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RIA directory Rankings Fastest growing, 3 years Michigan
Ranking, Michigan
Fastest-growing independent RIAs over three years in Michigan
As of October 2, 2026, Fiduciary Financial Advisors ranked #1 in Michigan in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 55.7%, from a base of $352.2 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.
Fastest-growing independent RIAs over three years in Michigan
Rank
Firm
City
Growth
Starting value
1
Fiduciary Financial Advisors
Grand Rapids
55.7%
$352.2 million
2
Lifeworks Advisors, LLC
Grand Rapids
54.7%
$261.2 million
3
Heron Bay Capital Management
Bloomfield Hills
48.3%
$197.3 million
4
West Michigan Advisors
Holland
40.8%
$279.8 million
5
Fsa Advisors, Inc.
Troy
38.8%
$214.4 million
6
Trunorth Capital Management, LLC
Kalamazoo
35.0%
$294.6 million
7
Advisory Alpha, LLC
Holland
34.8%
$1.8 billion
8
Straight Path Wealth Management
Jenison
32.5%
$203.2 million
9
Innovia Wealth, LLC
Grand Rapids
32.5%
$1.4 billion
10
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L
Troy
31.9%
$223.1 million
11
Daus Financial Group, LLC
Kalamazoo
31.1%
$120.0 million
12
Verde Capital Management, Inc.
Clarkston
31.0%
$376.2 million
13
Mattson Financial Services, LLC
Kentwood
30.1%
$233.7 million
14
Bernard Wealth Management Corp.
Royal Oak
29.8%
$143.8 million
15
C2 Private Wealth
Novi
29.4%
$838.9 million
16
SGH Wealth Management
Lathrup Village
27.8%
$269.4 million
17
Voisard Asset Management Group
Grand Rapids
27.3%
$286.0 million
18
Integrated Capital Management
Bloomfield Hills
26.7%
$211.2 million
19
Peak Wealth Management, LLC
Plymouth
25.1%
$228.0 million
20
N.V.N.G. Investments, Inc.
Kalamazoo
24.0%
$172.9 million
21
Royal Oak Financial Advisors, LLC
Royal Oak
23.9%
$192.7 million
22
Simplyria Advisor Network
Brighton
23.8%
$113.3 million
23
Generational Wealth, Inc.
Zeeland
23.8%
$208.3 million
24
Palatine Hill Wealth Management
Birmingham
23.7%
$156.4 million
25
Blueprint Partners LLC
Traverse City
23.6%
$155.0 million
26
Henrickson Nauta Wealth Advisors, Inc.
Belmont
23.6%
$528.4 million
27
Hill Island Financial LLC
Grand Rapids
23.5%
$331.6 million
28
RFM Financial Solutions, LLC
Mount Pleasant
23.1%
$139.4 million
29
SS&H Financial Advisors, Inc.
Troy
22.8%
$260.1 million
30
Kroon & Mitchell Asset Management LLC
Grand Rapids
22.7%
$119.6 million
31
Aspen Investment Management Inc.
Grand Rapids
22.2%
$247.7 million
32
Bright Financial Advisors, Inc.
Portage
22.1%
$398.6 million
33
Liberty Capital Management Inc
Birmingham
22.1%
$467.1 million
34
JVL Wealth Strategies
Wyoming
22.0%
$431.7 million
35
Melone Private Wealth, LLC
Auburn Hills
21.9%
$172.8 million
36
Lightsquare Wealth Management, LLC
Bingham Farms
21.6%
$113.2 million
37
Dahring | Cusmano and Associates
Novi
21.5%
$435.8 million
38
Pathworks Financial, Inc.
Novi
21.4%
$155.9 million
39
Darden Wealth Group
Ann Arbor
21.3%
$212.5 million
40
Blue Chip Partners, LLC
Farmington Hills
21.3%
$1.1 billion
41
The Nemes Rush Group, LLC
Novi
21.0%
$913.7 million
42
Skyoak Wealth
Southfield
20.9%
$391.8 million
43
Washington Avenue Advisors
Lansing
20.7%
$191.6 million
44
Financial Strategies Group, Inc
Okemos
20.5%
$387.3 million
45
Evergreen Wealth Management, LLC
Williamston
20.3%
$142.9 million
46
Alliance Investment Management, LLC
Jenison
20.2%
$119.0 million
47
Family Capital Management
Grand Rapids
20.2%
$250.8 million
48
Rehmann Wealth
Lansing
20.1%
$3.0 billion
49
Acorn Wealth Advisors, LLC
Grand Blanc
19.9%
$325.7 million
50
Centennial Wealth Advisory, LLC
Traverse City
19.9%
$230.4 million
51
CG Advisory Services
Williamston
19.8%
$2.7 billion
52
Stonebrook Private LLC
Northville
19.4%
$550.9 million
53
DBS Investment Advisers, LLC
Bay City
19.3%
$165.0 million
54
Baron Wealth Management, LLC
Troy
19.3%
$498.8 million
55
Miller Financial Services LLC
Marshall
19.2%
$273.0 million
56
Isto Advisors, LLC
Troy
18.4%
$641.1 million
57
Zhang Financial
Portage
18.4%
$5.0 billion
58
D & G Advisory Group, L.L.C.
