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For asset managers
AdvisorIQ

Ranking, Michigan

Largest independent RIAs by assets under management in Michigan

As of October 2, 2026, Plante Moran Financial Advisors ranked #1 in Michigan in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $26.9 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Plante Moran Financial Advisors Southfield $26.9 billion
2 Zhang Financial Portage $8.4 billion
3 Mainstay Capital Management, LLC Grand Blanc $5.3 billion
4 Rehmann Wealth Lansing $5.3 billion
5 Advance Capital Management Inc Southfield $5.0 billion
6 CG Advisory Services Williamston $4.6 billion
7 Advisory Alpha, LLC Holland $4.4 billion
8 Azimuth Capital Management Bloomfield Hills $4.0 billion
9 Innovia Wealth, LLC Grand Rapids $3.3 billion
10 Retirement Income Solutions, Inc. Ann Arbor $3.0 billion
11 NPF Investment Advisors Grand Rapids $2.7 billion
12 Deroy & Devereaux Private Investment Counsel, Inc. Bloomfield Hills $2.6 billion
13 Sigma Investment Counselors Northville $2.2 billion
14 CAPTRUST Wealth Advisors Holland $2.0 billion
15 Center for Financial Planning Inc Southfield $2.0 billion
16 Diversified Portfolios, Inc. Bloomfield Hills $1.9 billion
17 Modell Capital Management LLC Bloomfield Hills $1.9 billion
18 Blue Chip Partners, LLC Farmington Hills $1.9 billion
19 C2 Private Wealth Novi $1.8 billion
20 Signal Advisors Wealth, LLC Detroit $1.7 billion
21 The Nemes Rush Group, LLC Novi $1.6 billion
22 Bloom Advisors Farmington Hills $1.6 billion
23 LVM Capital Management Ltd Portage $1.6 billion
24 Planning Alternatives Ltd Birmingham $1.5 billion
25 Spartan Wealth Management Bingham Farms $1.5 billion
26 Fiduciary Financial Advisors Grand Rapids $1.3 billion
27 CWS Financial Advisors LLC Kalamazoo $1.3 billion
28 Jay A. Fishman, Ltd Troy $1.3 billion
29 Columbia Asset Management, L.L.C. Ann Arbor $1.2 billion
30 Straightline Troy $1.2 billion
31 Provident Investment Management, Inc. Novi $1.1 billion
32 LVZ, Inc. Holland $1.1 billion
33 Financial Advisory Corporation Grand Rapids $1.1 billion
34 Integrated Investment Consultants, LLC Bloomfield Hills $1.1 billion
35 Foguth Wealth Management, LLC. Brighton $1.1 billion
36 Isto Advisors, LLC Troy $1.1 billion
37 William Mack & Associates Inc Troy $1.0 billion
38 Lafleur & Godfrey Private Wealth Management Grand Rapids $1.0 billion
39 Henrickson Nauta Wealth Advisors, Inc. Belmont $998.5 million
40 Carrera Capital Advisors Troy $968.7 million
41 Lifeworks Advisors, LLC Grand Rapids $966.7 million
42 Stonebrook Private LLC Northville $937.0 million
43 Lsia Bloomfield Hills $932.1 million
44 Old Mission Investment Company, LLC Traverse City $929.0 million
45 Dillon & Associates Inc Jackson $916.4 million
46 McMillan Office, Inc. St. Clair Shores $913.7 million
47 Cranbrook Wealth Management, LLC Bloomfield Hills $906.8 million
48 JLB & Associates Inc Plymouth $892.7 million
49 Cambient Family Office, LLC Ada $857.9 million
50 Liberty Capital Management Inc Birmingham $849.5 million
51 Baron Wealth Management, LLC Troy $846.8 million
52 Verde Capital Management, Inc. Clarkston $845.8 million
53 JVL Wealth Strategies Wyoming $784.4 million
54 Dahring | Cusmano and Associates Novi $781.4 million
55 West Michigan Advisors Holland $781.3 million
56 Kaydan Wealth Management, Inc. Fenton $726.5 million
57 Bright Financial Advisors, Inc. Portage $725.5 million
58 Trunorth Capital Management, LLC Kalamazoo $724.5 million
59 Altrius Capital Management, Inc. Novi $716.0 million
60 Skyoak Wealth Southfield $692.7 million
61 Northern Financial Advisors, Inc Bloomfield Hills $684.0 million
62 Financial Strategies Group, Inc Okemos $677.4 million
63 Lifecycle Financial Planners Inc. Bloomfield Hills $671.7 million
64 Arbor Wealth Advisors LLC Troy $657.7 million
65 Heron Bay Capital Management Bloomfield Hills $643.8 million
66 Gem Asset Management, LLC Plymouth $628.1 million
67 Hill Island Financial LLC Grand Rapids $623.8 million
68 Wolff Financial Management LLC Kalamazoo $612.7 million
69 Arbor Trust Wealth Advisors, LLC Ann Arbor $611.4 million
70 Grand Wealth Management, LLC Grand Rapids $597.8 million
71 Voisard Asset Management Group Grand Rapids $589.4 million
72 Fsa Advisors, Inc. Troy $573.4 million
73 SGH Wealth Management Lathrup Village $561.8 million
74 Acorn Wealth Advisors, LLC Grand Blanc $561.4 million
75 USA Financial Formulas Corporation Ada $534.4 million
76 White Pine Investment Co Livonia $532.3 million
77 S.A. Mason, LLC Holland $528.7 million
78 Mattson Financial Services, LLC Kentwood $515.0 million
79 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy $512.5 million
80 MKD Wealth Troy $505.7 million
81 Greystone Financial Group, LLC Bloomfield Hills $494.9 million
82 SS&H Financial Advisors, Inc. Troy $482.2 million
83 Straight Path Wealth Management Jenison $472.5 million
84 Lakeshore Financial Planning Inc. St. Clair Shores $469.3 million
85 Miller Financial Services LLC Marshall $462.9 million
86 Gainplan LLC Bloomfield Hills $461.6 million
87 Aspen Investment Management Inc. Grand Rapids $452.5 million
88 Pointe Capital Management LLC Grosse Pointe Farms $452.3 million
89 M1 Capital Management LLC Troy $450.4 million
90 Peak Wealth Management, LLC Plymouth $446.0 million
91 Family Capital Management Grand Rapids $435.1 million
92 Integrated Capital Management Bloomfield Hills $429.8 million
93 Blue Water Asset Management Grand Rapids $428.5 million
94 Bemanaged Grand Rapids $410.0 million
95 Centennial Wealth Advisory, LLC Traverse City $397.1 million
96 Generational Wealth, Inc. Zeeland $394.8 million
97 Sculati Wealth Management, LLC Bloomfield Hills $381.5 million
98 626 Financial, LLC Portage $379.6 million
99 Darden Wealth Group Ann Arbor $379.6 million
100 Fairhaven Financial Advisory Corporation East Lansing $377.6 million

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

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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.