AdvisorRanked

Best Financial Advisors in Michigan

297 SEC-registered advisory firms across 72 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

297
Registered Firms
72
Cities
0.95%
Median Fee
of assets/year
297
In Database
firms listed

Cities in Michigan

Top-Ranked Firms in Michigan

#1
100

JLB & ASSOCIATES INC

PLYMOUTH, MI · Since 1983

$893M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

DILLON & ASSOCIATES INC

JACKSON, MI · Since 1988

$916M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

SCHWARTZ INVESTMENT COUNSEL INC

PLYMOUTH, MI · Since 1988

$3.8B AUM11 clientsFee: 0%
FiduciaryFee-Only
#4
100

STEWARD CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 1988

$95M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
100

WILLIAM MACK & ASSOCIATES INC

TROY, MI · Since 1992

$1.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#6
100

BRICK CAPITAL MANAGEMENT INC

EAST LANSING, MI · Since 1992

$2.8B AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
100

GPM GROWTH INVESTORS, INC.

BLOOMFIELD HILLS, MI · Since 1993

$281M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
100

BRIGHT FINANCIAL ADVISORS, INC.

PORTAGE, MI · Since 2000

$725M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

AILERON LTD

BINGHAM FARMS, MI · Since 1999

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

MCQUEEN FINANCIAL ADVISORS II, INC.

CLAWSON, MI · Since 2000

$10.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#11
100

CND FINANCIAL

LIVONIA, MI · Since 2021

$199M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

ABBIT MANAGEMENT CORP

GRAND HAVEN, MI · Since 1981

$252M AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
100

FLEXIBLE PLAN INVESTMENTS LTD

BLOOMFIELD HILLS, MI · Since 1984

$1.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
100

CG ADVISORY SERVICES

WILLIAMSTON, MI · Since 2006

$4.6B AUM69 clientsFee: 0%
FiduciaryFee-Only
#15
100

JACKSON NATIONAL ASSET MANAGEMENT, LLC

LANSING, MI · Since 2001

$246.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#16
100

PLANTE MORAN FINANCIAL ADVISORS

SOUTHFIELD, MI · Since 1993

$25.1B AUM146 clientsFee: 0%
FiduciaryFee-Only
#17
100

SS&H FINANCIAL ADVISORS, INC.

TROY, MI · Since 1982

$482M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

BROOKTREE CAPITAL MANAGEMENT INC.

GRAND RAPIDS, MI · Since 2020

$139M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

GLOBAL FINANCIAL PLANNING GROUP, LLC

TROY, MI · Since 2025

$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
100

THE ENTERPRISE INVESTMENT COMPANY

FARMINGTON HILLS, MI · Since 2015

$607M AUM7 clientsFee: 0%
FiduciaryFee-Only
#21
100

STEWARDSHIP TRUST ADVISORS

GRANDVILLE, MI · Since 2023

$295M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
100

ALTRIUS CAPITAL MANAGEMENT, INC.

NOVI, MI · Since 2004

$716M AUM8 clientsFee: 0%
FiduciaryFee-Only
#23
100

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

BLOOMFIELD HILLS, MI · Since 2002

$2.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#24
100

DWP

GROSSE POINTE FARMS, MI · Since 2004

$208M AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
100

FAI ADVISORS, INC.

FARMINGTON HILLS, MI · Since 2023

$302M AUM5 clientsFee: 0%
FiduciaryFee-Only
#26
100

SECURITY FIRST FINANCIAL

SWARTZ CREEK, MI · Since 2014

$300M AUM2 clientsFee: 0%
FiduciaryFee-Only
#27
100

OLD OAK FINANCIAL PLANNING, INC.

BRIGHTON, MI · Since 2019

$160M AUM2 clientsFee: 0%
FiduciaryFee-Only
#28
100

PREMIER ESTATE PLANNERS, LLC

CLINTON TOWNSHIP, MI · Since 2007

$227M AUM2 clientsFee: 0%
FiduciaryFee-Only
#29
100

SHOTWELL RUTTER BAER INC

LANSING, MI · Since 2021

$184M AUM6 clientsFee: 0%
FiduciaryFee-Only
#30
100

REHMANN WEALTH

LANSING, MI · Since 2005

$5.3B AUM39 clientsFee: 0%
FiduciaryFee-Only
#31
100

DBS INVESTMENT ADVISERS, LLC

BAY CITY, MI · Since 2019

$280M AUM5 clientsFee: 0%
FiduciaryFee-Only
#32
100

FINANCIAL FREEDOM HOUSE

WATERFORD, MI · Since 2018

$213M AUM6 clientsFee: 0%
FiduciaryFee-Only
#33
100

COLUMBIA ASSET MANAGEMENT, L.L.C.

ANN ARBOR, MI · Since 2003

$1.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#34
100

INDEPENDENT WEALTH MANAGEMENT, LLC

TRAVERSE CITY, MI · Since 2021

$203M AUM3 clientsFee: 0%
FiduciaryFee-Only
#35
100

IPEX, INC.

PLYMOUTH, MI · Since 2010

$2.7B AUM2 clientsFee: 0%
FiduciaryFee-Only
#36
100

JFR FINANCIAL SERVICES, INC.

TRENTON, MI · Since 2015

$277M AUM2 clientsFee: 0%
FiduciaryFee-Only
#37
100

MILLER CAPITAL

TROY, MI · Since 2005

$312M AUM2 clientsFee: 0%
FiduciaryFee-Only
#38
100

PATRICK FINANCIAL GROUP LLC.

BRIGHTON, MI · Since 2015

$170M AUM1 clientsFee: 0%
FiduciaryFee-Only
#39
100

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

TROY, MI · Since 2009

$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#40
100

SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

STERLING HEIGHTS, MI · Since 2022

$185M AUM6 clientsFee: 0%
FiduciaryFee-Only
#41
100

BLUE CHIP PARTNERS, LLC

FARMINGTON HILLS, MI · Since 2005

$1.9B AUM18 clientsFee: 0%
FiduciaryFee-Only
#42
100

STRENGTH CAPITAL PARTNERS, LLC

BIRMINGHAM, MI · Since 2005

$528M AUM9 clientsFee: 0%
FiduciaryFee-Only
#43
100

Q3 ASSET MANAGEMENT CORPORATION

BIRMINGHAM, MI · Since 2013

$795M AUM7 clientsFee: 0%
FiduciaryFee-Only
#44
100

PATHWORKS FINANCIAL, INC.

