City
Wealth management firms in Novi, Michigan
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Novi, Michigan reported $6.8 billion in regulatory assets under management; the largest by assets was C2 Private Wealth, with $1.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $6.8 billion
- Average per firm
- $426.5 million
- SEC-registered, of those listed
- 7 of 16 (43.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | C2 Private Wealth | SEC | $1.8 billion | 11,760 |
| 2 | The Nemes Rush Group, LLC | SEC | $1.6 billion | 3,041 |
| 3 | Provident Investment Management, Inc. | SEC | $1.1 billion | 910 |
| 4 | Dahring | Cusmano and Associates | SEC | $781.4 million | 2,051 |
| 5 | Altrius Capital Management, Inc. | SEC | $716.0 million | 1,431 |
| 6 | Richard W. Paul & Associates, LLC | SEC | $372.8 million | 1,755 |
| 7 | Pathworks Financial, Inc. | SEC | $279.3 million | 1,034 |
| 8 | Vartanian Capital Management | State | $26.0 million | 70 |
| 9 | Heal Financial LLC | State | $20.3 million | 93 |
| 10 | Alpha Investment Management, Inc. | State | $18.2 million | 13 |
| 11 | Alliance Advisors Wealth Management LLC | State | $15.0 million | 55 |
| 12 | Verdura Wealth Management, LLC | State | $10.8 million | 56 |
| 13 | Safe Future Wealth Partners LLC | State | $10.2 million | 143 |
| 14 | Colloquium Asset Management, Inc. | State | $4.9 million | 35 |
| 15 | Kalaj Capital | State | $0 | 0 |
| 16 | The Financial Center, 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 | $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.