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 | |
|---|---|---|---|---|---|---|---|
| 201 | EVERGREEN WEALTH MANAGEMENT, LLC | WILLIAMSTON | 174090 | $248.7M | 8 | 2026-03-31 | → |
| 202 | NORTHERN EDGE WEALTH MANAGEMENT, LLC | MARQUETTE | 338102 | $246.9M | 6 | 2026-03-31 | → |
| 203 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | KALAMAZOO | 172689 | $244.6M | 4 | 2026-03-31 | → |
| 204 | PINNACLE WEALTH MANAGEMENT GROUP, INC. | PLYMOUTH | 281935 | $243.7M | 4 | 2026-03-31 | → |
| 205 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | SOUTHFIELD | 323718 | $242.8M | 17 | 2025-09-30 | → |
| 206 | ENGLISH CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | 234790 | $241.1M | 2 | 2026-02-28 | → |
| 207 | RICHMOND BROTHERS, INC. | JACKSON | 158916 | $240.6M | 20 | 2026-03-31 | → |
| 208 | CPR INVESTMENTS INC | ROCHESTER | 139067 | $238.8M | 24 | 2026-04-30 | → |
| 209 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | LINDEN | 105495 | $238.1M | 16 | 2026-03-31 | → |
| 210 | SPECTRUM FINANCIAL RESOURCES, LLC | TROY | 127453 | $235.3M | 6 | 2026-03-31 | → |
| 211 | VIMA, LLC | TROY | 148833 | $229.5M | 13 | 2026-05-31 | → |
| 212 | ANTONELLI FINANCIAL ADVISORS, LLC | GROSSE POINTE | 286452 | $229.1M | 4 | 2026-06-30 | → |
| 213 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | LANSING | 26455 | $228.7M | 20 | 2026-03-31 | → |
| 214 | PREMIER ESTATE PLANNERS, LLC | CLINTON TOWNSHIP | 122638 | $226.9M | 4 | 2026-02-28 | → |
| 215 | MBX INVESTORS LLC | FARMINGTON HILLS | 339299 | $224.6M | 3 | 2026-05-31 | → |
| 216 | KROON & MITCHELL ASSET MANAGEMENT LLC | GRAND RAPIDS | 168120 | $220.9M | 5 | 2026-03-31 | → |
| 217 | HAVERDINK FINANCIAL MANAGEMENT, L.L.C. | PORTAGE | 131236 | $220.4M | 3 | 2026-01-31 | → |
| 218 | SOLYCO CAPITAL LLC | ROCHESTER | 338113 | $219.9M | 42 | 2026-01-31 | → |
| 219 | CAITLIN JOHN, LLC | BRIGHTON | 154494 | $214.9M | 26 | 2026-06-30 | → |
| 220 | ARBOR FINANCIAL PLANNING LLC | ANN ARBOR | 281317 | $214.7M | 3 | 2026-03-31 | → |
| 221 | SAGE HILL CAPITAL L.L.C. | ANN ARBOR | 155016 | $214.3M | 2 | 2026-03-31 | → |
| 222 | RETIREMITTEN FINANCIAL LLC | MILFORD | 300779 | $213.8M | 5 | 2026-03-31 | → |
| 223 | CYGNET FINANCIAL PLANNING INC. | WATERFORD | 123430 | $212.9M | 10 | 2026-03-31 | → |
| 224 | DANIEL INVESTMENT GROUP INC. | ROYAL OAK | 338851 | $210.1M | 3 | 2026-04-30 | → |
| 225 | DESERANNO CORPORATION | GROSSE POINTE FARMS | 121841 | $208.0M | 6 | 2026-02-28 | → |
| 226 | ALLIANCE INVESTMENT MANAGEMENT, LLC | JENISON | 152012 | $206.8M | 6 | 2026-03-31 | → |
| 227 | STRATEGIC WEALTH ADVISORS GROUP, INC. | UTICA | 285863 | $206.7M | 13 | 2026-03-31 | → |
| 228 | UP NORTH FINANCIAL, LLC | TRAVERSE CITY | 150996 | $203.8M | 4 | 2026-03-31 | → |
| 229 | LIGHTSQUARE WEALTH MANAGEMENT, LLC | BINGHAM FARMS | 324958 | $203.5M | 5 | 2026-06-30 | → |
| 230 | SANDERS MANAGEMENT GROUP, LTD | SOUTHFIELD | 334205 | $203.5M | 20 | 2026-01-31 | → |
| 231 | INDEPENDENT WEALTH MANAGEMENT, LLC | TRAVERSE CITY | 124242 | $203.0M | 3 | 2026-05-31 | → |
| 232 | AI ALPHA LLC | GRAND RAPIDS | 334908 | $200.0M | 3 | 2026-04-30 | → |
