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For asset managers
AdvisorIQ

Ranking, Michigan

Fastest-growing wealth firms over one year, including broker-dealer firms in Michigan

As of October 2, 2026, Spartan Wealth Management ranked #1 in Michigan in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 265.0%, from a base of $406.6 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Spartan Wealth Management Bingham Farms 265.0% $406.6 million
2 Foguth Wealth Management, LLC. Brighton 143.4% $439.6 million
3 Summit Financial Working with People You Trust Sterling Heights 79.3% $122.1 million
4 Retiremitten Financial LLC Clarkston 63.3% $130.9 million
5 Aspen Investment Management Inc. Grand Rapids 58.4% $285.7 million
6 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy 56.7% $327.0 million
7 Lightsquare Wealth Management, LLC Bingham Farms 54.9% $131.4 million
8 C2 Private Wealth Novi 53.7% $1.2 billion
9 Vima, LLC Troy 52.8% $150.2 million
10 Carrera Capital Advisors Troy 49.6% $647.7 million
11 Strategic Wealth Advisors Group, Inc. Utica 47.5% $140.2 million
12 Signal Advisors Wealth, LLC Detroit 45.4% $1.2 billion
13 Thrive Retirement Specialists Royal Oak 45.0% $209.5 million
14 Fsa Advisors, Inc. Troy 44.7% $396.2 million
15 Harborfront Financial Group Ludington 43.0% $104.2 million
16 Henrickson Nauta Wealth Advisors, Inc. Belmont 42.1% $702.7 million
17 City Center Advisors, LLC Troy 41.3% $132.4 million
18 Cig Asset Management, Inc. Broker-dealer affiliated Southfield 40.4% $137.1 million
19 Integrated Investment Consultants, LLC Bloomfield Hills 40.2% $773.2 million
20 True Blue Financial, LLC Stevensville 40.2% $193.7 million
21 Verde Capital Management, Inc. Clarkston 39.6% $605.7 million
22 SS&H Financial Advisors, Inc. Troy 38.9% $347.3 million
23 Cirrus Capital LLC Bloomfield Hills 37.1% $124.3 million
24 Trunorth Capital Management, LLC Kalamazoo 36.6% $530.6 million
25 Straight Path Wealth Management Jenison 35.8% $348.0 million
26 Innovia Wealth, LLC Grand Rapids 35.3% $2.4 billion
27 Rochester Wealth Strategies, LLC Rochester 35.0% $150.8 million
28 Mattson Financial Services, LLC Kentwood 33.1% $387.0 million
29 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington 32.8% $767.4 million
30 LVM Capital Management Ltd Portage 32.8% $1.2 billion
31 Stonepath Wealth Management Traverse City 32.6% $225.8 million
32 Family Capital Management Grand Rapids 32.3% $328.8 million
33 Vision Capital Partners Ann Arbor 32.1% $127.4 million
34 Generational Wealth, Inc. Zeeland 31.7% $299.7 million
35 Acorn Wealth Advisors, LLC Grand Blanc 30.6% $429.9 million
36 Gunder Wealth Management, LLC Birmingham 30.3% $106.7 million
37 Lifeworks Advisors, LLC Grand Rapids 30.2% $742.3 million
38 Hungerford Financial LLC Broker-dealer affiliated Grand Rapids 30.1% $378.3 million
39 Arborfi Advisors, LLC Ann Arbor 29.9% $114.2 million
40 Sage Hill Capital Ann Arbor 29.6% $165.3 million
41 Miller Capital Troy 29.6% $240.4 million
42 RHL Group, LLC Holly 28.8% $120.5 million
43 Legacy Wealth Advisors, LLC Clinton Township 28.7% $102.8 million
44 Cambient Family Office, LLC Ada 28.3% $668.8 million
45 Daus Financial Group, LLC Kalamazoo 28.2% $211.0 million
46 Hantz Financial Services, Inc. Broker-dealer affiliated Southfield 27.9% $7.8 billion
47 Zhang Financial Portage 27.8% $6.5 billion
48 Centennial Wealth Advisory, LLC Traverse City 27.6% $311.1 million
