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For asset managers
AdvisorIQ

Ranking, Michigan

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

As of October 2, 2026, Lifeworks Advisors, LLC ranked #1 in Michigan in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 51.2%, from a base of $122.4 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 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 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington 42.5% $173.3 million
4 Innovia Wealth, LLC Grand Rapids 35.5% $720.0 million
5 Fsa Advisors, Inc. Troy 33.1% $137.2 million
6 C2 Private Wealth Novi 30.5% $480.0 million
7 Secure Asset Management, L.L.C. Broker-dealer affiliated Troy 28.9% $244.9 million
8 Advisory Alpha, LLC Holland 28.6% $1.2 billion
9 626 Financial, LLC Portage 27.0% $115.0 million
10 Heron Bay Capital Management Bloomfield Hills 26.2% $200.9 million
11 Trunorth Capital Management, LLC Kalamazoo 26.2% $226.4 million
12 West Michigan Advisors Holland 25.3% $252.9 million
13 Generational Wealth, Inc. Zeeland 24.3% $132.9 million
14 Corecap Advisors Broker-dealer affiliated Southfield 23.9% $1.4 billion
15 Darden Wealth Group Ann Arbor 23.2% $133.6 million
16 JVL Wealth Strategies Wyoming 22.9% $279.5 million
17 Straight Path Wealth Management Jenison 22.5% $171.5 million
18 Mattson Financial Services, LLC Kentwood 21.9% $191.2 million
19 Palatine Hill Wealth Management Birmingham 21.3% $112.8 million
20 SGH Wealth Management Lathrup Village 20.1% $225.1 million
21 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy 19.6% $209.0 million
22 Blueprint Partners LLC Traverse City 19.5% $120.0 million
23 Peak Wealth Management, LLC Plymouth 19.4% $183.9 million
24 Hantz Financial Services, Inc. Broker-dealer affiliated Southfield 19.0% $4.2 billion
25 The Enterprise Investment Company Broker-dealer affiliated Farmington Hills 18.6% $259.0 million
26 Pathworks Financial, Inc. Novi 18.4% $120.1 million
27 Bernard Wealth Management Corp. Royal Oak 18.2% $136.4 million
28 Henrickson Nauta Wealth Advisors, Inc. Belmont 18.0% $436.2 million
29 Voisard Asset Management Group Grand Rapids 17.9% $258.3 million
30 Centennial Wealth Advisory, LLC Traverse City 17.8% $175.3 million
31 Integrated Capital Management Bloomfield Hills 17.7% $190.4 million
32 Clear Ridge Wealth Management, LLC Kalamazoo 17.3% $110.2 million
33 Miller Financial Services LLC Marshall 17.2% $209.1 million
34 Verde Capital Management, Inc. Clarkston 17.2% $382.6 million
35 Blue Chip Partners, LLC Farmington Hills 16.8% $862.0 million
36 M1 Capital Management LLC Troy 16.4% $210.9 million
37 Washington Avenue Advisors Lansing 16.1% $160.0 million
38 Zhang Financial Portage 15.9% $4.0 billion
39 Bright Financial Advisors, Inc. Portage 15.9% $347.2 million
40 Melone Private Wealth, LLC Auburn Hills 15.7% $151.0 million
41 Royal Oak Financial Advisors, LLC Royal Oak 15.6% $177.0 million
42 Dahring | Cusmano and Associates Novi 15.6% $377.9 million
43 Rehmann Wealth Lansing 15.3% $2.6 billion
44 Family Capital Management Grand Rapids 15.2% $214.8 million
45 Aspen Investment Management Inc. Grand Rapids 14.9% $225.9 million
46 Guidestream Financial, Inc. Spring Arbor 14.7% $132.5 million
47 Isto Advisors, LLC Troy 14.5% $540.5 million
48 Hungerford Financial LLC Broker-dealer affiliated Grand Rapids 14.3% $252.6 million
