wealth Management | Lathrup Village | $561.8 million | 427 | 12 | Not listed | (248) 731-0029 | adviserinfo.sec.gov | |
| Acorn Wealth Advisors, LLC | Grand Blanc | $561.4 million | 2,132 | 5 | Not listed | (810) 953-4444 | acornwealthadvisors.com | adviserinfo.sec.gov |
| John a. Wolfe & Associates, Inc. | Portage | $560.7 million | 1,171 | 3 | Not listed | (269) 324-1988 | adviserinfo.sec.gov | |
| USA Financial Formulas Corporation | Ada | $534.4 million | 7,489 | 38 | Not listed | (888) 407-8198 | portformulas.com | adviserinfo.sec.gov |
| White Pine Investment Co | Livonia | $532.3 million | 1,113 | 7 | Not listed | (734) 464-2532 | adviserinfo.sec.gov | |
| S.A. Mason, LLC | Holland | $528.7 million | 881 | 3 | Not listed | (616) 355-3500 | sa-mason.com | adviserinfo.sec.gov |
| Strength Capital Partners, LLC | Birmingham | $528 million | 12 | 12 | Not listed | (248) 593-6872 | strengthcapital.com | adviserinfo.sec.gov |
| Mattson Financial Services, LLC | Kentwood | $515 million | 3,211 | 22 | Not listed | (800) 536-8907 | adviserinfo.sec.gov | |
| Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | $512.5 million | 1,049 | 8 | Not listed | (248) 688-9399 | tmcpa.com | adviserinfo.sec.gov |
| MKD Wealth | Troy | $505.7 million | 1,175 | 13 | Not listed | (248) 418-5100 | portal.mkdwealth.com | adviserinfo.sec.gov |
| Greystone Financial Group, LLC | Bloomfield Hills | $494.9 million | 1,264 | 8 | Not listed | (248) 267-1270 | adviserinfo.sec.gov | |
| Hungerford Financial LLC | Grand Rapids | $492.1 million | 1,061 | 5 | Not listed | (616) 302-1558 | hungerfordfinancial.com | adviserinfo.sec.gov |
| SS&H Financial Advisors, Inc. | Troy | $482.2 million | 252 | 2 | Not listed | (248) 538-9755 | sshadvisors.com | adviserinfo.sec.gov |
| Straight Path Wealth Management | Jenison | $472.5 million | 2,069 | 12 | Not listed | (616) 288-3670 | straightpathwealth.com | adviserinfo.sec.gov |
| Lakeshore Financial Planning Inc. | Saint Clair Shores | $469.3 million | 1,351 | 5 | Not listed | (586) 498-0788 | lakeshorefinancialplanning.com | adviserinfo.sec.gov |
| Bloomfield Capital Holdings, LLC | Birmingham | $465.7 million | 9 | 18 | 5 | (248) 745-1700 | bloomfieldcapital.com | adviserinfo.sec.gov |
| Miller Financial Services LLC | Marshall | $462.9 million | 1,358 | 3 | Not listed | (269) 781-5129 | millerfinancialplanning.com | adviserinfo.sec.gov |
| Gainplan LLC | Bloomfield Hills | $461.6 million | 1,491 | 12 | Not listed | (248) 385-3737 | gainplanners.com | adviserinfo.sec.gov |
| MBX Investors LLC | Farmington Hills | $460.3 million | 1 | 3 | 1 | (248) 960-1700 | adviserinfo.sec.gov | |
| Aspen Investment Management Inc. | Grand Rapids | $452.5 million | 617 | 5 | Not listed | (616) 361-2500 | aspenim.com | adviserinfo.sec.gov |
| Pointe Capital Management LLC | Grosse Pointe Farms | $452.3 million | 451 | 6 | Not listed | (313) 882-7100 | pointecapitalmanagement.com | adviserinfo.sec.gov |
| M1 Capital Management LLC | Troy | $450.4 million | 1,020 | 12 | Not listed | (248) 556-4600 | m1capitalmanagement.com | adviserinfo.sec.gov |
| Peak Wealth Management, LLC | Plymouth | $446 million | 2,274 | 3 | Not listed | (734) 681-7575 | adviserinfo.sec.gov | |
| Family Capital Management | Grand Rapids | $435.1 million | 1,322 | 10 | Not listed | (616) 774-4560 | adviserinfo.sec.gov | |
| Integrated Capital Management | Bloomfield Hills | $429.8 million | 2,021 | 5 | Not listed | (248) 593-8900 | adviserinfo.sec.gov | |
| Blue Water Asset Management | Grand Rapids | $428.5 million | 1,855 | 10 | Not listed | (616) 447-1600 | jaygreer.com | adviserinfo.sec.gov |
| Auxo Investment Partners, LLC | Grand Rapids | $412 million | 12 | 15 | 12 | (616) 980-9810 | adviserinfo.sec.gov | |
| Bemanaged | Grand Rapids | $410 million | 1,072 | 6 | Not listed | (616) 871-0751 | bemanaged.com | adviserinfo.sec.gov |
| Centennial Wealth Advisory, LLC | Traverse City | $397.1 million | 3,164 | 15 | Not listed | (231) 995-9575 | cen-wealth.com | adviserinfo.sec.gov |
| Generational Wealth, Inc. | Zeeland | $394.8 million | 2,121 | 9 | Not listed | (616) 931-1270 | adviserinfo.sec.gov | |