NOVI, MI · Since 2021

$279M AUM5 clientsFee: 0%
FiduciaryFee-Only
#45
100

USA FINANCIAL FORMULAS CORPORATION

ADA, MI · Since 2007

$534M AUM4 clientsFee: 0%
FiduciaryFee-Only
#46
100

BEMANAGED

GRAND RAPIDS, MI · Since 2009

$410M AUM3 clientsFee: 0%
FiduciaryFee-Only
#47
100

OLD MISSION INVESTMENT COMPANY, LLC

TRAVERSE CITY, MI · Since 2006

$929M AUM6 clientsFee: 0%
FiduciaryFee-Only
#48
100

SCHWALLIER WEALTH MANAGEMENT

GRAND RAPIDS, MI · Since 2021

$197M AUM3 clientsFee: 0%
FiduciaryFee-Only
#49
100

OPTIMAL CAPITAL ADVISORS, LLC

TRAVERSE CITY, MI · Since 2007

$120M AUM2 clientsFee: 0%
FiduciaryFee-Only
#50
100

CORNERSTONE WEALTH PARTNERS, LLC

OKEMOS, MI · Since 2024

$146M AUM8 clientsFee: 0%
FiduciaryFee-Only
#51
100

LSIA

BLOOMFIELD HILLS, MI · Since 2008

$932M AUM4 clientsFee: 0%
FiduciaryFee-Only
#52
100

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

SALINE, MI · Since 2015

$351M AUM9 clientsFee: 0%
FiduciaryFee-Only
#53
100

ELE ADVISORY SERVICES, INC

SOUTHFIELD, MI · Since 2020

$137M AUM13 clientsFee: 0%
FiduciaryFee-Only
#54
100

STRAIGHT PATH WEALTH MANAGEMENT

JENISON, MI · Since 2021

$472M AUM10 clientsFee: 0%
FiduciaryFee-Only
#55
100

S.A. MASON, LLC

HOLLAND, MI · Since 2009

$529M AUM3 clientsFee: 0%
FiduciaryFee-Only
#56
100

RETIREMENT RESOURCES, LLC

AUBURN HILLS, MI · Since 2018

$166M AUM3 clientsFee: 0%
FiduciaryFee-Only
#57
100

FIRST FINANCIAL COACHING, INC.

MT. CLEMENS, MI · Since 2023

$671M AUM14 clientsFee: 0%
FiduciaryFee-Only
#58
100

ASSET ALLOCATION STRATEGIES, LLC

FARMINGTON, MI · Since 2015

$1.0B AUM45 clientsFee: 0%
FiduciaryFee-Only
#59
100

POINTE CAPITAL MANAGEMENT LLC

GROSSE POINTE FARMS, MI · Since 2010

$452M AUM5 clientsFee: 0%
FiduciaryFee-Only
#60
100

MATTSON FINANCIAL SERVICES, LLC

KENTWOOD, MI · Since 2021

$515M AUM9 clientsFee: 0%
FiduciaryFee-Only
#61
100

BARON WEALTH MANAGEMENT, LLC

TROY, MI · Since 2010

$847M AUM3 clientsFee: 0%
FiduciaryFee-Only
#62
100

SIMPLYRIA ADVISOR NETWORK

BRIGHTON, MI · Since 2017

$215M AUM24 clientsFee: 0%
FiduciaryFee-Only
#63
100

ARBOR INVESTMENT MANAGEMENT

ANN ARBOR, MI · Since 2024

$162M AUM2 clientsFee: 0%
FiduciaryFee-Only
#64
100

DB & C ADVISORS, LLC

HOLLAND, MI · Since 2018

$252M AUM9 clientsFee: 0%
FiduciaryFee-Only
#65
100

TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L

TROY, MI · Since 2018

$513M AUM7 clientsFee: 0%
FiduciaryFee-Only
#66
100

RICHARD W. PAUL & ASSOCIATES, LLC

NOVI, MI · Since 2019

$373M AUM6 clientsFee: 0%
FiduciaryFee-Only
#67
100

PENINSULA CAPITAL PARTNERS, L.L.C.

SOUTHFIELD, MI · Since 2012

$1.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#68
100

BRAEBURN WEALTH MANAGEMENT, LLC

MUSKEGON, MI · Since 2016

$259M AUM3 clientsFee: 0%
FiduciaryFee-Only
#69
100

M1 CAPITAL MANAGEMENT LLC

TROY, MI · Since 2011

$450M AUM6 clientsFee: 0%
FiduciaryFee-Only
#70
100

RICHMOND BROTHERS, INC.

JACKSON, MI · Since 2011

$241M AUM7 clientsFee: 0%
FiduciaryFee-Only
#71
100

BERNARD WEALTH MANAGEMENT CORP.

ROYAL OAK, MI · Since 2020

$314M AUM3 clientsFee: 0%
FiduciaryFee-Only
#72
100

RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.

ANN ARBOR, MI · Since 2018

$293M AUM4 clientsFee: 0%
FiduciaryFee-Only
#73
100

TRUNORTH CAPITAL MANAGEMENT, LLC

KALAMAZOO, MI · Since 2020

$725M AUM4 clientsFee: 0%
FiduciaryFee-Only
#74
100

REVALUE LLC

GRAND RAPIDS, MI · Since 2025

$129M AUM4 clientsFee: 0%
FiduciaryFee-Only
#75
100

A SMARTER WAY TO INVEST

BRIGHTON, MI · Since 2017

$150M AUM4 clientsFee: 0%
FiduciaryFee-Only
#76
100

ROBINSON CAPITAL MANAGEMENT, LLC

GROSSE POINTE FARMS, MI · Since 2012

$1.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#77
100

PINNACLE WEALTH MANAGEMENT, INC.

