Research Report · 2026-06-30
Institutional Registered Investment Advisers in Michigan
SEC-registered investment advisers in Michigan ranked by reported institutional client assets.
Firms
220
Total AUM
$287.83B
Median AUM
$432.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | YOUSIF CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | 312511 | $14.73B | 17 | 2026-03-31 | → |
| 2 | BRICKTOWN CAPITAL LLC | DETROIT | 319290 | $11.67B | 33 | 2026-03-31 | → |
| 3 | MCQUEEN FINANCIAL ADVISORS II, INC. | CLAWSON | 109325 | $10.09B | 50 | 2026-03-31 | → |
| 4 | GREGORY J. SCHWARTZ & CO., INC. | BLOOMFIELD HILLS | 7294 | $10.49B | 30 | 2026-03-31 | → |
| 5 | BRICK CAPITAL MANAGEMENT INC | EAST LANSING | 107600 | $2.84B | 1 | 2026-03-31 | → |
| 6 | ZHANG FINANCIAL LLC | PORTAGE | 159257 | $8.37B | 50 | 2026-03-31 | → |
| 7 | IPEX, INC. | PLYMOUTH | 124337 | $2.65B | 3 | 2026-06-30 | → |
| 8 | RED CEDAR INVESTMENT MANAGEMENT, LLC | GRAND RAPIDS | 170939 | $3.33B | 18 | 2026-05-31 | → |
| 9 | SEIZERT CAPITAL PARTNERS, LLC | BIRMINGHAM | 108954 | $2.48B | 17 | 2026-02-28 | → |
| 10 | ADVISORY ALPHA, LLC | HOLLAND | 158282 | $4.37B | 66 | 2026-03-31 | → |
| 11 | REHMANN CAPITAL ADVISORY GROUP, LLC | LANSING | 123047 | $5.27B | 39 | 2026-03-31 | → |
| 12 | CAPITAL ASSET ADVISORY SERVICES, LLC. | WILLIAMSTON | 110929 | $4.64B | 136 | 2026-03-31 | → |
| 13 | ROBINSON CAPITAL MANAGEMENT, LLC | GROSSE POINTE FARMS | 166182 | $1.54B | 10 | 2026-02-28 | → |
| 14 | MIDWEST CAPITAL ADVISORS, LLC | GRAND RAPIDS | 125389 | $1.36B | 11 | 2026-05-31 | → |
| 15 | SCHECHTER INVESTMENT ADVISORS, LLC | BIRMINGHAM | 169114 | $3.94B | 30 | 2025-04-30 | → |
| 16 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | BLOOMFIELD HILLS | 121560 | $2.58B | 19 | 2026-03-31 | → |
| 17 | CLARKSTON CAPITAL PARTNERS, LLC | ROCHESTER | 143456 | $1.71B | 21 | 2026-03-31 | → |
| 18 | GLOBAL FINANCIAL GROUP ADVISORS LLC | GRAND RAPIDS | 166251 | $739.4M | 5 | 2026-03-31 | → |
| 19 | FINANCIAL ADVISORY CORPORATION | GRAND RAPIDS | 105472 | $1.10B | 14 | 2026-02-28 | → |
| 20 | STRATEGIES WEALTH ADVISORS, LLC | GRAND RAPIDS | 289913 | $3.29B | 31 | 2026-04-30 | → |
| 21 | WELL DONE, LLC | HOLLAND | 173736 | $2.00B | 26 | 2026-03-31 | → |
| 22 | MAINSTAY CAPITAL MANAGEMENT, LLC | GRAND BLANC | 109528 | $4.84B | 33 | 2026-04-30 | → |
| 23 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | BLOOMFIELD HILLS | 319062 | $3.99B | 25 | 2026-03-31 | → |
| 24 | CAMBIENT FAMILY OFFICE, LLC | ADA | 335128 | $857.9M | 6 | 2026-03-31 | → |
| 25 | INTEGRATED INVESTMENT CONSULTANTS, LLC | BLOOMFIELD HILLS | 175299 | $1.08B | 10 | 2026-04-30 | → |
