IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

City

Wealth management firms in Grand Blanc, Michigan

As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Grand Blanc, Michigan reported $6.0 billion in regulatory assets under management; the largest by assets was Mainstay Capital Management, LLC, with $5.3 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
5
Regulatory assets under management
$6.0 billion
Average per firm
$1.2 billion
SEC-registered, of those listed
2 of 5 (40.0%)

Firms by assets

Wealth management firms in Grand Blanc, Michigan, largest first
#FirmRegistrationRAUMAccounts
1 Mainstay Capital Management, LLC SEC $5.3 billion 3,460
2 Acorn Wealth Advisors, LLC SEC $561.4 million 2,132
3 Wealth for You Financial, LLC State $65.0 million 642
4 Retirement Capital Services LLC State $30.0 million 218
5 Quayle Financial Group, LLC State $2.5 million 8

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.