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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.