Research Report · 2026-06-30
Institutional Registered Investment Advisers in Michigan
SEC-registered investment advisers in Michigan ranked by reported institutional client assets.
Firms
220
Total AUM
$287.83B
Median AUM
$432.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | REVALUE LLC | GRAND RAPIDS | 165499 | $128.5M | 8 | 2026-05-31 | → |
| 102 | DARDEN WEALTH GROUP, INC | ANN ARBOR | 294926 | $379.6M | 5 | 2026-03-31 | → |
| 103 | FLEXIBLE PLAN INVESTMENTS LTD | BLOOMFIELD HILLS | 110762 | $1.48B | 68 | 2026-03-31 | → |
| 104 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | GRAND RAPIDS | 282516 | $22.95B | 91 | 2026-03-31 | → |
| 105 | CIG ASSET MANAGEMENT, INC. | SOUTHFIELD | 123609 | $192.5M | 8 | 2026-03-31 | → |
| 106 | MEADOWBROOK INVESTMENT ADVISORS LLC | LIVONIA | 109960 | $185.2M | 3 | 2026-01-31 | → |
| 107 | WILLIAM MACK & ASSOCIATES INC | TROY | 107377 | $1.03B | 22 | 2026-04-30 | → |
| 108 | SKYOAK WEALTH LLC | SOUTHFIELD | 299564 | $692.7M | 7 | 2026-03-31 | → |
| 109 | PROVIDENT INVESTMENT MANAGEMENT, INC. | NOVI | 106976 | $1.13B | 10 | 2026-06-30 | → |
| 110 | ALLIANCE INVESTMENT MANAGEMENT, LLC | JENISON | 152012 | $206.8M | 6 | 2026-03-31 | → |
| 111 | SPARTAN WEALTH ADVISORY SERVICES LLC | BINGHAM FARMS | 331719 | $1.48B | 31 | 2026-05-31 | → |
| 112 | BERNARD WEALTH MANAGEMENT CORP. | ROYAL OAK | 159533 | $314.2M | 4 | 2026-03-31 | → |
| 113 | SS&H FINANCIAL ADVISORS, INC. | TROY | 112256 | $482.2M | 2 | 2026-03-31 | → |
| 114 | RM INVESTMENT STRATEGIES, LLC | GRAND RAPIDS | 322828 | $21.9M | 3 | 2026-03-31 | → |
| 115 | BURNHAM & COMPANY LLC | GRAND RAPIDS | 319339 | $129.5M | 2 | 2026-06-30 | → |
| 116 | BLUE CHIP PARTNERS, LLC | FARMINGTON HILLS | 132437 | $1.88B | 34 | 2026-03-31 | → |
| 117 | GREYSTONE FINANCIAL GROUP, LLC | BLOOMFIELD HILLS | 306595 | $494.9M | 8 | 2026-03-31 | → |
| 118 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | FLINT | 312989 | $607.1M | 30 | 2025-03-31 | → |
| 119 | GLASS RETIREMENT STRATEGIES, INC. | WEST BLOOMFIELD | 172610 | $20.1M | 2 | 2026-03-31 | → |
| 120 | STRATEGIC INVESTMENT ADVISORS, LLC | NOVI | 151501 | $1.82B | 16 | 2026-06-30 | → |
| 121 | FAIRHAVEN FINANCIAL ADVISORY CORPORATION | EAST LANSING | 124266 | $377.6M | 7 | 2026-01-31 | → |
| 122 | ALTRIUS CAPITAL MANAGEMENT, INC. | NOVI | 121529 | $716.0M | 12 | 2026-03-31 | → |