| DS Investment Advisors | Grand Rapids | $386.1 million | 274 | 4 | Not listed | (616) 840-0284 | dsinvestmentadvisors.com | adviserinfo.sec.gov |
| Sculati Wealth Management, LLC | Bloomfield Hills | $381.5 million | 1,055 | 4 | Not listed | (248) 325-9947 | sculatiwealth.com | adviserinfo.sec.gov |
| 626 Financial, LLC | Portage | $379.6 million | 1,270 | 5 | Not listed | (269) 321-5040 | 626financial.com | adviserinfo.sec.gov |
| Darden Wealth Group | Ann Arbor | $379.6 million | 1,151 | 5 | Not listed | (734) 294-0100 | dardenwealth.com | adviserinfo.sec.gov |
| Fairhaven Financial Advisory Corporation | East Lansing | $377.6 million | 1,078 | 7 | Not listed | (517) 332-2900 | adviserinfo.sec.gov | |
| B.A. Roberts Financial Services, Inc. | Marquette | $373.9 million | 1,583 | 8 | Not listed | (906) 228-5564 | baroberts.com | adviserinfo.sec.gov |
| Richard W. Paul & Associates, LLC | Novi | $372.8 million | 1,755 | 9 | Not listed | (248) 305-9911 | adviserinfo.sec.gov | |
| Lakeside Drive Management LLC | Birmingham | $372.3 million | 16 | 1 | 16 | (248) 939-3877 | adviserinfo.sec.gov | |
| Royal Oak Financial Advisors, LLC | Royal Oak | $366.1 million | 1,584 | 7 | Not listed | (248) 709-6134 | adviserinfo.sec.gov | |
| Motive Wealth Advisors, LLC | Birmingham | $362.6 million | 408 | 4 | Not listed | (248) 987-5731 | motivewealth.com | adviserinfo.sec.gov |
| Foresight Capital Management Advisors, Inc. | Saline | $351.1 million | 1,039 | 10 | Not listed | (877) 429-4690 | fcmadvisors.net | adviserinfo.sec.gov |
| Long Road Investment Counsel, LLC | Kalamazoo | $346.4 million | 104 | 2 | Not listed | (269) 488-8001 | longroadinvestment.com | adviserinfo.sec.gov |
| Vertrix Wealth Management, LLC | Troy | $343.2 million | 661 | 12 | Not listed | (248) 602-0555 | vertrixwm.com | adviserinfo.sec.gov |
| Washington Avenue Advisors | Lansing | $336.9 million | 1,432 | 11 | Not listed | (844) 678-1842 | adviserinfo.sec.gov | |
| Cypress Capital Wealth Management LLC | Ann Arbor | $330.2 million | 106 | 4 | Not listed | (734) 228-0460 | adviserinfo.sec.gov | |
| N.V.N.G. Investments, Inc. | Kalamazoo | $329.5 million | 41 | 1 | Not listed | (269) 329-2422 | adviserinfo.sec.gov | |
| Pearl Planning | Dexter | $329.2 million | 949 | 7 | Not listed | (734) 274-6744 | pearlplanning.com | adviserinfo.sec.gov |
| RBS Wealth Management | Alto | $322.3 million | 1,315 | 6 | Not listed | (616) 727-8484 | rbswealthmgt.com | adviserinfo.sec.gov |
| Duet Advisory Services LLC | Bingham Farms | $316.5 million | 778 | 7 | Not listed | (248) 723-4321 | adviserinfo.sec.gov | |
| Bernard Wealth Management Corp. | Royal Oak | $314.2 million | 848 | 4 | Not listed | (248) 556-2900 | adviserinfo.sec.gov | |
| Melone Private Wealth, LLC | Auburn Hills | $313.2 million | 165 | 4 | Not listed | (877) 293-5830 | adviserinfo.sec.gov | |
| Miller Capital | Troy | $311.6 million | 187 | 5 | Not listed | (248) 901-1650 | millercapital.com | adviserinfo.sec.gov |
| TRP Capital Advisors VI, LLC | Birmingham | $310.8 million | 6 | 11 | 5 | (248) 648-2358 | trpfund.com | adviserinfo.sec.gov |
| Marnell Management LLC | Farmington Hills | $306.1 million | 3 | 2 | 1 | (248) 579-4531 | marnellmanagement.com | adviserinfo.sec.gov |
| Thrive Retirement Specialists | Royal Oak | $303.9 million | 411 | 2 | Not listed | (833) 217-9613 | thriveretire.com | adviserinfo.sec.gov |
| Fai Advisors, Inc. | Farmington Hills | $302 million | 790 | 11 | Not listed | (248) 482-3600 | financialarch.com | adviserinfo.sec.gov |
| Security First Financial | Swartz Creek | $299.5 million | 1,680 | 2 | Not listed | (810) 655-2129 | adviserinfo.sec.gov | |
| Maner Wealth | Lansing | $299.5 million | 1,256 | 3 | Not listed | (517) 323-7500 | manerwealth.com | adviserinfo.sec.gov |
| Stonepath Wealth Management | Traverse City | $299.5 million | 608 | 13 | Not listed | (231) 668-6999 | adviserinfo.sec.gov | |
| Calder Financial Group | Ada | $297 million | 1,831 | 7 | Not listed | (616) 235-2442 | wearecalder.com | adviserinfo.sec.gov |
| USA Financial Securities LLC | Ada | $296.5 million | 1,529 | 172 | Not listed | (888) 407-8198 | usafinancial.com | adviserinfo.sec.gov |
