City
Wealth management firms in Northville, Michigan
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Northville, Michigan reported $3.5 billion in regulatory assets under management; the largest by assets was Sigma Investment Counselors, with $2.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $231.8 million
- SEC-registered, of those listed
- 4 of 15 (26.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sigma Investment Counselors | SEC | $2.2 billion | 2,837 |
| 2 | Stonebrook Private LLC | SEC | $937.0 million | 4,146 |
| 3 | Great Lakes Wealth, LLC | SEC | $166.3 million | 975 |
| 4 | Fairlane Investment Advisors Inc | State | $79.8 million | 298 |
| 5 | Pathway Financial Planning | State | $37.5 million | 96 |
| 6 | Agile Wealth Partners | State | $32.1 million | 126 |
| 7 | Straitgate Financial L.L.C. | State | $18.1 million | 131 |
| 8 | Pureretire LLC | State | $17.2 million | 15 |
| 9 | Olive Tree Asset Management | State | $12.5 million | 50 |
| 10 | Marketocracy Masters Capital Management LLC | SEC | $4.5 million | 19 |
| 11 | Full Bloom Financial | State | $1.4 million | 13 |
| 12 | Physicians' Financial L.C. | State | $530,000 | 18 |
| 13 | Asset Architects, LLC | State | $0 | 0 |
| 14 | Fountainhead Financial Management, Inc. 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 | $0 | 0 |
| 15 | Kava Financial LLC | 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.