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For asset managers
AdvisorIQ

Ranking, Michigan

Wealth firms with the most accounts, including broker-dealer firms in Michigan

As of October 2, 2026, Hantz Financial Services, Inc. ranked #1 in Michigan in AdvisorIQ's ranking of wealth firms with the most accounts, including broker-dealer firms, with 121,451.

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

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 Hantz Financial Services, Inc. Broker-dealer affiliated Southfield 121,451
2 SPC Broker-dealer affiliated Ann Arbor 26,433
3 Advisory Alpha, LLC Holland 24,401
4 Plante Moran Financial Advisors Southfield 19,176
5 CG Advisory Services Williamston 18,187
6 Advance Capital Management Inc Southfield 14,835
7 Regal Investment Advisors LLC Broker-dealer affiliated Kentwood 13,473
8 C2 Private Wealth Novi 11,760
9 Signal Advisors Wealth, LLC Detroit 10,642
10 Corecap Advisors Broker-dealer affiliated Southfield 9,677
11 Fiduciary Financial Advisors Grand Rapids 8,246
12 Zhang Financial Portage 7,855
13 USA Financial Formulas Corporation Ada 7,489
14 Foguth Wealth Management, LLC. Brighton 6,768
15 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington 6,660
16 Rehmann Wealth Lansing 6,020
17 LVZ, Inc. Holland 5,879
18 Lifeworks Advisors, LLC Grand Rapids 4,836
19 Straightline Troy 4,752
20 Secure Asset Management, L.L.C. Broker-dealer affiliated Troy 4,609
21 Verde Capital Management, Inc. Clarkston 4,539
22 Fsa Advisors, Inc. Troy 4,406
23 Center for Financial Planning Inc Southfield 4,285
24 Stonebrook Private LLC Northville 4,146
25 Innovia Wealth, LLC Grand Rapids 3,978
26 Centennial Securities Company Inc Broker-dealer affiliated Grand Rapids 3,962
27 Concorde Asset Management, LLC Broker-dealer affiliated Ann Arbor 3,705
28 Bright Financial Advisors, Inc. Portage 3,619
29 Financial Strategies Group, Inc Okemos 3,463
30 Mainstay Capital Management, LLC Grand Blanc 3,460
31 NPF Investment Advisors Grand Rapids 3,233
32 Mattson Financial Services, LLC Kentwood 3,211
33 Blue Chip Partners, LLC Farmington Hills 3,207
34 Centennial Wealth Advisory, LLC Traverse City 3,164
35 Lifecycle Financial Planners Inc. Bloomfield Hills 3,065
36 The Nemes Rush Group, LLC Novi 3,041
37 West Michigan Advisors Holland 2,993
38 CAPTRUST Wealth Advisors Holland 2,988
39 Sigma Investment Counselors Northville 2,837
40 Isto Advisors, LLC Troy 2,533
41 Diversified Portfolios, Inc. Bloomfield Hills 2,514
42 Kaydan Wealth Management, Inc. Fenton 2,426
43 Peak Wealth Management, LLC Plymouth 2,274
44 CWS Financial Advisors LLC Kalamazoo 2,156
45 Acorn Wealth Advisors, LLC Grand Blanc 2,132
46 Generational Wealth, Inc. Zeeland 2,121
47 Henrickson Nauta Wealth Advisors, Inc. Belmont 2,114
48 Straight Path Wealth Management Jenison 2,069
49 Dahring | Cusmano and Associates Novi 2,051
50 Integrated Capital Management Bloomfield Hills 2,021
51 Old Mission Investment Company, LLC Traverse City 2,002
52 Summit Financial Working with People You Trust Sterling Heights 1,985
53 Northern Financial Advisors, Inc Bloomfield Hills 1,957
53 Carrera Capital Advisors Troy 1,957
55 CPR Investments Inc Rochester 1,954
56 724 Capital, LLC Lansing 1,912
57 Richmond Brothers, Inc. Jackson 1,866
58 Blue Water Asset Management Grand Rapids 1,855
59 Calder Financial Group Ada 1,831
60 Richard W. Paul & Associates, LLC Novi 1,755
61 Guidestream Financial, Inc. Spring Arbor 1,710
62 Security First Financial Swartz Creek 1,680
63 Custom Wealth Management Plymouth 1,620
64 Voisard Asset Management Group Grand Rapids 1,614
64 Hemming& Wealth Management, Inc. Traverse City 1,614
66 Azimuth Capital Management Bloomfield Hills 1,603
67 Royal Oak Financial Advisors, LLC Royal Oak 1,584
68 B.A. Roberts Financial Services, Inc. Marquette 1,583
69 Ele Advisory Services, Inc Broker-dealer affiliated Southfield 1,544
70 USA Financial Securities LLC Broker-dealer affiliated Ada 1,529
71 Evergreen Wealth Management, LLC Williamston 1,512
72 Gainplan LLC Bloomfield Hills 1,491
73 Washington Avenue Advisors Lansing 1,432
74 Altrius Capital Management, Inc. Novi 1,431
75 Palatine Hill Wealth Management Birmingham 1,426
76 LVM Capital Management Ltd Portage 1,416
77 On Point Crna Washington 1,370
78 Gem Asset Management, LLC Plymouth 1,359
79 Miller Financial Services LLC Marshall 1,358
80 Lakeshore Financial Planning Inc. St. Clair Shores 1,351
81 Family Capital Management Grand Rapids 1,322
82 RBS Wealth Management Alto 1,315
82 Northern Edge Wealth Management Marquette 1,315
84 Columbia Asset Management, L.L.C. Ann Arbor 1,295
84 Arbor Trust Wealth Advisors, LLC Ann Arbor 1,295
86 City Center Advisors, LLC Troy 1,276
87 Retirement Income Solutions, Inc. Ann Arbor 1,274
88 Cornerstone Wealth Partners, LLC Okemos 1,273
89 Strategic Wealth Advisors Group, Inc. Utica 1,270
89 626 Financial, LLC Portage 1,270
91 Greystone Financial Group, LLC Bloomfield Hills 1,264
92 Maner Wealth Lansing 1,256
93 Skyoak Wealth Southfield 1,230
94 Vima, LLC Troy 1,181
95 Spartan Wealth Management Bingham Farms 1,179
96 MKD Wealth Troy 1,175
97 Bloom Advisors Farmington Hills 1,166
98 Financial Advisory Corporation Grand Rapids 1,162
98 Spectrum Financial Resources Troy 1,162
100 Simplyria Advisor Network Brighton 1,158

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.