# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Michigan
- firms_listed: 107
- rows: rank: 1, crd: 112158, firm: Plante Moran Financial Advisors, city: Southfield, state: MI, value: 89, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112158/; rank: 2, crd: 110929, firm: CG Advisory Services, city: Williamston, state: MI, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110929/; rank: 3, crd: 110767, firm: Advance Capital Management Inc, city: Southfield, state: MI, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110767/; rank: 3, crd: 123047, firm: Rehmann Wealth, city: Lansing, state: MI, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123047/; rank: 5, crd: 159257, firm: Zhang Financial, city: Portage, state: MI, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159257/; rank: 6, crd: 109599, firm: Center for Financial Planning Inc, city: Southfield, state: MI, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109599/; rank: 6, crd: 158282, firm: Advisory Alpha, LLC, city: Holland, state: MI, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158282/; rank: 8, crd: 109528, firm: Mainstay Capital Management, LLC, city: Grand Blanc, state: MI, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109528/; rank: 8, crd: 288255, firm: Lifeworks Advisors, LLC, city: Grand Rapids, state: MI, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288255/; rank: 10, crd: 172103, firm: Fiduciary Financial Advisors, city: Grand Rapids, state: MI, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172103/; rank: 11, crd: 107377, firm: William Mack & Associates Inc, city: Troy, state: MI, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107377/; rank: 11, crd: 284560, firm: Isto Advisors, LLC, city: Troy, state: MI, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284560/; rank: 13, crd: 105472, firm: Financial Advisory Corporation, city: Grand Rapids, state: MI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105472/; rank: 13, crd: 289913, firm: Innovia Wealth, LLC, city: Grand Rapids, state: MI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289913/; rank: 15, crd: 110145, firm: Retirement Income Solutions, Inc., city: Ann Arbor, state: MI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110145/; rank: 15, crd: 124018, firm: JVL Wealth Strategies, city: Wyoming, state: MI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124018/; rank: 15, crd: 132437, firm: Blue Chip Partners, LLC, city: Farmington Hills, state: MI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132437/; rank: 18, crd: 106152, firm: Bloom Advisors, city: Farmington Hills, state: MI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106152/; rank: 18, crd: 108942, firm: Diversified Portfolios, Inc., city: Bloomfield Hills, state: MI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108942/; rank: 18, crd: 110268, firm: Planning Alternatives Ltd, city: Birmingham, state: MI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110268/; rank: 18, crd: 118048, firm: Voisard Asset Management Group, city: Grand Rapids, state: MI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118048/; rank: 22, crd: 104754, firm: Sigma Investment Counselors, city: Northville, state: MI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104754/; rank: 22, crd: 121088, firm: Northern Financial Advisors, Inc, city: Bloomfield Hills, state: MI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121088/; rank: 22, crd: 141201, firm: Henrickson Nauta Wealth Advisors, Inc., city: Belmont, state: MI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141201/; rank: 22, crd: 173736, firm: CAPTRUST Wealth Advisors, city: Holland, state: MI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173736/; rank: 22, crd: 284067, firm: SGH Wealth Management, city: Lathrup Village, state: MI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284067/; rank: 22, crd: 300779, firm: Retiremitten Financial LLC, city: Clarkston, state: MI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300779/; rank: 22, crd: 327434, firm: Foguth Wealth Management, LLC., city: Brighton, state: MI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327434/; rank: 29, crd: 108964, firm: Kaydan Wealth Management, Inc., city: Fenton, state: MI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108964/; rank: 29, crd: 132137, firm: Grand Wealth Management, LLC, city: Grand Rapids, state: MI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132137/; rank: 29, crd: 144994, firm: MKD Wealth, city: Troy, state: MI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144994/; rank: 29, crd: 154494, firm: Simplyria Advisor Network, city: Brighton, state: MI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154494/; rank: 29, crd: 156812, firm: Richard W. Paul & Associates, LLC, city: Novi, state: MI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156812/; rank: 29, crd: 174427, firm: Gainplan LLC, city: Bloomfield Hills, state: MI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174427/; rank: 29, crd: 301086, firm: Signal Advisors Wealth, LLC, city: