City
Wealth management firms in Southfield, Michigan
As of October 2, 2026, 19 wealth management firms, including broker-dealer firms, with their main office in Southfield, Michigan reported $49.1 billion in regulatory assets under management; the largest by assets was Plante Moran Financial Advisors, with $26.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 19
- Regulatory assets under management
- $49.1 billion
- Average per firm
- $2.6 billion
- SEC-registered, of those listed
- 9 of 19 (47.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Plante Moran Financial Advisors | SEC | $26.9 billion | 19,176 |
| 2 | Hantz Financial Services, 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. | SEC | $10.0 billion | 121,451 |
| 3 | Advance Capital Management Inc | SEC | $5.0 billion | 14,835 |
| 4 | Corecap Advisors 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. | SEC | $4.0 billion | 9,677 |
| 5 | Center for Financial Planning Inc | SEC | $2.0 billion | 4,285 |
| 6 | Skyoak Wealth | SEC | $692.7 million | 1,230 |
| 7 | Cig Asset 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. | SEC | $192.5 million | 470 |
| 8 | Ele Advisory Services, 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. | SEC | $136.5 million | 1,544 |
| 9 | Dynamic Wealth Solutions LLC | State | $102.5 million | 437 |
| 10 | Mueller Asset Management | State | $45.0 million | 247 |
| 11 | Sterling Advisory Group LLC | State | $30.1 million | 178 |
| 12 | New Era Investments LLC | State | $29.4 million | 761 |
| 13 | M.A. Global Investment Advisor, LLC | State | $19.3 million | 168 |
| 14 | Erica Hall Wealth Advisors, LLC. | State | $13.8 million | 123 |
| 15 | Antonio Stokes Advisors | State | $7.9 million | 60 |
| 16 | Reliance Capital Holdings, LLC | State | $4.9 million | 35 |
| 17 | Folmar Advisory, LLC | State | $0 | 0 |
| 18 | Paycheck to Wealth, LLC | State | $0 | 0 |
| 19 | Senstomi | SEC | $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.