City
Wealth management firms in Canton, Michigan
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Canton, Michigan reported $247.4 million in regulatory assets under management; the largest by assets was Ydream Financial Services, Inc., with $128.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $247.4 million
- Average per firm
- $35.3 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ydream Financial Services, Inc. | SEC | $128.1 million | 583 |
| 2 | Ontrack Wealth Management | SEC | $112.4 million | 401 |
| 3 | Usaworld Capital LLC | State | $5.9 million | 31 |
| 4 | Nautica Asset Management LLC | State | $1.0 million | 11 |
| 5 | Liberty Financial Planning, Inc. | State | $0 | 0 |
| 6 | Measured Path Capital, LLC. | State | $0 | 0 |
| 7 | Williamson Ross Financial | State | $0 | 0 |
Wealth management firms 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.