| Palatine Hill Wealth Management | Birmingham | $295.9 million | 1,426 | 5 | Not listed | (734) 218-0085 | palatinehillwealth.com | adviserinfo.sec.gov |
| Union Heritage Capital | Detroit | $295.2 million | 3 | 3 | Not listed | (313) 300-0207 | unionheritage.com | adviserinfo.sec.gov |
| Stewardship Trust Advisors | Grandville | $294.9 million | 983 | 7 | Not listed | (616) 878-4200 | stw.adv.com | adviserinfo.sec.gov |
| Blueprint Partners LLC | Traverse City | $292.9 million | 337 | 4 | Not listed | (231) 668-4147 | blueprint.family | adviserinfo.sec.gov |
| Renaissance Venture Capital Management, Inc. | Ann Arbor | $292.7 million | 5 | 4 | 5 | (734) 997-8661 | renvcf.com | adviserinfo.sec.gov |
| Hemming& Wealth Management, Inc. | Traverse City | $292.6 million | 1,614 | 9 | Not listed | (231) 922-2900 | hemmingwm.com | adviserinfo.sec.gov |
| Abbit Management Corp | Grand Haven | $282.4 million | 516 | 7 | Not listed | (616) 842-0280 | abbitmanagement.com | adviserinfo.sec.gov |
| GPM Growth Investors, Inc. | Bloomfield Hills | $281.3 million | 531 | 5 | Not listed | (248) 865-0518 | adviserinfo.sec.gov | |
| DBS Investment Advisers, LLC | Bay City | $280.2 million | 973 | 8 | Not listed | (989) 686-6222 | thedbscompanies.com | adviserinfo.sec.gov |
| Pathworks Financial, Inc. | Novi | $279.3 million | 1,034 | 8 | Not listed | (248) 946-4515 | pathworksfinancial.com | adviserinfo.sec.gov |
| JFR Financial Services, Inc. | Trenton | $276.6 million | 767 | 11 | Not listed | (734) 692-1421 | jfrfinancial.com | adviserinfo.sec.gov |
| Firstmetric | Troy | $272.1 million | 48 | 1 | Not listed | (248) 817-8919 | adviserinfo.sec.gov | |
| True Blue Financial, LLC | Stevensville | $271.5 million | 993 | 4 | Not listed | (269) 982-2710 | adviserinfo.sec.gov | |
| Daus Financial Group, LLC | Kalamazoo | $270.5 million | 936 | 8 | Not listed | (269) 321-7472 | adviserinfo.sec.gov | |
| Beringea, LLC | Farmington Hills | $269.9 million | 4 | 5 | 4 | (248) 489-9000 | medium.com | adviserinfo.sec.gov |
| Guidestream Financial, Inc. | Spring Arbor | $263.5 million | 1,710 | 9 | Not listed | (517) 750-2727 | guidestreamfinancial.com | adviserinfo.sec.gov |
| Plante Moran Real Estate Investment Advisors | Southfield | $261.3 million | 1 | 16 | Not listed | (248) 603-5001 | pmreia.com | adviserinfo.sec.gov |
| Nantucket Multi Managers, LLC | Bloomfield Hills | $260.2 million | 3 | 5 | 3 | (248) 723-9286 | adviserinfo.sec.gov | |
| RFM Financial Solutions, LLC | Mt. Pleasant | $260.1 million | 979 | 6 | Not listed | (989) 772-1209 | rfmfinancialsolutions.com | adviserinfo.sec.gov |
| Braeburn Wealth Management, LLC | Muskegon | $259.4 million | 1,133 | 7 | Not listed | (231) 720-0743 | braeburnwealth.com | adviserinfo.sec.gov |
| PPS & V Asset Management Consultants Inc | Portage | $253.7 million | 584 | 4 | Not listed | (269) 321-4444 | adviserinfo.sec.gov | |
| DB & C Advisors, LLC | Holland | $252.2 million | 342 | 11 | Not listed | (616) 355-3455 | dbc-advisors.com | adviserinfo.sec.gov |
| Evergreen Wealth Management, LLC | Williamston | $248.7 million | 1,512 | 8 | Not listed | (517) 655-2118 | www.investevergreen.com | adviserinfo.sec.gov |
| Northern Edge Wealth Management | Marquette | $246.9 million | 1,315 | 6 | Not listed | (906) 228-6018 | northernedgewealth.com | adviserinfo.sec.gov |
| Clear Ridge Wealth Management, LLC | Kalamazoo | $244.6 million | 425 | 4 | Not listed | (269) 381-1700 | adviserinfo.sec.gov | |
| Pinnacle Wealth Management Group, Inc. | Plymouth | $243.7 million | 618 | 4 | Not listed | (734) 667-5581 | pwmgi.com | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | 2 | 1 | (248) 457-5280 | adviserinfo.sec.gov | |
| Richmond Brothers, Inc. | Jackson | $240.6 million | 1,866 | 20 | Not listed | (517) 435-4040 | adviserinfo.sec.gov | |
| CPR Investments Inc | Rochester | $238.8 million | 1,954 | 25 | Not listed | (800) 213-1164 | adviserinfo.sec.gov | |
| Rachor Investment Advisory Services, LLC | Linden | $238.1 million | 1,043 | 16 | Not listed | (810) 732-7777 | rias.net | adviserinfo.sec.gov |
| Spectrum Financial Resources | Troy | $235.3 million | 1,162 | 6 | Not listed | (248) 643-0033 | adviserinfo.sec.gov | |
