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AdvisorIQ

Ranking, Michigan

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Michigan

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

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

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 The Enterprise Investment Company Broker-dealer affiliated Farmington Hills 103.6% 413
7 C2 Private Wealth Novi 93.4% 1,068
8 Cambient Family Office, LLC Ada 76.8% 112
9 Foguth Wealth Management, LLC. Brighton 72.1% 1,563
10 Strategic Wealth Advisors Group, Inc. Utica 35.3% 402
11 Revalue LLC Grand Rapids 33.2% 199
12 Spectrum Financial Resources Troy 32.7% 545
13 Vima, LLC Troy 31.8% 897
14 Kelly Wealth Management, Inc. Royal Oak 30.9% 404
15 Integrated Investment Consultants, LLC Bloomfield Hills 26.9% 227
16 Verde Capital Management, Inc. Clarkston 26.4% 652
17 Cirrus Capital LLC Bloomfield Hills 24.5% 278
18 Lifeworks Advisors, LLC Grand Rapids 22.7% 1,479
19 Henrickson Nauta Wealth Advisors, Inc. Belmont 21.0% 458
20 Dahring | Cusmano and Associates Novi 20.6% 733
21 Vanderpol Investments L.L.C. Caledonia 20.2% 109
22 Palatine Hill Wealth Management Birmingham 20.0% 240
23 Aspen Investment Management Inc. Grand Rapids 19.6% 214
24 Cornerstone Wealth Partners, LLC Okemos 19.1% 1,288
25 Retiremitten Financial LLC Clarkston 18.3% 219
26 Generational Wealth, Inc. Zeeland 17.5% 566
27 Centennial Wealth Advisory, LLC Traverse City 17.3% 1,154
28 Summit Financial Working with People You Trust Sterling Heights 16.7% 995
29 Allen Financial Management Oxford 16.6% 247
30 City Center Advisors, LLC Troy 16.1% 379
31 West Michigan Advisors Holland 16.1% 1,187
32 SGH Wealth Management Lathrup Village 15.1% 742
33 Daus Financial Group, LLC Kalamazoo 14.2% 288
34 Legacy Wealth Advisors, LLC Clinton Township 14.1% 220
35 DB & C Advisors, LLC Holland 13.8% 289
36 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington 13.2% 3,883
37 Straight Path Wealth Management Jenison 13.0% 801
38 Liberty Capital Management Inc Birmingham 12.7% 142
39 Concorde Asset Management, LLC Broker-dealer affiliated Ann Arbor 12.4% 4,096
40 Zhang Financial Portage 12.3% 2,076
41 Dillon & Associates Inc Jackson 11.9% 352
42 Mattson Financial Services, LLC Kentwood 11.9% 1,008
43 Clear Ridge Wealth Management, LLC Kalamazoo 11.9% 118
44 Fairhaven Financial Advisory Corporation East Lansing 11.7% 721
45 Harborfront Financial Group Ludington 11.4% 542
46 Stewardship Trust Advisors Grandville 11.2% 267
47 Blue Chip Partners, LLC Farmington Hills 10.9% 908
48 Fiduciary Financial Advisors Grand Rapids 10.2% 2,035
49 Wealthspan Investment Management, LLC Grand Rapids 10.0% 299
50 Trunorth Capital Management, LLC Kalamazoo 9.9% 324
51 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy 9.8% 430
52 M1 Capital Management LLC Troy 9.6% 374
53 Stonepath Wealth Management Traverse City 8.6% 558
54 Calder Financial Group Ada 8.6% 501
55 Family Capital Management Grand Rapids 8.5% 460
56 Burnham & Company LLC Grand Rapids 8.2% 158
57 Antonelli Financial Advisors, LLC Grosse Pointe 8.2% 183
58 Guidestream Financial, Inc. Spring Arbor 8.2% 855
59 Plante Moran Financial Advisors Southfield 7.5% 3,733
60 Old Mission Investment Company, LLC Traverse City 7.4% 982
61 Graetz Wealth Jenison 7.4% 299
62 Arbor Investment Management Ann Arbor 7.3% 179
63 Diversified Portfolios, Inc. Bloomfield Hills 7.3% 620
64 Innovia Wealth, LLC Grand Rapids 7.2% 750
65 Advance Capital Management Inc Southfield 7.0% 6,882
66 Blue Water Asset Management Grand Rapids 6.8% 900
67 Breakwater Capital Kalamazoo 6.7% 134
68 Hantz Financial Services, Inc. Broker-dealer affiliated Southfield 6.5% 24,342
69 Center for Financial Planning Inc Southfield 6.5% 1,413
70 SS&H Financial Advisors, Inc. Troy 6.4% 109
71 NPF Investment Advisors Grand Rapids 6.0% 937
72 Isto Advisors, LLC Troy 5.8% 382
73 Regal Investment Advisors LLC Broker-dealer affiliated Kentwood 5.7% 7,912
74 Corecap Advisors Broker-dealer affiliated Southfield 5.7% 9,165
75 McMillan Office, Inc. St. Clair Shores 5.6% 429
76 JFR Financial Services, Inc. Trenton 5.6% 593
77 JVL Wealth Strategies Wyoming 5.6% 180
78 Advisory Alpha, LLC Holland 5.4% 13,126
79 LVM Capital Management Ltd Portage 5.4% 1,344
80 Four Financial Management Broker-dealer affiliated Ann Arbor 5.3% 337
81 Haverdink Financial Management, LLC Portage 5.2% 172
82 Financial Strategies Group, Inc Okemos 5.1% 1,224
83 GPM Growth Investors, Inc. Bloomfield Hills 4.8% 207
84 Retirement Resources, LLC Auburn Hills 4.5% 374
85 Cranbrook Wealth Management, LLC Bloomfield Hills 4.5% 243
86 Stonebrook Private LLC Northville 4.4% 571
87 Hill Island Financial LLC Grand Rapids 4.3% 208
88 Altrius Capital Management, Inc. Novi 4.3% 493
89 Great Lakes Wealth, LLC Northville 4.2% 238
90 White Pine Investment Co Livonia 4.1% 341
91 Gasaway Investment Advisors, Inc. Kalamazoo 4.0% 429
92 Greenway Financial, LLC Farmington Hills 3.8% 236
93 Lakeshore Financial Planning Inc. St. Clair Shores 3.8% 473
94 Foresight Capital Management Advisors, Inc. Saline 3.7% 566
95 626 Financial, LLC Portage 3.7% 435
96 Evergreen Wealth Management, LLC Williamston 3.7% 681
97 LVZ, Inc. Holland 3.6% 2,389
98 Bright Financial Advisors, Inc. Portage 3.6% 642
99 D & G Advisory Group, L.L.C. Menominee 3.5% 283
100 Infinity Advisory Group Portage 3.4% 203

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.