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For asset managers
AdvisorIQ

Ranking, Michigan

Fastest-growing independent RIAs over five years in Michigan

As of October 2, 2026, Lifeworks Advisors, LLC ranked #1 in Michigan in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 51.2%, from a base of $122.4 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 Lifeworks Advisors, LLC Grand Rapids 51.2% $122.4 million
2 Fiduciary Financial Advisors Grand Rapids 50.2% $174.1 million
3 Innovia Wealth, LLC Grand Rapids 35.5% $720.0 million
4 Fsa Advisors, Inc. Troy 33.1% $137.2 million
5 C2 Private Wealth Novi 30.5% $480.0 million
6 Advisory Alpha, LLC Holland 28.6% $1.2 billion
7 626 Financial, LLC Portage 27.0% $115.0 million
8 Heron Bay Capital Management Bloomfield Hills 26.2% $200.9 million
9 Trunorth Capital Management, LLC Kalamazoo 26.2% $226.4 million
10 West Michigan Advisors Holland 25.3% $252.9 million
11 Generational Wealth, Inc. Zeeland 24.3% $132.9 million
12 Darden Wealth Group Ann Arbor 23.2% $133.6 million
13 JVL Wealth Strategies Wyoming 22.9% $279.5 million
14 Straight Path Wealth Management Jenison 22.5% $171.5 million
15 Mattson Financial Services, LLC Kentwood 21.9% $191.2 million
16 Palatine Hill Wealth Management Birmingham 21.3% $112.8 million
17 SGH Wealth Management Lathrup Village 20.1% $225.1 million
18 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy 19.6% $209.0 million
19 Blueprint Partners LLC Traverse City 19.5% $120.0 million
20 Peak Wealth Management, LLC Plymouth 19.4% $183.9 million
21 Pathworks Financial, Inc. Novi 18.4% $120.1 million
22 Bernard Wealth Management Corp. Royal Oak 18.2% $136.4 million
23 Henrickson Nauta Wealth Advisors, Inc. Belmont 18.0% $436.2 million
24 Voisard Asset Management Group Grand Rapids 17.9% $258.3 million
25 Centennial Wealth Advisory, LLC Traverse City 17.8% $175.3 million
26 Integrated Capital Management Bloomfield Hills 17.7% $190.4 million
27 Clear Ridge Wealth Management, LLC Kalamazoo 17.3% $110.2 million
28 Miller Financial Services LLC Marshall 17.2% $209.1 million
29 Verde Capital Management, Inc. Clarkston 17.2% $382.6 million
30 Blue Chip Partners, LLC Farmington Hills 16.8% $862.0 million
31 M1 Capital Management LLC Troy 16.4% $210.9 million
32 Washington Avenue Advisors Lansing 16.1% $160.0 million
33 Zhang Financial Portage 15.9% $4.0 billion
34 Bright Financial Advisors, Inc. Portage 15.9% $347.2 million
35 Melone Private Wealth, LLC Auburn Hills 15.7% $151.0 million
36 Royal Oak Financial Advisors, LLC Royal Oak 15.6% $177.0 million
37 Dahring | Cusmano and Associates Novi 15.6% $377.9 million
38 Rehmann Wealth Lansing 15.3% $2.6 billion
39 Family Capital Management Grand Rapids 15.2% $214.8 million
40 Aspen Investment Management Inc. Grand Rapids 14.9% $225.9 million
41 Guidestream Financial, Inc. Spring Arbor 14.7% $132.5 million
42 Isto Advisors, LLC Troy 14.5% $540.5 million
43 Baron Wealth Management, LLC Troy 14.2% $435.7 million
44 Hemming& Wealth Management, Inc. Traverse City 14.0% $151.8 million
45 Altrius Capital Management, Inc. Novi 14.0% $371.6 million
46 Up North Financial, LLC Traverse City 13.7% $107.2 million
47 RFM Financial Solutions, LLC Mount Pleasant 13.7% $136.9 million
48 Liberty Capital Management Inc Birmingham 13.5% $450.1 million
49 Gem Asset Management, LLC Plymouth 13.0% $340.3 million