| Rosenberg Wealth Advisors | Birmingham | $231 million | 446 | 5 | Not listed | (248) 325-5500 | rwealthadvisors.com | adviserinfo.sec.gov |
| Vima, LLC | Troy | $229.5 million | 1,181 | 13 | Not listed | (248) 526-6700 | vimawealth.com | adviserinfo.sec.gov |
| Antonelli Financial Advisors, LLC | Grosse Pointe | $229.1 million | 604 | 4 | Not listed | (313) 290-2602 | adviserinfo.sec.gov | |
| J W Korth & Company | Lansing | $228.7 million | 14 | 20 | 1 | kdmfinancial.com | adviserinfo.sec.gov | |
| Premier Estate Planners, LLC | Clinton Township | $226.9 million | 896 | 4 | Not listed | (586) 228-7772 | yourplanners.com | adviserinfo.sec.gov |
| Kroon & Mitchell Asset Management LLC | Grand Rapids | $220.9 million | 729 | 5 | Not listed | (616) 356-2002 | adviserinfo.sec.gov | |
| Haverdink Financial Management, LLC | Portage | $220.4 million | 480 | 3 | Not listed | (269) 321-5070 | adviserinfo.sec.gov | |
| Solyco Capital LLC | Rochester | $219.9 million | 49 | 42 | 42 | (947) 208-1900 | solycocapital.com | adviserinfo.sec.gov |
| Summit Financial Working With People You Trust | Sterling Heights | $219 million | 1,985 | 6 | Not listed | (586) 226-2100 | adviserinfo.sec.gov | |
| Simplyria Advisor Network | Brighton | $214.9 million | 1,158 | 29 | Not listed | (810) 355-1325 | simplyria.com | adviserinfo.sec.gov |
| Sage Hill Capital | Ann Arbor | $214.3 million | 330 | 2 | Not listed | (888) 988-5623 | sagehillcapital.com | adviserinfo.sec.gov |
| Retiremitten Financial LLC | Clarkston | $213.8 million | 685 | 5 | Not listed | (248) 935-0470 | retiremitten.com | adviserinfo.sec.gov |
| Financial Freedom House | Waterford | $212.9 million | 533 | 10 | Not listed | (248) 673-2900 | financialfreedomhouse.com | adviserinfo.sec.gov |
| Daniel Investment Group Inc. | Royal Oak | $210.1 million | 437 | 3 | Not listed | (248) 544-4122 | danielinvestment.com | adviserinfo.sec.gov |
| DWP | Grosse Pointe Farms | $208 million | 333 | 6 | Not listed | (313) 885-0114 | deseranno.com | adviserinfo.sec.gov |
| Alliance Investment Management, LLC | Jenison | $206.8 million | 600 | 6 | 1 | (800) 890-1246 | allianceim.com | adviserinfo.sec.gov |
| Strategic Wealth Advisors Group, Inc. | Utica | $206.7 million | 1,270 | 13 | Not listed | (586) 203-2275 | swaganalysis.com | adviserinfo.sec.gov |
| Up North Financial, LLC | Traverse City | $203.8 million | 1,065 | 4 | Not listed | (231) 929-9300 | upnorthfinancial.com | adviserinfo.sec.gov |
| Rochester Wealth Strategies, LLC | Rochester | $203.6 million | 478 | 5 | Not listed | (248) 434-6550 | adviserinfo.sec.gov | |
| Lightsquare Wealth Management, LLC | Bingham Farms | $203.5 million | 662 | 5 | Not listed | (248) 641-3540 | adviserinfo.sec.gov | |
| SG Real Estate I | Southfield | $203.5 million | 4 | 20 | 5 | (313) 617-9723 | sg-companies.co | adviserinfo.sec.gov |
| Independent Wealth Management, LLC | Traverse City | $203 million | 510 | 3 | Not listed | (231) 929-1086 | adviserinfo.sec.gov | |
| Custom Wealth Management | Plymouth | $201 million | 1,620 | 3 | Not listed | (734) 844-3400 | custom-wm.com | adviserinfo.sec.gov |
| AI Alpha LLC | Grand Rapids | $200 million | 3 | 3 | Not listed | (616) 600-2060 | my-aialpha.com | adviserinfo.sec.gov |
| CND Financial | Livonia | $199.5 million | 189 | 3 | Not listed | (734) 427-2030 | adviserinfo.sec.gov | |
| Schwallier Wealth Management | Grand Rapids | $197 million | 885 | 3 | Not listed | (616) 855-2051 | adviserinfo.sec.gov | |
| J2 Capital Management, Inc. | Troy | $195.7 million | 917 | 2 | Not listed | (248) 641-4444 | adviserinfo.sec.gov | |
| Cig Asset Management, Inc. | Southfield | $192.5 million | 470 | 8 | 1 | (248) 827-1010 | adviserinfo.sec.gov | |
| KRS Capital Management, LLC | Bloomfield Hills | $188.9 million | 148 | 2 | Not listed | (248) 433-0621 | krscapitalmanagement.com | adviserinfo.sec.gov |
| City Center Advisors, LLC | Troy | $187.1 million | 1,276 | 7 | Not listed | (888) 267-1321 | adviserinfo.sec.gov | |
| Meadowbrook Investment Advisors LLC | Livonia | $185.2 million | 217 | 3 | Not listed | (734) 953-8688 | meadowbrook-advisors.com | adviserinfo.sec.gov |
| Shotwell Rutter Baer Inc | Lansing | $183.9 million | 835 | 7 | Not listed | (517) 321-4832 | srbadvisors.com | adviserinfo.sec.gov |
