Research Report · 2026-06-30
Largest Registered Investment Advisers in Michigan
Michigan SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
308
Total AUM
$571.49B
Median AUM
$369.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | LIFECYCLE FINANCIAL PLANNERS INC. | BLOOMFIELD HILLS | 290250 | $671.7M | 9 | 2026-03-31 | → |
| 102 | FIRST FINANCIAL COACHING, INC. | MT. CLEMENS | 152070 | $670.6M | 14 | 2026-05-31 | → |
| 103 | ARBOR WEALTH ADVISORS LLC | TROY | 169570 | $657.7M | 1 | 2026-02-28 | → |
| 104 | HERON BAY CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | 305537 | $643.8M | 7 | 2026-05-31 | → |
| 105 | GEM ASSET MANAGEMENT, LLC | PLYMOUTH | 124332 | $628.1M | 4 | 2026-03-31 | → |
| 106 | HILL ISLAND FINANCIAL LLC | GRAND RAPIDS | 313469 | $623.8M | 11 | 2026-03-31 | → |
| 107 | WOLFF FINANCIAL MANAGEMENT LLC | KALAMAZOO | 283239 | $612.7M | 6 | 2026-02-28 | → |
| 108 | ARBOR TRUST WEALTH ADVISORS, LLC | ANN ARBOR | 169611 | $611.4M | 13 | 2026-06-30 | → |
| 109 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | FLINT | 312989 | $607.1M | 30 | 2025-03-31 | → |
| 110 | THE ENTERPRISE INVESTMENT COMPANY | FARMINGTON HILLS | 116889 | $607.1M | 7 | 2026-04-30 | → |
| 111 | CONCORDE ASSET MANAGEMENT, LLC | ANN ARBOR | 140367 | $598.4M | 76 | 2026-03-31 | → |
| 112 | GRAND WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 132137 | $597.8M | 12 | 2026-03-31 | → |
| 113 | VAM GROUP, INC. | GRAND RAPIDS | 118048 | $589.4M | 8 | 2026-05-31 | → |
| 114 | FSA ADVISORS, INC. | TROY | 286251 | $573.4M | 31 | 2026-03-31 | → |
| 115 | ALIDADE CAPITAL, LLC | BLOOMFIELD HILLS | 165341 | $564.9M | 22 | 2026-04-30 | → |
| 116 | SGH WEALTH MANAGEMENT | LATHRUP VILLAGE | 284067 | $561.8M | 12 | 2026-02-28 | → |
| 117 | ACORN WEALTH ADVISORS, LLC | GRAND BLANC | 170462 | $561.4M | 5 | 2026-06-30 | → |
| 118 | JOHN A. WOLFE & ASSOCIATES, INC. | PORTAGE | 110799 | $560.7M | 3 | 2026-01-31 | → |
| 119 | USA FINANCIAL FORMULAS LLC | ADA | 139987 | $534.4M | 38 | 2026-03-31 | → |
| 120 | WHITE PINE INVESTMENT COMPANY | LIVONIA | 111556 | $532.3M | 7 | 2026-03-31 | → |
| 121 | S.A. MASON, LLC | HOLLAND | 151440 | $528.7M | 3 | 2026-03-31 | → |
| 122 | STRENGTH CAPITAL PARTNERS, LLC | BIRMINGHAM | 134320 | $528.0M | 12 | 2026-03-31 | → |
| 123 | MATTSON FINANCIAL SERVICES, LLC | KENTWOOD | 153067 | $515.0M | 22 | 2026-06-30 | → |
| 124 | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | TROY | 156177 | $512.5M | 8 | 2026-03-31 | → |
| 125 | MKD WEALTH COACHES, LLC | TROY | 144994 | $505.7M | 13 | 2026-03-31 | → |
| 126 | GREYSTONE FINANCIAL GROUP, LLC | BLOOMFIELD HILLS | 306595 | $494.9M | 8 | 2026-03-31 | → |
| 127 | HANC WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 249789 | $492.1M | 5 | 2026-04-30 | → |
| 128 | SS&H FINANCIAL ADVISORS, INC. | TROY | 112256 | $482.2M | 2 | 2026-03-31 | → |
| 129 | FINANCIAL ARCITECTS, INC | JENISON | 148897 | $472.5M | 12 | 2026-02-28 | → |
| 130 | LAKESHORE FINANCIAL PLANNING INC. | SAINT CLAIR SHORES | 299129 | $469.3M | 5 | 2026-02-28 | → |
| 131 | BLOOMFIELD CAPITAL HOLDINGS, LLC | BIRMINGHAM | 169198 | $465.7M | 18 | 2026-03-31 | → |
