Research Report · 2026-06-30
Largest Registered Investment Advisers in Michigan
Michigan SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
308
Total AUM
$571.49B
Median AUM
$369.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | JACKSON NATIONAL ASSET MANAGEMENT, LLC | LANSING | 111079 | $246.30B | 156 | 2026-05-31 | → |
| 2 | PLANTE MORAN FINANCIAL ADVISORS, LLC | SOUTHFIELD | 112158 | $25.12B | 148 | 2026-06-30 | → |
| 3 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | GRAND RAPIDS | 282516 | $22.95B | 91 | 2026-03-31 | → |
| 4 | YOUSIF CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | 312511 | $14.73B | 17 | 2026-03-31 | → |
| 5 | BRICKTOWN CAPITAL LLC | DETROIT | 319290 | $11.67B | 33 | 2026-03-31 | → |
| 6 | GREGORY J. SCHWARTZ & CO., INC. | BLOOMFIELD HILLS | 7294 | $10.49B | 30 | 2026-03-31 | → |
| 7 | MCQUEEN FINANCIAL ADVISORS II, INC. | CLAWSON | 109325 | $10.09B | 50 | 2026-03-31 | → |
| 8 | HANTZ FINANCIAL SERVICES, INC. | SOUTHFIELD | 46047 | $10.00B | 435 | 2026-04-30 | → |
| 9 | ZHANG FINANCIAL LLC | PORTAGE | 159257 | $8.37B | 50 | 2026-03-31 | → |
| 10 | SIGMA PLANNING CORPORATION | ANN ARBOR | 110692 | $6.10B | 471 | 2026-05-31 | → |
| 11 | REHMANN CAPITAL ADVISORY GROUP, LLC | LANSING | 123047 | $5.27B | 39 | 2026-03-31 | → |
| 12 | ADVANCE CAPITAL MANAGEMENT INC | SOUTHFIELD | 110767 | $4.98B | 62 | 2026-03-31 | → |
| 13 | MAINSTAY CAPITAL MANAGEMENT, LLC | GRAND BLANC | 109528 | $4.84B | 33 | 2026-04-30 | → |
| 14 | CAPITAL ASSET ADVISORY SERVICES, LLC. | WILLIAMSTON | 110929 | $4.64B | 136 | 2026-03-31 | → |
| 15 | ADVISORY ALPHA, LLC | HOLLAND | 158282 | $4.37B | 66 | 2026-03-31 | → |
| 16 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | BLOOMFIELD HILLS | 319062 | $3.99B | 25 | 2026-03-31 | → |
| 17 | CORECAP ADVISORS, LLC | SOUTHFIELD | 158819 | $3.99B | 116 | 2026-03-31 | → |
| 18 | SCHECHTER INVESTMENT ADVISORS, LLC | BIRMINGHAM | 169114 | $3.94B | 30 | 2025-04-30 | → |
| 19 | SCHWARTZ INVESTMENT COUNSEL INC | PLYMOUTH | 104693 | $3.79B | 20 | 2026-03-31 | → |
| 20 | RED CEDAR INVESTMENT MANAGEMENT, LLC | GRAND RAPIDS | 170939 | $3.33B | 18 | 2026-05-31 | → |
| 21 | STRATEGIES WEALTH ADVISORS, LLC | GRAND RAPIDS | 289913 | $3.29B | 31 | 2026-04-30 | → |
| 22 | RETIREMENT INCOME SOLUTIONS, INC. | ANN ARBOR | 110145 | $2.97B | 26 | 2026-05-31 | → |
| 23 | REGAL INVESTMENT ADVISORS LLC | KENTWOOD | 125004 | $2.88B | 131 | 2026-05-31 | → |
| 24 | BRICK CAPITAL MANAGEMENT INC | EAST LANSING | 107600 | $2.84B | 1 | 2026-03-31 | → |
| 25 | NORRIS PERNE & FRENCH LLP | GRAND RAPIDS | 104683 | $2.69B | 18 | 2026-03-31 | → |
| 26 | IPEX, INC. | PLYMOUTH | 124337 | $2.65B | 3 | 2026-06-30 | → |
| 27 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | BLOOMFIELD HILLS | 121560 | $2.58B | 19 | 2026-03-31 | → |
| 28 | SEIZERT CAPITAL PARTNERS, LLC | BIRMINGHAM | 108954 | $2.48B | 17 | 2026-02-28 | → |
| 29 | SIGMA INVESTMENT COUNSELORS, INC. | NORTHVILLE | 104754 | $2.17B | 20 | 2026-04-30 | → |
| 30 | WELL DONE, LLC | HOLLAND | 173736 | $2.00B | 26 | 2026-03-31 | → |
| 31 | CENTER FOR FINANCIAL PLANNING INC | SOUTHFIELD | 109599 | $1.97B | 26 | 2026-04-30 | → |