50 Old Mission Investment Company, LLC Traverse City 12.9% $506.7 million
51 Sculati Wealth Management, LLC Bloomfield Hills 12.4% $212.3 million
52 CG Advisory Services Williamston 12.4% $2.6 billion
53 Financial Strategies Group, Inc Okemos 12.3% $380.1 million
54 N.V.N.G. Investments, Inc. Kalamazoo 12.2% $185.0 million
55 Richard W. Paul & Associates, LLC Novi 12.0% $211.4 million
56 Wolff Financial Management LLC Kalamazoo 12.0% $347.4 million
57 The Nemes Rush Group, LLC Novi 11.9% $923.5 million
58 McMillan Office, Inc. St. Clair Shores 11.4% $532.9 million
59 Columbia Asset Management, L.L.C. Ann Arbor 11.2% $706.9 million
60 Motive Wealth Advisors, LLC Birmingham 11.1% $214.2 million
61 Skyoak Wealth Southfield 11.1% $409.3 million
62 Alliance Investment Management, LLC Jenison 11.1% $122.4 million
63 Miller Capital Troy 11.0% $184.7 million
64 Acorn Wealth Advisors, LLC Grand Blanc 10.9% $335.0 million
65 Foresight Capital Management Advisors, Inc. Saline 10.8% $210.4 million
66 MKD Wealth Troy 10.8% $303.4 million
67 LVM Capital Management Ltd Portage 10.7% $938.3 million
68 Lafleur & Godfrey Private Wealth Management Grand Rapids 10.6% $614.9 million
69 Independent Wealth Management, LLC Traverse City 10.4% $124.0 million
70 DBS Investment Advisers, LLC Bay City 10.2% $172.1 million
71 Lakeshore Financial Planning Inc. St. Clair Shores 10.2% $288.9 million
72 SS&H Financial Advisors, Inc. Troy 10.1% $298.3 million
73 Diversified Portfolios, Inc. Bloomfield Hills 10.0% $1.2 billion
74 Deroy & Devereaux Private Investment Counsel, Inc. Bloomfield Hills 9.9% $1.6 billion
75 Blue Water Asset Management Grand Rapids 9.9% $267.2 million
76 Shotwell Rutter Baer Inc Lansing 9.7% $115.5 million
77 Jay A. Fishman, Ltd Troy 9.7% $786.3 million
78 Pointe Capital Management LLC Grosse Pointe Farms 9.7% $284.3 million
79 PPS & V Asset Management Consultants Inc Portage 9.7% $159.5 million
80 CND Financial Livonia 9.7% $125.5 million
81 Dillon & Associates Inc Jackson 9.7% $577.0 million
82 Haverdink Financial Management, LLC Portage 9.6% $139.4 million
83 White Pine Investment Co Livonia 9.3% $341.6 million
84 GPM Growth Investors, Inc. Bloomfield Hills 9.3% $180.6 million
85 D & G Advisory Group, L.L.C. Menominee 9.3% $122.6 million
86 William Mack & Associates Inc Troy 9.2% $664.8 million
87 DB & C Advisors, LLC Holland 9.2% $162.4 million
88 Integrated Investment Consultants, LLC Bloomfield Hills 9.0% $705.3 million
89 Great Lakes Wealth, LLC Northville 8.9% $108.4 million
90 Center for Financial Planning Inc Southfield 8.9% $1.3 billion
91 Prufid Financial Advisors LLC Holland 8.8% $234.7 million
92 Sigma Investment Counselors Northville 8.7% $1.4 billion
93 Security First Financial Swartz Creek 8.6% $198.1 million
94 Arbor Wealth Advisors LLC Troy 8.6% $435.2 million
95 Financial Advisory Corporation Grand Rapids 8.6% $731.3 million
96 Plante Moran Financial Advisors Southfield 8.1% $18.3 billion
97 Schuchard Capital Management Inc Sterling Heights 8.0% $221.4 million
98 Arbor Trust Wealth Advisors, LLC Ann Arbor 7.9% $417.5 million
99 Gainplan LLC Bloomfield Hills 7.9% $316.2 million
100 LVZ, Inc. Holland 7.7% $775.3 million

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

More rankings

Fastest growing, 5 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.