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AdvisorIQ

Ranking, Michigan

Independent RIAs with the most high net worth clients 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 high net worth clients, with 3,445.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Plante Moran Financial Advisors Southfield 3,445
2 Mainstay Capital Management, LLC Grand Blanc 1,664
3 Advance Capital Management Inc Southfield 1,531
4 LVM Capital Management Ltd Portage 1,369
5 Zhang Financial Portage 1,355
6 Rehmann Wealth Lansing 1,123
7 Retirement Income Solutions, Inc. Ann Arbor 869
8 Spartan Wealth Management Bingham Farms 813
9 CG Advisory Services Williamston 680
10 Fiduciary Financial Advisors Grand Rapids 555
11 NPF Investment Advisors Grand Rapids 537
12 Blue Chip Partners, LLC Farmington Hills 522
13 Bloom Advisors Farmington Hills 519
14 Worldwide Capital Advisors, LLC Southgate 517
15 Sigma Investment Counselors Northville 514
15 C2 Private Wealth Novi 514
17 Signal Advisors Wealth, LLC Detroit 473
18 Advisory Alpha, LLC Holland 458
19 Lifeworks Advisors, LLC Grand Rapids 435
20 Center for Financial Planning Inc Southfield 408
21 CWS Financial Advisors LLC Kalamazoo 381
22 CAPTRUST Wealth Advisors Holland 366
23 Innovia Wealth, LLC Grand Rapids 359
24 Kaydan Wealth Management, Inc. Fenton 357
25 Richard W. Paul & Associates, LLC Novi 348
26 The Nemes Rush Group, LLC Novi 341
27 Planning Alternatives Ltd Birmingham 324
28 Lafleur & Godfrey Private Wealth Management Grand Rapids 319
29 Azimuth Capital Management Bloomfield Hills 315
30 724 Capital, LLC Lansing 271
31 Straightline Troy 265
32 Stonebrook Private LLC Northville 263
33 William Mack & Associates Inc Troy 260
34 Foguth Wealth Management, LLC. Brighton 255
35 Altrius Capital Management, Inc. Novi 249
35 Foresight Capital Management Advisors, Inc. Saline 249
37 Jay A. Fishman, Ltd Troy 244
37 Isto Advisors, LLC Troy 244
39 True Blue Financial, LLC Stevensville 243
40 Henrickson Nauta Wealth Advisors, Inc. Belmont 241
40 Verde Capital Management, Inc. Clarkston 241
42 Carrera Capital Advisors Troy 239
43 Provident Investment Management, Inc. Novi 227
44 Bright Financial Advisors, Inc. Portage 223
45 SGH Wealth Management Lathrup Village 213
46 Columbia Asset Management, L.L.C. Ann Arbor 210
47 Financial Strategies Group, Inc Okemos 195
48 Northern Financial Advisors, Inc Bloomfield Hills 188
49 Gainplan LLC Bloomfield Hills 186
50 Diversified Portfolios, Inc. Bloomfield Hills 182
51 Arbor Trust Wealth Advisors, LLC Ann Arbor 181
52 Cambient Family Office, LLC Ada 172
53 Trunorth Capital Management, LLC Kalamazoo 167
53 Hill Island Financial LLC Grand Rapids 167
55 JLB & Associates Inc Plymouth 164
56 Voisard Asset Management Group Grand Rapids 162
57 McMillan Office, Inc. St. Clair Shores 160
57 West Michigan Advisors Holland 160
59 Harborfront Financial Group Ludington 158
60 Wolff Financial Management LLC Kalamazoo 155
61 Dahring | Cusmano and Associates Novi 154
62 Integrated Capital Management Bloomfield Hills 153
63 Revalue LLC Grand Rapids 152
64 Greystone Financial Group, LLC Bloomfield Hills 149
65 Lakeshore Financial Planning Inc. St. Clair Shores 145
66 Integrated Investment Consultants, LLC Bloomfield Hills 144
67 Spectrum Financial Resources Troy 139
68 B.A. Roberts Financial Services, Inc. Marquette 134
69 Financial Advisory Corporation Grand Rapids 133
70 Rachor Investment Advisory Services, LLC Linden 132
71 Family Capital Management Grand Rapids 131
71 Lsia Bloomfield Hills 131
73 Cranbrook Wealth Management, LLC Bloomfield Hills 127
73 Mattson Financial Services, LLC Kentwood 127
73 Skyoak Wealth Southfield 127
76 Liberty Capital Management Inc Birmingham 126
76 LVZ, Inc. Holland 126
78 Bone Asset Management Bloomfield Hills 124
79 Peak Wealth Management, LLC Plymouth 123
80 Blue Water Asset Management Grand Rapids 122
80 626 Financial, LLC Portage 122
82 MKD Wealth Troy 121
83 Deroy & Devereaux Private Investment Counsel, Inc. Bloomfield Hills 119
84 Bernard Wealth Management Corp. Royal Oak 116
85 JFR Financial Services, Inc. Trenton 114
86 Hemming& Wealth Management, Inc. Traverse City 113
87 Grand Wealth Management, LLC Grand Rapids 112
88 JVL Wealth Strategies Wyoming 109
89 White Pine Investment Co Livonia 107
90 M1 Capital Management LLC Troy 105
91 Baron Wealth Management, LLC Troy 104
91 Sculati Wealth Management, LLC Bloomfield Hills 104
91 Pearl Planning Dexter 104
94 Vertrix Wealth Management, LLC Troy 103
95 Modell Capital Management LLC Bloomfield Hills 101
96 Duet Advisory Services LLC Bingham Farms 100
96 Darden Wealth Group Ann Arbor 100
98 Richmond Brothers, Inc. Jackson 99
98 Generational Wealth, Inc. Zeeland 99
100 Stonepath Wealth Management Traverse City 97

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

More rankings

Most high net worth 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.