Detroit, state: MI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301086/; rank: 29, crd: 307002, firm: Washington Avenue Advisors, city: Lansing, state: MI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307002/; rank: 37, crd: 107931, firm: Bright Financial Advisors, Inc., city: Portage, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107931/; rank: 37, crd: 124228, firm: LVZ, Inc., city: Holland, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124228/; rank: 37, crd: 124242, firm: Independent Wealth Management, LLC, city: Traverse City, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124242/; rank: 37, crd: 132058, firm: Cranbrook Wealth Management, LLC, city: Bloomfield Hills, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132058/; rank: 37, crd: 140381, firm: Old Mission Investment Company, LLC, city: Traverse City, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140381/; rank: 37, crd: 143329, firm: Schwallier Wealth Management, city: Grand Rapids, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143329/; rank: 37, crd: 147014, firm: Foresight Capital Management Advisors, Inc., city: Saline, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147014/; rank: 37, crd: 148833, firm: Vima, LLC, city: Troy, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148833/; rank: 37, crd: 148897, firm: Straight Path Wealth Management, city: Jenison, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148897/; rank: 37, crd: 156177, firm: Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L, city: Troy, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156177/; rank: 37, crd: 168831, firm: Lafleur & Godfrey Private Wealth Management, city: Grand Rapids, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168831/; rank: 37, crd: 170462, firm: Acorn Wealth Advisors, LLC, city: Grand Blanc, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170462/; rank: 37, crd: 283239, firm: Wolff Financial Management LLC, city: Kalamazoo, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283239/; rank: 37, crd: 289054, firm: Financial Strategies Group, Inc, city: Okemos, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289054/; rank: 37, crd: 290250, firm: Lifecycle Financial Planners Inc., city: Bloomfield Hills, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290250/; rank: 37, crd: 297000, firm: CWS Financial Advisors LLC, city: Kalamazoo, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297000/; rank: 37, crd: 307098, firm: Aspire Wealth, city: Caledonia, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307098/; rank: 37, crd: 312554, firm: The Nemes Rush Group, LLC, city: Novi, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312554/; rank: 37, crd: 316880, firm: Advisor 123 LLC, city: Caledonia, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316880/; rank: 37, crd: 322400, firm: Embark Financial Partners, city: Muskegon, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322400/; rank: 37, crd: 323054, firm: Daus Financial Group, LLC, city: Kalamazoo, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323054/; rank: 37, crd: 336568, firm: Pearl Planning, city: Dexter, state: MI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336568/; rank: 59, crd: 104683, firm: NPF Investment Advisors, city: Grand Rapids, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104683/; rank: 59, crd: 105495, firm: Rachor Investment Advisory Services, LLC, city: Linden, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105495/; rank: 59, crd: 110180, firm: CND Financial, city: Livonia, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110180/; rank: 59, crd: 111039, firm: LVM Capital Management Ltd, city: Portage, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111039/; rank: 59, crd: 111230, firm: Family Capital Management, city: Grand Rapids, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111230/; rank: 59, crd: 111556, firm: White Pine Investment Co, city: Livonia, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111556/; rank: 59, crd: 121841, firm: DWP, city: Grosse Pointe Farms, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121841/; rank: 59, crd: 122500, firm: Old Oak Financial Planning, Inc., city: Brighton, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122500/; rank: 59, crd: 122789, firm: Shotwell Rutter Baer Inc, city: Lansing, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122789/; rank: 59, crd: 123283, firm: DBS Investment Advisers, LLC, city: Bay City, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123283/; rank: 59, crd: 123807, firm: Gasaway Investment Advisors, Inc., city: Kalamazoo, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123807/; rank: 59, crd: 124332, firm: Gem Asset Management, LLC, city: Plymouth, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124332/; rank: 59, crd: 124468, firm: RFM Financial Solutions, LLC, city: Mount Pleasant, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124468/; rank: 59, crd: 126570, firm: Summit Financial Working with People You Trust, city: Sterling