IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Michigan

Independent RIAs with the fastest client growth over one year in Michigan

As of October 2, 2026, Spartan Wealth Management ranked #1 in Michigan in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 278.1%, from a base of 311.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Spartan Wealth Management Bingham Farms 278.1% 311
2 Fsa Advisors, Inc. Troy 150.3% 1,782
3 Signal Advisors Wealth, LLC Detroit 115.7% 2,233
4 Melone Private Wealth, LLC Auburn Hills 109.2% 153
5 Jay A. Fishman, Ltd Troy 105.0% 524
6 C2 Private Wealth Novi 93.4% 1,068
7 Cambient Family Office, LLC Ada 76.8% 112
8 Foguth Wealth Management, LLC. Brighton 72.1% 1,563
9 Strategic Wealth Advisors Group, Inc. Utica 35.3% 402
10 Revalue LLC Grand Rapids 33.2% 199
11 Spectrum Financial Resources Troy 32.7% 545
12 Vima, LLC Troy 31.8% 897
13 Kelly Wealth Management, Inc. Royal Oak 30.9% 404
14 Integrated Investment Consultants, LLC Bloomfield Hills 26.9% 227
15 Verde Capital Management, Inc. Clarkston 26.4% 652
16 Cirrus Capital LLC Bloomfield Hills 24.5% 278
17 Lifeworks Advisors, LLC Grand Rapids 22.7% 1,479
18 Henrickson Nauta Wealth Advisors, Inc. Belmont 21.0% 458
19 Dahring | Cusmano and Associates Novi 20.6% 733
20 Vanderpol Investments L.L.C. Caledonia 20.2% 109
21 Palatine Hill Wealth Management Birmingham 20.0% 240
22 Aspen Investment Management Inc. Grand Rapids 19.6% 214
23 Cornerstone Wealth Partners, LLC Okemos 19.1% 1,288
24 Retiremitten Financial LLC Clarkston 18.3% 219
25 Generational Wealth, Inc. Zeeland 17.5% 566
26 Centennial Wealth Advisory, LLC Traverse City 17.3% 1,154
27 Summit Financial Working with People You Trust Sterling Heights 16.7% 995
28 Allen Financial Management Oxford 16.6% 247
29 City Center Advisors, LLC Troy 16.1% 379
30 West Michigan Advisors Holland 16.1% 1,187
31 SGH Wealth Management Lathrup Village 15.1% 742
32 Daus Financial Group, LLC Kalamazoo 14.2% 288
33 Legacy Wealth Advisors, LLC Clinton Township 14.1% 220
34 DB & C Advisors, LLC Holland 13.8% 289
35 Straight Path Wealth Management Jenison 13.0% 801
36 Liberty Capital Management Inc Birmingham 12.7% 142
37 Zhang Financial Portage 12.3% 2,076
38 Dillon & Associates Inc Jackson 11.9% 352
39 Mattson Financial Services, LLC Kentwood 11.9% 1,008
40 Clear Ridge Wealth Management, LLC Kalamazoo 11.9% 118
41 Fairhaven Financial Advisory Corporation East Lansing 11.7% 721
42 Harborfront Financial Group Ludington 11.4% 542
43 Stewardship Trust Advisors Grandville 11.2% 267
44 Blue Chip Partners, LLC Farmington Hills 10.9% 908
45 Fiduciary Financial Advisors Grand Rapids 10.2% 2,035
46 Wealthspan Investment Management, LLC Grand Rapids 10.0% 299
47 Trunorth Capital Management, LLC Kalamazoo 9.9% 324
48 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy 9.8% 430
49 M1 Capital Management LLC Troy 9.6% 374
50 Stonepath Wealth Management Traverse City 8.6% 558
51 Calder Financial Group Ada 8.6% 501
52 Family Capital Management Grand Rapids 8.5% 460
53 Burnham & Company LLC Grand Rapids 8.2% 158
54 Antonelli Financial Advisors, LLC Grosse Pointe 8.2% 183
55 Guidestream Financial, Inc. Spring Arbor 8.2% 855
56 Plante Moran Financial Advisors Southfield 7.5% 3,733
57 Old Mission Investment Company, LLC Traverse City 7.4% 982
58 Graetz Wealth Jenison 7.4% 299
59 Arbor Investment Management Ann Arbor 7.3% 179
60 Diversified Portfolios, Inc. Bloomfield Hills 7.3% 620
61 Innovia Wealth, LLC Grand Rapids 7.2% 750
62 Advance Capital Management Inc Southfield 7.0% 6,882
63 Blue Water Asset Management Grand Rapids 6.8% 900
64 Breakwater Capital Kalamazoo 6.7% 134
65 Center for Financial Planning Inc Southfield 6.5% 1,413
66 SS&H Financial Advisors, Inc. Troy 6.4% 109
67 NPF Investment Advisors Grand Rapids 6.0% 937
68 Isto Advisors, LLC Troy 5.8% 382
69 McMillan Office, Inc. St. Clair Shores 5.6% 429
70 JFR Financial Services, Inc. Trenton 5.6% 593
71 JVL Wealth Strategies Wyoming 5.6% 180
72 Advisory Alpha, LLC Holland 5.4% 13,126
73 LVM Capital Management Ltd Portage 5.4% 1,344
74 Haverdink Financial Management, LLC Portage 5.2% 172
75 Financial Strategies Group, Inc Okemos 5.1% 1,224
76 GPM Growth Investors, Inc. Bloomfield Hills 4.8% 207
77 Retirement Resources, LLC Auburn Hills 4.5% 374
78 Cranbrook Wealth Management, LLC Bloomfield Hills 4.5% 243
79 Stonebrook Private LLC Northville 4.4% 571
80 Hill Island Financial LLC Grand Rapids 4.3% 208
81 Altrius Capital Management, Inc. Novi 4.3% 493
82 Great Lakes Wealth, LLC Northville 4.2% 238
83 White Pine Investment Co Livonia 4.1% 341
84 Gasaway Investment Advisors, Inc. Kalamazoo 4.0% 429
85 Greenway Financial, LLC Farmington Hills 3.8% 236
86 Lakeshore Financial Planning Inc. St. Clair Shores 3.8% 473
87 Foresight Capital Management Advisors, Inc. Saline 3.7% 566
88 626 Financial, LLC Portage 3.7% 435
89 Evergreen Wealth Management, LLC Williamston 3.7% 681
90 LVZ, Inc. Holland 3.6% 2,389
91 Bright Financial Advisors, Inc. Portage 3.6% 642
92 D & G Advisory Group, L.L.C. Menominee 3.5% 283
93 Infinity Advisory Group Portage 3.4% 203
94 Security First Financial Swartz Creek 3.2% 620
95 Carrera Capital Advisors Troy 3.2% 967
96 Blueprint Partners LLC Traverse City 3.1% 327
97 Patrick Financial Group LLC. Brighton 3.1% 589
98 Gem Asset Management, LLC Plymouth 3.0% 493
99 Alliance Investment Management, LLC Jenison 3.0% 165
100 Royal Oak Financial Advisors, LLC Royal Oak 3.0% 743

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

More rankings

Client growth 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.