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

For asset managers
AdvisorIQ

Ranking, Michigan

Fastest-growing wealth firms over three years, including broker-dealer firms in Michigan

As of October 2, 2026, Fiduciary Financial Advisors ranked #1 in Michigan in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 55.7%, from a base of $352.2 million.

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

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.

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 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington 31.2% $451.3 million
12 Daus Financial Group, LLC Kalamazoo 31.1% $120.0 million
13 Verde Capital Management, Inc. Clarkston 31.0% $376.2 million
14 Mattson Financial Services, LLC Kentwood 30.1% $233.7 million
15 Bernard Wealth Management Corp. Royal Oak 29.8% $143.8 million
16 C2 Private Wealth Novi 29.4% $838.9 million
17 SGH Wealth Management Lathrup Village 27.8% $269.4 million
18 Voisard Asset Management Group Grand Rapids 27.3% $286.0 million
19 Hantz Financial Services, Inc. Broker-dealer affiliated Southfield 26.8% $4.9 billion
20 Corecap Advisors Broker-dealer affiliated Southfield 26.8% $2.0 billion
21 Integrated Capital Management Bloomfield Hills 26.7% $211.2 million
22 Secure Asset Management, L.L.C. Broker-dealer affiliated Troy 25.5% $440.0 million
23 Hungerford Financial LLC Broker-dealer affiliated Grand Rapids 25.2% $250.7 million
24 Concorde Asset Management, LLC Broker-dealer affiliated Ann Arbor 25.1% $305.7 million
25 Peak Wealth Management, LLC Plymouth 25.1% $228.0 million
26 N.V.N.G. Investments, Inc. Kalamazoo 24.0% $172.9 million
27 Royal Oak Financial Advisors, LLC Royal Oak 23.9% $192.7 million
28 Simplyria Advisor Network Brighton 23.8% $113.3 million
29 Generational Wealth, Inc. Zeeland 23.8% $208.3 million
30 Palatine Hill Wealth Management Birmingham 23.7% $156.4 million
31 Blueprint Partners LLC Traverse City 23.6% $155.0 million
32 Henrickson Nauta Wealth Advisors, Inc. Belmont 23.6% $528.4 million
33 Hill Island Financial LLC Grand Rapids 23.5% $331.6 million
34 RFM Financial Solutions, LLC Mount Pleasant 23.1% $139.4 million
35 SS&H Financial Advisors, Inc. Troy 22.8% $260.1 million
36 Kroon & Mitchell Asset Management LLC Grand Rapids 22.7% $119.6 million
37 Aspen Investment Management Inc. Grand Rapids 22.2% $247.7 million
38 Bright Financial Advisors, Inc. Portage 22.1% $398.6 million
39 Liberty Capital Management Inc Birmingham 22.1% $467.1 million
40 JVL Wealth Strategies Wyoming 22.0% $431.7 million
41 Melone Private Wealth, LLC Auburn Hills 21.9% $172.8 million
42 Lightsquare Wealth Management, LLC Bingham Farms 21.6% $113.2 million
43 Dahring | Cusmano and Associates Novi 21.5% $435.8 million
44 Pathworks Financial, Inc. Novi 21.4% $155.9 million
45 Darden Wealth Group Ann Arbor 21.3% $212.5 million
46 Blue Chip Partners, LLC Farmington Hills 21.3% $1.1 billion
47 The Nemes Rush Group, LLC Novi 21.0% $913.7 million
48 Skyoak Wealth Southfield 20.9% $391.8 million
49 Washington Avenue Advisors Lansing 20.7% $191.6 million
50 Financial Strategies Group, Inc Okemos 20.5% $387.3 million
51 Evergreen Wealth Management, LLC Williamston 20.3% $142.9 million
52 Alliance Investment Management, LLC Jenison 20.2% $119.0 million
53 Family Capital Management Grand Rapids 20.2% $250.8 million
54 Rehmann Wealth Lansing 20.1% $3.0 billion
55 Acorn Wealth Advisors, LLC Grand Blanc 19.9% $325.7 million
56 Centennial Wealth Advisory, LLC Traverse City 19.9% $230.4 million
57 CG Advisory Services Williamston 19.8% $2.7 billion
58 Stonebrook Private LLC Northville 19.4% $550.9 million
59 DBS Investment Advisers, LLC Bay City 19.3% $165.0 million
60 Baron Wealth Management, LLC Troy 19.3% $498.8 million
61 Miller Financial Services LLC Marshall 19.2% $273.0 million
62 Isto Advisors, LLC Troy 18.4% $641.1 million
63 Zhang Financial Portage 18.4% $5.0 billion
64 D & G Advisory Group, L.L.C. Menominee 18.3% $115.3 million
65 City Center Advisors, LLC Troy 18.3% $112.9 million
66 Foresight Capital Management Advisors, Inc. Saline 18.2% $212.4 million
67 The Enterprise Investment Company Broker-dealer affiliated Farmington Hills 18.2% $368.0 million
68 Dillon & Associates Inc Jackson 18.1% $555.9 million
69 Hemming& Wealth Management, Inc. Traverse City 18.1% $177.7 million
70 MKD Wealth Troy 17.8% $309.4 million
71 Motive Wealth Advisors, LLC Birmingham 17.8% $222.0 million
72 Miller Capital Troy 17.7% $191.0 million
73 M1 Capital Management LLC Troy 17.6% $276.9 million
74 McMillan Office, Inc. St. Clair Shores 17.3% $565.6 million
75 Gem Asset Management, LLC Plymouth 17.3% $389.4 million
76 LVM Capital Management Ltd Portage 17.0% $974.6 million
77 PPS & V Asset Management Consultants Inc Portage 17.0% $158.4 million
78 Jay A. Fishman, Ltd Troy 17.0% $781.9 million
79 Guidestream Financial, Inc. Spring Arbor 16.9% $165.1 million
80 William Mack & Associates Inc Troy 16.8% $649.4 million
81 Sculati Wealth Management, LLC Bloomfield Hills 16.7% $240.1 million
82 Clear Ridge Wealth Management, LLC Kalamazoo 16.6% $154.1 million
83 Up North Financial, LLC Traverse City 16.6% $128.5 million
84 Vision Capital Partners Ann Arbor 16.5% $106.3 million
85 DB & C Advisors, LLC Holland 16.3% $160.2 million
86 Haverdink Financial Management, LLC Portage 16.3% $140.1 million
87 Pinnacle Wealth Management Group, Inc. Broker-dealer affiliated Plymouth 16.2% $155.2 million
88 CND Financial Livonia 16.1% $127.4 million
89 Altrius Capital Management, Inc. Novi 16.0% $458.5 million
90 Diversified Portfolios, Inc. Bloomfield Hills 15.6% $1.3 billion
91 Old Mission Investment Company, LLC Traverse City 15.5% $602.2 million
92 GPM Growth Investors, Inc. Bloomfield Hills 15.5% $182.4 million
93 White Pine Investment Co Livonia 15.3% $347.4 million
94 Planning Alternatives Ltd Birmingham 14.7% $1.0 billion
95 Columbia Asset Management, L.L.C. Ann Arbor 14.7% $794.8 million
96 Center for Financial Planning Inc Southfield 14.5% $1.3 billion
97 Spectrum Financial Resources Troy 14.5% $156.9 million
98 Sage Hill Capital Ann Arbor 14.4% $143.1 million
99 Lakeshore Financial Planning Inc. St. Clair Shores 14.4% $313.8 million
100 Wolff Financial Management LLC Kalamazoo 14.3% $409.8 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.