BRIGHTON, MI · Since 2022

$118M AUM4 clientsFee: 0%
FiduciaryFee-Only
#78
100

KROON & MITCHELL ASSET MANAGEMENT LLC

GRAND RAPIDS, MI · Since 2022

$221M AUM3 clientsFee: 0%
FiduciaryFee-Only
#79
100

STREAMSONG ADVISORS, LLC

GRAND RAPIDS, MI · Since 2026

$124M AUM4 clientsFee: 0%
FiduciaryFee-Only
#80
100

IIC

BLOOMFIELD HILLS, MI · Since 2013

$125M AUM5 clientsFee: 0%
FiduciaryFee-Only
#81
100

BLOOMFIELD CAPITAL HOLDINGS, LLC

BIRMINGHAM, MI · Since 2018

$466M AUM12 clientsFee: 0%
FiduciaryFee-Only
#82
100

LFN ADVISORS INC.

MUSKEGON, MI · Since 2019

$24M AUM4 clientsFee: 0%
FiduciaryFee-Only
#83
100

BREAKWATER CAPITAL

KALAMAZOO, MI · Since 2020

$157M AUM2 clientsFee: 0%
FiduciaryFee-Only
#84
100

GLASS RETIREMENT STRATEGIES, INC.

WEST BLOOMFIELD, MI · Since 2014

$20M AUM1 clientsFee: 0%
FiduciaryFee-Only
#85
100

CLEAR RIDGE WEALTH MANAGEMENT, LLC

KALAMAZOO, MI · Since 2021

$245M AUM3 clientsFee: 0%
FiduciaryFee-Only
#86
100

CAPTRUST WEALTH ADVISORS

HOLLAND, MI · Since 2015

$2.0B AUM20 clientsFee: 0%
FiduciaryFee-Only
#87
100

EVERGREEN WEALTH MANAGEMENT, LLC

WILLIAMSTON, MI · Since 2022

$249M AUM5 clientsFee: 0%
FiduciaryFee-Only
#88
100

OCTO CAPITAL, LLC

BINGHAM FARMS, MI · Since 2024

$165M AUM1 clientsFee: 0%
FiduciaryFee-Only
#89
100

CITY CENTER ADVISORS, LLC

TROY, MI · Since 2022

$160M AUM7 clientsFee: 0%
FiduciaryFee-Only
#90
100

ARBOR FINANCIAL

ANN ARBOR, MI · Since 2024

$215M AUM2 clientsFee: 0%
FiduciaryFee-Only
#91
100

LEGACY WEALTH ADVISORS, LLC

CLINTON TOWNSHIP, MI · Since 2025

$132M AUM2 clientsFee: 0%
FiduciaryFee-Only
#92
100

PINNACLE WEALTH MANAGEMENT GROUP, INC.

PLYMOUTH, MI · Since 2018

$244M AUM4 clientsFee: 0%
FiduciaryFee-Only
#93
100

WOLFF FINANCIAL MANAGEMENT LLC

KALAMAZOO, MI · Since 2016

$613M AUM4 clientsFee: 0%
FiduciaryFee-Only
#94
100

USA FINANCIAL EXCHANGE

ADA, MI · Since 2016

$1.6B AUM0 clientsFee: 0%
FiduciaryFee-Only
#95
100

DUET ADVISORY SERVICES LLC

BINGHAM FARMS, MI · Since 2024

$316M AUM3 clientsFee: 0%
FiduciaryFee-Only
#96
100

SGH WEALTH MANAGEMENT

LATHRUP VILLAGE, MI · Since 2018

$562M AUM6 clientsFee: 0%
FiduciaryFee-Only
#97
100

INTEGRATED CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2018

$430M AUM5 clientsFee: 0%
FiduciaryFee-Only
#98
100

STRATEGIC WEALTH ADVISORS GROUP, INC.

UTICA, MI · Since 2024

$207M AUM6 clientsFee: 0%
FiduciaryFee-Only
#99
100

GREENWAY FINANCIAL, LLC

FARMINGTON HILLS, MI · Since 2025

$151M AUM3 clientsFee: 0%
FiduciaryFee-Only
#100
100

FIRSTMETRIC

TROY, MI · Since 2019

$272M AUM1 clientsFee: 0%
FiduciaryFee-Only
#101
100

ROYAL OAK FINANCIAL ADVISORS, LLC

ROYAL OAK, MI · Since 2018

$366M AUM7 clientsFee: 0%
FiduciaryFee-Only
#102
100

LIFECYCLE FINANCIAL PLANNERS INC.

BLOOMFIELD HILLS, MI · Since 2017

$672M AUM9 clientsFee: 0%
FiduciaryFee-Only
#103
100

MD WEALTH MANAGEMENT, LLC

CHELSEA, MI · Since 2025

$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
#104
100

LAKESHORE FINANCIAL PLANNING INC.

