# Newest independent RIAs in Michigan

As of October 2, 2026, Modell Capital Management LLC ranked #1 in Michigan in AdvisorIQ's ranking of newest independent RIAs, with $1.9 billion.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Michigan
- firms_listed: 73
- rows: rank: 1, crd: 339228, firm: Modell Capital Management LLC, city: Bloomfield Hills, state: MI, value: 1884181810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339228/; rank: 2, crd: 339547, firm: Vertrix Wealth Management, LLC, city: Troy, state: MI, value: 343192521, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339547/; rank: 3, crd: 338102, firm: Northern Edge Wealth Management, city: Marquette, state: MI, value: 246928100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338102/; rank: 4, crd: 340471, firm: Rosenberg Wealth Advisors, city: Birmingham, state: MI, value: 230978670, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340471/; rank: 5, crd: 338851, firm: Daniel Investment Group Inc., city: Royal Oak, state: MI, value: 210062660, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338851/; rank: 6, crd: 340956, firm: Custom Wealth Management, city: Plymouth, state: MI, value: 200976793, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340956/; rank: 7, crd: 298014, firm: River Raisin Investment Partners, Inc., city: Monroe, state: MI, value: 163541000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298014/; rank: 8, crd: 284100, firm: Advisory Advocates LLC, city: Grand Rapids, state: MI, value: 158607157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284100/; rank: 9, crd: 341885, firm: Star Wealth Management Corporation, city: Bingham Farms, state: MI, value: 156477380, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341885/; rank: 10, crd: 310897, firm: Paragon Investing, LLC, city: Detroit, state: MI, value: 138200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310897/; rank: 11, crd: 332595, firm: Wealth Ease Wealth Management, city: Marshall, state: MI, value: 132151221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332595/; rank: 12, crd: 168250, firm: Streamsong Advisors, LLC, city: Grand Rapids, state: MI, value: 124394948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168250/; rank: 13, crd: 140514, firm: Legacy Financial Services Group, Inc., city: Traverse City, state: MI, value: 122816278, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140514/; rank: 14, crd: 287832, firm: AFS Wealth Management, LLC, city: Farmington Hills, state: MI, value: 117983088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287832/; rank: 15, crd: 314981, firm: Solyco Wealth LLC, city: Birmingham, state: MI, value: 116168145, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314981/; rank: 16, crd: 170762, firm: Ryzome Investment Advisors, city: Okemos, state: MI, value: 116095598, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170762/; rank: 17, crd: 340986, firm: Bay Pointe Financial, city: New Baltimore, state: MI, value: 115917788, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340986/; rank: 18, crd: 321165, firm: Leonard Advisory Group LLC, city: St. Joseph, state: MI, value: 114057714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321165/; rank: 19, crd: 311374, firm: Ontrack Wealth Management, city: Canton, state: MI, value: 112418745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311374/; rank: 20, crd: 129022, firm: Harbor Light Planning, city: Royal Oak, state: MI, value: 111081100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129022/; rank: 21, crd: 283124, firm: Robert Charles Capital Management, city: Grand Rapids, state: MI, value: 110324702, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283124/; rank: 22, crd: 297823, firm: MD Wealth Management, LLC, city: Chelsea, state: MI, value: 109904649, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297823/; rank: 23, crd: 332778, firm: Strickler Investment Services, LLC, city: Brighton, state: MI, value: 107259633, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332778/; rank: 24, crd: 144846, firm: Imber Financial Group, LLC, city: Ann Arbor, state: MI, value: 106038540, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144846/; rank: 25, crd: 326283, firm: Pearl Wealth Group, city: Caledonia, state: MI, value: 102909000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326283/; rank: 26, crd: 144800, firm: Wealth Personal, city: Elk Rapids, state: MI, value: 19888829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144800/; rank: 27, crd: 334449, firm: Ford Financial Fitness, city: Plymouth, state: MI, value: 13422000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334449/; rank: 28, crd: 338370, firm: Wellspring Investing, city: Atlantic Mine, state: MI, value: 12296747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338370/; rank: 29, crd: 338201, firm: Hughes Family Capital, LLC, city: Grand Rapids, state: MI, value: 7678395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338201/; rank: 30, crd: 340258, firm: Freedom Formula Wealth Management, city: Rochester, state: MI, value: 6789897, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340258/; rank: 31, crd: 340348, firm: Tower Ridge Investment Management LLC, city: Beverly Hills, state: MI, value: 5350000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340348/; rank: 32, crd: 338903, firm: Dishow Wealth Management LLC, city: Shelby Township, state: MI, value: 1400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338903/; rank: 33, crd: 342752, firm: Quarton Capital Partners, city: