# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/michigan/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Michigan
- firms_listed: 100
- rows: rank: 1, crd: 112158, firm: Plante Moran Financial Advisors, city: Southfield, state: MI, value: 26927161703, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112158/; rank: 2, crd: 159257, firm: Zhang Financial, city: Portage, state: MI, value: 8370163197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159257/; rank: 3, crd: 109528, firm: Mainstay Capital Management, LLC, city: Grand Blanc, state: MI, value: 5307611903, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109528/; rank: 4, crd: 123047, firm: Rehmann Wealth, city: Lansing, state: MI, value: 5271218000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123047/; rank: 5, crd: 110767, firm: Advance Capital Management Inc, city: Southfield, state: MI, value: 4980840651, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110767/; rank: 6, crd: 110929, firm: CG Advisory Services, city: Williamston, state: MI, value: 4640991840, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110929/; rank: 7, crd: 158282, firm: Advisory Alpha, LLC, city: Holland, state: MI, value: 4373624090, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158282/; rank: 8, crd: 319062, firm: Azimuth Capital Management, city: Bloomfield Hills, state: MI, value: 3991029159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319062/; rank: 9, crd: 289913, firm: Innovia Wealth, LLC, city: Grand Rapids, state: MI, value: 3288459087, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289913/; rank: 10, crd: 110145, firm: Retirement Income Solutions, Inc., city: Ann Arbor, state: MI, value: 2972359471, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110145/; rank: 11, crd: 104683, firm: NPF Investment Advisors, city: Grand Rapids, state: MI, value: 2691127889, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104683/; rank: 12, crd: 121560, firm: Deroy & Devereaux Private Investment Counsel, Inc., city: Bloomfield Hills, state: MI, value: 2580243168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121560/; rank: 13, crd: 104754, firm: Sigma Investment Counselors, city: Northville, state: MI, value: 2170659010, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104754/; rank: 14, crd: 173736, firm: CAPTRUST Wealth Advisors, city: Holland, state: MI, value: 2002870528, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173736/; rank: 15, crd: 109599, firm: Center for Financial Planning Inc, city: Southfield, state: MI, value: 1969959576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109599/; rank: 16, crd: 108942, firm: Diversified Portfolios, Inc., city: Bloomfield Hills, state: MI, value: 1935596870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108942/; rank: 17, crd: 339228, firm: Modell Capital Management LLC, city: Bloomfield Hills, state: MI, value: 1884181810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339228/; rank: 18, crd: 132437, firm: Blue Chip Partners, LLC, city: Farmington Hills, state: MI, value: 1877185870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132437/; rank: 19, crd: 151501, firm: C2 Private Wealth, city: Novi, state: MI, value: 1816297187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151501/; rank: 20, crd: 301086, firm: Signal Advisors Wealth, LLC, city: Detroit, state: MI, value: 1689496523, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301086/; rank: 21, crd: 312554, firm: The Nemes Rush Group, LLC, city: Novi, state: MI, value: 1619839587, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312554/; rank: 22, crd: 106152, firm: Bloom Advisors, city: Farmington Hills, state: MI, value: 1618374513, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106152/; rank: 23, crd: 111039, firm: LVM Capital Management Ltd, city: Portage, state: MI, value: 1562022642, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111039/; rank: 24, crd: 110268, firm: Planning Alternatives Ltd, city: Birmingham, state: MI, value: 1541372016, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110268/; rank: 25, crd: 331719, firm: Spartan Wealth Management, city: Bingham Farms, state: MI, value: 1484197565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331719/; rank: 26, crd: 172103, firm: Fiduciary Financial Advisors, city: Grand Rapids, state: MI, value: 1329448284, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172103/; rank: 27, crd: 297000, firm: CWS Financial Advisors LLC, city: Kalamazoo, state: MI, value: 1328605949, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297000/; rank: 28, crd: 105609, firm: Jay A. Fishman, Ltd, city: Troy, state: MI, value: 1251193908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105609/; rank: 29, crd: 124174, firm: Columbia Asset Management, L.L.C., city: Ann Arbor, state: MI, value: 1200007629, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124174/; rank: 30, crd: 127401, firm: Straightline, city: Troy, state: MI, value: 1170377158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127401/; rank: 31, crd: 106976, firm: Provident Investment Management, Inc., city: Novi, state: MI, value: 1133614748, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106976/; rank: 32, crd: 124228, firm: LVZ, Inc., city: Holland, state: MI, value: 1125231000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124228/; rank: 33, crd: 105472, firm: Financial Advisory Corporation, city: Grand Rapids, state: MI, value: 1104617475, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105472/; rank: 34, crd: 175299, firm: Integrated