City
Independent RIAs in Bloomfield Hills, Michigan
As of October 2, 2026, 34 independent wealth management RIAs with their main office in Bloomfield Hills, Michigan reported $18.3 billion in regulatory assets under management; the largest by assets was Azimuth Capital Management, with $4.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 34
- Regulatory assets under management
- $18.3 billion
- Average per firm
- $539.7 million
- SEC-registered, of those listed
- 18 of 34 (52.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Azimuth Capital Management | SEC | $4.0 billion | 1,603 |
| 2 | Deroy & Devereaux Private Investment Counsel, Inc. | SEC | $2.6 billion | 615 |
| 3 | Diversified Portfolios, Inc. | SEC | $1.9 billion | 2,514 |
| 4 | Modell Capital Management LLC | SEC | $1.9 billion | 918 |
| 5 | Integrated Investment Consultants, LLC | SEC | $1.1 billion | 1,105 |
| 6 | Lsia | SEC | $932.1 million | 432 |
| 7 | Cranbrook Wealth Management, LLC | SEC | $906.8 million | 1,015 |
| 8 | Northern Financial Advisors, Inc | SEC | $684.0 million | 1,957 |
| 9 | Lifecycle Financial Planners Inc. | SEC | $671.7 million | 3,065 |
| 10 | Heron Bay Capital Management | SEC | $643.8 million | 490 |
| 11 | Greystone Financial Group, LLC | SEC | $494.9 million | 1,264 |
| 12 | Gainplan LLC | SEC | $461.6 million | 1,491 |
| 13 | Integrated Capital Management | SEC | $429.8 million | 2,021 |
| 14 | Sculati Wealth Management, LLC | SEC | $381.5 million | 1,055 |
| 15 | GPM Growth Investors, Inc. | SEC | $281.3 million | 531 |
| 16 | KRS Capital Management, LLC | SEC | $188.9 million | 148 |
| 17 | Cirrus Capital LLC | SEC | $170.4 million | 893 |
| 18 | Wolverine Wealth Advisory Services Inc. | SEC | $140.9 million | 215 |
| 19 | Prosperity Wealth Strategies LLC | State | $95.2 million | 181 |
| 20 | Trinity Financial Services, Inc. | State | $91.5 million | 213 |
| 21 | Dynamic Asset Management Group LLC | State | $84.2 million | 349 |
| 22 | Bone Asset Management | State | $65.0 million | 878 |
| 23 | Bridgeriver Advisors LLC | State | $63.6 million | 220 |
| 24 | Emde Wealth Management LLC | State | $45.0 million | 166 |
| 25 | KB Wealth Management, LLC | State | $12.3 million | 29 |
| 26 | New Horizon Retirement Advisors | State | $10.3 million | 78 |
| 27 | Silver Strand Financial Planning | State | $9.5 million | 81 |
| 28 | Mirror Lake Wealth Management, LLC | State | $7.9 million | 5 |
| 29 | Forsythia Financial | State | $527,419 | 9 |
| 30 | Christ Capital Advisors | State | $0 | 0 |
| 31 | Core Financial Planning | State | $0 | 0 |
| 32 | Money Evolution | State | $0 | 0 |
| 33 | Sound Financial Planning LLC | State | $0 | 0 |
| 34 | Wealth Management Services, LLC | State | $0 | 0 |
Independent RIAs in Michigan, including every city.
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.