Birmingham, state: MI, value: 1008523, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342752/; rank: 34, crd: 338275, firm: Millennium Personal Finance, LLC, city: Ypsilanti, state: MI, value: 484834, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338275/; rank: 35, crd: 339243, firm: Cedar Grove Capital Management, city: Royal Oak, state: MI, value: 472000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339243/; rank: 36, crd: 297138, firm: Great Lakes Bay Financial, city: Saginaw, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297138/; rank: 36, crd: 338176, firm: Greensview Wealth, city: not stated, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338176/; rank: 36, crd: 338459, firm: IM Wealth, city: Ada, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338459/; rank: 36, crd: 338597, firm: Iron Branch Wealth LLC, city: Ann Arbor, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338597/; rank: 36, crd: 338672, firm: Measured Path Capital, LLC., city: Canton, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338672/; rank: 36, crd: 338895, firm: Sound Financial Planning LLC, city: Bloomfield Hills, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338895/; rank: 36, crd: 338944, firm: Apepa Advisors LLC, city: Traverse City, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338944/; rank: 36, crd: 339352, firm: Brohl Financial LLC, city: Grand Rapids, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339352/; rank: 36, crd: 339490, firm: Futr Wealth Management LLC, city: Shelby Township, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339490/; rank: 36, crd: 339663, firm: Delta Financial, Inc., city: Escanaba, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339663/; rank: 36, crd: 339699, firm: Mitch Lyons Wealth LLC, city: Rockford, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339699/; rank: 36, crd: 339878, firm: Inspire Wealth Advisory LLC, city: Brighton, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339878/; rank: 36, crd: 340016, firm: Birmingham Capital LLC, city: Sterling Heights, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340016/; rank: 36, crd: 340188, firm: Thatcher Wealth Management, city: Grand Rapids, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340188/; rank: 36, crd: 340287, firm: Red Car Wealth Management Inc, city: not stated, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340287/; rank: 36, crd: 340289, firm: Kava Financial LLC, city: Northville, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340289/; rank: 36, crd: 340449, firm: Connected Financial Strategies LLC, city: Allendale, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340449/; rank: 36, crd: 340490, firm: Freedom Financial Consulting, city: Byron Center, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340490/; rank: 36, crd: 340646, firm: 30,000 Ft Wealth Management, city: Sterling Heights, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340646/; rank: 36, crd: 340818, firm: Reliance Asset Management LLC, city: Davison, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340818/; rank: 36, crd: 340844, firm: Rickstar Financial, LLC, city: Ypsilanti, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340844/; rank: 36, crd: 341068, firm: Vega Wealth LLC, city: not stated, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341068/; rank: 36, crd: 341196, firm: Greydog Financial, city: Ann Arbor, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341196/; rank: 36, crd: 341496, firm: Fitsha Consulting, city: Beverly Hills, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341496/; rank: 36, crd: 342231, firm: Inertial Frame, city: Flint, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342231/; rank: 36, crd: 342354, firm: Wentworth Wealth Group, city: Rockford, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342354/; rank: 36, crd: 342369, firm: Howard Fiduciary Investments, city: Rockford, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342369/; rank: 36, crd: 342485, firm: Copper Range Wealth Management, LLC, city: Hancock, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342485/; rank: 36, crd: 342571, firm: Engler Financial, city: Ann Arbor, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342571/; rank: 36, crd: 342778, firm: Astraea Wealth Management, city: Byron Center, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342778/; rank: 36, crd: 343032, firm: Lakepoint Wealth Partners, city: Highland, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343032/; rank: 36, crd: 343201, firm: Christ Capital Advisors, city: Bloomfield Hills, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343201/; rank: 36, crd: 343348, firm: Precision Wealth Advisors, city: Temperance, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343348/; rank: 36, crd: 343382, firm: Forge Advisory LLC, city: Temperance, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343382/; rank: 36, crd: 343483, firm: Furthermore Wealth, city: not stated, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343483/; rank: 36, crd: 343608, firm: Ram Legacy Wealth Management, city: Highland, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343608/; rank: 36, crd: 343671, firm: Entrusted Stewardship LLC, city: Holland, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343671/; rank: 36, crd: 343895, firm: Hundred Financial Planning, city: Grand Rapids, state: MI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343895/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/michigan/

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