| 32 | DIVERSIFIED PORTFOLIOS INC | BLOOMFIELD HILLS | 108942 | $1.94B | 19 | 2026-03-31 | → |
| 33 | MODELL CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | 339228 | $1.88B | 7 | 2026-02-28 | → |
| 34 | BLUE CHIP PARTNERS, LLC | FARMINGTON HILLS | 132437 | $1.88B | 34 | 2026-03-31 | → |
| 35 | ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. | DETROIT | 299650 | $1.84B | 20 | 2026-03-31 | → |
| 36 | STRATEGIC INVESTMENT ADVISORS, LLC | NOVI | 151501 | $1.82B | 16 | 2026-06-30 | → |
| 37 | O2 INVESTMENT PARTNERS, L.P. | BLOOMFIELD HILLS | 291435 | $1.81B | 30 | 2026-04-30 | → |
| 38 | CLARKSTON CAPITAL PARTNERS, LLC | ROCHESTER | 143456 | $1.71B | 21 | 2026-03-31 | → |
| 39 | SIGNAL ADVISORS WEALTH, LLC | DETROIT | 301086 | $1.69B | 37 | 2026-05-31 | → |
| 40 | USA FINANCIAL EXCHANGE LLC | ADA | 283466 | $1.64B | 38 | 2026-03-31 | → |
| 41 | THE NEMES RUSH GROUP, LLC | NOVI | 312554 | $1.62B | 17 | 2026-03-31 | → |
| 42 | BLOOM ADVISORS, INC. | FARMINGTON HILLS | 106152 | $1.62B | 21 | 2026-04-30 | → |
| 43 | PLANNING ALTERNATIVES LTD | BIRMINGHAM | 110268 | $1.54B | 20 | 2026-03-31 | → |
| 44 | ROBINSON CAPITAL MANAGEMENT, LLC | GROSSE POINTE FARMS | 166182 | $1.54B | 10 | 2026-02-28 | → |
| 45 | SPARTAN WEALTH ADVISORY SERVICES LLC | BINGHAM FARMS | 331719 | $1.48B | 31 | 2026-05-31 | → |
| 46 | FLEXIBLE PLAN INVESTMENTS LTD | BLOOMFIELD HILLS | 110762 | $1.48B | 68 | 2026-03-31 | → |
| 47 | MIDWEST CAPITAL ADVISORS, LLC | GRAND RAPIDS | 125389 | $1.36B | 11 | 2026-05-31 | → |
| 48 | CENTENNIAL SECURITIES COMPANY INC | GRAND RAPIDS | 7763 | $1.34B | 45 | 2026-04-30 | → |
| 49 | FIDUCIARY FINANCIAL ADVISORS | GRAND RAPIDS | 172103 | $1.33B | 50 | 2026-04-30 | → |
| 50 | CWS FINANCIAL ADVISORS LLC | KALAMAZOO | 297000 | $1.33B | 12 | 2026-02-28 | → |
| 51 | LVM CAPITAL MANAGEMENT LTD | PORTAGE | 111039 | $1.31B | 15 | 2025-09-30 | → |
| 52 | MANAGED ASSET PORTFOLIOS, LLC | ROCHESTER | 109574 | $1.27B | 22 | 2026-03-31 | → |
| 53 | FISHMAN JAY A LTD | TROY | 105609 | $1.25B | 8 | 2026-03-31 | → |
| 54 | COLUMBIA ASSET MANAGEMENT, L.L.C. | ANN ARBOR | 124174 | $1.20B | 7 | 2026-03-31 | → |
| 55 | STRAIGHTLINE GROUP, LLC | TROY | 127401 | $1.17B | 11 | 2026-03-31 | → |
| 56 | PROVIDENT INVESTMENT MANAGEMENT, INC. | NOVI | 106976 | $1.13B | 10 | 2026-06-30 | → |
| 57 | LVZ, INC. | HOLLAND | 124228 | $1.13B | 24 | 2026-03-31 | → |
| 58 | FINANCIAL ADVISORY CORPORATION | GRAND RAPIDS | 105472 | $1.10B | 14 | 2026-02-28 | → |
| 59 | INTEGRATED INVESTMENT CONSULTANTS, LLC | BLOOMFIELD HILLS | 175299 | $1.08B | 10 | 2026-04-30 | → |
| 60 | ISTO ADVISORS, LLC | TROY | 284560 | $1.06B | 27 | 2026-03-31 | → |
| 61 | PENINSULA CAPITAL PARTNERS, L.L.C. | SOUTHFIELD | 157354 | $1.04B | 14 | 2026-04-30 | → |
| 62 | WILLIAM MACK & ASSOCIATES INC | TROY | 107377 | $1.03B | 22 | 2026-04-30 | → |
| 63 | HURON CAPITAL PARTNERS LLC | DETROIT | 157060 | $1.02B | 16 | 2026-06-30 | → |
| 64 | ASSET ALLOCATION STRATEGIES, LLC | FARMINGTON | 152339 | $1.02B | 45 | 2026-03-31 | → |
| 65 | LAFLEUR & GODFREY LLC | GRAND RAPIDS | 168831 | $1.02B | 7 | 2026-03-31 | → |
| 66 | CARRERA CAPITAL ADVISORS, LLC | TROY | 330834 | $968.7M | 13 | 2026-03-31 | → |