| 26 | NORRIS PERNE & FRENCH LLP | GRAND RAPIDS | 104683 | $2.69B | 18 | 2026-03-31 | → |
| 27 | ASSET ALLOCATION STRATEGIES, LLC | FARMINGTON | 152339 | $1.02B | 45 | 2026-03-31 | → |
| 28 | DAHRING | CUSMANO LLC | NOVI | 301236 | $781.4M | 18 | 2026-03-31 | → |
| 29 | DS INVESTMENT ADVISORS | GRAND RAPIDS | 319351 | $386.1M | 4 | 2026-03-31 | → |
| 30 | UNION HERITAGE CAPITAL | DETROIT | 309768 | $295.2M | 3 | 2026-03-31 | → |
| 31 | CYPRESS CAPITAL WEALTH MANAGEMENT, LLC | ANN ARBOR | 312340 | $330.2M | 4 | 2026-03-31 | → |
| 32 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | SOUTHFIELD | 323718 | $242.8M | 17 | 2025-09-30 | → |
| 33 | MANAGED ASSET PORTFOLIOS, LLC | ROCHESTER | 109574 | $1.27B | 22 | 2026-03-31 | → |
| 34 | SIGMA PLANNING CORPORATION | ANN ARBOR | 110692 | $6.10B | 471 | 2026-05-31 | → |
| 35 | THE ABBIT MANAGEMENT CORP | GRAND HAVEN | 110507 | $252.3M | 7 | 2025-08-31 | → |
| 36 | AI ALPHA LLC | GRAND RAPIDS | 334908 | $200.0M | 3 | 2026-04-30 | → |
| 37 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | LANSING | 26455 | $228.7M | 20 | 2026-03-31 | → |
| 38 | THE NEMES RUSH GROUP, LLC | NOVI | 312554 | $1.62B | 17 | 2026-03-31 | → |
| 39 | COLUMBIA ASSET MANAGEMENT, L.L.C. | ANN ARBOR | 124174 | $1.20B | 7 | 2026-03-31 | → |
| 40 | LS INVESTMENT ADVISORS, LLC | BLOOMFIELD HILLS | 146829 | $932.1M | 10 | 2026-06-30 | → |
| 41 | MILLER FINANCIAL SERVICES LLC | MARSHALL | 143788 | $462.9M | 3 | 2026-03-31 | → |
| 42 | PLANTE MORAN FINANCIAL ADVISORS, LLC | SOUTHFIELD | 112158 | $25.12B | 148 | 2026-06-30 | → |
| 43 | FISHMAN JAY A LTD | TROY | 105609 | $1.25B | 8 | 2026-03-31 | → |
| 44 | A SMARTER WAY TO INVEST, INC. | BRIGHTON | 166170 | $150.0M | 7 | 2026-03-31 | → |
| 45 | REGAL INVESTMENT ADVISORS LLC | KENTWOOD | 125004 | $2.88B | 131 | 2026-05-31 | → |
| 46 | LVM CAPITAL MANAGEMENT LTD | PORTAGE | 111039 | $1.31B | 15 | 2025-09-30 | → |
| 47 | DILLON & ASSOCIATES INC | JACKSON | 104662 | $916.4M | 8 | 2026-06-30 | → |
| 48 | HANC WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 249789 | $492.1M | 5 | 2026-04-30 | → |
| 49 | INSTITUTIONAL INVESTMENT CONSULTING | BLOOMFIELD HILLS | 168705 | $125.0M | 13 | 2026-02-28 | → |
| 50 | DBS INVESTMENT ADVISERS, LLC | BAY CITY | 123283 | $280.2M | 8 | 2026-02-28 | → |
| 51 | CALDER INVESTMENT ADVISORS | ADA | 143973 | $297.0M | 7 | 2026-03-31 | → |
| 52 | GRAND WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 132137 | $597.8M | 12 | 2026-03-31 | → |
| 53 | HOOVER PRIVATE WEALTH, LLC | ROYAL OAK | 336484 | $171.3M | 6 | 2026-03-31 | → |
| 54 | MANER WEALTH, LLC | LANSING | 308146 | $299.5M | 3 | 2026-04-30 | → |
| 55 | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | TROY | 156177 | $512.5M | 8 | 2026-03-31 | → |