SAINT CLAIR SHORES, MI · Since 2018

$469M AUM3 clientsFee: 0%
FiduciaryFee-Only
#105
100

RETIREMITTEN FINANCIAL LLC

MILFORD, MI · Since 2024

$214M AUM4 clientsFee: 0%
FiduciaryFee-Only
#106
100

PALATINE HILL WEALTH MANAGEMENT

BIRMINGHAM, MI · Since 2019

$296M AUM4 clientsFee: 0%
FiduciaryFee-Only
#107
100

GREYSTONE FINANCIAL GROUP, LLC

BLOOMFIELD HILLS, MI · Since 2020

$495M AUM3 clientsFee: 0%
FiduciaryFee-Only
#108
100

LAKESIDE DRIVE MANAGEMENT LLC

BIRMINGHAM, MI · Since 2022

$372M AUM1 clientsFee: 0%
FiduciaryFee-Only
#109
100

WASHINGTON AVENUE ADVISORS

LANSING, MI · Since 2020

$337M AUM9 clientsFee: 0%
FiduciaryFee-Only
#110
100

MANER WEALTH

LANSING, MI · Since 2024

$299M AUM3 clientsFee: 0%
FiduciaryFee-Only
#111
100

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, MI · Since 2024

$93M AUM5 clientsFee: 0%
FiduciaryFee-Only
#112
100

UNION HERITAGE CAPITAL

DETROIT, MI · Since 2020

$295M AUM1 clientsFee: 0%
FiduciaryFee-Only
#113
100

THRIVE RETIREMENT SPECIALISTS

ROYAL OAK, MI · Since 2023

$304M AUM2 clientsFee: 0%
FiduciaryFee-Only
#114
100

MELONE PRIVATE WEALTH, LLC

AUBURN HILLS, MI · Since 2020

$313M AUM2 clientsFee: 0%
FiduciaryFee-Only
#115
100

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

ANN ARBOR, MI · Since 2023

$330M AUM2 clientsFee: 0%
FiduciaryFee-Only
#116
100

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2021

$14.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#117
100

BLUEPRINT PARTNERS LLC

TRAVERSE CITY, MI · Since 2021

$293M AUM3 clientsFee: 0%
FiduciaryFee-Only
#118
100

MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC

NORTHVILLE, MI · Since 2021

$5M AUM3 clientsFee: 0%
FiduciaryFee-Only
#119
100

SOLYCO WEALTH LLC

BIRMINGHAM, MI · Since 2026

$116M AUM5 clientsFee: 0%
FiduciaryFee-Only
#120
100

UHY WEALTH MANAGEMENT RIA LLC

FARMINGTON HILLS, MI · Since 2026

$103M AUM1 clientsFee: 0%
FiduciaryFee-Only
#121
100

GRAETZ WEALTH

JENISON, MI · Since 2024

$158M AUM3 clientsFee: 0%
FiduciaryFee-Only
#122
100

ARMADA ETFS

NOVI, MI · Since 2022

$10M AUM1 clientsFee: 0%
FiduciaryFee-Only
#123
100

AZIMUTH CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2022

$4.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#124
100

BURNHAM & COMPANY LLC

GRAND RAPIDS, MI · Since 2025

$130M AUM2 clientsFee: 0%
FiduciaryFee-Only
#125
100

DS INVESTMENT ADVISORS

GRAND RAPIDS, MI · Since 2022

$386M AUM2 clientsFee: 0%
FiduciaryFee-Only
#126
100

RM INVESTMENT STRATEGIES, LLC

GRAND RAPIDS, MI · Since 2022

$22M AUM2 clientsFee: 0%
FiduciaryFee-Only
#127
100

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

SOUTHFIELD, MI · Since 2023

$243M AUM11 clientsFee: 0%
FiduciaryFee-Only
#128
100

INFINITY ADVISORY GROUP

PORTAGE, MI · Since 2025

$129M AUM3 clientsFee: 0%
FiduciaryFee-Only
#129
100

MONEY PICKLE

ROYAL OAK, MI · Since 2023

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#130
100

FOGUTH WEALTH MANAGEMENT, LLC.

BRIGHTON, MI · Since 2023

$825M AUM32 clientsFee: 0%
FiduciaryFee-Only
#131
100

KELLY WEALTH MANAGEMENT, INC.

ROYAL OAK, MI · Since 2023

$161M AUM2 clientsFee: 0%
FiduciaryFee-Only
#132
100

CARRERA CAPITAL ADVISORS

TROY, MI · Since 2024

$969M AUM12 clientsFee: 0%
FiduciaryFee-Only
#133
100

FIELDVIEW CAPITAL MANAGEMENT, LLC

NILES, MI · Since 2025

$713M AUM8 clientsFee: 0%
FiduciaryFee-Only
#134
100

WEALTH EASE WEALTH MANAGEMENT

MARSHALL, MI · Since 2026

$132M AUM2 clientsFee: 0%
FiduciaryFee-Only
#135
100

STRICKLER INVESTMENT SERVICES, LLC

BRIGHTON, MI · Since 2026

$107M AUM3 clientsFee: 0%
FiduciaryFee-Only
#136
100

AI ALPHA LLC

GRAND RAPIDS, MI · Since 2025

$200M AUM3 clientsFee: 0%
FiduciaryFee-Only
#137
100

SENSTOMI

SOUTHFIELD, MI · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#138
100

HOOVER PRIVATE WEALTH, LLC

ROYAL OAK, MI · Since 2025

$171M AUM2 clientsFee: 0%
FiduciaryFee-Only
#139
100

PEARL PLANNING

DEXTER, MI · Since 2025

$329M AUM4 clientsFee: 0%
FiduciaryFee-Only
#140
100

BLACK WALNUT WEALTH MANAGEMENT

TRAVERSE CITY, MI · Since 2025

$137M AUM1 clientsFee: 0%
FiduciaryFee-Only
#141
100

NORTHERN EDGE WEALTH MANAGEMENT

MARQUETTE, MI · Since 2025

$247M AUM4 clientsFee: 0%
FiduciaryFee-Only
#142
100

TAMARISK CAPITAL MANAGEMENT

HOLLAND, MI · Since 2025

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#143
100

VERTRIX WEALTH MANAGEMENT, LLC

TROY, MI · Since 2025

$343M AUM7 clientsFee: 0%
FiduciaryFee-Only
#144
100

CUSTOM WEALTH MANAGEMENT

PLYMOUTH, MI · Since 2026

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#145
100

RYZOME INVESTMENT ADVISORS

OKEMOS, MI · Since 2026

$116M AUM2 clientsFee: 0%
FiduciaryFee-Only
#146
100

N.V.N.G. INVESTMENTS, INC.

KALAMAZOO, MI · Since 2018

$330M AUM1 clientsFee: 0%
FiduciaryFee-Only
#147
95

SCHWARTZ & CO.

BLOOMFIELD HILLS, MI · Since 2004

$10.5B AUM23 clientsFee: 0%
Broker-Dealer
#148
95

USA FINANCIAL SECURITIES LLC

ADA, MI · Since 2007

$297M AUM134 clientsFee: 0%
Broker-Dealer
#149
95

NPF INVESTMENT ADVISORS

GRAND RAPIDS, MI · Since 1984

$2.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#150
95

SIGMA INVESTMENT COUNSELORS

NORTHVILLE, MI · Since 1973

$2.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#151
95

FINANCIAL ADVISORY CORPORATION

GRAND RAPIDS, MI · Since 1989

$1.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#152
95

RACHOR INVESTMENT ADVISORY SERVICES, LLC

LINDEN, MI · Since 1985

$238M AUM14 clientsFee: 0%
FiduciaryFee-Only
#153
95

JAY A. FISHMAN, LTD

TROY, MI · Since 1970

$1.3B AUM4 clientsFee: 0%
FiduciaryFee-Only
#154
95

LIBERTY CAPITAL MANAGEMENT INC

BIRMINGHAM, MI · Since 1992

$849M AUM3 clientsFee: 0%
FiduciaryFee-Only
#155
95

BLOOM ADVISORS

FARMINGTON HILLS, MI · Since 1995

$1.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#156
95

PROVIDENT INVESTMENT MANAGEMENT, INC.

