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For asset managers
AdvisorIQ

Ranking, Michigan

Independent RIAs with the biggest asset gains over one year in Michigan

As of October 2, 2026, Plante Moran Financial Advisors ranked #1 in Michigan in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $5.1 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Plante Moran Financial Advisors Southfield $5.1 billion
2 Zhang Financial Portage $1.8 billion
3 Spartan Wealth Management Bingham Farms $1.1 billion
4 Rehmann Wealth Lansing $1.0 billion
5 Advisory Alpha, LLC Holland $905.5 million
6 Innovia Wealth, LLC Grand Rapids $857.7 million
7 Mainstay Capital Management, LLC Grand Blanc $791.2 million
8 C2 Private Wealth Novi $634.5 million
9 Foguth Wealth Management, LLC. Brighton $630.5 million
10 CG Advisory Services Williamston $620.2 million
11 Signal Advisors Wealth, LLC Detroit $527.6 million
12 Advance Capital Management Inc Southfield $476.4 million
13 LVM Capital Management Ltd Portage $385.9 million
14 Blue Chip Partners, LLC Farmington Hills $340.5 million
15 Deroy & Devereaux Private Investment Counsel, Inc. Bloomfield Hills $333.0 million
16 Pearl Planning Dexter $329.2 million
17 RBS Wealth Management Alto $322.3 million
18 Carrera Capital Advisors Troy $321.1 million
19 Retirement Income Solutions, Inc. Ann Arbor $315.6 million
20 Integrated Investment Consultants, LLC Bloomfield Hills $311.2 million
21 Henrickson Nauta Wealth Advisors, Inc. Belmont $295.8 million
22 Diversified Portfolios, Inc. Bloomfield Hills $274.7 million
23 Planning Alternatives Ltd Birmingham $258.2 million
24 Center for Financial Planning Inc Southfield $258.1 million
25 The Nemes Rush Group, LLC Novi $244.3 million
26 Verde Capital Management, Inc. Clarkston $240.1 million
27 Lifeworks Advisors, LLC Grand Rapids $224.4 million
28 Sigma Investment Counselors Northville $223.2 million
29 William Mack & Associates Inc Troy $214.2 million
30 Bloom Advisors Farmington Hills $210.7 million
31 Trunorth Capital Management, LLC Kalamazoo $193.9 million
32 Isto Advisors, LLC Troy $192.9 million
33 Cambient Family Office, LLC Ada $189.1 million
34 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy $185.5 million
35 Fsa Advisors, Inc. Troy $177.2 million
36 West Michigan Advisors Holland $166.9 million
37 Aspen Investment Management Inc. Grand Rapids $166.8 million
38 NPF Investment Advisors Grand Rapids $166.0 million
39 Azimuth Capital Management Bloomfield Hills $164.6 million
40 Fiduciary Financial Advisors Grand Rapids $163.6 million
41 LVZ, Inc. Holland $156.0 million
42 Bright Financial Advisors, Inc. Portage $155.4 million
43 Columbia Asset Management, L.L.C. Ann Arbor $148.9 million
44 Baron Wealth Management, LLC Troy $144.7 million
45 Stonebrook Private LLC Northville $142.8 million
46 SS&H Financial Advisors, Inc. Troy $134.9 million
47 Cornerstone Wealth Partners, LLC Okemos $133.1 million
48 Financial Advisory Corporation Grand Rapids $132.8 million
49 Jay A. Fishman, Ltd Troy $131.4 million
50 Acorn Wealth Advisors, LLC Grand Blanc $131.4 million
51 CWS Financial Advisors LLC Kalamazoo $129.9 million
52 Cranbrook Wealth Management, LLC Bloomfield Hills $129.0 million
53 Mattson Financial Services, LLC Kentwood $128.0 million
54 Financial Strategies Group, Inc Okemos $127.3 million
55 McMillan Office, Inc. St. Clair Shores $126.5 million
56 Straight Path Wealth Management Jenison $124.5 million
57 CAPTRUST Wealth Advisors Holland $113.3 million
58 JVL Wealth Strategies Wyoming $112.0 million
59 SGH Wealth Management Lathrup Village $108.0 million
60 Family Capital Management Grand Rapids $106.3 million
61 Voisard Asset Management Group Grand Rapids $99.2 million
62 Gem Asset Management, LLC Plymouth $97.6 million
63 Liberty Capital Management Inc Birmingham $97.3 million
64 Summit Financial Working with People You Trust Sterling Heights $96.8 million
65 Generational Wealth, Inc. Zeeland $95.1 million
66 Thrive Retirement Specialists Royal Oak $94.4 million
67 Peak Wealth Management, LLC Plymouth $94.0 million
68 Skyoak Wealth Southfield $91.3 million
69 Altrius Capital Management, Inc. Novi $89.3 million
70 Lafleur & Godfrey Private Wealth Management Grand Rapids $89.0 million
71 Hill Island Financial LLC Grand Rapids $86.9 million
72 Centennial Wealth Advisory, LLC Traverse City $86.0 million
73 Retiremitten Financial LLC Clarkston $82.9 million
74 Wolff Financial Management LLC Kalamazoo $81.0 million
75 MKD Wealth Troy $79.9 million
76 Vima, LLC Troy $79.3 million
77 True Blue Financial, LLC Stevensville $77.8 million
78 Darden Wealth Group Ann Arbor $77.5 million
79 Dahring | Cusmano and Associates Novi $74.3 million
80 Stonepath Wealth Management Traverse City $73.7 million
81 Lightsquare Wealth Management, LLC Bingham Farms $72.1 million
82 Kaydan Wealth Management, Inc. Fenton $71.4 million
83 Miller Capital Troy $71.2 million
84 Arbor Wealth Advisors LLC Troy $70.5 million
85 N.V.N.G. Investments, Inc. Kalamazoo $69.0 million
86 Grand Wealth Management, LLC Grand Rapids $67.5 million
87 Melone Private Wealth, LLC Auburn Hills $66.9 million
88 Strategic Wealth Advisors Group, Inc. Utica $66.5 million
89 White Pine Investment Co Livonia $66.5 million
90 Lakeshore Financial Planning Inc. St. Clair Shores $65.6 million
91 Northern Financial Advisors, Inc Bloomfield Hills $64.2 million
92 Straightline Troy $63.8 million
93 Dillon & Associates Inc Jackson $63.7 million
94 Integrated Capital Management Bloomfield Hills $62.1 million
95 Daus Financial Group, LLC Kalamazoo $59.5 million
96 Royal Oak Financial Advisors, LLC Royal Oak $56.9 million
97 City Center Advisors, LLC Troy $54.6 million
98 Fairhaven Financial Advisory Corporation East Lansing $54.4 million
99 626 Financial, LLC Portage $53.2 million
100 Rochester Wealth Strategies, LLC Rochester $52.8 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.