Menominee
18.3%
$115.3 million
59
City Center Advisors, LLC
Troy
18.3%
$112.9 million
60
Foresight Capital Management Advisors, Inc.
Saline
18.2%
$212.4 million
61
Dillon & Associates Inc
Jackson
18.1%
$555.9 million
62
Hemming& Wealth Management, Inc.
Traverse City
18.1%
$177.7 million
63
MKD Wealth
Troy
17.8%
$309.4 million
64
Motive Wealth Advisors, LLC
Birmingham
17.8%
$222.0 million
65
Miller Capital
Troy
17.7%
$191.0 million
66
M1 Capital Management LLC
Troy
17.6%
$276.9 million
67
McMillan Office, Inc.
St. Clair Shores
17.3%
$565.6 million
68
Gem Asset Management, LLC
Plymouth
17.3%
$389.4 million
69
LVM Capital Management Ltd
Portage
17.0%
$974.6 million
70
PPS & V Asset Management Consultants Inc
Portage
17.0%
$158.4 million
71
Jay A. Fishman, Ltd
Troy
17.0%
$781.9 million
72
Guidestream Financial, Inc.
Spring Arbor
16.9%
$165.1 million
73
William Mack & Associates Inc
Troy
16.8%
$649.4 million
74
Sculati Wealth Management, LLC
Bloomfield Hills
16.7%
$240.1 million
75
Clear Ridge Wealth Management, LLC
Kalamazoo
16.6%
$154.1 million
76
Up North Financial, LLC
Traverse City
16.6%
$128.5 million
77
Vision Capital Partners
Ann Arbor
16.5%
$106.3 million
78
DB & C Advisors, LLC
Holland
16.3%
$160.2 million
79
Haverdink Financial Management, LLC
Portage
16.3%
$140.1 million
80
CND Financial
Livonia
16.1%
$127.4 million
81
Altrius Capital Management, Inc.
Novi
16.0%
$458.5 million
82
Diversified Portfolios, Inc.
Bloomfield Hills
15.6%
$1.3 billion
83
Old Mission Investment Company, LLC
Traverse City
15.5%
$602.2 million
84
GPM Growth Investors, Inc.
Bloomfield Hills
15.5%
$182.4 million
85
White Pine Investment Co
Livonia
15.3%
$347.4 million
86
Planning Alternatives Ltd
Birmingham
14.7%
$1.0 billion
87
Columbia Asset Management, L.L.C.
Ann Arbor
14.7%
$794.8 million
88
Center for Financial Planning Inc
Southfield
14.5%
$1.3 billion
89
Spectrum Financial Resources
Troy
14.5%
$156.9 million
90
Sage Hill Capital
Ann Arbor
14.4%
$143.1 million
91
Lakeshore Financial Planning Inc.
St. Clair Shores
14.4%
$313.8 million
92
Wolff Financial Management LLC
Kalamazoo
14.3%
$409.8 million
93
Arbor Wealth Advisors LLC
Troy
14.1%
$443.2 million
94
Great Lakes Wealth, LLC
Northville
13.9%
$112.6 million
95
Schwallier Wealth Management
Grand Rapids
13.8%
$133.6 million
96
Mainstay Capital Management, LLC
Grand Blanc
13.7%
$3.6 billion
97
Sigma Investment Counselors
Northville
13.6%
$1.5 billion
98
Deroy & Devereaux Private Investment Counsel, Inc.
Bloomfield Hills
13.5%
$1.8 billion
99
Independent Wealth Management, LLC
Traverse City
13.4%
$139.2 million
100
626 Financial, LLC
Portage
13.3%
$261.0 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing, 3 years 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 .