| Gasaway Investment Advisors, Inc. | Kalamazoo | $173.1 million | 747 | 13 | Not listed | (269) 324-0080 | gasawayinvestments.com | adviserinfo.sec.gov |
| Hoover Private Wealth, LLC | Royal Oak | $171.3 million | 638 | 6 | Not listed | (248) 298-4000 | hooverprivatewealth.com | adviserinfo.sec.gov |
| Patrick Financial Group LLC. | Brighton | $170.4 million | 603 | 2 | Not listed | (810) 225-9876 | patrickfinancialgroup.com | adviserinfo.sec.gov |
| Cirrus Capital LLC | Bloomfield Hills | $170.4 million | 893 | 6 | Not listed | (248) 290-6222 | adviserinfo.sec.gov | |
| Vision Capital Partners | Ann Arbor | $168.3 million | 382 | 4 | Not listed | (734) 356-3250 | adviserinfo.sec.gov | |
| Great Lakes Wealth, LLC | Northville | $166.3 million | 975 | 9 | Not listed | (248) 378-1200 | adviserinfo.sec.gov | |
| Retirement Resources, LLC | Auburn Hills | $166.1 million | 921 | 3 | Not listed | (877) 732-5751 | theretirementresourcegroup.org | adviserinfo.sec.gov |
| Octo Capital, LLC | Bingham Farms | $165 million | 487 | 1 | Not listed | (248) 731-7729 | adviserinfo.sec.gov | |
| River Raisin Investment Partners, Inc. | Monroe | $163.5 million | 867 | 4 | Not listed | (734) 241-5771 | adviserinfo.sec.gov | |
| Four Financial Management | Ann Arbor | $162.7 million | 600 | 7 | Not listed | (734) 272-4322 | adviserinfo.sec.gov | |
| Arbor Investment Management | Ann Arbor | $162 million | 96 | 2 | Not listed | (734) 645-3622 | arborim.com | adviserinfo.sec.gov |
| Confidential Management Advisors, Inc. | Troy | $161.9 million | 132 | 1 | Not listed | (248) 540-7511 | confidentialmgt.com | adviserinfo.sec.gov |
| Kelly Wealth Management, Inc. | Royal Oak | $160.6 million | 900 | 6 | Not listed | (248) 262-7217 | adviserinfo.sec.gov | |
| Old Oak Financial Planning, Inc. | Brighton | $160.3 million | 653 | 2 | Not listed | (810) 220-4400 | oldoakfinancial.com | adviserinfo.sec.gov |
| TRM Advisors LP | Southfield | $159.8 million | 2 | 9 | 1 | (800) 817-4152 | trmequity.com | adviserinfo.sec.gov |
| Advisory Advocates LLC | Grand Rapids | $158.6 million | 559 | 9 | Not listed | (866) 597-8938 | advisoryadvocates.com | adviserinfo.sec.gov |
| Graetz Wealth | Jenison | $158.2 million | 861 | 3 | Not listed | (616) 226-8867 | graetzwealth.com | adviserinfo.sec.gov |
| J.V.B. Investment Company | Jackson | $157.6 million | 208 | 9 | Not listed | (517) 787-2430 | jvbco.com | adviserinfo.sec.gov |
| Breakwater Capital | Kalamazoo | $156.6 million | 466 | 2 | Not listed | (269) 903-2360 | breakwater.capital | adviserinfo.sec.gov |
| Star Wealth Management Corporation | Bingham Farms | $156.5 million | 117 | 3 | Not listed | (248) 723-4321 | starwealth.net | adviserinfo.sec.gov |
| RHL Group, LLC | Holly | $155.1 million | 878 | 6 | Not listed | (248) 634-7720 | rhlgroup.us | adviserinfo.sec.gov |
| Greenway Financial, LLC | Farmington Hills | $151.4 million | 476 | 4 | Not listed | (248) 851-2727 | adviserinfo.sec.gov | |
| A Smarter Way to Invest | Brighton | $150 million | 837 | 7 | Not listed | (810) 588-6178 | asmarterwaytoinvest.com | adviserinfo.sec.gov |
| Harborfront Financial Group | Ludington | $149 million | 781 | 6 | Not listed | (231) 843-1516 | custerfinancialadvisors.com | adviserinfo.sec.gov |
| Arborfi Advisors, LLC | Ann Arbor | $148.4 million | 362 | 2 | Not listed | (734) 345-6980 | adviserinfo.sec.gov | |
| Cornerstone Wealth Partners, LLC | Okemos | $145.9 million | 1,273 | 15 | Not listed | (517) 381-3450 | adviserinfo.sec.gov | |
| Daniel Krug & Associates | Clarkston | $145.1 million | 1,128 | 7 | Not listed | (248) 625-2788 | adviserinfo.sec.gov | |
| Wolverine Wealth Advisory Services Inc. | Bloomfield Hills | $140.9 million | 215 | 1 | Not listed | (248) 220-2202 | adviserinfo.sec.gov | |
| Brooktree Capital Management Inc. | Grand Rapids | $138.9 million | 143 | 2 | 1 | (616) 774-3159 | brooktreecapital.com | adviserinfo.sec.gov |
| Black Walnut Wealth Management | Traverse City | $136.8 million | 272 | 2 | Not listed | (231) 421-7711 | blackwalnutwm.com | adviserinfo.sec.gov |
| Ele Advisory Services, Inc | Southfield | $136.5 million | 1,544 | 13 | Not listed | (248) 356-6555 | elewealth.com | adviserinfo.sec.gov |
