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AdvisorIQ

Ranking, Michigan

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Michigan

As of October 2, 2026, Plante Moran Financial Advisors ranked #1 in Michigan in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $5.1 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 Hantz Financial Services, Inc. Broker-dealer affiliated Southfield $2.2 billion
3 Zhang Financial Portage $1.8 billion
4 Spartan Wealth Management Bingham Farms $1.1 billion
5 Rehmann Wealth Lansing $1.0 billion
6 Advisory Alpha, LLC Holland $905.5 million
7 Innovia Wealth, LLC Grand Rapids $857.7 million
8 Corecap Advisors Broker-dealer affiliated Southfield $819.3 million
9 Mainstay Capital Management, LLC Grand Blanc $791.2 million
10 C2 Private Wealth Novi $634.5 million
11 Foguth Wealth Management, LLC. Brighton $630.5 million
12 CG Advisory Services Williamston $620.2 million
13 Signal Advisors Wealth, LLC Detroit $527.6 million
14 Advance Capital Management Inc Southfield $476.4 million
15 SPC Broker-dealer affiliated Ann Arbor $446.8 million
16 Regal Investment Advisors LLC Broker-dealer affiliated Kentwood $429.4 million
17 LVM Capital Management Ltd Portage $385.9 million
18 Blue Chip Partners, LLC Farmington Hills $340.5 million
19 Deroy & Devereaux Private Investment Counsel, Inc. Bloomfield Hills $333.0 million
20 Pearl Planning Dexter $329.2 million
21 RBS Wealth Management Alto $322.3 million
22 Carrera Capital Advisors Troy $321.1 million
23 Retirement Income Solutions, Inc. Ann Arbor $315.6 million
24 Integrated Investment Consultants, LLC Bloomfield Hills $311.2 million
25 Henrickson Nauta Wealth Advisors, Inc. Belmont $295.8 million
26 Diversified Portfolios, Inc. Bloomfield Hills $274.7 million
27 Planning Alternatives Ltd Birmingham $258.2 million
28 Center for Financial Planning Inc Southfield $258.1 million
29 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington $251.9 million
30 The Nemes Rush Group, LLC Novi $244.3 million
31 Verde Capital Management, Inc. Clarkston $240.1 million
32 Lifeworks Advisors, LLC Grand Rapids $224.4 million
33 Sigma Investment Counselors Northville $223.2 million
34 William Mack & Associates Inc Troy $214.2 million
35 Bloom Advisors Farmington Hills $210.7 million
36 Trunorth Capital Management, LLC Kalamazoo $193.9 million
37 Isto Advisors, LLC Troy $192.9 million
38 Cambient Family Office, LLC Ada $189.1 million
39 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy $185.5 million
40 Centennial Securities Company Inc Broker-dealer affiliated Grand Rapids $182.8 million
41 Fsa Advisors, Inc. Troy $177.2 million
42 West Michigan Advisors Holland $166.9 million
43 Aspen Investment Management Inc. Grand Rapids $166.8 million
44 NPF Investment Advisors Grand Rapids $166.0 million
45 Azimuth Capital Management Bloomfield Hills $164.6 million
46 Fiduciary Financial Advisors Grand Rapids $163.6 million
47 LVZ, Inc. Holland $156.0 million
48 Bright Financial Advisors, Inc. Portage $155.4 million
49 Columbia Asset Management, L.L.C. Ann Arbor $148.9 million
50 Baron Wealth Management, LLC Troy $144.7 million
51 Stonebrook Private LLC Northville $142.8 million
52 SS&H Financial Advisors, Inc. Troy $134.9 million
53 Cornerstone Wealth Partners, LLC Okemos $133.1 million
54 Financial Advisory Corporation Grand Rapids $132.8 million
55 Jay A. Fishman, Ltd Troy $131.4 million
56 Acorn Wealth Advisors, LLC Grand Blanc $131.4 million
57 CWS Financial Advisors LLC Kalamazoo $129.9 million
58 Cranbrook Wealth Management, LLC Bloomfield Hills $129.0 million
59 Mattson Financial Services, LLC Kentwood $128.0 million
60 The Enterprise Investment Company Broker-dealer affiliated Farmington Hills $127.5 million
61 Financial Strategies Group, Inc Okemos $127.3 million
62 McMillan Office, Inc. St. Clair Shores $126.5 million
63 Straight Path Wealth Management Jenison $124.5 million
64 Hungerford Financial LLC Broker-dealer affiliated Grand Rapids $113.8 million
65 CAPTRUST Wealth Advisors Holland $113.3 million
66 JVL Wealth Strategies Wyoming $112.0 million
67 Concorde Asset Management, LLC Broker-dealer affiliated Ann Arbor $108.5 million
68 SGH Wealth Management Lathrup Village $108.0 million
69 Family Capital Management Grand Rapids $106.3 million
70 Voisard Asset Management Group Grand Rapids $99.2 million
71 Gem Asset Management, LLC Plymouth $97.6 million
72 Liberty Capital Management Inc Birmingham $97.3 million
73 Summit Financial Working with People You Trust Sterling Heights $96.8 million
74 Generational Wealth, Inc. Zeeland $95.1 million
75 Thrive Retirement Specialists Royal Oak $94.4 million
76 Peak Wealth Management, LLC Plymouth $94.0 million
77 Skyoak Wealth Southfield $91.3 million
78 Altrius Capital Management, Inc. Novi $89.3 million
79 Lafleur & Godfrey Private Wealth Management Grand Rapids $89.0 million
80 Hill Island Financial LLC Grand Rapids $86.9 million
81 Centennial Wealth Advisory, LLC Traverse City $86.0 million
82 Retiremitten Financial LLC Clarkston $82.9 million
83 Wolff Financial Management LLC Kalamazoo $81.0 million
84 MKD Wealth Troy $79.9 million
85 Vima, LLC Troy $79.3 million
86 True Blue Financial, LLC Stevensville $77.8 million
87 Darden Wealth Group Ann Arbor $77.5 million
88 Dahring | Cusmano and Associates Novi $74.3 million
89 Stonepath Wealth Management Traverse City $73.7 million
90 Lightsquare Wealth Management, LLC Bingham Farms $72.1 million
91 Kaydan Wealth Management, Inc. Fenton $71.4 million
92 Miller Capital Troy $71.2 million
93 Arbor Wealth Advisors LLC Troy $70.5 million
94 N.V.N.G. Investments, Inc. Kalamazoo $69.0 million
95 Grand Wealth Management, LLC Grand Rapids $67.5 million
96 Melone Private Wealth, LLC Auburn Hills $66.9 million
97 Strategic Wealth Advisors Group, Inc. Utica $66.5 million
98 White Pine Investment Co Livonia $66.5 million
99 Lakeshore Financial Planning Inc. St. Clair Shores $65.6 million
100 Northern Financial Advisors, Inc Bloomfield Hills $64.2 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.