Investment Consultants, LLC, city: Bloomfield Hills, state: MI, value: 1084348046, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175299/; rank: 35, crd: 327434, firm: Foguth Wealth Management, LLC., city: Brighton, state: MI, value: 1070072710, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327434/; rank: 36, crd: 284560, firm: Isto Advisors, LLC, city: Troy, state: MI, value: 1064509671, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284560/; rank: 37, crd: 107377, firm: William Mack & Associates Inc, city: Troy, state: MI, value: 1034607199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107377/; rank: 38, crd: 168831, firm: Lafleur & Godfrey Private Wealth Management, city: Grand Rapids, state: MI, value: 1016437853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168831/; rank: 39, crd: 141201, firm: Henrickson Nauta Wealth Advisors, Inc., city: Belmont, state: MI, value: 998490721, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141201/; rank: 40, crd: 330834, firm: Carrera Capital Advisors, city: Troy, state: MI, value: 968703896, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330834/; rank: 41, crd: 288255, firm: Lifeworks Advisors, LLC, city: Grand Rapids, state: MI, value: 966701542, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288255/; rank: 42, crd: 325434, firm: Stonebrook Private LLC, city: Northville, state: MI, value: 936969533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325434/; rank: 43, crd: 146829, firm: Lsia, city: Bloomfield Hills, state: MI, value: 932114909, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146829/; rank: 44, crd: 140381, firm: Old Mission Investment Company, LLC, city: Traverse City, state: MI, value: 929034287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140381/; rank: 45, crd: 104662, firm: Dillon & Associates Inc, city: Jackson, state: MI, value: 916399032, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104662/; rank: 46, crd: 157836, firm: McMillan Office, Inc., city: St. Clair Shores, state: MI, value: 913684095, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157836/; rank: 47, crd: 132058, firm: Cranbrook Wealth Management, LLC, city: Bloomfield Hills, state: MI, value: 906790077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132058/; rank: 48, crd: 104655, firm: JLB & Associates Inc, city: Plymouth, state: MI, value: 892688917, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104655/; rank: 49, crd: 335128, firm: Cambient Family Office, LLC, city: Ada, state: MI, value: 857939726, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335128/; rank: 50, crd: 106063, firm: Liberty Capital Management Inc, city: Birmingham, state: MI, value: 849467215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106063/; rank: 51, crd: 153117, firm: Baron Wealth Management, LLC, city: Troy, state: MI, value: 846778426, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153117/; rank: 52, crd: 147179, firm: Verde Capital Management, Inc., city: Clarkston, state: MI, value: 845839588, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147179/; rank: 53, crd: 124018, firm: JVL Wealth Strategies, city: Wyoming, state: MI, value: 784408523, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124018/; rank: 54, crd: 301236, firm: Dahring | Cusmano and Associates, city: Novi, state: MI, value: 781384466, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301236/; rank: 55, crd: 312073, firm: West Michigan Advisors, city: Holland, state: MI, value: 781324025, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312073/; rank: 56, crd: 108964, firm: Kaydan Wealth Management, Inc., city: Fenton, state: MI, value: 726507771, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108964/; rank: 57, crd: 107931, firm: Bright Financial Advisors, Inc., city: Portage, state: MI, value: 725469127, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107931/; rank: 58, crd: 165285, firm: Trunorth Capital Management, LLC, city: Kalamazoo, state: MI, value: 724533781, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165285/; rank: 59, crd: 121529, firm: Altrius Capital Management, Inc., city: Novi, state: MI, value: 716026961, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121529/; rank: 60, crd: 299564, firm: Skyoak Wealth, city: Southfield, state: MI, value: 692739420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299564/; rank: 61, crd: 121088, firm: Northern Financial Advisors, Inc, city: Bloomfield Hills, state: MI, value: 684018783, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121088/; rank: 62, crd: 289054, firm: Financial Strategies Group, Inc, city: Okemos, state: MI, value: 677379652, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289054/; rank: 63, crd: 290250, firm: Lifecycle Financial Planners Inc., city: Bloomfield Hills, state: MI, value: 671730432, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290250/; rank: 64, crd: 169570, firm: Arbor Wealth Advisors LLC, city: Troy, state: MI, value: 657749792, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169570/; rank: 65, crd: 305537, firm: Heron Bay Capital Management, city: Bloomfield Hills, state: MI, value: 643782110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305537/; rank: 66, crd: 124332, firm: Gem Asset Management, LLC, city: Plymouth, state: MI, value: 628058655, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124332/; rank: 67, crd: 313469, firm: Hill Island Financial LLC, city: Grand Rapids, state: MI, value: 623847941, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313469/; rank: 68, crd: 283239, firm: Wolff Financial