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For asset managers
AdvisorIQ

Ranking, Michigan

Largest wealth firms by assets under management, including broker-dealer firms in Michigan

As of October 2, 2026, Plante Moran Financial Advisors ranked #1 in Michigan in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $26.9 billion.

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

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 Hantz Financial Services, Inc. Broker-dealer affiliated Southfield $10.0 billion
3 Zhang Financial Portage $8.4 billion
4 SPC Broker-dealer affiliated Ann Arbor $6.1 billion
5 Mainstay Capital Management, LLC Grand Blanc $5.3 billion
6 Rehmann Wealth Lansing $5.3 billion
7 Advance Capital Management Inc Southfield $5.0 billion
8 CG Advisory Services Williamston $4.6 billion
9 Advisory Alpha, LLC Holland $4.4 billion
10 Azimuth Capital Management Bloomfield Hills $4.0 billion
11 Corecap Advisors Broker-dealer affiliated Southfield $4.0 billion
12 Innovia Wealth, LLC Grand Rapids $3.3 billion
13 Retirement Income Solutions, Inc. Ann Arbor $3.0 billion
14 Regal Investment Advisors LLC Broker-dealer affiliated Kentwood $2.9 billion
15 NPF Investment Advisors Grand Rapids $2.7 billion
16 Deroy & Devereaux Private Investment Counsel, Inc. Bloomfield Hills $2.6 billion
17 Sigma Investment Counselors Northville $2.2 billion
18 CAPTRUST Wealth Advisors Holland $2.0 billion
19 Center for Financial Planning Inc Southfield $2.0 billion
20 Diversified Portfolios, Inc. Bloomfield Hills $1.9 billion
21 Modell Capital Management LLC Bloomfield Hills $1.9 billion
22 Blue Chip Partners, LLC Farmington Hills $1.9 billion
23 C2 Private Wealth Novi $1.8 billion
24 Signal Advisors Wealth, LLC Detroit $1.7 billion
25 The Nemes Rush Group, LLC Novi $1.6 billion
26 Bloom Advisors Farmington Hills $1.6 billion
27 LVM Capital Management Ltd Portage $1.6 billion
28 Planning Alternatives Ltd Birmingham $1.5 billion
29 Spartan Wealth Management Bingham Farms $1.5 billion
30 Centennial Securities Company Inc Broker-dealer affiliated Grand Rapids $1.3 billion
31 Fiduciary Financial Advisors Grand Rapids $1.3 billion
32 CWS Financial Advisors LLC Kalamazoo $1.3 billion
33 Jay A. Fishman, Ltd Troy $1.3 billion
34 Columbia Asset Management, L.L.C. Ann Arbor $1.2 billion
35 Straightline Troy $1.2 billion
36 Provident Investment Management, Inc. Novi $1.1 billion
37 LVZ, Inc. Holland $1.1 billion
38 Financial Advisory Corporation Grand Rapids $1.1 billion
39 Integrated Investment Consultants, LLC Bloomfield Hills $1.1 billion
40 Foguth Wealth Management, LLC. Brighton $1.1 billion
41 Isto Advisors, LLC Troy $1.1 billion
42 William Mack & Associates Inc Troy $1.0 billion
43 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington $1.0 billion
44 Lafleur & Godfrey Private Wealth Management Grand Rapids $1.0 billion
45 Henrickson Nauta Wealth Advisors, Inc. Belmont $998.5 million
46 Carrera Capital Advisors Troy $968.7 million
47 Lifeworks Advisors, LLC Grand Rapids $966.7 million
48 Stonebrook Private LLC Northville $937.0 million
49 Lsia Bloomfield Hills $932.1 million
50 Old Mission Investment Company, LLC Traverse City $929.0 million
51 Dillon & Associates Inc Jackson $916.4 million
52 McMillan Office, Inc. St. Clair Shores $913.7 million
53 Cranbrook Wealth Management, LLC Bloomfield Hills $906.8 million
54 JLB & Associates Inc Plymouth $892.7 million
55 Secure Asset Management, L.L.C. Broker-dealer affiliated Troy $870.6 million
56 Cambient Family Office, LLC Ada $857.9 million
57 Liberty Capital Management Inc Birmingham $849.5 million
58 Baron Wealth Management, LLC Troy $846.8 million
59 Verde Capital Management, Inc. Clarkston $845.8 million
60 JVL Wealth Strategies Wyoming $784.4 million
61 Dahring | Cusmano and Associates Novi $781.4 million
62 West Michigan Advisors Holland $781.3 million
63 Kaydan Wealth Management, Inc. Fenton $726.5 million
64 Bright Financial Advisors, Inc. Portage $725.5 million
65 Trunorth Capital Management, LLC Kalamazoo $724.5 million
66 Altrius Capital Management, Inc. Novi $716.0 million
67 Skyoak Wealth Southfield $692.7 million
68 Northern Financial Advisors, Inc Bloomfield Hills $684.0 million
69 Financial Strategies Group, Inc Okemos $677.4 million
70 Lifecycle Financial Planners Inc. Bloomfield Hills $671.7 million
71 Arbor Wealth Advisors LLC Troy $657.7 million
72 Heron Bay Capital Management Bloomfield Hills $643.8 million
73 Gem Asset Management, LLC Plymouth $628.1 million
74 Hill Island Financial LLC Grand Rapids $623.8 million
75 Wolff Financial Management LLC Kalamazoo $612.7 million
76 Arbor Trust Wealth Advisors, LLC Ann Arbor $611.4 million
77 The Enterprise Investment Company Broker-dealer affiliated Farmington Hills $607.1 million
78 Concorde Asset Management, LLC Broker-dealer affiliated Ann Arbor $598.4 million
79 Grand Wealth Management, LLC Grand Rapids $597.8 million
80 Voisard Asset Management Group Grand Rapids $589.4 million
81 Fsa Advisors, Inc. Troy $573.4 million
82 SGH Wealth Management Lathrup Village $561.8 million
83 Acorn Wealth Advisors, LLC Grand Blanc $561.4 million
84 USA Financial Formulas Corporation Ada $534.4 million
85 White Pine Investment Co Livonia $532.3 million
86 S.A. Mason, LLC Holland $528.7 million
87 Mattson Financial Services, LLC Kentwood $515.0 million
88 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy $512.5 million
89 MKD Wealth Troy $505.7 million
90 Greystone Financial Group, LLC Bloomfield Hills $494.9 million
91 Hungerford Financial LLC Broker-dealer affiliated Grand Rapids $492.1 million
92 SS&H Financial Advisors, Inc. Troy $482.2 million
93 Straight Path Wealth Management Jenison $472.5 million
94 Lakeshore Financial Planning Inc. St. Clair Shores $469.3 million
95 Miller Financial Services LLC Marshall $462.9 million
96 Gainplan LLC Bloomfield Hills $461.6 million
97 Aspen Investment Management Inc. Grand Rapids $452.5 million
98 Pointe Capital Management LLC Grosse Pointe Farms $452.3 million
99 M1 Capital Management LLC Troy $450.4 million
100 Peak Wealth Management, LLC Plymouth $446.0 million

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

More rankings

Largest 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.