City
Independent RIAs in Okemos, Michigan
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Okemos, Michigan reported $1.1 billion in regulatory assets under management; the largest by assets was Financial Strategies Group, Inc, with $677.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $157.4 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Financial Strategies Group, Inc | SEC | $677.4 million | 3,463 |
| 2 | Cornerstone Wealth Partners, LLC | SEC | $145.9 million | 1,273 |
| 3 | Ryzome Investment Advisors | SEC | $116.1 million | 675 |
| 4 | Stewards Wealth Planning, LLC | State | $99.4 million | 764 |
| 5 | Financialmd, LLC | State | $35.0 million | 304 |
| 6 | Cardinal Financial Consultants, LLC | State | $18.0 million | 84 |
| 7 | Sullivan Dunn Wealth Management | State | $9.8 million | 24 |
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.