| 123 | WEALTH EASE WEALTH MANAGEMENT LLC | MARSHALL | 332595 | $132.2M | 3 | 2026-03-31 | → |
| 124 | TFG ADVISERS LLC | AUBURN HILLS | 288787 | $423.4M | 8 | 2025-02-28 | → |
| 125 | GREENWAY FINANCIAL, LLC | FARMINGTON HILLS | 288864 | $151.4M | 4 | 2026-02-28 | → |
| 126 | FIRST FINANCIAL ADVISORS INC | MUSKEGON | 106040 | $296.6M | 5 | 2025-02-28 | → |
| 127 | BLUEPRINT PARTNERS LLC | TRAVERSE CITY | 312902 | $292.9M | 4 | 2026-02-28 | → |
| 128 | CWS FINANCIAL ADVISORS LLC | KALAMAZOO | 297000 | $1.33B | 12 | 2026-02-28 | → |
| 129 | WHITE PINE INVESTMENT COMPANY | LIVONIA | 111556 | $532.3M | 7 | 2026-03-31 | → |
| 130 | RFM FINANCIAL SOLUTIONS, LLC | MT. PLEASANT | 124468 | $260.1M | 6 | 2025-12-31 | → |
| 131 | BLUE WATER ASSET MANAGEMENT, LLC | GRAND RAPIDS | 175362 | $428.5M | 10 | 2026-06-30 | → |
| 132 | PPS & V ASSET MANAGEMENT CONSULTANTS INC | PORTAGE | 110491 | $253.7M | 4 | 2025-12-31 | → |
| 133 | FIRST FINANCIAL COACHING, INC. | MT. CLEMENS | 152070 | $670.6M | 14 | 2026-05-31 | → |
| 134 | HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC | FENTON | 291609 | $200.0M | 4 | 2026-04-30 | → |
| 135 | J2 CAPITAL MANAGEMENT, INC. | TROY | 152964 | $195.7M | 3 | 2026-02-28 | → |
| 136 | B.A. ROBERTS FINANCIAL SERVICES, INC. | MARQUETTE | 289856 | $373.9M | 8 | 2026-03-31 | → |
| 137 | FINANCIAL STRATEGIES GROUP, INC | OKEMOS | 289054 | $677.4M | 27 | 2026-03-31 | → |
| 138 | BRAEBURN WEALTH MANAGEMENT, LLC | MUSKEGON | 158007 | $259.4M | 6 | 2026-02-28 | → |
| 139 | SCULATI WEALTH MANAGEMENT, LLC | BLOOMFIELD HILLS | 158783 | $381.5M | 4 | 2026-02-28 | → |
| 140 | GLOBAL FINANCIAL PLANNING GROUP, LLC | TROY | 114803 | $135.3M | 5 | 2026-02-28 | → |
| 141 | TRUSTEE EMPOWERMENT & PROTECTION, INC. | TROY | 108249 | $10.3M | 4 | 2026-04-30 | → |
| 142 | BARON WEALTH MANAGEMENT, LLC | TROY | 153117 | $846.8M | 6 | 2026-03-31 | → |
| 143 | FIDUCIARY FINANCIAL ADVISORS | GRAND RAPIDS | 172103 | $1.33B | 50 | 2026-04-30 | → |
| 144 | LIFECYCLE FINANCIAL PLANNERS INC. | BLOOMFIELD HILLS | 290250 | $671.7M | 9 | 2026-03-31 | → |
| 145 | SYNERGY WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 174633 | $127.1M | 3 | 2026-03-31 | → |
| 146 | BREAKWATER CAPITAL, LLC | KALAMAZOO | 172498 | $156.6M | 2 | 2026-03-31 | → |
| 147 | GRAETZ WEALTH, LLC | JENISON | 317857 | $158.2M | 3 | 2026-03-31 | → |
| 148 | MILLER CAPITAL PARTNERS, INC. | TROY | 124489 | $311.6M | 5 | 2026-03-31 | → |