NOVI, MI · Since 1981

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#157
95

DIVERSIFIED PORTFOLIOS, INC.

BLOOMFIELD HILLS, MI · Since 1999

$1.9B AUM11 clientsFee: 0%
FiduciaryFee-Only
#158
95

SEIZERT CAPITAL PARTNERS

BIRMINGHAM, MI · Since 2000

$2.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#159
95

KAYDAN WEALTH MANAGEMENT, INC.

FENTON, MI · Since 2020

$727M AUM8 clientsFee: 0%
FiduciaryFee-Only
#160
95

MAINSTAY CAPITAL MANAGEMENT, LLC

GRAND BLANC, MI · Since 2000

$4.8B AUM19 clientsFee: 0%
FiduciaryFee-Only
#161
95

MANAGED ASSET PORTFOLIOS, LLC

ROCHESTER, MI · Since 2000

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#162
95

CENTER FOR FINANCIAL PLANNING INC

SOUTHFIELD, MI · Since 2006

$2.0B AUM17 clientsFee: 0%
FiduciaryFee-Only
#163
95

MEADOWBROOK INVESTMENT ADVISORS LLC

LIVONIA, MI · Since 2000

$185M AUM3 clientsFee: 0%
FiduciaryFee-Only
#164
95

RETIREMENT INCOME SOLUTIONS, INC.

ANN ARBOR, MI · Since 2010

$3.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#165
95

PLANNING ALTERNATIVES LTD

BIRMINGHAM, MI · Since 1983

$1.5B AUM9 clientsFee: 0%
FiduciaryFee-Only
#166
95

PPS & V ASSET MANAGEMENT CONSULTANTS INC

PORTAGE, MI · Since 1991

$254M AUM3 clientsFee: 0%
FiduciaryFee-Only
#167
95

JOHN A. WOLFE & ASSOCIATES, INC.

PORTAGE, MI · Since 1990

$561M AUM1 clientsFee: 0%
FiduciaryFee-Only
#168
95

LVM CAPITAL MANAGEMENT LTD

PORTAGE, MI · Since 1988

$1.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#169
95

FAMILY CAPITAL MANAGEMENT

GRAND RAPIDS, MI · Since 2017

$435M AUM4 clientsFee: 0%
FiduciaryFee-Only
#170
95

WHITE PINE INVESTMENT CO

LIVONIA, MI · Since 1997

$532M AUM3 clientsFee: 0%
FiduciaryFee-Only
#171
95

ASPEN INVESTMENT MANAGEMENT INC.

GRAND RAPIDS, MI · Since 2000

$452M AUM5 clientsFee: 0%
FiduciaryFee-Only
#172
95

VOISARD ASSET MANAGEMENT GROUP

GRAND RAPIDS, MI · Since 2003

$589M AUM6 clientsFee: 0%
FiduciaryFee-Only
#173
95

NORTHERN FINANCIAL ADVISORS, INC

BLOOMFIELD HILLS, MI · Since 2020

$684M AUM9 clientsFee: 0%
FiduciaryFee-Only
#174
95

CIG ASSET MANAGEMENT, INC.

SOUTHFIELD, MI · Since 2006

$192M AUM5 clientsFee: 0%
FiduciaryFee-Only
#175
95

GASAWAY INVESTMENT ADVISORS, INC.

KALAMAZOO, MI · Since 2021

$173M AUM4 clientsFee: 0%
FiduciaryFee-Only
#176
95

JVL WEALTH STRATEGIES

WYOMING, MI · Since 2002

$784M AUM7 clientsFee: 0%
FiduciaryFee-Only
#177
95

LVZ, INC.

HOLLAND, MI · Since 2006

$1.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#178
95

FAIRHAVEN FINANCIAL ADVISORY CORPORATION

EAST LANSING, MI · Since 2023

$378M AUM4 clientsFee: 0%
FiduciaryFee-Only
#179
95

GEM ASSET MANAGEMENT, LLC

PLYMOUTH, MI · Since 2007

$628M AUM4 clientsFee: 0%
FiduciaryFee-Only
#180
95

RFM FINANCIAL SOLUTIONS, LLC

MT. PLEASANT, MI · Since 2019

$260M AUM3 clientsFee: 0%
FiduciaryFee-Only
#181
95

REGAL INVESTMENT ADVISORS LLC

KENTWOOD, MI · Since 2010

$2.9B AUM118 clientsFee: 0%
FiduciaryFee-Only
#182
95

MIDWEST CAPITAL ADVISORS, LLC

GRAND RAPIDS, MI · Since 2014

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#183
95

STRAIGHTLINE

TROY, MI · Since 2004

$1.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#184
95

SPECTRUM FINANCIAL RESOURCES

TROY, MI · Since 2022

$235M AUM5 clientsFee: 0%
FiduciaryFee-Only
#185
95

NANTUCKET MULTI MANAGERS, LLC

BLOOMFIELD HILLS, MI · Since 2004

$260M AUM2 clientsFee: 0%
FiduciaryFee-Only
#186
95

HAVERDINK FINANCIAL MANAGEMENT, LLC

PORTAGE, MI · Since 2018

$220M AUM2 clientsFee: 0%
FiduciaryFee-Only
#187
95

CRANBROOK WEALTH MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2006

$907M AUM5 clientsFee: 0%
FiduciaryFee-Only
#188
95

GRAND WEALTH MANAGEMENT, LLC

GRAND RAPIDS, MI · Since 2004

$598M AUM6 clientsFee: 0%
FiduciaryFee-Only
#189
95

CENTENNIAL WEALTH ADVISORY, LLC

TRAVERSE CITY, MI · Since 2018

$397M AUM9 clientsFee: 0%
FiduciaryFee-Only
#190
95

HENRICKSON NAUTA WEALTH ADVISORS, INC.