49 Bright Financial Advisors, Inc. Portage 27.3% $570.1 million
50 West Michigan Advisors Holland 27.2% $614.4 million
51 Melone Private Wealth, LLC Auburn Hills 27.2% $246.3 million
52 Peak Wealth Management, LLC Plymouth 26.7% $352.0 million
53 The Enterprise Investment Company Broker-dealer affiliated Farmington Hills 26.6% $479.6 million
54 N.V.N.G. Investments, Inc. Kalamazoo 26.5% $260.5 million
55 William Mack & Associates Inc Troy 26.1% $820.4 million
56 Advisory Alpha, LLC Holland 26.1% $3.5 billion
57 Corecap Advisors Broker-dealer affiliated Southfield 25.9% $3.2 billion
58 Darden Wealth Group Ann Arbor 25.6% $302.1 million
59 Infinity Advisory Group Portage 25.6% $102.7 million
60 SGH Wealth Management Lathrup Village 23.8% $453.7 million
61 Revalue LLC Grand Rapids 23.7% $103.9 million
62 Plante Moran Financial Advisors Southfield 23.6% $21.8 billion
63 Rehmann Wealth Lansing 23.4% $4.3 billion
64 Financial Strategies Group, Inc Okemos 23.1% $550.1 million
65 Arbor Investment Management Ann Arbor 22.7% $132.0 million
66 Clear Ridge Wealth Management, LLC Kalamazoo 22.3% $200.1 million
67 Blue Chip Partners, LLC Farmington Hills 22.2% $1.5 billion
68 Concorde Asset Management, LLC Broker-dealer affiliated Ann Arbor 22.1% $489.9 million
69 Isto Advisors, LLC Troy 22.1% $871.6 million
70 D & G Advisory Group, L.L.C. Menominee 22.1% $156.4 million
71 Guidestream Financial, Inc. Spring Arbor 21.3% $217.2 million
72 J.V.B. Investment Company Broker-dealer affiliated Jackson 20.9% $130.4 million
73 KRS Capital Management, LLC Bloomfield Hills 20.7% $156.5 million
74 Maner Wealth Lansing 20.6% $248.3 million
75 Baron Wealth Management, LLC Troy 20.6% $702.1 million
76 Voisard Asset Management Group Grand Rapids 20.2% $490.2 million
77 Stewardship Trust Advisors Grandville 20.2% $245.4 million
78 Planning Alternatives Ltd Birmingham 20.1% $1.3 billion
79 Kelly Wealth Management, Inc. Royal Oak 19.5% $134.4 million
80 Graetz Wealth Jenison 19.5% $132.4 million
81 MKD Wealth Troy 18.8% $425.8 million
82 Antonelli Financial Advisors, LLC Grosse Pointe 18.7% $193.0 million
83 Gem Asset Management, LLC Plymouth 18.4% $530.4 million
84 Royal Oak Financial Advisors, LLC Royal Oak 18.4% $309.2 million
85 Patrick Financial Group LLC. Brighton 18.2% $144.3 million
86 Stonebrook Private LLC Northville 18.0% $794.2 million
87 Pathworks Financial, Inc. Novi 17.9% $236.9 million
88 Evergreen Wealth Management, LLC Williamston 17.9% $211.0 million
89 The Nemes Rush Group, LLC Novi 17.8% $1.4 billion
90 Washington Avenue Advisors Lansing 17.6% $286.6 million
91 Regal Investment Advisors LLC Broker-dealer affiliated Kentwood 17.5% $2.4 billion
92 Mainstay Capital Management, LLC Grand Blanc 17.5% $4.5 billion
93 Octo Capital, LLC Bingham Farms 17.2% $140.7 million
94 Simplyria Advisor Network Brighton 17.2% $183.4 million
95 Integrated Capital Management Bloomfield Hills 16.9% $367.6 million
96 Wolverine Wealth Advisory Services Inc. Bloomfield Hills 16.8% $120.6 million
97 Fairhaven Financial Advisory Corporation East Lansing 16.8% $323.3 million
98 JVL Wealth Strategies Wyoming 16.6% $672.5 million
99 Cranbrook Wealth Management, LLC Bloomfield Hills 16.6% $777.8 million
100 Diversified Portfolios, Inc. Bloomfield Hills 16.5% $1.7 billion

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

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Fastest growing 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.