IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Michigan

Independent RIAs with the most accounts in Michigan

As of October 2, 2026, Advisory Alpha, LLC ranked #1 in Michigan in AdvisorIQ's ranking of independent RIAs with the most accounts, with 24,401.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Advisory Alpha, LLC Holland 24,401
2 Plante Moran Financial Advisors Southfield 19,176
3 CG Advisory Services Williamston 18,187
4 Advance Capital Management Inc Southfield 14,835
5 C2 Private Wealth Novi 11,760
6 Signal Advisors Wealth, LLC Detroit 10,642
7 Fiduciary Financial Advisors Grand Rapids 8,246
8 Zhang Financial Portage 7,855
9 USA Financial Formulas Corporation Ada 7,489
10 Foguth Wealth Management, LLC. Brighton 6,768
11 Rehmann Wealth Lansing 6,020
12 LVZ, Inc. Holland 5,879
13 Lifeworks Advisors, LLC Grand Rapids 4,836
14 Straightline Troy 4,752
15 Verde Capital Management, Inc. Clarkston 4,539
16 Fsa Advisors, Inc. Troy 4,406
17 Center for Financial Planning Inc Southfield 4,285
18 Stonebrook Private LLC Northville 4,146
19 Innovia Wealth, LLC Grand Rapids 3,978
20 Bright Financial Advisors, Inc. Portage 3,619
21 Financial Strategies Group, Inc Okemos 3,463
22 Mainstay Capital Management, LLC Grand Blanc 3,460
23 NPF Investment Advisors Grand Rapids 3,233
24 Mattson Financial Services, LLC Kentwood 3,211
25 Blue Chip Partners, LLC Farmington Hills 3,207
26 Centennial Wealth Advisory, LLC Traverse City 3,164
27 Lifecycle Financial Planners Inc. Bloomfield Hills 3,065
28 The Nemes Rush Group, LLC Novi 3,041
29 West Michigan Advisors Holland 2,993
30 CAPTRUST Wealth Advisors Holland 2,988
31 Sigma Investment Counselors Northville 2,837
32 Isto Advisors, LLC Troy 2,533
33 Diversified Portfolios, Inc. Bloomfield Hills 2,514
34 Kaydan Wealth Management, Inc. Fenton 2,426
35 Peak Wealth Management, LLC Plymouth 2,274
36 CWS Financial Advisors LLC Kalamazoo 2,156
37 Acorn Wealth Advisors, LLC Grand Blanc 2,132
38 Generational Wealth, Inc. Zeeland 2,121
39 Henrickson Nauta Wealth Advisors, Inc. Belmont 2,114
40 Straight Path Wealth Management Jenison 2,069
41 Dahring | Cusmano and Associates Novi 2,051
42 Integrated Capital Management Bloomfield Hills 2,021
43 Old Mission Investment Company, LLC Traverse City 2,002
44 Summit Financial Working with People You Trust Sterling Heights 1,985
45 Northern Financial Advisors, Inc Bloomfield Hills 1,957
45 Carrera Capital Advisors Troy 1,957
47 CPR Investments Inc Rochester 1,954
48 724 Capital, LLC Lansing 1,912
49 Richmond Brothers, Inc. Jackson 1,866
50 Blue Water Asset Management Grand Rapids 1,855
51 Calder Financial Group Ada 1,831
52 Richard W. Paul & Associates, LLC Novi 1,755
53 Guidestream Financial, Inc. Spring Arbor 1,710
54 Security First Financial Swartz Creek 1,680
55 Custom Wealth Management Plymouth 1,620
56 Voisard Asset Management Group Grand Rapids 1,614
56 Hemming& Wealth Management, Inc. Traverse City 1,614
58 Azimuth Capital Management Bloomfield Hills 1,603
59 Royal Oak Financial Advisors, LLC Royal Oak 1,584
60 B.A. Roberts Financial Services, Inc. Marquette 1,583
61 Evergreen Wealth Management, LLC Williamston 1,512
62 Gainplan LLC Bloomfield Hills 1,491
63 Washington Avenue Advisors Lansing 1,432
64 Altrius Capital Management, Inc. Novi 1,431
65 Palatine Hill Wealth Management Birmingham 1,426
66 LVM Capital Management Ltd Portage 1,416
67 On Point Crna Washington 1,370
68 Gem Asset Management, LLC Plymouth 1,359
69 Miller Financial Services LLC Marshall 1,358
70 Lakeshore Financial Planning Inc. St. Clair Shores 1,351
71 Family Capital Management Grand Rapids 1,322
72 RBS Wealth Management Alto 1,315
72 Northern Edge Wealth Management Marquette 1,315
74 Columbia Asset Management, L.L.C. Ann Arbor 1,295
74 Arbor Trust Wealth Advisors, LLC Ann Arbor 1,295
76 City Center Advisors, LLC Troy 1,276
77 Retirement Income Solutions, Inc. Ann Arbor 1,274
78 Cornerstone Wealth Partners, LLC Okemos 1,273
79 Strategic Wealth Advisors Group, Inc. Utica 1,270
79 626 Financial, LLC Portage 1,270
81 Greystone Financial Group, LLC Bloomfield Hills 1,264
82 Maner Wealth Lansing 1,256
83 Skyoak Wealth Southfield 1,230
84 Vima, LLC Troy 1,181
85 Spartan Wealth Management Bingham Farms 1,179
86 MKD Wealth Troy 1,175
87 Bloom Advisors Farmington Hills 1,166
88 Financial Advisory Corporation Grand Rapids 1,162
88 Spectrum Financial Resources Troy 1,162
90 Simplyria Advisor Network Brighton 1,158
91 Darden Wealth Group Ann Arbor 1,151
92 Braeburn Wealth Management, LLC Muskegon 1,133
92 Wolff Financial Management LLC Kalamazoo 1,133
94 Daniel Krug & Associates Clarkston 1,128
95 White Pine Investment Co Livonia 1,113
96 Integrated Investment Consultants, LLC Bloomfield Hills 1,105
97 Fairhaven Financial Advisory Corporation East Lansing 1,078
98 Bemanaged Grand Rapids 1,072
99 Up North Financial, LLC Traverse City 1,065
100 Sculati Wealth Management, LLC Bloomfield Hills 1,055

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

More rankings

Most accounts 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.