| 149 | PEARL PLANNING, LLC | DEXTER | 336568 | $329.2M | 7 | 2026-06-30 | → |
| 150 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | LINDEN | 105495 | $238.1M | 16 | 2026-03-31 | → |
| 151 | PALATINE HILL, LLC | BIRMINGHAM | 305619 | $295.9M | 5 | 2026-06-30 | → |
| 152 | RICHMOND BROTHERS, INC. | JACKSON | 158916 | $240.6M | 20 | 2026-03-31 | → |
| 153 | STEWARD CAPITAL MANAGEMENT, INC. | BLOOMFIELD HILLS | 104936 | $95.1M | 5 | 2026-03-31 | → |
| 154 | WOLVERINE WEALTH ADVISORY SERVICES INC. | BLOOMFIELD HILLS | 146564 | $140.9M | 1 | 2026-01-31 | → |
| 155 | POLLOCK INVESTMENT ADVISORS, LLC | ANN ARBOR | 153350 | $335.5M | 6 | 2026-01-31 | → |
| 156 | CRANBROOK WEALTH MANAGEMENT, LLC | BLOOMFIELD HILLS | 132058 | $906.8M | 6 | 2026-03-31 | → |
| 157 | KAYDAN WEALTH MANAGEMENT, INC. | FENTON | 108964 | $726.5M | 18 | 2026-02-28 | → |
| 158 | SPWM ADVISORS LLC | TRAVERSE CITY | 328977 | $299.5M | 13 | 2026-06-30 | → |
| 159 | GPM GROWTH INVESTORS, INC. | BLOOMFIELD HILLS | 107645 | $281.3M | 5 | 2026-03-31 | → |
| 160 | FEE-ONLY FIDUCIARY ADVISORS LLC | GRAND RAPIDS | 143329 | $197.0M | 3 | 2026-06-30 | → |
| 161 | VISION CAPITAL PARTNERS | ANN ARBOR | 175147 | $146.6M | 4 | 2026-04-30 | → |
| 162 | JOHN A. WOLFE & ASSOCIATES, INC. | PORTAGE | 110799 | $560.7M | 3 | 2026-01-31 | → |
| 163 | RETIREMENT INCOME SOLUTIONS, INC. | ANN ARBOR | 110145 | $2.97B | 26 | 2026-05-31 | → |
| 164 | CONCORDE ASSET MANAGEMENT, LLC | ANN ARBOR | 140367 | $598.4M | 76 | 2026-03-31 | → |
| 165 | CIRRUS CAPITAL LLC | BLOOMFIELD HILLS | 288297 | $170.4M | 6 | 2026-06-30 | → |
| 166 | PATHWORKS FINANCIAL, INC. | NOVI | 138393 | $279.3M | 8 | 2026-01-31 | → |
| 167 | MKD WEALTH COACHES, LLC | TROY | 144994 | $505.7M | 13 | 2026-03-31 | → |
| 168 | OPTIMAL CAPITAL ADVISORS, LLC | TRAVERSE CITY | 144719 | $119.9M | 2 | 2026-03-31 | → |
| 169 | VANDERPOL INVESTMENTS L.L.C. | CALEDONIA | 168174 | $118.1M | 3 | 2026-03-31 | → |
| 170 | CAITLIN JOHN, LLC | BRIGHTON | 154494 | $214.9M | 26 | 2026-06-30 | → |
| 171 | TRUE BLUE FINANCIAL, LLC | STEVENSVILLE | 310841 | $271.5M | 4 | 2026-03-31 | → |
| 172 | USA FINANCIAL SECURITIES LLC | ADA | 103857 | $296.5M | 172 | 2026-03-31 | → |
| 173 | JVL ASSOCIATES, LLC | WYOMING | 124018 | $784.4M | 8 | 2026-04-30 | → |
| 174 | CRYSTAL VIEW CAPITAL, LLC | GRAND RAPIDS | 283124 | $110.3M | 1 | 2026-06-30 | → |
