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For asset managers

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.