BELMONT, MI · Since 2008

$805M AUM10 clientsFee: 0%
FiduciaryFee-Only
#191
95

KRS CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2022

$189M AUM1 clientsFee: 0%
FiduciaryFee-Only
#192
95

CLARKSTON CAPITAL PARTNERS, LLC

ROCHESTER, MI · Since 2007

$1.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#193
95

MILLER FINANCIAL SERVICES LLC

MARSHALL, MI · Since 2017

$463M AUM3 clientsFee: 0%
FiduciaryFee-Only
#194
95

CALDER FINANCIAL GROUP

ADA, MI · Since 2007

$297M AUM4 clientsFee: 0%
FiduciaryFee-Only
#195
95

MKD WEALTH

TROY, MI · Since 2007

$506M AUM5 clientsFee: 0%
FiduciaryFee-Only
#196
95

WOLVERINE WEALTH ADVISORY SERVICES INC.

BLOOMFIELD HILLS, MI · Since 2025

$141M AUM1 clientsFee: 0%
FiduciaryFee-Only
#197
95

VERDE CAPITAL MANAGEMENT, INC.

CLARKSTON, MI · Since 2008

$750M AUM11 clientsFee: 0%
FiduciaryFee-Only
#198
95

VIMA, LLC

TROY, MI · Since 2023

$229M AUM12 clientsFee: 0%
FiduciaryFee-Only
#199
95

GUIDESTREAM FINANCIAL, INC.

SPRING ARBOR, MI · Since 2009

$263M AUM5 clientsFee: 0%
FiduciaryFee-Only
#200
95

UP NORTH FINANCIAL, LLC

TRAVERSE CITY, MI · Since 2021

$204M AUM2 clientsFee: 0%
FiduciaryFee-Only
#201
95

C2 PRIVATE WEALTH

NOVI, MI · Since 2017

$1.8B AUM11 clientsFee: 0%
FiduciaryFee-Only
#202
95

ALLIANCE INVESTMENT MANAGEMENT, LLC

JENISON, MI · Since 2021

$207M AUM3 clientsFee: 0%
FiduciaryFee-Only
#203
95

J2 CAPITAL MANAGEMENT, INC.

TROY, MI · Since 2016

$196M AUM3 clientsFee: 0%
FiduciaryFee-Only
#204
95

ALLEN FINANCIAL MANAGEMENT

OXFORD, MI · Since 2025

$121M AUM1 clientsFee: 0%
FiduciaryFee-Only
#205
95

SAGE HILL CAPITAL

ANN ARBOR, MI · Since 2010

$214M AUM2 clientsFee: 0%
FiduciaryFee-Only
#206
95

HURON CAPITAL PARTNERS LLC

DETROIT, MI · Since 2012

$1.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#207
95

SCULATI WEALTH MANAGEMENT, LLC

BLOOMFIELD HILLS, MI · Since 2018

$381M AUM3 clientsFee: 0%
FiduciaryFee-Only
#208
95

ZHANG FINANCIAL

PORTAGE, MI · Since 2012

$8.4B AUM19 clientsFee: 0%
FiduciaryFee-Only
#209
95

STURBRIDGE CAPITAL LLC

BIRMINGHAM, MI · Since 2012

$731M AUM7 clientsFee: 0%
FiduciaryFee-Only
#210
95

BERINGEA, LLC

FARMINGTON HILLS, MI · Since 2012

$270M AUM5 clientsFee: 0%
FiduciaryFee-Only
#211
95

ALIDADE CAPITAL, LLC

BLOOMFIELD HILLS, MI · Since 2013

$565M AUM14 clientsFee: 0%
FiduciaryFee-Only
#212
95

STONEBRIDGE FINANCIAL GROUP

GRAND RAPIDS, MI · Since 2017

$739M AUM5 clientsFee: 0%
FiduciaryFee-Only
#213
95

PEAK WEALTH MANAGEMENT, LLC

PLYMOUTH, MI · Since 2019

$446M AUM3 clientsFee: 0%
FiduciaryFee-Only
#214
95

REITZ CAPITAL ADVISORS LLC

FREELAND, MI · Since 2018

$103M AUM1 clientsFee: 0%
FiduciaryFee-Only
#215
95

VANDERPOL INVESTMENTS L.L.C.

CALEDONIA, MI · Since 2023

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#216
95

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

GRAND RAPIDS, MI · Since 2013

$1.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#217
95

ARBOR WEALTH ADVISORS LLC

TROY, MI · Since 2013

$658M AUM1 clientsFee: 0%
FiduciaryFee-Only
#218
95

ARBOR TRUST WEALTH ADVISORS, LLC

ANN ARBOR, MI · Since 2014

$611M AUM3 clientsFee: 0%
FiduciaryFee-Only
#219
95

ACORN WEALTH ADVISORS, LLC

GRAND BLANC, MI · Since 2014

$561M AUM5 clientsFee: 0%
FiduciaryFee-Only
#220
95

RED CEDAR INVESTMENT MANAGEMENT

GRAND RAPIDS, MI · Since 2014

$3.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#221
95

LONG ROAD INVESTMENT COUNSEL, LLC

KALAMAZOO, MI · Since 2014

$346M AUM2 clientsFee: 0%
FiduciaryFee-Only
#222
95

FIDUCIARY FINANCIAL ADVISORS

GRAND RAPIDS, MI · Since 2021

$1.3B AUM50 clientsFee: 0%
FiduciaryFee-Only
#223
95

GAINPLAN LLC

BLOOMFIELD HILLS, MI · Since 2015

$462M AUM8 clientsFee: 0%
FiduciaryFee-Only
#224
95

SYNERGY WEALTH MANAGEMENT, LLC

GRAND RAPIDS, MI · Since 2025

$127M AUM3 clientsFee: 0%
FiduciaryFee-Only
#225
95

VISION CAPITAL PARTNERS

ANN ARBOR, MI · Since 2015

$147M AUM2 clientsFee: 0%
FiduciaryFee-Only
#226
95

INTEGRATED INVESTMENT CONSULTANTS, LLC

BLOOMFIELD HILLS, MI · Since 2015

$1.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#227
95

BLUE WATER ASSET MANAGEMENT

GRAND RAPIDS, MI · Since 2015

$428M AUM7 clientsFee: 0%
FiduciaryFee-Only
#228
95

ENGLISH CAPITAL MANAGEMENT LLC

BLOOMFIELD HILLS, MI · Since 2024

$241M AUM2 clientsFee: 0%
FiduciaryFee-Only
#229
95

HUNGERFORD FINANCIAL LLC

GRAND RAPIDS, MI · Since 2019

$492M AUM5 clientsFee: 0%
FiduciaryFee-Only
#230
95

TRP CAPITAL ADVISORS, LLC

BIRMINGHAM, MI · Since 2015

$82M AUM9 clientsFee: 0%
FiduciaryFee-Only
#231
95

GENERATIONAL WEALTH, INC.

