City
Independent RIAs in Southfield, Michigan
As of October 2, 2026, 15 independent wealth management RIAs with their main office in Southfield, Michigan reported $34.8 billion in regulatory assets under management; the largest by assets was Plante Moran Financial Advisors, with $26.9 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 15
- Regulatory assets under management
- $34.8 billion
- Average per firm
- $2.3 billion
- SEC-registered, of those listed
- 5 of 15 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Plante Moran Financial Advisors | SEC | $26.9 billion | 19,176 |
| 2 | Advance Capital Management Inc | SEC | $5.0 billion | 14,835 |
| 3 | Center for Financial Planning Inc | SEC | $2.0 billion | 4,285 |
| 4 | Skyoak Wealth | SEC | $692.7 million | 1,230 |
| 5 | Dynamic Wealth Solutions LLC | State | $102.5 million | 437 |
| 6 | Mueller Asset Management | State | $45.0 million | 247 |
| 7 | Sterling Advisory Group LLC | State | $30.1 million | 178 |
| 8 | New Era Investments LLC | State | $29.4 million | 761 |
| 9 | M.A. Global Investment Advisor, LLC | State | $19.3 million | 168 |
| 10 | Erica Hall Wealth Advisors, LLC. | State | $13.8 million | 123 |
| 11 | Antonio Stokes Advisors | State | $7.9 million | 60 |
| 12 | Reliance Capital Holdings, LLC | State | $4.9 million | 35 |
| 13 | Folmar Advisory, LLC | State | $0 | 0 |
| 14 | Paycheck to Wealth, LLC | State | $0 | 0 |
| 15 | Senstomi | SEC | $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.