City
Wealth management firms in Sterling Heights, Michigan
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Sterling Heights, Michigan reported $719.4 million in regulatory assets under management; the largest by assets was Schuchard Capital Management Inc, with $325.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $719.4 million
- Average per firm
- $89.9 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Schuchard Capital Management Inc | SEC | $325.5 million | 197 |
| 2 | Summit Financial Working with People You Trust | SEC | $219.0 million | 1,985 |
| 3 | Smart Money Financial Advisors, LLC | State | $80.2 million | 387 |
| 4 | Trinity Wealth Solutions LLC | State | $53.1 million | 109 |
| 5 | Mangotree Capital, LLC | State | $39.8 million | 115 |
| 6 | Wealthy Intentions | State | $1.8 million | 31 |
| 7 | 30,000 Ft Wealth Management | State | $0 | 0 |
| 8 | Birmingham Capital LLC | 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.