City
Wealth management firms in Lansing, Michigan
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Lansing, Michigan reported $6.5 billion in regulatory assets under management; the largest by assets was Rehmann Wealth, with $5.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $6.5 billion
- Average per firm
- $717.3 million
- SEC-registered, of those listed
- 5 of 9 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rehmann Wealth | SEC | $5.3 billion | 6,020 |
| 2 | Washington Avenue Advisors | SEC | $336.9 million | 1,432 |
| 3 | Maner Wealth | SEC | $299.5 million | 1,256 |
| 4 | 724 Capital, LLC | SEC | $258.9 million | 1,912 |
| 5 | Shotwell Rutter Baer Inc | SEC | $183.9 million | 835 |
| 6 | Ataraxis Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $70.6 million | 274 |
| 7 | Fitzpatrick Financial Solutions, LLC | State | $19.3 million | 86 |
| 8 | Newage Advisors LLC | State | $15.0 million | 51 |
| 9 | Wealth Management Institute, Inc. | 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.