City
Independent RIAs in Livonia, Michigan
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Livonia, Michigan reported $1.1 billion in regulatory assets under management; the largest by assets was White Pine Investment Co, with $532.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $131.8 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | White Pine Investment Co | SEC | $532.3 million | 1,113 |
| 2 | CND Financial | SEC | $199.5 million | 189 |
| 3 | Meadowbrook Investment Advisors LLC | SEC | $185.2 million | 217 |
| 4 | Saunders Financial LLC | State | $68.6 million | 66 |
| 5 | The Wolter Group, Inc. | State | $53.4 million | 285 |
| 6 | Kidd Financial Planning, LLC. | State | $14.0 million | 47 |
| 7 | Grad Wealth Management PLLC | State | $1.6 million | 14 |
| 8 | On Track to Retire 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.