ZEELAND, MI · Since 2020

$395M AUM8 clientsFee: 0%
FiduciaryFee-Only
#232
95

OA PRIVATE CAPITAL

GRAND RAPIDS, MI · Since 2016

$22.9B AUM26 clientsFee: 0%
FiduciaryFee-Only
#233
95

ADVISORY ADVOCATES LLC

GRAND RAPIDS, MI · Since 2026

$159M AUM7 clientsFee: 0%
FiduciaryFee-Only
#234
95

FOUR FINANCIAL MANAGEMENT

ANN ARBOR, MI · Since 2024

$163M AUM6 clientsFee: 0%
FiduciaryFee-Only
#235
95

ISTO ADVISORS, LLC

TROY, MI · Since 2016

$1.1B AUM19 clientsFee: 0%
FiduciaryFee-Only
#236
95

FSA ADVISORS, INC.

TROY, MI · Since 2021

$573M AUM31 clientsFee: 0%
FiduciaryFee-Only
#237
95

ANTONELLI FINANCIAL ADVISORS, LLC

GROSSE POINTE, MI · Since 2024

$229M AUM3 clientsFee: 0%
FiduciaryFee-Only
#238
95

LIFEWORKS ADVISORS, LLC

GRAND RAPIDS, MI · Since 2020

$967M AUM40 clientsFee: 0%
FiduciaryFee-Only
#239
95

CIRRUS CAPITAL LLC

BLOOMFIELD HILLS, MI · Since 2025

$170M AUM5 clientsFee: 0%
FiduciaryFee-Only
#240
95

FINANCIAL STRATEGIES GROUP, INC

OKEMOS, MI · Since 2017

$677M AUM7 clientsFee: 0%
FiduciaryFee-Only
#241
95

B.A. ROBERTS FINANCIAL SERVICES, INC.

MARQUETTE, MI · Since 2018

$374M AUM3 clientsFee: 0%
FiduciaryFee-Only
#242
95

INNOVIA WEALTH, LLC

GRAND RAPIDS, MI · Since 2017

$3.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#243
95

AUXO INVESTMENT PARTNERS, LLC

GRAND RAPIDS, MI · Since 2022

$412M AUM12 clientsFee: 0%
FiduciaryFee-Only
#244
95

O2 INVESTMENT PARTNERS, L.P.

BLOOMFIELD HILLS, MI · Since 2020

$1.8B AUM23 clientsFee: 0%
FiduciaryFee-Only
#245
95

SAPPHIRE BLUE INVESTMENT PARTNERS

FENTON, MI · Since 2019

$200M AUM1 clientsFee: 0%
FiduciaryFee-Only
#246
95

DARDEN WEALTH GROUP

ANN ARBOR, MI · Since 2021

$380M AUM4 clientsFee: 0%
FiduciaryFee-Only
#247
95

CWS FINANCIAL ADVISORS LLC

KALAMAZOO, MI · Since 2018

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#248
95

DANIEL KRUG & ASSOCIATES

CLARKSTON, MI · Since 2024

$145M AUM2 clientsFee: 0%
FiduciaryFee-Only
#249
95

ROCHESTER WEALTH STRATEGIES, LLC

ROCHESTER, MI · Since 2024

$178M AUM4 clientsFee: 0%
FiduciaryFee-Only
#250
95

ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.

DETROIT, MI · Since 2018

$1.8B AUM18 clientsFee: 0%
FiduciaryFee-Only
#251
95

VALSTONE PARTNERS VI

BIRMINGHAM, MI · Since 2019

$736M AUM5 clientsFee: 0%
FiduciaryFee-Only
#252
95

HEMMING& WEALTH MANAGEMENT, INC.