| 67 | LIFEWORKS ADVISORS, LLC | GRAND RAPIDS | 288255 | $966.7M | 48 | 2026-06-30 | → |
| 68 | STONEBROOK PRIVATE LLC | NORTHVILLE | 325434 | $937.0M | 11 | 2026-05-31 | → |
| 69 | LS INVESTMENT ADVISORS, LLC | BLOOMFIELD HILLS | 146829 | $932.1M | 10 | 2026-06-30 | → |
| 70 | OLD MISSION INVESTMENT COMPANY, LLC | TRAVERSE CITY | 140381 | $929.0M | 10 | 2026-03-31 | → |
| 71 | DILLON & ASSOCIATES INC | JACKSON | 104662 | $916.4M | 8 | 2026-06-30 | → |
| 72 | MCMILLAN OFFICE, INC. | ST. CLAIR SHORES | 157836 | $913.7M | 9 | 2026-03-31 | → |
| 73 | CRANBROOK WEALTH MANAGEMENT, LLC | BLOOMFIELD HILLS | 132058 | $906.8M | 6 | 2026-03-31 | → |
| 74 | JLB & ASSOCIATES INC | PLYMOUTH | 104655 | $892.7M | 4 | 2026-04-30 | → |
| 75 | SECURE ASSET MANAGEMENT, L.L.C. | TROY | 144046 | $870.6M | 54 | 2026-06-30 | → |
| 76 | CAMBIENT FAMILY OFFICE, LLC | ADA | 335128 | $857.9M | 6 | 2026-03-31 | → |
| 77 | LIBERTY CAPITAL MANAGEMENT INC | BIRMINGHAM | 106063 | $849.5M | 4 | 2026-02-28 | → |
| 78 | BARON WEALTH MANAGEMENT, LLC | TROY | 153117 | $846.8M | 6 | 2026-03-31 | → |
| 79 | EXCHANGE CAPITAL MANAGEMENT INC | ANN ARBOR | 104875 | $832.8M | 13 | 2025-02-28 | → |
| 80 | FOGUTH WEALTH MANAGEMENT, LLC. | BRIGHTON | 327434 | $825.1M | 88 | 2026-06-30 | → |
| 81 | SPEYSIDE EQUITY ADVISERS LLC | ANN ARBOR | 325765 | $811.4M | 11 | 2026-03-31 | → |
| 82 | HENRICKSON NAUTA WEALTH ADVISORS, INC. | BELMONT | 141201 | $805.4M | 15 | 2026-06-30 | → |
| 83 | Q3 ASSET MANAGEMENT CORPORATION | BIRMINGHAM | 137839 | $794.7M | 12 | 2026-03-31 | → |
| 84 | JVL ASSOCIATES, LLC | WYOMING | 124018 | $784.4M | 8 | 2026-04-30 | → |
| 85 | DAHRING | CUSMANO LLC | NOVI | 301236 | $781.4M | 18 | 2026-03-31 | → |
| 86 | TAMARISK FINANCIAL, LLC | HOLLAND | 312073 | $781.3M | 23 | 2026-04-30 | → |
| 87 | VERDE CAPITAL MANAGEMENT, INC. | CLARKSTON | 147179 | $749.8M | 16 | 2026-02-28 | → |
| 88 | GLOBAL FINANCIAL GROUP ADVISORS LLC | GRAND RAPIDS | 166251 | $739.4M | 5 | 2026-03-31 | → |
| 89 | VALSTONE PARTNERS VI, LLC | BIRMINGHAM | 300629 | $735.9M | 9 | 2026-03-31 | → |
| 90 | STURBRIDGE CAPITAL LLC | BIRMINGHAM | 160327 | $730.9M | 14 | 2026-03-31 | → |
| 91 | KAYDAN WEALTH MANAGEMENT, INC. | FENTON | 108964 | $726.5M | 18 | 2026-02-28 | → |
| 92 | BRIGHT FINANCIAL ADVISORS, INC. | PORTAGE | 107931 | $725.5M | 12 | 2026-01-31 | → |
| 93 | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | KALAMAZOO | 165285 | $724.5M | 4 | 2026-05-31 | → |
| 94 | ALTRIUS CAPITAL MANAGEMENT, INC. | NOVI | 121529 | $716.0M | 12 | 2026-03-31 | → |
| 95 | FIELDVIEW CAPITAL MANAGEMENT, LLC | NILES | 332308 | $712.5M | 14 | 2026-03-31 | → |
| 96 | ARCADIA INVESTMENT MANAGEMENT CORP | KALAMAZOO | 104867 | $697.3M | 4 | 2026-05-31 | → |
| 97 | SKYOAK WEALTH LLC | SOUTHFIELD | 299564 | $692.7M | 7 | 2026-03-31 | → |
| 98 | TRP CAPITAL ADVISORS V, LLC | BIRMINGHAM | 306604 | $691.0M | 11 | 2026-03-31 | → |
| 99 | NORTHERN FINANCIAL ADVISORS, INC. | BLOOMFIELD HILLS | 121088 | $684.0M | 12 | 2026-01-31 | → |
| 100 | FINANCIAL STRATEGIES GROUP, INC | OKEMOS | 289054 | $677.4M | 27 | 2026-03-31 | → |
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