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AdvisorIQ

Ranking, Michigan

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

As of October 2, 2026, SPC ranked #1 in Michigan in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 471.

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

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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 advisory staff
1 SPC Broker-dealer affiliated Ann Arbor 471
2 Hantz Financial Services, Inc. Broker-dealer affiliated Southfield 333
3 Plante Moran Financial Advisors Southfield 142
4 USA Financial Securities LLC Broker-dealer affiliated Ada 134
5 Regal Investment Advisors LLC Broker-dealer affiliated Kentwood 118
6 Corecap Advisors Broker-dealer affiliated Southfield 110
7 CG Advisory Services Williamston 69
8 Concorde Asset Management, LLC Broker-dealer affiliated Ann Arbor 67
9 Advisory Alpha, LLC Holland 61
10 Secure Asset Management, L.L.C. Broker-dealer affiliated Troy 54
11 Fiduciary Financial Advisors Grand Rapids 50
12 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington 45
13 Lifeworks Advisors, LLC Grand Rapids 40
14 Rehmann Wealth Lansing 39
15 Signal Advisors Wealth, LLC Detroit 37
16 Foguth Wealth Management, LLC. Brighton 32
17 Fsa Advisors, Inc. Troy 31
18 Centennial Securities Company Inc Broker-dealer affiliated Grand Rapids 30
19 Advance Capital Management Inc Southfield 29
20 CPR Investments Inc Rochester 25
20 Simplyria Advisor Network Brighton 25
22 CAPTRUST Wealth Advisors Holland 20
23 Mainstay Capital Management, LLC Grand Blanc 19
23 Zhang Financial Portage 19
23 Isto Advisors, LLC Troy 19
23 Spartan Wealth Management Bingham Farms 19
27 LVZ, Inc. Holland 18
27 Blue Chip Partners, LLC Farmington Hills 18
29 Center for Financial Planning Inc Southfield 17
29 Innovia Wealth, LLC Grand Rapids 17
31 West Michigan Advisors Holland 16
32 724 Capital, LLC Lansing 15
33 Financial Advisory Corporation Grand Rapids 14
33 Rachor Investment Advisory Services, LLC Linden 14
35 NPF Investment Advisors Grand Rapids 13
35 Retirement Income Solutions, Inc. Ann Arbor 13
35 Ele Advisory Services, Inc Broker-dealer affiliated Southfield 13
38 Verde Capital Management, Inc. Clarkston 12
38 Vima, LLC Troy 12
38 Carrera Capital Advisors Troy 12
41 Bloom Advisors Farmington Hills 11
41 Diversified Portfolios, Inc. Bloomfield Hills 11
41 C2 Private Wealth Novi 11
44 Sigma Investment Counselors Northville 10
44 William Mack & Associates Inc Troy 10
44 Straightline Troy 10
44 Centennial Wealth Advisory, LLC Traverse City 10
44 Henrickson Nauta Wealth Advisors, Inc. Belmont 10
44 Straight Path Wealth Management Jenison 10
44 Integrated Investment Consultants, LLC Bloomfield Hills 10
51 Planning Alternatives Ltd Birmingham 9
51 Foresight Capital Management Advisors, Inc. Saline 9
51 Mattson Financial Services, LLC Kentwood 9
51 DB & C Advisors, LLC Holland 9
51 Lifecycle Financial Planners Inc. Bloomfield Hills 9
51 Dahring | Cusmano and Associates Novi 9
51 Washington Avenue Advisors Lansing 9
51 Azimuth Capital Management Bloomfield Hills 9
51 Stonepath Wealth Management Traverse City 9
60 Kaydan Wealth Management, Inc. Fenton 8
60 LVM Capital Management Ltd Portage 8
60 Northern Financial Advisors, Inc Bloomfield Hills 8
60 Altrius Capital Management, Inc. Novi 8
60 Cornerstone Wealth Partners, LLC Okemos 8
60 Gainplan LLC Bloomfield Hills 8
60 Generational Wealth, Inc. Zeeland 8
60 Hill Island Financial LLC Grand Rapids 8
68 The Enterprise Investment Company Broker-dealer affiliated Farmington Hills 7
68 JVL Wealth Strategies Wyoming 7
68 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy 7
68 Richmond Brothers, Inc. Jackson 7
68 Blue Water Asset Management Grand Rapids 7
68 City Center Advisors, LLC Troy 7
68 Advisory Advocates LLC Grand Rapids 7
68 Financial Strategies Group, Inc Okemos 7
68 Royal Oak Financial Advisors, LLC Royal Oak 7
68 The Nemes Rush Group, LLC Novi 7
68 Vertrix Wealth Management, LLC Troy 7
79 Provident Investment Management, Inc. Novi 6
79 Voisard Asset Management Group Grand Rapids 6
79 Deroy & Devereaux Private Investment Counsel, Inc. Bloomfield Hills 6
79 Shotwell Rutter Baer Inc Lansing 6
79 Financial Freedom House Waterford 6
79 Columbia Asset Management, L.L.C. Ann Arbor 6
79 Summit Financial Working with People You Trust Sterling Heights 6
79 Grand Wealth Management, LLC Grand Rapids 6
79 Old Mission Investment Company, LLC Traverse City 6
79 Richard W. Paul & Associates, LLC Novi 6
79 M1 Capital Management LLC Troy 6
79 Lafleur & Godfrey Private Wealth Management Grand Rapids 6
79 SGH Wealth Management Lathrup Village 6
79 Four Financial Management Broker-dealer affiliated Ann Arbor 6
79 Provizr Broker-dealer affiliated Ann Arbor 6
79 Strategic Wealth Advisors Group, Inc. Utica 6
79 Embark Financial Partners Muskegon 6
79 Rightoak Asset Management, LLC Grand Ledge 6
97 J.V.B. Investment Company Broker-dealer affiliated Jackson 5
97 GPM Growth Investors, Inc. Bloomfield Hills 5
97 Aspen Investment Management Inc. Grand Rapids 5
97 Fai Advisors, Inc. Farmington Hills 5
97 DBS Investment Advisers, LLC Bay City 5
97 Cig Asset Management, Inc. Broker-dealer affiliated Southfield 5
97 Spectrum Financial Resources Troy 5
97 Cranbrook Wealth Management, LLC Bloomfield Hills 5
97 Pathworks Financial, Inc. Novi 5
97 MKD Wealth Troy 5
97 Guidestream Financial, Inc. Spring Arbor 5
97 Pointe Capital Management LLC Grosse Pointe Farms 5
97 Streamsong Advisors, LLC Grand Rapids 5
97 Acorn Wealth Advisors, LLC Grand Blanc 5
97 Luminist Capital, LLC Grand Rapids 5
97 Evergreen Wealth Management, LLC Williamston 5
97 Hungerford Financial LLC Broker-dealer affiliated Grand Rapids 5
97 Integrated Capital Management Bloomfield Hills 5
97 Cirrus Capital LLC Bloomfield Hills 5
97 Richmark Private Wealth Management Frankenmuth 5
97 CWS Financial Advisors LLC Kalamazoo 5
97 Heron Bay Capital Management Bloomfield Hills 5
97 626 Financial, LLC Portage 5
97 Aspire Wealth Caledonia 5
97 Wealthspan Investment Management, LLC Grand Rapids 5
97 Advisor 123 LLC Caledonia 5

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

More rankings

Most advisory staff 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.