| Global Financial Planning Group, LLC | Troy | $135.3 million | 566 | 5 | Not listed | (248) 643-4820 | gfpgroup.com | adviserinfo.sec.gov |
| Legacy Wealth Advisors, LLC | Clinton Township | $132.3 million | 602 | 2 | Not listed | (586) 273-0072 | adviserinfo.sec.gov | |
| Wealth Ease Wealth Management | Marshall | $132.2 million | 650 | 3 | Not listed | (269) 781-8371 | wealtheasewm.com | adviserinfo.sec.gov |
| Burnham & Company LLC | Grand Rapids | $129.5 million | 282 | 2 | Not listed | (616) 430-5105 | burnhamandco.com | adviserinfo.sec.gov |
| Infinity Advisory Group | Portage | $128.9 million | 533 | 5 | Not listed | (269) 888-2301 | infinity-advisory.com | adviserinfo.sec.gov |
| Revalue LLC | Grand Rapids | $128.5 million | 501 | 8 | Not listed | (888) 642-2728 | adviserinfo.sec.gov | |
| Synergy Wealth Management, LLC | Grand Rapids | $127.1 million | 604 | 3 | Not listed | (616) 285-7818 | synergywm.com | adviserinfo.sec.gov |
| Iic | Bloomfield Hills | $125 million | 4 | 13 | Not listed | (248) 339-9808 | adviserinfo.sec.gov | |
| Streamsong Advisors, LLC | Grand Rapids | $124.4 million | 479 | 6 | Not listed | (616) 433-6006 | streamsongadvisors.com | adviserinfo.sec.gov |
| Legacy Financial Services Group, Inc. | Traverse City | $122.8 million | 357 | 2 | Not listed | (231) 933-0631 | adviserinfo.sec.gov | |
| Allen Financial Management | Oxford | $121.2 million | 536 | 1 | Not listed | (248) 572-4731 | afmwealth.com | adviserinfo.sec.gov |
| Optimal Capital Advisors, LLC | Traverse City | $119.9 million | 223 | 2 | 13 | (231) 933-4677 | adviserinfo.sec.gov | |
| Pinnacle Wealth Management, Inc. | Brighton | $118.1 million | 712 | 4 | Not listed | (810) 220-6322 | pinnaclewealthonline.com | adviserinfo.sec.gov |
| Vanderpol Investments L.L.C. | Caledonia | $118.1 million | 131 | 3 | Not listed | (616) 315-2550 | adviserinfo.sec.gov | |
| Afs Wealth Management, LLC | Farmington Hills | $118 million | 499 | 2 | Not listed | (248) 888-7530 | adviserinfo.sec.gov | |
| Solyco Wealth LLC | Birmingham | $116.2 million | 238 | 4 | Not listed | (947) 208-4035 | adviserinfo.sec.gov | |
| Ryzome Investment Advisors | Okemos | $116.1 million | 675 | 2 | Not listed | (517) 347-2210 | ryzomeadvisors.com | adviserinfo.sec.gov |
| Bay Pointe Financial | New Baltimore | $115.9 million | 276 | 3 | Not listed | baypointefinancial.com | adviserinfo.sec.gov | |
| Leonard Advisory Group LLC | Saint Joseph | $114.1 million | 622 | 3 | Not listed | (269) 588-1362 | adviserinfo.sec.gov | |
| Ontrack Wealth Management | Canton | $112.4 million | 401 | 2 | Not listed | (734) 751-6818 | ontrackplans.com | adviserinfo.sec.gov |
| MD Wealth Management, LLC | Chelsea | $109.9 million | 394 | 2 | Not listed | (734) 433-9600 | mdwmllc.com | adviserinfo.sec.gov |
| Strickler Investment Services, LLC | Brighton | $107.3 million | 672 | 9 | Not listed | (517) 618-9000 | stricklerfinancial.com | adviserinfo.sec.gov |
| Fairway Investment Group, LLC | East Lansing | $107.1 million | 1,131 | 27 | Not listed | (800) 292-1950 | meafs.com | adviserinfo.sec.gov |
| Imber Financial Group, LLC | Ann Arbor | $106 million | 518 | 8 | Not listed | (734) 769-1719 | imberwealth.com | adviserinfo.sec.gov |
| Reitz Capital Advisors LLC | Freeland | $103.4 million | 251 | 1 | Not listed | (989) 791-3693 | reitzfg.com | adviserinfo.sec.gov |
| Steward Capital Management | Bloomfield Hills | $95.1 million | 116 | 5 | 2 | (248) 647-5990 | stewardcapital.com | adviserinfo.sec.gov |
| Wealthspan Investment Management, LLC | Grand Rapids | $93.1 million | 448 | 5 | Not listed | (616) 655-1696 | wealthspanim.com | adviserinfo.sec.gov |
| TRP Capital Advisors, LLC | Birmingham | $82.5 million | 7 | 11 | 6 | (248) 648-2358 | adviserinfo.sec.gov | |
| LFN Advisors Inc. | Muskegon | $23.7 million | 179 | 4 | Not listed | (616) 589-4004 | adviserinfo.sec.gov | |
| RM Investment Strategies, LLC | Grand Rapids | $21.9 million | 97 | 3 | Not listed | (877) 803-6087 | riskmis.com | adviserinfo.sec.gov |
| Trustee Empowerment & Protection, Inc. | Troy | $10.3 million | 2 | 4 | Not listed | (248) 797-0500 | tepi.tech | adviserinfo.sec.gov |