TRAVERSE CITY, MI · Since 2019

$293M AUM4 clientsFee: 0%
FiduciaryFee-Only
#253
95

SIGNAL ADVISORS WEALTH, LLC

DETROIT, MI · Since 2022

$1.7B AUM37 clientsFee: 0%
FiduciaryFee-Only
#254
95

DAHRING | CUSMANO AND ASSOCIATES

NOVI, MI · Since 2019

$781M AUM9 clientsFee: 0%
FiduciaryFee-Only
#255
95

ARBORFI ADVISORS, LLC

ANN ARBOR, MI · Since 2025

$148M AUM2 clientsFee: 0%
FiduciaryFee-Only
#256
95

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · Since 2019

$644M AUM5 clientsFee: 0%
FiduciaryFee-Only
#257
95

626 FINANCIAL, LLC

PORTAGE, MI · Since 2021

$380M AUM5 clientsFee: 0%
FiduciaryFee-Only
#258
95

TRP CAPITAL ADVISORS V, LLC

BIRMINGHAM, MI · Since 2020

$691M AUM9 clientsFee: 0%
FiduciaryFee-Only
#259
95

TRUE BLUE FINANCIAL, LLC

STEVENSVILLE, MI · Since 2025

$272M AUM4 clientsFee: 0%
FiduciaryFee-Only
#260
95

WEST MICHIGAN ADVISORS

HOLLAND, MI · Since 2021

$781M AUM16 clientsFee: 0%
FiduciaryFee-Only
#261
95

MOTIVE WEALTH ADVISORS, LLC

BIRMINGHAM, MI · Since 2021

$363M AUM3 clientsFee: 0%
FiduciaryFee-Only
#262
95

THE NEMES RUSH GROUP, LLC

NOVI, MI · Since 2021

$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#263
95

HILL ISLAND FINANCIAL LLC

GRAND RAPIDS, MI · Since 2021

$624M AUM8 clientsFee: 0%
FiduciaryFee-Only
#264
95

BRICKTOWN CAPITAL, LLC

DETROIT, MI · Since 2022

$11.7B AUM33 clientsFee: 0%
FiduciaryFee-Only
#265
95

TRM ADVISORS LP

SOUTHFIELD, MI · Since 2024

$160M AUM9 clientsFee: 0%
FiduciaryFee-Only
#266
95

DAUS FINANCIAL GROUP, LLC

KALAMAZOO, MI · Since 2023

$271M AUM3 clientsFee: 0%
FiduciaryFee-Only
#267
95

LIGHTSQUARE WEALTH MANAGEMENT, LLC

BINGHAM FARMS, MI · Since 2023

$204M AUM2 clientsFee: 0%
FiduciaryFee-Only
#268
95

STONEBROOK PRIVATE LLC

NORTHVILLE, MI · Since 2023

$937M AUM4 clientsFee: 0%
FiduciaryFee-Only
#269
95

SPEYSIDE EQUITY ADVISERS LLC

ANN ARBOR, MI · Since 2023

$811M AUM11 clientsFee: 0%
FiduciaryFee-Only
#270
95

STONEPATH WEALTH MANAGEMENT

TRAVERSE CITY, MI · Since 2024

$299M AUM9 clientsFee: 0%
FiduciaryFee-Only
#271
95

TRP CAPITAL ADVISORS VI, LLC

BIRMINGHAM, MI · Since 2024

$311M AUM9 clientsFee: 0%
FiduciaryFee-Only
#272
95

SPARTAN WEALTH MANAGEMENT

BINGHAM FARMS, MI · Since 2024

$1.5B AUM19 clientsFee: 0%
FiduciaryFee-Only
#273
95

HARBORFRONT FINANCIAL GROUP

LUDINGTON, MI · Since 2024

$149M AUM4 clientsFee: 0%
FiduciaryFee-Only
#274
95

SG REAL ESTATE I

SOUTHFIELD, MI · Since 2025

$203M AUM5 clientsFee: 0%
FiduciaryFee-Only
#275
95

CAMBIENT FAMILY OFFICE, LLC

ADA, MI · Since 2025

$858M AUM3 clientsFee: 0%
FiduciaryFee-Only
#276
95

RBS WEALTH MANAGEMENT

ALTO, MI · Since 2025

$322M AUM2 clientsFee: 0%
FiduciaryFee-Only
#277
95

SOLYCO CAPITAL LLC

ROCHESTER, MI · Since 2026

$220M AUM2 clientsFee: 0%
FiduciaryFee-Only
#278
95

DANIEL INVESTMENT GROUP INC.

ROYAL OAK, MI · Since 2025

$210M AUM3 clientsFee: 0%
FiduciaryFee-Only
#279
95

MODELL CAPITAL MANAGEMENT LLC

BLOOMFIELD HILLS, MI · Since 2025

$1.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
#280
95

MBX INVESTORS LLC

FARMINGTON HILLS, MI · Since 2026

$225M AUM2 clientsFee: 0%
FiduciaryFee-Only
#281
95

BAY POINTE WEALTH, LLC

NEW BALTIMORE, MI · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#282
95

MCMILLAN OFFICE, INC.

ST. CLAIR SHORES, MI · Since 2011

$914M AUM4 clientsFee: 0%
FiduciaryFee-Only
#283
92

CPR INVESTMENTS INC

ROCHESTER, MI · Since 2017

$239M AUM24 clientsFee: 0%
FiduciaryFee-Only
#284
92

GREAT LAKES WEALTH, LLC

NORTHVILLE, MI · Since 2021

$166M AUM3 clientsFee: 0%
FiduciaryFee-Only
#285
92

RHL GROUP, LLC

HOLLY, MI · Since 2024

$155M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#286
90

HANTZ FINANCIAL SERVICES, INC.

SOUTHFIELD, MI · Since 2015

$10.0B AUM333 clientsFee: 0%
Broker-Dealer
#287
90

ADVANCE CAPITAL MANAGEMENT INC

SOUTHFIELD, MI · Since 1986

$5.0B AUM29 clientsFee: 0%
FiduciaryFee-Only
#288
90

ADVISORY ALPHA, LLC

HOLLAND, MI · Since 2011

$4.4B AUM61 clientsFee: 0%
FiduciaryFee-Only
#289
85

SKYOAK WEALTH

SOUTHFIELD, MI · Since 2019

$693M AUM4 clientsFee: 0%
FiduciaryFee-Only
#290
84

J.V.B. INVESTMENT COMPANY

JACKSON, MI · Since 2025

$158M AUM5 clientsFee: 0%
Broker-Dealer1 complaint
#291
84

TRUSTEE EMPOWERMENT & PROTECTION, INC.

TROY, MI · Since 2002

$10M AUM4 clientsFee: 0%
FiduciaryFee-Only2 complaints
#292
80

SPC

ANN ARBOR, MI · Since 1984

$6.1B AUM471 clientsFee: 0%
FiduciaryFee-Only
#293
80

SECURE ASSET MANAGEMENT, L.L.C.

TROY, MI · Since 2018

$871M AUM55 clientsFee: 0%
FiduciaryFee-Only
#294
79

CENTENNIAL SECURITIES COMPANY INC

GRAND RAPIDS, MI · Since 2015

$1.3B AUM30 clientsFee: 0%
Broker-Dealer2 complaints
#295
79

J W KORTH & COMPANY

LANSING, MI · Since 2015

$229M AUM5 clientsFee: 0%
Broker-Dealer2 complaints
#296
72

CORECAP ADVISORS

SOUTHFIELD, MI · Since 2011

$4.0B AUM110 clientsFee: 0%
FiduciaryFee-Only1 complaint
#297
46

CONCORDE ASSET MANAGEMENT, LLC

ANN ARBOR, MI · Since 2012

$598M AUM67 clientsFee: 0%
FiduciaryFee-Only3 complaints

About Financial Advisors in Michigan

How many financial advisors are registered in Michigan?
There are 297 SEC-registered investment advisory firms in Michigan, spread across 72 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Michigan?
The median advisory fee in Michigan is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.