City
Wealth management firms in Troy, Michigan
As of October 2, 2026, 42 wealth management firms, including broker-dealer firms, with their main office in Troy, Michigan reported $13.2 billion in regulatory assets under management; the largest by assets was Jay A. Fishman, Ltd, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 42
- Regulatory assets under management
- $13.2 billion
- Average per firm
- $313.8 million
- SEC-registered, of those listed
- 22 of 42 (52.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Jay A. Fishman, Ltd | SEC | $1.3 billion | 537 |
| 2 | Straightline | SEC | $1.2 billion | 4,752 |
| 3 | Isto Advisors, LLC | SEC | $1.1 billion | 2,533 |
| 4 | William Mack & Associates Inc | SEC | $1.0 billion | 952 |
| 5 | Carrera Capital Advisors | SEC | $968.7 million | 1,957 |
| 6 | Secure Asset Management, L.L.C. 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 | $870.6 million | 4,609 |
| 7 | Baron Wealth Management, LLC | SEC | $846.8 million | 736 |
| 8 | Arbor Wealth Advisors LLC | SEC | $657.7 million | 286 |
| 9 | Fsa Advisors, Inc. | SEC | $573.4 million | 4,406 |
| 10 | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | SEC | $512.5 million | 1,049 |
| 11 | MKD Wealth | SEC | $505.7 million | 1,175 |
| 12 | SS&H Financial Advisors, Inc. | SEC | $482.2 million | 252 |
| 13 | M1 Capital Management LLC | SEC | $450.4 million | 1,020 |
| 14 | Vertrix Wealth Management, LLC | SEC | $343.2 million | 661 |
| 15 | Miller Capital | SEC | $311.6 million | 187 |
| 16 | Firstmetric | SEC | $272.1 million | 48 |
| 17 | Spectrum Financial Resources | SEC | $235.3 million | 1,162 |
| 18 | Vima, LLC | SEC | $229.5 million | 1,181 |
| 19 | J2 Capital Management, Inc. | SEC | $195.7 million | 917 |
| 20 | City Center Advisors, LLC | SEC | $187.1 million | 1,276 |
| 21 | Confidential Management Advisors, Inc. | SEC | $161.9 million | 132 |
| 22 | Global Financial Planning Group, LLC | SEC | $135.3 million | 566 |
| 23 | Global Wealth Advisors LLC | State | $102.0 million | 204 |
| 24 | MCN Investment Management Co. | State | $89.8 million | 163 |
| 25 | Wittenberg Investments Inc. | State | $89.3 million | 213 |
| 26 | Paragon Retirement Planning, Inc. | State | $75.0 million | 400 |
| 27 | Cook & Associates | State | $66.5 million | 91 |
| 28 | Daniel Investments, Inc. | State | $60.7 million | 50 |
| 29 | Barking Sands Capital | State | $45.0 million | 385 |
| 30 | Lineguard Investments, LLC | State | $42.4 million | 85 |
| 31 | Bridgewise Wealth Management | State | $35.6 million | 176 |
| 32 | Stalt Financial, LLC | State | $21.1 million | 117 |
| 33 | Calvert Planning Corporation | State | $18.7 million | 18 |
| 34 | Asset Preservation Capital, Ltd | State | $18.5 million | 103 |
| 35 | GK Private Wealth Partners LLC | State | $17.1 million | 70 |
| 36 | Savings Coach, LLC | State | $12.8 million | 79 |
| 37 | Maxwell Investment Advisory Services | State | $9.2 million | 35 |
| 38 | Epi Financial Group | State | $9.2 million | 137 |
| 39 | Association Financial Services, LLC | State | $4.0 million | 64 |
| 40 | Henchmen Partners | State | $133,704 | 10 |
| 41 | Innermost Wealth Management, LLC | State | $0 | 0 |
| 42 | Visionquest Financial Planning 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.