| Armada Etfs | Novi | $10.2 million | 2 | 1 | Not listed | (212) 220-6681 | armadainvestors.com | adviserinfo.sec.gov |
| Marketocracy Masters Capital Management LLC | Northville | $4.5 million | 19 | 7 | Not listed | (313) 949-8395 | marketocracymasters.com | adviserinfo.sec.gov |
| Charter Private Capital Management, LLC | Grand Rapids | Not listed | Not listed | Not listed | 16 | (616) 235-3555 | adviserinfo.sec.gov |
Advisers in Michigan that manage private funds
61 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Solyco Capital LLC | Rochester | MI | 42 | Not listed | Not listed | 42 | Not listed | $215.4 million | $219.9 million | adviserinfo.sec.gov |
| Oa Private Capital | Grand Rapids | MI | 28 | Not listed | 28 | Not listed | Not listed | $12.69 billion | $22.95 billion | adviserinfo.sec.gov |
| Lakeside Drive Management LLC | Birmingham | MI | 16 | Not listed | 16 | Not listed | Not listed | $372.3 million | $372.3 million | adviserinfo.sec.gov |
| Charter Private Capital Management, LLC | Grand Rapids | MI | 16 | Not listed | 2 | 3 | Not listed | $134.4 million | Not listed | adviserinfo.sec.gov |
| O2 Investment Partners, L.P. | Bloomfield Hills | MI | 13 | Not listed | 13 | Not listed | Not listed | $1.81 billion | $1.81 billion | adviserinfo.sec.gov |
| Optimal Capital Advisors, LLC | Traverse City | MI | 13 | Not listed | 9 | Not listed | 2 | $100.4 million | $119.9 million | adviserinfo.sec.gov |
| Blackford Capital | Grand Rapids | MI | 13 | Not listed | 13 | Not listed | Not listed | $126.2 million | Not listed | adviserinfo.sec.gov |
| Huron Capital Partners LLC | Detroit | MI | 12 | Not listed | 12 | Not listed | Not listed | $1.02 billion | $1.02 billion | adviserinfo.sec.gov |
| Auxo Investment Partners, LLC | Grand Rapids | MI | 12 | Not listed | 3 | Not listed | Not listed | $528.1 million | $412 million | adviserinfo.sec.gov |
| TRP Capital Advisors V, LLC | Birmingham | MI | 11 | Not listed | 11 | Not listed | Not listed | $642.7 million | $691 million | adviserinfo.sec.gov |
| RPM Ventures III Management, L.L.C. | Ann Arbor | MI | 11 | Not listed | Not listed | 11 | Not listed | $919.5 million | Not listed | adviserinfo.sec.gov |
| Rockbridge Growth Equity Management, L.P. | Detroit | MI | 10 | Not listed | 10 | Not listed | Not listed | $1.84 billion | $1.84 billion | adviserinfo.sec.gov |
| Biostar Capital | Charlevoix | MI | 10 | Not listed | Not listed | 10 | Not listed | $226.3 million | Not listed | adviserinfo.sec.gov |
| K2 Capital Adv, LLC | Dowagiac | MI | 9 | Not listed | 6 | 3 | Not listed | $40.7 million | Not listed | adviserinfo.sec.gov |
| Ludlow Management Group, LLC | Oak Park | MI | 9 | Not listed | Not listed | 9 | Not listed | $446.1 million | Not listed | adviserinfo.sec.gov |
| TRP Capital Advisors, LLC | Birmingham | MI | 6 | Not listed | 6 | Not listed | Not listed | $54.2 million | $82.5 million | adviserinfo.sec.gov |
| Arboretum Ventures, LLC | Ann Arbor | MI | 6 | Not listed | Not listed | 6 | Not listed | $605.5 million | Not listed | adviserinfo.sec.gov |
| Hantz Financial Services, Inc. | Southfield | MI | 5 | Not listed | 5 | Not listed | Not listed | $77.4 million | $10.00 billion | adviserinfo.sec.gov |
| Bloomfield Capital Holdings, LLC | Birmingham | MI | 5 | Not listed | Not listed | Not listed | 5 | $369.5 million | $465.7 million | adviserinfo.sec.gov |
| TRP Capital Advisors VI, LLC | Birmingham | MI | 5 | Not listed | 5 | Not listed | Not listed | $133.5 million | $310.8 million | adviserinfo.sec.gov |
| Renaissance Venture Capital Management, Inc. | Ann Arbor | MI | 5 | Not listed | Not listed | Not listed | Not listed | $292.7 million | $292.7 million | adviserinfo.sec.gov |
| SG Real Estate I | Southfield | MI | 5 | Not listed | Not listed | Not listed | 5 | $234 million | $203.5 million | adviserinfo.sec.gov |
| Assembly Ventures Management, LLC | Detroit | MI | 5 | Not listed | Not listed | 5 | Not listed | $154 million | Not listed | adviserinfo.sec.gov |
| Straylight Capital Management | Ann Arbor | MI | 5 | Not listed | Not listed | 5 | Not listed | $234.4 million | Not listed | adviserinfo.sec.gov |