| 132 | MILLER FINANCIAL SERVICES LLC | MARSHALL | 143788 | $462.9M | 3 | 2026-03-31 | → |
| 133 | GAINPLAN LLC | BLOOMFIELD HILLS | 174427 | $461.6M | 12 | 2026-03-31 | → |
| 134 | ASPEN INVESTMENT MANAGEMENT INC. | GRAND RAPIDS | 112081 | $452.5M | 5 | 2026-03-31 | → |
| 135 | POINTE CAPITAL MANAGEMENT LLC | GROSSE POINTE FARMS | 152520 | $452.3M | 6 | 2026-03-31 | → |
| 136 | M1 CAPITAL MANAGEMENT | TROY | 158269 | $450.4M | 12 | 2026-03-31 | → |
| 137 | PEAK WEALTH MANAGEMENT, LLC | PLYMOUTH | 166944 | $446.0M | 3 | 2026-03-31 | → |
| 138 | CAHILL WEALTH MANAGEMENT, LLC | PORTAGE | 134508 | $442.1M | 4 | 2025-02-28 | → |
| 139 | FAMILY CAPITAL MANAGEMENT, INC. | GRAND RAPIDS | 111230 | $435.1M | 10 | 2026-03-31 | → |
| 140 | INTEGRATED CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | 284766 | $429.8M | 5 | 2026-02-28 | → |
| 141 | BLUE WATER ASSET MANAGEMENT, LLC | GRAND RAPIDS | 175362 | $428.5M | 10 | 2026-06-30 | → |
| 142 | TFG ADVISERS LLC | AUBURN HILLS | 288787 | $423.4M | 8 | 2025-02-28 | → |
| 143 | AUXO INVESTMENT PARTNERS, LLC | GRAND RAPIDS | 290177 | $412.0M | 15 | 2026-03-31 | → |
| 144 | BEMANAGED FINANCIAL SERVICES, INC. | GRAND RAPIDS | 140099 | $410.0M | 6 | 2026-03-31 | → |
| 145 | CENTENNIAL WEALTH ADVISORY, LLC | TRAVERSE CITY | 138054 | $397.1M | 14 | 2026-04-30 | → |
| 146 | GEN-WEALTH PARTNERS, INC. | ZEELAND | 281330 | $394.8M | 9 | 2026-04-30 | → |
| 147 | DS INVESTMENT ADVISORS | GRAND RAPIDS | 319351 | $386.1M | 4 | 2026-03-31 | → |
| 148 | SCULATI WEALTH MANAGEMENT, LLC | BLOOMFIELD HILLS | 158783 | $381.5M | 4 | 2026-02-28 | → |
| 149 | 626 FINANCIAL, LLC | PORTAGE | 306474 | $379.6M | 5 | 2026-02-28 | → |
| 150 | DARDEN WEALTH GROUP, INC | ANN ARBOR | 294926 | $379.6M | 5 | 2026-03-31 | → |
| 151 | FAIRHAVEN FINANCIAL ADVISORY CORPORATION | EAST LANSING | 124266 | $377.6M | 7 | 2026-01-31 | → |
| 152 | B.A. ROBERTS FINANCIAL SERVICES, INC. | MARQUETTE | 289856 | $373.9M | 8 | 2026-03-31 | → |
| 153 | RICHARD W. PAUL & ASSOCIATES, LLC | NOVI | 156812 | $372.8M | 8 | 2026-03-31 | → |
| 154 | LAKESIDE DRIVE MANAGEMENT LLC | BIRMINGHAM | 306808 | $372.3M | 1 | 2026-04-30 | → |
| 155 | ROYAL OAK FINANCIAL ADVISORS, LLC | ROYAL OAK | 290152 | $366.1M | 7 | 2026-03-31 | → |
| 156 | MOTIVE WEALTH ADVISORS, LLC | BIRMINGHAM | 312303 | $362.6M | 4 | 2026-06-30 | → |
| 157 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | SALINE | 147014 | $351.1M | 10 | 2026-03-31 | → |
| 158 | LONG ROAD INVESTMENT COUNSEL, LLC | KALAMAZOO | 171343 | $346.4M | 2 | 2026-03-31 | → |
| 159 | VERTRIX WEALTH MANAGEMENT, LLC | TROY | 339547 | $343.2M | 12 | 2026-04-30 | → |
| 160 | WASHINGTON AVENUE ADVISORS, LLC | LANSING | 307002 | $336.9M | 11 | 2026-05-31 | → |
| 161 | POLLOCK INVESTMENT ADVISORS, LLC | ANN ARBOR | 153350 | $335.5M | 6 | 2026-01-31 | → |
| 162 | CYPRESS CAPITAL WEALTH MANAGEMENT, LLC | ANN ARBOR | 312340 | $330.2M | 4 | 2026-03-31 | → |
| 163 | N.V.N.G. INVESTMENTS, INC. | KALAMAZOO | 107446 | $329.5M | 1 | 2026-01-31 | → |
| 164 | PEARL PLANNING, LLC | DEXTER | 336568 | $329.2M | 7 | 2026-06-30 | → |
| 165 | RBS WEALTH MANAGEMENT, LLC | ALTO | 336536 | $322.3M | 6 | 2026-03-31 | → |
