Top RIAs in Michigan
Every SEC-registered RIA with a main office in Michigan, by regulatory AUM, from Form ADV
306 RIAs registered with the SEC are headquartered in Michigan, the 13th most of any state, managing $565.4B in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Jackson National Asset Management, LLC in Lansing at $246.3B. 65 firms report $1 billion or more.
306
SEC-registered RIAs
$565.4B
Regulatory AUM
65
Firms at $1B and above
$344.8M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Michigan, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 306 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Jackson National Asset Management, LLCCRD 111079 | Lansing | $246.3B | 13 | 134 | 0 | 0% | May 2026 |
| 2 | Plante Moran Financial AdvisorsCRD 112158 | Southfield | $25.1B | 146 | 18,766 | 3,894 | 99% | Jul 2026 |
| 3 | OA Private CapitalCRD 282516 | Grand Rapids | $22.9B | 26 | 94 | 60 | 26% | Aug 2026 |
| 4 | Yousif Capital Management, LLCCRD 312511 | Bloomfield Hills | $14.7B | 8 | 454 | 350 | 7% | Mar 2026 |
| 5 | Bricktown Capital, LLCCRD 319290 | Detroit | $11.7B | 33 | 84 | n.d. | 0% | Mar 2026 |
| 6 | Schwartz & Co.CRD 7294 | Bloomfield Hills | $10.5B | 23 | 1,737 | 1,402 | 20% | Mar 2026 |
| 7 | McQueen Financial Advisors II, Inc.CRD 109325 | Clawson | $10.1B | 17 | 215 | 19 | 0% | Mar 2026 |
| 8 | Hantz Financial Services, Inc.CRD 46047 | Southfield | $10.0B | 333 | 121,451 | 23,624 | 99% | Jul 2026 |
| 9 | Zhang FinancialCRD 159257 | Portage | $8.4B | 19 | 7,855 | 2,295 | 67% | Mar 2026 |
| 10 | SPCCRD 110692 | Ann Arbor | $6.1B | 471 | 26,433 | 30,595 | 96% | May 2026 |
| 11 | Mainstay Capital Management, LLCCRD 109528 | Grand Blanc | $5.3B | 19 | 3,460 | 3,454 | 93% | Jul 2026 |
| 12 | Rehmann WealthCRD 123047 | Lansing | $5.3B | 39 | 6,020 | 2,186 | 64% | Mar 2026 |
| 13 | Advance Capital Management IncCRD 110767 | Southfield | $5.0B | 29 | 14,835 | 7,287 | 99% | Mar 2026 |
| 14 | CG Advisory ServicesCRD 110929 | Williamston | $4.6B | 69 | 18,187 | 4,898 | 61% | Mar 2026 |
| 15 | Advisory Alpha, LLCCRD 158282 | Holland | $4.4B | 61 | 24,401 | 8,799 | 54% | Mar 2026 |
| 16 | Azimuth Capital ManagementCRD 319062 | Bloomfield Hills | $4.0B | 9 | 1,603 | 381 | 91% | Mar 2026 |
| 17 | Corecap AdvisorsCRD 158819 | Southfield | $4.0B | 110 | 9,677 | 9,671 | 100% | Mar 2026 |
| 18 | Schwartz Investment Counsel IncCRD 104693 | Plymouth | $3.8B | 11 | 77 | 19 | 2% | Mar 2026 |
| 19 | Red Cedar Investment ManagementCRD 170939 | Grand Rapids | $3.3B | 13 | 67 | 0 | 0% | May 2026 |
| 20 | Innovia Wealth, LLCCRD 289913 | Grand Rapids | $3.3B | 17 | 3,978 | 727 | 85% | Jul 2026 |
| 21 | Retirement Income Solutions, Inc.CRD 110145 | Ann Arbor | $3.0B | 13 | 1,274 | 1,265 | 100% | May 2026 |
| 22 | Regal Investment Advisors LLCCRD 125004 | Kentwood | $2.9B | 118 | 13,473 | 8,220 | 95% | May 2026 |
| 23 | Brick Capital Management IncCRD 107600 | East Lansing | $2.8B | 1 | 20 | n.d. | 0% | Mar 2026 |
| 24 | NPF Investment AdvisorsCRD 104683 | Grand Rapids | $2.7B | 13 | 3,233 | 938 | 88% | Mar 2026 |
| 25 | Ipex, Inc.CRD 124337 | Plymouth | $2.7B | 2 | 54 | 3 | 2% | Jun 2026 |
| 26 | Deroy & Devereaux Private Investment Counsel, Inc.CRD 121560 | Bloomfield Hills | $2.6B | 6 | 615 | 119 | 69% | Mar 2026 |
| 27 | Seizert Capital PartnersCRD 108954 | Birmingham | $2.5B | 6 | 265 | 47 | 11% | Feb 2026 |
| 28 | Sigma Investment CounselorsCRD 104754 | Northville | $2.2B | 10 | 2,837 | 775 | 100% | Apr 2026 |
| 29 | Captrust Wealth AdvisorsCRD 173736 | Holland | $2.0B | 20 | 2,988 | 863 | 80% | Aug 2026 |