| 175 | SGH WEALTH MANAGEMENT | LATHRUP VILLAGE | 284067 | $561.8M | 12 | 2026-02-28 | → |
| 176 | HEMMING& WEALTH MANAGEMENT, INC. | TRAVERSE CITY | 300918 | $292.6M | 9 | 2026-06-30 | → |
| 177 | GREAT LAKES WEALTH, LLC | NORTHVILLE | 282362 | $166.3M | 9 | 2026-03-31 | → |
| 178 | EXECUTIVE FINANCIAL SERVICES INC | LIVONIA | 110180 | $199.4M | 3 | 2026-03-31 | → |
| 179 | CPR INVESTMENTS INC | ROCHESTER | 139067 | $238.8M | 24 | 2026-04-30 | → |
| 180 | ASPEN INVESTMENT MANAGEMENT INC. | GRAND RAPIDS | 112081 | $452.5M | 5 | 2026-03-31 | → |
| 181 | HAVERDINK FINANCIAL MANAGEMENT, L.L.C. | PORTAGE | 131236 | $220.4M | 3 | 2026-01-31 | → |
| 182 | TAMARISK FINANCIAL, LLC | HOLLAND | 312073 | $781.3M | 23 | 2026-04-30 | → |
| 183 | LEGACY WEALTH ADVISORS, LLC | CLINTON TOWNSHIP | 281810 | $132.3M | 2 | 2026-03-31 | → |
| 184 | 626 FINANCIAL, LLC | PORTAGE | 306474 | $379.6M | 5 | 2026-02-28 | → |
| 185 | STRAIGHTLINE GROUP, LLC | TROY | 127401 | $1.17B | 11 | 2026-03-31 | → |
| 186 | CENTER FOR FINANCIAL PLANNING INC | SOUTHFIELD | 109599 | $1.97B | 26 | 2026-04-30 | → |
| 187 | ELE ADVISORY SERVICES, INC | SOUTHFIELD | 148228 | $136.5M | 13 | 2026-03-31 | → |
| 188 | RBS WEALTH MANAGEMENT, LLC | ALTO | 336536 | $322.3M | 6 | 2026-03-31 | → |
| 189 | STRICKLER INVESTMENT SERVICES, LLC | BRIGHTON | 332778 | $107.3M | 9 | 2026-02-28 | → |
| 190 | ARBORFI ADVISORS, LLC | ANN ARBOR | 305009 | $148.4M | 2 | 2026-02-28 | → |
| 191 | DUET ADVISORY SERVICES LLC | BINGHAM FARMS | 283584 | $316.5M | 7 | 2026-03-31 | → |
| 192 | HARBORFRONT FINANCIAL LLC | LUDINGTON | 331763 | $149.0M | 6 | 2026-03-31 | → |
| 193 | STREAMSONG ADVISORS, LLC | GRAND RAPIDS | 168250 | $124.4M | 5 | 2026-04-30 | → |
| 194 | ANTONELLI FINANCIAL ADVISORS, LLC | GROSSE POINTE | 286452 | $229.1M | 4 | 2026-06-30 | → |
| 195 | LEGACY FINANCIAL SERVICES GROUP, INC. | TRAVERSE CITY | 140514 | $122.8M | 2 | 2026-05-31 | → |
| 196 | FAI ADVISORS, INC. | FARMINGTON HILLS | 122132 | $302.0M | 11 | 2026-03-31 | → |
| 197 | PINNACLE WEALTH MANAGEMENT GROUP, INC. | PLYMOUTH | 281935 | $243.7M | 4 | 2026-03-31 | → |
| 198 | WOLFF FINANCIAL MANAGEMENT LLC | KALAMAZOO | 283239 | $612.7M | 6 | 2026-02-28 | → |
| 199 | MD WEALTH MANAGEMENT, LLC | CHELSEA | 297823 | $109.9M | 2 | 2026-02-28 | → |
| 200 | UP NORTH FINANCIAL, LLC | TRAVERSE CITY | 150996 | $203.8M | 4 | 2026-03-31 | → |
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