Management LLC, city: Kalamazoo, state: MI, value: 612662348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283239/; rank: 69, crd: 169611, firm: Arbor Trust Wealth Advisors, LLC, city: Ann Arbor, state: MI, value: 611402502, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169611/; rank: 70, crd: 132137, firm: Grand Wealth Management, LLC, city: Grand Rapids, state: MI, value: 597808427, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132137/; rank: 71, crd: 118048, firm: Voisard Asset Management Group, city: Grand Rapids, state: MI, value: 589375294, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118048/; rank: 72, crd: 286251, firm: Fsa Advisors, Inc., city: Troy, state: MI, value: 573381186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286251/; rank: 73, crd: 284067, firm: SGH Wealth Management, city: Lathrup Village, state: MI, value: 561760000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284067/; rank: 74, crd: 170462, firm: Acorn Wealth Advisors, LLC, city: Grand Blanc, state: MI, value: 561359388, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170462/; rank: 75, crd: 139987, firm: USA Financial Formulas Corporation, city: Ada, state: MI, value: 534380000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139987/; rank: 76, crd: 111556, firm: White Pine Investment Co, city: Livonia, state: MI, value: 532280488, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111556/; rank: 77, crd: 151440, firm: S.A. Mason, LLC, city: Holland, state: MI, value: 528671189, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151440/; rank: 78, crd: 153067, firm: Mattson Financial Services, LLC, city: Kentwood, state: MI, value: 514980868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153067/; rank: 79, crd: 156177, firm: Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L, city: Troy, state: MI, value: 512510120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156177/; rank: 80, crd: 144994, firm: MKD Wealth, city: Troy, state: MI, value: 505702322, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144994/; rank: 81, crd: 306595, firm: Greystone Financial Group, LLC, city: Bloomfield Hills, state: MI, value: 494923468, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306595/; rank: 82, crd: 112256, firm: SS&H Financial Advisors, Inc., city: Troy, state: MI, value: 482168834, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112256/; rank: 83, crd: 148897, firm: Straight Path Wealth Management, city: Jenison, state: MI, value: 472452040, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148897/; rank: 84, crd: 299129, firm: Lakeshore Financial Planning Inc., city: St. Clair Shores, state: MI, value: 469250841, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299129/; rank: 85, crd: 143788, firm: Miller Financial Services LLC, city: Marshall, state: MI, value: 462860424, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143788/; rank: 86, crd: 174427, firm: Gainplan LLC, city: Bloomfield Hills, state: MI, value: 461567836, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174427/; rank: 87, crd: 112081, firm: Aspen Investment Management Inc., city: Grand Rapids, state: MI, value: 452463427, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112081/; rank: 88, crd: 152520, firm: Pointe Capital Management LLC, city: Grosse Pointe Farms, state: MI, value: 452264000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152520/; rank: 89, crd: 158269, firm: M1 Capital Management LLC, city: Troy, state: MI, value: 450372440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158269/; rank: 90, crd: 166944, firm: Peak Wealth Management, LLC, city: Plymouth, state: MI, value: 446000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166944/; rank: 91, crd: 111230, firm: Family Capital Management, city: Grand Rapids, state: MI, value: 435118171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111230/; rank: 92, crd: 284766, firm: Integrated Capital Management, city: Bloomfield Hills, state: MI, value: 429760147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284766/; rank: 93, crd: 175362, firm: Blue Water Asset Management, city: Grand Rapids, state: MI, value: 428466781, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175362/; rank: 94, crd: 140099, firm: Bemanaged, city: Grand Rapids, state: MI, value: 410017722, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140099/; rank: 95, crd: 138054, firm: Centennial Wealth Advisory, LLC, city: Traverse City, state: MI, value: 397056084, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138054/; rank: 96, crd: 281330, firm: Generational Wealth, Inc., city: Zeeland, state: MI, value: 394770403, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281330/; rank: 97, crd: 158783, firm: Sculati Wealth Management, LLC, city: Bloomfield Hills, state: MI, value: 381475086, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158783/; rank: 98, crd: 306474, firm: 626 Financial, LLC, city: Portage, state: MI, value: 379600318, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306474/; rank: 99, crd: 294926, firm: Darden Wealth Group, city: Ann Arbor, state: MI, value: 379556400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294926/; rank: 100, crd: 124266, firm: Fairhaven Financial Advisory Corporation, city: East Lansing, state: MI, value: 377639674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124266/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Michigan](https://advisoriq.com/ria/states/michigan/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/michigan/

License: https://advisoriq.com/license/
