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AdvisorIQ

Ranking, Michigan

Independent RIAs with the most CFP professionals in Michigan

As of October 2, 2026, Plante Moran Financial Advisors ranked #1 in Michigan in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 89.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Plante Moran Financial Advisors Southfield 89
2 CG Advisory Services Williamston 24
3 Advance Capital Management Inc Southfield 17
3 Rehmann Wealth Lansing 17
5 Zhang Financial Portage 14
6 Center for Financial Planning Inc Southfield 13
6 Advisory Alpha, LLC Holland 13
8 Mainstay Capital Management, LLC Grand Blanc 11
8 Lifeworks Advisors, LLC Grand Rapids 11
10 Fiduciary Financial Advisors Grand Rapids 10
11 William Mack & Associates Inc Troy 9
11 Isto Advisors, LLC Troy 9
13 Financial Advisory Corporation Grand Rapids 8
13 Innovia Wealth, LLC Grand Rapids 8
15 Retirement Income Solutions, Inc. Ann Arbor 7
15 JVL Wealth Strategies Wyoming 7
15 Blue Chip Partners, LLC Farmington Hills 7
18 Bloom Advisors Farmington Hills 6
18 Diversified Portfolios, Inc. Bloomfield Hills 6
18 Planning Alternatives Ltd Birmingham 6
18 Voisard Asset Management Group Grand Rapids 6
22 Sigma Investment Counselors Northville 5
22 Northern Financial Advisors, Inc Bloomfield Hills 5
22 Henrickson Nauta Wealth Advisors, Inc. Belmont 5
22 CAPTRUST Wealth Advisors Holland 5
22 SGH Wealth Management Lathrup Village 5
22 Retiremitten Financial LLC Clarkston 5
22 Foguth Wealth Management, LLC. Brighton 5
29 Kaydan Wealth Management, Inc. Fenton 4
29 Grand Wealth Management, LLC Grand Rapids 4
29 MKD Wealth Troy 4
29 Simplyria Advisor Network Brighton 4
29 Richard W. Paul & Associates, LLC Novi 4
29 Gainplan LLC Bloomfield Hills 4
29 Signal Advisors Wealth, LLC Detroit 4
29 Washington Avenue Advisors Lansing 4
37 Bright Financial Advisors, Inc. Portage 3
37 LVZ, Inc. Holland 3
37 Independent Wealth Management, LLC Traverse City 3
37 Cranbrook Wealth Management, LLC Bloomfield Hills 3
37 Old Mission Investment Company, LLC Traverse City 3
37 Schwallier Wealth Management Grand Rapids 3
37 Foresight Capital Management Advisors, Inc. Saline 3
37 Vima, LLC Troy 3
37 Straight Path Wealth Management Jenison 3
37 Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy 3
37 Lafleur & Godfrey Private Wealth Management Grand Rapids 3
37 Acorn Wealth Advisors, LLC Grand Blanc 3
37 Wolff Financial Management LLC Kalamazoo 3
37 Financial Strategies Group, Inc Okemos 3
37 Lifecycle Financial Planners Inc. Bloomfield Hills 3
37 CWS Financial Advisors LLC Kalamazoo 3
37 Aspire Wealth Caledonia 3
37 The Nemes Rush Group, LLC Novi 3
37 Advisor 123 LLC Caledonia 3
37 Embark Financial Partners Muskegon 3
37 Daus Financial Group, LLC Kalamazoo 3
37 Pearl Planning Dexter 3
59 NPF Investment Advisors Grand Rapids 2
59 Rachor Investment Advisory Services, LLC Linden 2
59 CND Financial Livonia 2
59 LVM Capital Management Ltd Portage 2
59 Family Capital Management Grand Rapids 2
59 White Pine Investment Co Livonia 2
59 DWP Grosse Pointe Farms 2
59 Old Oak Financial Planning, Inc. Brighton 2
59 Shotwell Rutter Baer Inc Lansing 2
59 DBS Investment Advisers, LLC Bay City 2
59 Gasaway Investment Advisors, Inc. Kalamazoo 2
59 Gem Asset Management, LLC Plymouth 2
59 RFM Financial Solutions, LLC Mount Pleasant 2
59 Summit Financial Working with People You Trust Sterling Heights 2
59 Straightline Troy 2
59 Patterson Advisors Waterford 2
59 Moore Financial Strategies, LLC Sylvan Lake 2
59 Pinnacle Investment Advisors, LLC Ann Arbor 2
59 Guidestream Financial, Inc. Spring Arbor 2
59 Trinity Financial Services, Inc. Bloomfield Hills 2
59 Baron Wealth Management, LLC Troy 2
59 Richmond Brothers, Inc. Jackson 2
59 Trunorth Capital Management, LLC Kalamazoo 2
59 Stratus Advisory Group, Inc. Highland 2
59 Arbor Trust Wealth Advisors, LLC Ann Arbor 2
59 Breakwater Capital Kalamazoo 2
59 Integrated Investment Consultants, LLC Bloomfield Hills 2
59 Generational Wealth, Inc. Zeeland 2
59 Integrated Capital Management Bloomfield Hills 2
59 Antonelli Financial Advisors, LLC Grosse Pointe 2
59 Lakeshore Financial Planning Inc. St. Clair Shores 2
59 Gunder Wealth Management, LLC Birmingham 2
59 Arborfi Advisors, LLC Ann Arbor 2
59 Thrive Retirement Specialists Royal Oak 2
59 True Blue Financial, LLC Stevensville 2
59 Ontrack Wealth Management Canton 2
59 Melone Private Wealth, LLC Auburn Hills 2
59 On Point Crna Washington 2
59 Motive Wealth Advisors, LLC Birmingham 2
59 Hill Island Financial LLC Grand Rapids 2
59 724 Capital, LLC Lansing 2
59 Azimuth Capital Management Bloomfield Hills 2
59 Hartwell & Company St. Joseph 2
59 Stonebrook Private LLC Northville 2
59 Carrera Capital Advisors Troy 2
59 Spartan Wealth Management Bingham Farms 2
59 Harborfront Financial Group Ludington 2
59 Freedom Formula Wealth Management Rochester 2
59 Bay Pointe Financial New Baltimore 2

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

More rankings

Most CFP professionals 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.