49 Baron Wealth Management, LLC Troy 14.2% $435.7 million
50 Hemming& Wealth Management, Inc. Traverse City 14.0% $151.8 million
51 Altrius Capital Management, Inc. Novi 14.0% $371.6 million
52 Up North Financial, LLC Traverse City 13.7% $107.2 million
53 RFM Financial Solutions, LLC Mount Pleasant 13.7% $136.9 million
54 Liberty Capital Management Inc Birmingham 13.5% $450.1 million
55 Gem Asset Management, LLC Plymouth 13.0% $340.3 million
56 Old Mission Investment Company, LLC Traverse City 12.9% $506.7 million
57 Sculati Wealth Management, LLC Bloomfield Hills 12.4% $212.3 million
58 CG Advisory Services Williamston 12.4% $2.6 billion
59 Financial Strategies Group, Inc Okemos 12.3% $380.1 million
60 N.V.N.G. Investments, Inc. Kalamazoo 12.2% $185.0 million
61 Richard W. Paul & Associates, LLC Novi 12.0% $211.4 million
62 Wolff Financial Management LLC Kalamazoo 12.0% $347.4 million
63 The Nemes Rush Group, LLC Novi 11.9% $923.5 million
64 McMillan Office, Inc. St. Clair Shores 11.4% $532.9 million
65 Columbia Asset Management, L.L.C. Ann Arbor 11.2% $706.9 million
66 Motive Wealth Advisors, LLC Birmingham 11.1% $214.2 million
67 Skyoak Wealth Southfield 11.1% $409.3 million
68 Alliance Investment Management, LLC Jenison 11.1% $122.4 million
69 Miller Capital Troy 11.0% $184.7 million
70 Acorn Wealth Advisors, LLC Grand Blanc 10.9% $335.0 million
71 Foresight Capital Management Advisors, Inc. Saline 10.8% $210.4 million
72 MKD Wealth Troy 10.8% $303.4 million
73 LVM Capital Management Ltd Portage 10.7% $938.3 million
74 Pinnacle Wealth Management Group, Inc. Broker-dealer affiliated Plymouth 10.6% $147.3 million
75 Lafleur & Godfrey Private Wealth Management Grand Rapids 10.6% $614.9 million
76 Independent Wealth Management, LLC Traverse City 10.4% $124.0 million
77 DBS Investment Advisers, LLC Bay City 10.2% $172.1 million
78 Lakeshore Financial Planning Inc. St. Clair Shores 10.2% $288.9 million
79 SS&H Financial Advisors, Inc. Troy 10.1% $298.3 million
80 Diversified Portfolios, Inc. Bloomfield Hills 10.0% $1.2 billion
81 Deroy & Devereaux Private Investment Counsel, Inc. Bloomfield Hills 9.9% $1.6 billion
82 Blue Water Asset Management Grand Rapids 9.9% $267.2 million
83 Shotwell Rutter Baer Inc Lansing 9.7% $115.5 million
84 Jay A. Fishman, Ltd Troy 9.7% $786.3 million
85 Pointe Capital Management LLC Grosse Pointe Farms 9.7% $284.3 million
86 PPS & V Asset Management Consultants Inc Portage 9.7% $159.5 million
87 CND Financial Livonia 9.7% $125.5 million
88 Dillon & Associates Inc Jackson 9.7% $577.0 million
89 Haverdink Financial Management, LLC Portage 9.6% $139.4 million
90 White Pine Investment Co Livonia 9.3% $341.6 million
91 GPM Growth Investors, Inc. Bloomfield Hills 9.3% $180.6 million
92 D & G Advisory Group, L.L.C. Menominee 9.3% $122.6 million
93 William Mack & Associates Inc Troy 9.2% $664.8 million
94 DB & C Advisors, LLC Holland 9.2% $162.4 million
95 Integrated Investment Consultants, LLC Bloomfield Hills 9.0% $705.3 million
96 Great Lakes Wealth, LLC Northville 8.9% $108.4 million
97 Center for Financial Planning Inc Southfield 8.9% $1.3 billion
98 Prufid Financial Advisors LLC Holland 8.8% $234.7 million
99 Sigma Investment Counselors Northville 8.7% $1.4 billion
100 Security First Financial Swartz Creek 8.6% $198.1 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.