Heights, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126570/; rank: 59, crd: 127401, firm: Straightline, city: Troy, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127401/; rank: 59, crd: 137238, firm: Patterson Advisors, city: Waterford, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137238/; rank: 59, crd: 144105, firm: Moore Financial Strategies, LLC, city: Sylvan Lake, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144105/; rank: 59, crd: 149495, firm: Pinnacle Investment Advisors, LLC, city: Ann Arbor, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149495/; rank: 59, crd: 150890, firm: Guidestream Financial, Inc., city: Spring Arbor, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150890/; rank: 59, crd: 151051, firm: Trinity Financial Services, Inc., city: Bloomfield Hills, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151051/; rank: 59, crd: 153117, firm: Baron Wealth Management, LLC, city: Troy, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153117/; rank: 59, crd: 158916, firm: Richmond Brothers, Inc., city: Jackson, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158916/; rank: 59, crd: 165285, firm: Trunorth Capital Management, LLC, city: Kalamazoo, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165285/; rank: 59, crd: 167448, firm: Stratus Advisory Group, Inc., city: Highland, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167448/; rank: 59, crd: 169611, firm: Arbor Trust Wealth Advisors, LLC, city: Ann Arbor, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169611/; rank: 59, crd: 172498, firm: Breakwater Capital, city: Kalamazoo, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172498/; rank: 59, crd: 175299, firm: Integrated Investment Consultants, LLC, city: Bloomfield Hills, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175299/; rank: 59, crd: 281330, firm: Generational Wealth, Inc., city: Zeeland, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281330/; rank: 59, crd: 284766, firm: Integrated Capital Management, city: Bloomfield Hills, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284766/; rank: 59, crd: 286452, firm: Antonelli Financial Advisors, LLC, city: Grosse Pointe, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286452/; rank: 59, crd: 299129, firm: Lakeshore Financial Planning Inc., city: St. Clair Shores, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299129/; rank: 59, crd: 301258, firm: Gunder Wealth Management, LLC, city: Birmingham, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301258/; rank: 59, crd: 305009, firm: Arborfi Advisors, LLC, city: Ann Arbor, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305009/; rank: 59, crd: 310289, firm: Thrive Retirement Specialists, city: Royal Oak, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310289/; rank: 59, crd: 310841, firm: True Blue Financial, LLC, city: Stevensville, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310841/; rank: 59, crd: 311374, firm: Ontrack Wealth Management, city: Canton, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311374/; rank: 59, crd: 311638, firm: Melone Private Wealth, LLC, city: Auburn Hills, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311638/; rank: 59, crd: 312142, firm: On Point Crna, city: Washington, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312142/; rank: 59, crd: 312303, firm: Motive Wealth Advisors, LLC, city: Birmingham, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312303/; rank: 59, crd: 313469, firm: Hill Island Financial LLC, city: Grand Rapids, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313469/; rank: 59, crd: 318170, firm: 724 Capital, LLC, city: Lansing, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318170/; rank: 59, crd: 319062, firm: Azimuth Capital Management, city: Bloomfield Hills, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319062/; rank: 59, crd: 322723, firm: Hartwell & Company, city: St. Joseph, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322723/; rank: 59, crd: 325434, firm: Stonebrook Private LLC, city: Northville, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325434/; rank: 59, crd: 330834, firm: Carrera Capital Advisors, city: Troy, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330834/; rank: 59, crd: 331719, firm: Spartan Wealth Management, city: Bingham Farms, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331719/; rank: 59, crd: 331763, firm: Harborfront Financial Group, city: Ludington, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331763/; rank: 59, crd: 340258, firm: Freedom Formula Wealth Management, city: Rochester, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340258/; rank: 59, crd: 340986, firm: Bay Pointe Financial, city: New Baltimore, state: MI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340986/

## 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

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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/most-cfp-professionals/michigan/

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