| 233 | HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC | FENTON | 291609 | $200.0M | 4 | 2026-04-30 | → |
| 234 | EXECUTIVE FINANCIAL SERVICES INC | LIVONIA | 110180 | $199.4M | 3 | 2026-03-31 | → |
| 235 | FEE-ONLY FIDUCIARY ADVISORS LLC | GRAND RAPIDS | 143329 | $197.0M | 3 | 2026-06-30 | → |
| 236 | J2 CAPITAL MANAGEMENT, INC. | TROY | 152964 | $195.7M | 3 | 2026-02-28 | → |
| 237 | CIG ASSET MANAGEMENT, INC. | SOUTHFIELD | 123609 | $192.5M | 8 | 2026-03-31 | → |
| 238 | KRS CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | 142928 | $188.9M | 2 | 2026-01-31 | → |
| 239 | MEADOWBROOK INVESTMENT ADVISORS LLC | LIVONIA | 109960 | $185.2M | 3 | 2026-01-31 | → |
| 240 | SUMMIT FINANCIAL CONSULTING LLC | STERLING HEIGHTS | 126570 | $184.7M | 6 | 2026-04-30 | → |
| 241 | SHOTWELL RUTTER BAER INC | LANSING | 122789 | $183.9M | 7 | 2026-01-31 | → |
| 242 | ROCHESTER WEALTH STRATEGIES, LLC | ROCHESTER | 299150 | $177.8M | 5 | 2026-06-30 | → |
| 243 | GASAWAY INVESTMENT ADVISORS, INC. | KALAMAZOO | 123807 | $173.1M | 13 | 2026-06-30 | → |
| 244 | SCHECHTER PRIVATE CAPITAL, LLC | BIRMINGHAM | 289491 | $171.7M | 4 | 2026-03-31 | → |
| 245 | HOOVER PRIVATE WEALTH, LLC | ROYAL OAK | 336484 | $171.3M | 6 | 2026-03-31 | → |
| 246 | PATRICK FINANCIAL GROUP, L.L.C. | BRIGHTON | 124610 | $170.4M | 2 | 2026-03-31 | → |
| 247 | CIRRUS CAPITAL LLC | BLOOMFIELD HILLS | 288297 | $170.4M | 6 | 2026-06-30 | → |
| 248 | GREAT LAKES WEALTH, LLC | NORTHVILLE | 282362 | $166.3M | 9 | 2026-03-31 | → |
| 249 | RETIREMENT RESOURCES, LLC | AUBURN HILLS | 151889 | $166.1M | 3 | 2026-03-31 | → |
| 250 | OCTO CAPITAL, LLC | BINGHAM FARMS | 174351 | $165.0M | 1 | 2026-02-28 | → |
| 251 | RIVER RAISIN INVESTMENT PARTNERS, INC. | MONROE | 298014 | $163.5M | 4 | 2026-06-30 | → |
| 252 | MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC | ANN ARBOR | 284251 | $162.7M | 7 | 2026-03-31 | → |
| 253 | ARBOR INVESTMENT MANAGEMENT, LLC | ANN ARBOR | 154735 | $162.0M | 2 | 2026-03-31 | → |
| 254 | CONFIDENTIAL MANAGEMENT ADVISORS, INC. | TROY | 125936 | $161.9M | 1 | 2026-03-31 | → |
| 255 | KELLY WEALTH MANAGEMENT, INC. | ROYAL OAK | 328386 | $160.6M | 6 | 2026-04-30 | → |
| 256 | OLD OAK FINANCIAL PLANNING, INC. | BRIGHTON | 122500 | $160.3M | 2 | 2026-03-31 | → |
| 257 | CITY CENTER ADVISORS, LLC | TROY | 203513 | $160.2M | 7 | 2026-01-31 | → |
| 258 | TRM ADVISORS LP | SOUTHFIELD | 321278 | $159.8M | 9 | 2026-05-31 | → |
| 259 | ADVISORY ADVOCATES LLC | GRAND RAPIDS | 284100 | $158.8M | 9 | 2026-03-31 | → |
| 260 | GRAETZ WEALTH, LLC | JENISON | 317857 | $158.2M | 3 | 2026-03-31 | → |
| 261 | JACK V. BUTTERFIELD INVESTMENT COMPANY | JACKSON | 3998 | $157.6M | 9 | 2026-02-28 | → |
| 262 | BREAKWATER CAPITAL, LLC | KALAMAZOO | 172498 | $156.6M | 2 | 2026-03-31 | → |
| 263 | STAR WEALTH MANAGEMENT CORPORATION | BINGHAM FARMS | 341885 | $156.5M | 3 | 2026-06-30 | → |
| 264 | RHL GROUP, LLC | HOLLY | 330716 | $155.1M | 6 | 2026-02-28 | → |
| 265 | GREENWAY FINANCIAL, LLC | FARMINGTON HILLS | 288864 | $151.4M | 4 | 2026-02-28 | → |
| 266 | A SMARTER WAY TO INVEST, INC. | BRIGHTON | 166170 | $150.0M | 7 | 2026-03-31 | → |
| 267 | HARBORFRONT FINANCIAL LLC | LUDINGTON | 331763 | $149.0M | 6 | 2026-03-31 | → |