| 30 | Center for Financial Planning IncCRD 109599 | Southfield | $2.0B | 17 | 4,285 | 1,496 | 100% | Apr 2026 |
| 31 | Diversified Portfolios, Inc.CRD 108942 | Bloomfield Hills | $1.9B | 11 | 2,514 | 660 | 96% | Mar 2026 |
| 32 | Modell Capital Management LLCCRD 339228 | Bloomfield Hills | $1.9B | 3 | 918 | 371 | 96% | Feb 2026 |
| 33 | Blue Chip Partners, LLCCRD 132437 | Farmington Hills | $1.9B | 18 | 3,207 | 1,001 | 99% | Mar 2026 |
| 34 | Rockbridge Growth Equity Management, L.P.CRD 299650 | Detroit | $1.8B | 18 | 10 | 0 | 0% | Mar 2026 |
| 35 | C2 Private WealthCRD 151501 | Novi | $1.8B | 11 | 11,760 | 2,056 | 99% | Jun 2026 |
| 36 | O2 Investment Partners, L.P.CRD 291435 | Bloomfield Hills | $1.8B | 23 | 13 | n.d. | 0% | Apr 2026 |
| 37 | Clarkston Capital Partners, LLCCRD 143456 | Rochester | $1.7B | 12 | 347 | 123 | 11% | Jul 2026 |
| 38 | Signal Advisors Wealth, LLCCRD 301086 | Detroit | $1.7B | 37 | 10,642 | 4,816 | 100% | Aug 2026 |
| 39 | USA Financial ExchangeCRD 283466 | Ada | $1.6B | 0 | 9,971 | 10,265 | 100% | Mar 2026 |
| 40 | The Nemes Rush Group, LLCCRD 312554 | Novi | $1.6B | 7 | 3,041 | 759 | 89% | Mar 2026 |
| 41 | Bloom AdvisorsCRD 106152 | Farmington Hills | $1.6B | 11 | 1,166 | 1,166 | 100% | Apr 2026 |
| 42 | Planning Alternatives LtdCRD 110268 | Birmingham | $1.5B | 9 | 693 | 669 | 96% | Aug 2026 |
| 43 | Robinson Capital Management, LLCCRD 166182 | Grosse Pointe Farms | $1.5B | 7 | 80 | 0 | 0% | Jul 2026 |
| 44 | Spartan Wealth ManagementCRD 331719 | Bingham Farms | $1.5B | 19 | 1,179 | 1,165 | 98% | May 2026 |
| 45 | Flexible Plan Investments LtdCRD 110762 | Bloomfield Hills | $1.5B | 5 | 10,406 | 9,060 | 25% | Mar 2026 |
| 46 | Midwest Capital Advisors, LLCCRD 125389 | Grand Rapids | $1.4B | 8 | 971 | 265 | 26% | May 2026 |
| 47 | Centennial Securities Company IncCRD 7763 | Grand Rapids | $1.3B | 30 | 3,962 | 2,468 | 95% | Apr 2026 |
| 48 | Fiduciary Financial AdvisorsCRD 172103 | Grand Rapids | $1.3B | 50 | 8,246 | 2,164 | 99% | Apr 2026 |
| 49 | CWS Financial Advisors LLCCRD 297000 | Kalamazoo | $1.3B | 5 | 2,156 | 802 | 99% | Jul 2026 |
| 50 | LVM Capital Management LtdCRD 111039 | Portage | $1.3B | 8 | 1,407 | 1,341 | 90% | Sep 2025 |
02 · By city
Where in Michigan the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Grand Rapids33 · $46.6B
- Bloomfield Hills27 · $47.7B
- Troy23 · $12.4B
- Birmingham16 · $10.6B
- Ann Arbor15 · $14.2B
- Southfield13 · $48.7B
- Farmington Hills10 · $5.8B
- Traverse City10 · $3.0B
- Kalamazoo9 · $4.2B
- Novi8 · $6.7B
- Portage8 · $12.0B
- Brighton7 · $2.0B
- Holland7 · $9.1B
- Plymouth7 · $8.9B
- Royal Oak7 · $1.5B
- Lansing6 · $252.6B
- Ada5 · $3.6B
- Bingham Farms5 · $2.3B
- Detroit5 · $16.5B
- Rochester5 · $3.6B
- Northville4 · $3.3B
- East Lansing3 · $3.3B
- Grosse Pointe Farms3 · $2.2B
- Jackson3 · $1.3B
- Jenison3 · $837.5M
03 · Questions
Questions people ask about RIAs in Michigan
- How many RIAs are in Michigan?
- 306 RIAs registered with the SEC list a main office in Michigan in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Michigan?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Michigan is Jackson National Asset Management, LLC in Lansing, at $246.3B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Michigan RIAs manage more than $1 billion?
- 65 of the 306 SEC-registered RIAs headquartered in Michigan report regulatory assets under management of $1 billion or more. The median firm in the state reports $344.8M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.