City
Wealth management firms in Okemos, Michigan
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $137.7 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
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 |
| 8 | Blasen Capital Markets Group, 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.