| 268 | ARBORFI ADVISORS, LLC | ANN ARBOR | 305009 | $148.4M | 2 | 2026-02-28 | → |
| 269 | VISION CAPITAL PARTNERS | ANN ARBOR | 175147 | $146.6M | 4 | 2026-04-30 | → |
| 270 | CORNERSTONE WEALTH PARTNERS, LLC | OKEMOS | 146602 | $145.9M | 15 | 2026-03-31 | → |
| 271 | DANIEL KRUG & ASSOCIATES, INC. | CLARKSTON | 298532 | $145.1M | 7 | 2026-03-31 | → |
| 272 | WOLVERINE WEALTH ADVISORY SERVICES INC. | BLOOMFIELD HILLS | 146564 | $140.9M | 1 | 2026-01-31 | → |
| 273 | BROOKTREE CAPITAL MANAGEMENT INC. | GRAND RAPIDS | 114173 | $138.9M | 2 | 2026-03-31 | → |
| 274 | BLACK WALNUT WEALTH MANAGEMENT, LLC | TRAVERSE CITY | 337606 | $136.8M | 2 | 2026-05-31 | → |
| 275 | ELE ADVISORY SERVICES, INC | SOUTHFIELD | 148228 | $136.5M | 13 | 2026-03-31 | → |
| 276 | GLOBAL FINANCIAL PLANNING GROUP, LLC | TROY | 114803 | $135.3M | 5 | 2026-02-28 | → |
| 277 | LEGACY WEALTH ADVISORS, LLC | CLINTON TOWNSHIP | 281810 | $132.3M | 2 | 2026-03-31 | → |
| 278 | WEALTH EASE WEALTH MANAGEMENT LLC | MARSHALL | 332595 | $132.2M | 3 | 2026-03-31 | → |
| 279 | BURNHAM & COMPANY LLC | GRAND RAPIDS | 319339 | $129.5M | 2 | 2026-06-30 | → |
| 280 | INFINITY ADVISORY GROUP, LLC | PORTAGE | 324723 | $128.9M | 5 | 2026-03-31 | → |
| 281 | REVALUE LLC | GRAND RAPIDS | 165499 | $128.5M | 8 | 2026-05-31 | → |
| 282 | SYNERGY WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 174633 | $127.1M | 3 | 2026-03-31 | → |
| 283 | INSTITUTIONAL INVESTMENT CONSULTING | BLOOMFIELD HILLS | 168705 | $125.0M | 13 | 2026-02-28 | → |
| 284 | STREAMSONG ADVISORS, LLC | GRAND RAPIDS | 168250 | $124.4M | 5 | 2026-04-30 | → |
| 285 | LEGACY FINANCIAL SERVICES GROUP, INC. | TRAVERSE CITY | 140514 | $122.8M | 2 | 2026-05-31 | → |
| 286 | ALLEN FINANCIAL MANAGEMENT, LLC | OXFORD | 153511 | $121.2M | 1 | 2026-03-31 | → |
| 287 | OPTIMAL CAPITAL ADVISORS, LLC | TRAVERSE CITY | 144719 | $119.9M | 2 | 2026-03-31 | → |
| 288 | PINNACLE WEALTH MANAGEMENT PARTNERS, INC. | BRIGHTON | 166853 | $118.1M | 4 | 2026-03-31 | → |
| 289 | VANDERPOL INVESTMENTS L.L.C. | CALEDONIA | 168174 | $118.1M | 3 | 2026-03-31 | → |
| 290 | SOLYCO WEALTH LLC | BIRMINGHAM | 314981 | $116.2M | 5 | 2026-06-30 | → |
| 291 | RYZOME INVESTMENT ADVISORS, LLC | OKEMOS | 170762 | $116.1M | 2 | 2026-06-30 | → |
| 292 | ONTRACK WEALTH MANAGEMENT, LLC | CANTON | 311374 | $112.4M | 2 | 2026-05-31 | → |
| 293 | CRYSTAL VIEW CAPITAL, LLC | GRAND RAPIDS | 283124 | $110.3M | 1 | 2026-06-30 | → |
| 294 | MD WEALTH MANAGEMENT, LLC | CHELSEA | 297823 | $109.9M | 2 | 2026-02-28 | → |
| 295 | STRICKLER INVESTMENT SERVICES, LLC | BRIGHTON | 332778 | $107.3M | 9 | 2026-02-28 | → |
| 296 | IMBER FINANCIAL GROUP, LLC | ANN ARBOR | 144846 | $106.0M | 8 | 2026-06-30 | → |
| 297 | REITZ CAPITAL ADVISORS LLC | FREELAND | 167088 | $103.4M | 1 | 2026-02-28 | → |
| 298 | UHY WEALTH MANAGEMENT RIA LLC | FARMINGTON HILLS | 317608 | $102.6M | 6 | 2026-04-30 | → |
| 299 | STEWARD CAPITAL MANAGEMENT, INC. | BLOOMFIELD HILLS | 104936 | $95.1M | 5 | 2026-03-31 | → |
| 300 | WEALTHSPAN INVESTMENT MANAGEMENT, LLC | GRAND RAPIDS | 309553 | $93.1M | 5 | 2026-03-31 | → |
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