| Thornapple River Capital | Grand Rapids | MI | 5 | Not listed | 3 | 2 | Not listed | $79.4 million | Not listed | adviserinfo.sec.gov |
| Peninsula Capital Partners, L.L.C. | Southfield | MI | 4 | Not listed | 4 | Not listed | Not listed | $1.04 billion | $1.04 billion | adviserinfo.sec.gov |
| Sturbridge Capital LLC | Birmingham | MI | 4 | Not listed | 4 | Not listed | Not listed | $730.9 million | $730.9 million | adviserinfo.sec.gov |
| Beringea, LLC | Farmington Hills | MI | 4 | Not listed | 4 | Not listed | Not listed | $193.7 million | $269.9 million | adviserinfo.sec.gov |
| Mudita Venture Partners LLC | Bingham Farms | MI | 4 | Not listed | Not listed | 4 | Not listed | $138.2 million | Not listed | adviserinfo.sec.gov |
| Northern Shore Capital LLC | Bloomfield Hills | MI | 4 | Not listed | 4 | Not listed | Not listed | $75.5 million | Not listed | adviserinfo.sec.gov |
| Valstone Partners VI | Birmingham | MI | 3 | Not listed | Not listed | Not listed | 3 | $752.9 million | $735.9 million | adviserinfo.sec.gov |
| Nantucket Multi Managers, LLC | Bloomfield Hills | MI | 3 | 3 | Not listed | Not listed | Not listed | $342.9 million | $260.2 million | adviserinfo.sec.gov |
| Fontinalis Partners, LLC | Detroit | MI | 3 | Not listed | Not listed | 3 | Not listed | $247 million | Not listed | adviserinfo.sec.gov |
| Innovia Wealth, LLC | Grand Rapids | MI | 2 | Not listed | 1 | Not listed | Not listed | $50.4 million | $3.29 billion | adviserinfo.sec.gov |
| Fiduciary Financial Advisors | Grand Rapids | MI | 2 | Not listed | Not listed | 2 | Not listed | $16.9 million | $1.33 billion | adviserinfo.sec.gov |
| Speyside Equity Advisers LLC | Ann Arbor | MI | 2 | Not listed | 2 | Not listed | Not listed | $511 million | $811.4 million | adviserinfo.sec.gov |
| Alidade Capital, LLC | Bloomfield Hills | MI | 2 | Not listed | Not listed | Not listed | 2 | $564.9 million | $564.9 million | adviserinfo.sec.gov |
| Steward Capital Management | Bloomfield Hills | MI | 2 | Not listed | Not listed | Not listed | 2 | $39.8 million | $95.1 million | adviserinfo.sec.gov |
| Grand Ventures Management LLC | Grand Rapids | MI | 2 | Not listed | Not listed | 2 | Not listed | $71.5 million | Not listed | adviserinfo.sec.gov |
| Penstock Equity Management LLC | Birmingham | MI | 2 | Not listed | 2 | Not listed | Not listed | $62.1 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Michigan
5 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Leonard Advisory Group LLC | Saint Joseph | MI | September 16, 2026 | $114.1 million | adviserinfo.sec.gov | |
| Afs Wealth Management, LLC | Farmington Hills | MI | August 28, 2026 | $118 million | adviserinfo.sec.gov | |
| Fairway Investment Group, LLC | East Lansing | MI | August 18, 2026 | $107.1 million | meafs.com | adviserinfo.sec.gov |
| Imber Financial Group, LLC | Ann Arbor | MI | August 7, 2026 | $106 million | imberwealth.com | adviserinfo.sec.gov |
| Charlton Management, LLC | Clawson | MI | August 5, 2026 | Not listed | adviserinfo.sec.gov |
Cities in Michigan
| City | Advisers | AUM |
|---|---|---|
| Grand Rapids | 37 | $46.47 billion |
| Bloomfield Hills | 29 | $47.66 billion |
| Troy | 24 | $12.47 billion |
| Ann Arbor | 20 | $14.26 billion |
| Birmingham | 17 | $10.59 billion |
| Southfield | 14 | $50.55 billion |
| Traverse City | 10 | $3.00 billion |
| Detroit | 10 | $16.51 billion |
More ways to read Michigan
- Advisers in Michigan with $1 billion to $10 billion in AUM
- Advisers in Michigan with $500 million to $1 billion in AUM
- Advisers in Michigan with $100 million to $500 million in AUM
- Advisers in Michigan serving individuals
- Advisers in Michigan serving high net worth individuals
- Advisers in Michigan serving investment companies
- Advisers in Michigan serving pooled investment vehicles
- Advisers in Michigan serving pension and profit sharing plans
- Advisers in Michigan serving charitable organizations
- Advisers in Michigan serving state and municipal governments
- Advisers in Michigan serving other investment advisers
- Advisers in Michigan serving insurance companies
- Advisers in Michigan serving corporations and other businesses
- Private fund advisers in Michigan
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.