| 166 | DUET ADVISORY SERVICES LLC | BINGHAM FARMS | 283584 | $316.5M | 7 | 2026-03-31 | → |
| 167 | BERNARD WEALTH MANAGEMENT CORP. | ROYAL OAK | 159533 | $314.2M | 4 | 2026-03-31 | → |
| 168 | MELONE PRIVATE WEALTH, LLC | AUBURN HILLS | 311638 | $313.2M | 4 | 2026-02-28 | → |
| 169 | MILLER CAPITAL PARTNERS, INC. | TROY | 124489 | $311.6M | 5 | 2026-03-31 | → |
| 170 | TRP CAPITAL ADVISORS VI, LLC | BIRMINGHAM | 329787 | $310.8M | 11 | 2026-03-31 | → |
| 171 | MARNELL MANAGEMENT LLC | FARMINGTON HILLS | 284918 | $306.1M | 2 | 2026-06-30 | → |
| 172 | THRIVE RETIREMENT SPECIALISTS L.L.C. | ROYAL OAK | 310289 | $303.9M | 2 | 2026-03-31 | → |
| 173 | FAI ADVISORS, INC. | FARMINGTON HILLS | 122132 | $302.0M | 11 | 2026-03-31 | → |
| 174 | SECURITY FIRST FINANCIAL INC. | SWARTZ CREEK | 122408 | $299.5M | 2 | 2026-03-31 | → |
| 175 | MANER WEALTH, LLC | LANSING | 308146 | $299.5M | 3 | 2026-04-30 | → |
| 176 | SPWM ADVISORS LLC | TRAVERSE CITY | 328977 | $299.5M | 13 | 2026-06-30 | → |
| 177 | CALDER INVESTMENT ADVISORS | ADA | 143973 | $297.0M | 7 | 2026-03-31 | → |
| 178 | FIRST FINANCIAL ADVISORS INC | MUSKEGON | 106040 | $296.6M | 5 | 2025-02-28 | → |
| 179 | USA FINANCIAL SECURITIES LLC | ADA | 103857 | $296.5M | 172 | 2026-03-31 | → |
| 180 | PALATINE HILL, LLC | BIRMINGHAM | 305619 | $295.9M | 5 | 2026-06-30 | → |
| 181 | UNION HERITAGE CAPITAL | DETROIT | 309768 | $295.2M | 3 | 2026-03-31 | → |
| 182 | PILGRIMS CAPITAL ADVISORS, INC. | GRANDVILLE | 121348 | $294.9M | 7 | 2026-03-31 | → |
| 183 | BLUEPRINT PARTNERS LLC | TRAVERSE CITY | 312902 | $292.9M | 4 | 2026-02-28 | → |
| 184 | RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. | ANN ARBOR | 162268 | $292.7M | 4 | 2026-01-31 | → |
| 185 | HEMMING& WEALTH MANAGEMENT, INC. | TRAVERSE CITY | 300918 | $292.6M | 9 | 2026-06-30 | → |
| 186 | GPM GROWTH INVESTORS, INC. | BLOOMFIELD HILLS | 107645 | $281.3M | 5 | 2026-03-31 | → |
| 187 | DBS INVESTMENT ADVISERS, LLC | BAY CITY | 123283 | $280.2M | 8 | 2026-02-28 | → |
| 188 | PATHWORKS FINANCIAL, INC. | NOVI | 138393 | $279.3M | 8 | 2026-01-31 | → |
| 189 | JFR FINANCIAL SERVICES, INC. | TRENTON | 124456 | $276.6M | 11 | 2026-02-28 | → |
| 190 | FIRSTMETRIC, LLC | TROY | 289483 | $272.1M | 1 | 2026-03-31 | → |
| 191 | TRUE BLUE FINANCIAL, LLC | STEVENSVILLE | 310841 | $271.5M | 4 | 2026-03-31 | → |
| 192 | DAUS FINANCIAL SERVICES, LLC | KALAMAZOO | 323054 | $270.5M | 8 | 2026-02-28 | → |
| 193 | BERINGEA, LLC | FARMINGTON HILLS | 161803 | $269.9M | 5 | 2026-05-31 | → |
| 194 | GUIDESTREAM FINANCIAL, INC. | SPRING ARBOR | 150890 | $263.5M | 9 | 2026-04-30 | → |
| 195 | NANTUCKET MULTI MANAGERS, LLC | BLOOMFIELD HILLS | 129024 | $260.2M | 5 | 2026-02-28 | → |
| 196 | RFM FINANCIAL SOLUTIONS, LLC | MT. PLEASANT | 124468 | $260.1M | 6 | 2025-12-31 | → |
| 197 | BRAEBURN WEALTH MANAGEMENT, LLC | MUSKEGON | 158007 | $259.4M | 6 | 2026-02-28 | → |
| 198 | PPS & V ASSET MANAGEMENT CONSULTANTS INC | PORTAGE | 110491 | $253.7M | 4 | 2025-12-31 | → |
| 199 | THE ABBIT MANAGEMENT CORP | GRAND HAVEN | 110507 | $252.3M | 7 | 2025-08-31 | → |
| 200 | DB & C ADVISORS, LLC | HOLLAND | 155645 | $252.2M | 11 | 2026-03-31 | → |
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