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RIA directory Rankings Most clients Michigan
Ranking, Michigan
Independent RIAs with the most clients in Michigan
As of October 2, 2026, Advisory Alpha, LLC ranked #1 in Michigan in AdvisorIQ's ranking of independent RIAs with the most clients, with 13,831.
Include wirehouses and broker-dealer firms
Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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.
Independent RIAs with the most clients in Michigan
Rank
Firm
City
Most clients
1
Advisory Alpha, LLC
Holland
13,831
2
USA Financial Formulas Corporation
Ada
7,489
3
Advance Capital Management Inc
Southfield
7,365
4
CG Advisory Services
Williamston
5,614
5
Signal Advisors Wealth, LLC
Detroit
4,816
6
Fsa Advisors, Inc.
Troy
4,461
7
Plante Moran Financial Advisors
Southfield
4,012
8
Mainstay Capital Management, LLC
Grand Blanc
3,454
9
Foguth Wealth Management, LLC.
Brighton
2,690
10
Rehmann Wealth
Lansing
2,661
11
LVZ, Inc.
Holland
2,475
12
Straightline
Troy
2,367
13
Zhang Financial
Portage
2,331
14
Fiduciary Financial Advisors
Grand Rapids
2,242
15
C2 Private Wealth
Novi
2,066
16
Lifeworks Advisors, LLC
Grand Rapids
1,814
17
Cornerstone Wealth Partners, LLC
Okemos
1,534
18
Center for Financial Planning Inc
Southfield
1,505
19
LVM Capital Management Ltd
Portage
1,416
20
West Michigan Advisors
Holland
1,378
21
Centennial Wealth Advisory, LLC
Traverse City
1,354
22
B.A. Roberts Financial Services, Inc.
Marquette
1,344
23
Financial Strategies Group, Inc
Okemos
1,286
24
Retirement Income Solutions, Inc.
Ann Arbor
1,274
25
724 Capital, LLC
Lansing
1,270
26
Vima, LLC
Troy
1,182
27
Spartan Wealth Management
Bingham Farms
1,176
28
CPR Investments Inc
Rochester
1,172
29
Bloom Advisors
Farmington Hills
1,166
30
Summit Financial Working with People You Trust
Sterling Heights
1,161
31
Mattson Financial Services, LLC
Kentwood
1,128
32
Kaydan Wealth Management, Inc.
Fenton
1,098
33
Jay A. Fishman, Ltd
Troy
1,074
34
Bemanaged
Grand Rapids
1,072
35
Old Mission Investment Company, LLC
Traverse City
1,055
36
Blue Chip Partners, LLC
Farmington Hills
1,007
37
Carrera Capital Advisors
Troy
998
38
NPF Investment Advisors
Grand Rapids
993
39
William Mack & Associates Inc
Troy
965
40
Blue Water Asset Management
Grand Rapids
961
41
CAPTRUST Wealth Advisors
Holland
926
42
Guidestream Financial, Inc.
Spring Arbor
925
43
Straight Path Wealth Management
Jenison
905
44
Dahring | Cusmano and Associates
Novi
884
45
The Nemes Rush Group, LLC
Novi
881
46
SGH Wealth Management
Lathrup Village
854
47
Acorn Wealth Advisors, LLC
Grand Blanc
828
48
Verde Capital Management, Inc.
Clarkston
824
49
CWS Financial Advisors LLC
Kalamazoo
807
50
Fairhaven Financial Advisory Corporation
East Lansing
805
51
Innovia Wealth, LLC
Grand Rapids
804
52
Sigma Investment Counselors
Northville
775
53
Royal Oak Financial Advisors, LLC
Royal Oak
765
54
New Era Investments LLC
Southfield
761
55
Rightoak Asset Management, LLC
Grand Ledge
742
56
Great Lakes Retirement Solutions, Inc.
Saginaw
735
57
Spectrum Financial Resources
Troy
723
58
Washington Avenue Advisors
Lansing
709
59
Evergreen Wealth Management, LLC
Williamston
706
60
Planning Alternatives Ltd
Birmingham
693
61
Richard W. Paul & Associates, LLC
Novi
674
62
Ryzome Investment Advisors
Okemos
673
63
Richmond Brothers, Inc.
Jackson
667
64
Bright Financial Advisors, Inc.
Portage
665
64
Diversified Portfolios, Inc.
Bloomfield Hills
665
64
Generational Wealth, Inc.
Zeeland
665
67
Peak Wealth Management, LLC
Plymouth
643
68
Security First Financial
Swartz Creek
640
69
JFR Financial Services, Inc.
Trenton
626
70
Stewards Wealth Planning, LLC
Okemos
613
71
Simplyria Advisor Network
Brighton
612
72
Patrick Financial Group LLC.
Brighton
607
73
Stonepath Wealth Management
Traverse City
606
74
Harborfront Financial Group
Ludington
604
75
Stonebrook Private LLC
Northville
596
76
DBS Investment Advisers, LLC
Bay City
591
77
Foresight Capital Management Advisors, Inc.
Saline
587
78
Premier Estate Planners, LLC
Clinton Township
584
78
Miller Financial Services LLC
Marshall
584
80
Greystone Financial Group, LLC
Bloomfield Hills
582
81
RFM Financial Solutions, LLC
Mount Pleasant
580
82
True Blue Financial, LLC
Stevensville
575
83
River Raisin Investment Partners, Inc.
Monroe
574
84
Rachor Investment Advisory Services, LLC
Linden
557
85
Henrickson Nauta Wealth Advisors, Inc.
Belmont
554
86
Northern Edge Wealth Management
Marquette
551
87
Calder Financial Group
Ada
544
87
Strategic Wealth Advisors Group, Inc.
Utica
544
89
Worldwide Capital Advisors, LLC
Southgate
541
90
Financial Freedom House
Waterford
533
91
Luminist Capital, LLC
Grand Rapids
531
92
Epi Financial Group
Troy
529
92
Kelly Wealth Management, Inc.
Royal Oak
529
94
Altrius Capital Management, Inc.
Novi
514
95
Gem Asset Management, LLC
Plymouth
508
96
Custom Wealth Management
Plymouth
504
97
Gainplan LLC
Bloomfield Hills
500
98
Family Capital Management
Grand Rapids
499
99
Lafleur & Godfrey Private Wealth Management
Grand Rapids
498
100
Maner Wealth
Lansing
492
100
Legacy Investment Advisors LLC
Wyandotte
492
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most clients 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 .