| 56 | POINTE CAPITAL MANAGEMENT LLC | GROSSE POINTE FARMS | 152520 | $452.3M | 6 | 2026-03-31 | → |
| 57 | DIVERSIFIED PORTFOLIOS INC | BLOOMFIELD HILLS | 108942 | $1.94B | 19 | 2026-03-31 | → |
| 58 | GEM ASSET MANAGEMENT, LLC | PLYMOUTH | 124332 | $628.1M | 4 | 2026-03-31 | → |
| 59 | HANTZ FINANCIAL SERVICES, INC. | SOUTHFIELD | 46047 | $10.00B | 435 | 2026-04-30 | → |
| 60 | ADVANCE CAPITAL MANAGEMENT INC | SOUTHFIELD | 110767 | $4.98B | 62 | 2026-03-31 | → |
| 61 | MODELL CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | 339228 | $1.88B | 7 | 2026-02-28 | → |
| 62 | GAINPLAN LLC | BLOOMFIELD HILLS | 174427 | $461.6M | 12 | 2026-03-31 | → |
| 63 | LIFEWORKS ADVISORS, LLC | GRAND RAPIDS | 288255 | $966.7M | 48 | 2026-06-30 | → |
| 64 | GASAWAY INVESTMENT ADVISORS, INC. | KALAMAZOO | 123807 | $173.1M | 13 | 2026-06-30 | → |
| 65 | LIBERTY CAPITAL MANAGEMENT INC | BIRMINGHAM | 106063 | $849.5M | 4 | 2026-02-28 | → |
| 66 | VERTRIX WEALTH MANAGEMENT, LLC | TROY | 339547 | $343.2M | 12 | 2026-04-30 | → |
| 67 | CENTENNIAL SECURITIES COMPANY INC | GRAND RAPIDS | 7763 | $1.34B | 45 | 2026-04-30 | → |
| 68 | OLD MISSION INVESTMENT COMPANY, LLC | TRAVERSE CITY | 140381 | $929.0M | 10 | 2026-03-31 | → |
| 69 | CARRERA CAPITAL ADVISORS, LLC | TROY | 330834 | $968.7M | 13 | 2026-03-31 | → |
| 70 | PLANNING ALTERNATIVES LTD | BIRMINGHAM | 110268 | $1.54B | 20 | 2026-03-31 | → |
| 71 | HERON BAY CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | 305537 | $643.8M | 7 | 2026-05-31 | → |
| 72 | CYGNET FINANCIAL PLANNING INC. | WATERFORD | 123430 | $212.9M | 10 | 2026-03-31 | → |
| 73 | UHY WEALTH MANAGEMENT RIA LLC | FARMINGTON HILLS | 317608 | $102.6M | 6 | 2026-04-30 | → |
| 74 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | SALINE | 147014 | $351.1M | 10 | 2026-03-31 | → |
| 75 | DESERANNO CORPORATION | GROSSE POINTE FARMS | 121841 | $208.0M | 6 | 2026-02-28 | → |
| 76 | STONEBROOK PRIVATE LLC | NORTHVILLE | 325434 | $937.0M | 11 | 2026-05-31 | → |
| 77 | HILL ISLAND FINANCIAL LLC | GRAND RAPIDS | 313469 | $623.8M | 11 | 2026-03-31 | → |
| 78 | GUIDESTREAM FINANCIAL, INC. | SPRING ARBOR | 150890 | $263.5M | 9 | 2026-04-30 | → |
| 79 | LAFLEUR & GODFREY LLC | GRAND RAPIDS | 168831 | $1.02B | 7 | 2026-03-31 | → |
| 80 | HENRICKSON NAUTA WEALTH ADVISORS, INC. | BELMONT | 141201 | $805.4M | 15 | 2026-06-30 | → |
| 81 | Q3 ASSET MANAGEMENT CORPORATION | BIRMINGHAM | 137839 | $794.7M | 12 | 2026-03-31 | → |
| 82 | MELONE PRIVATE WEALTH, LLC | AUBURN HILLS | 311638 | $313.2M | 4 | 2026-02-28 | → |
| 83 | M1 CAPITAL MANAGEMENT | TROY | 158269 | $450.4M | 12 | 2026-03-31 | → |
| 84 | ARCADIA INVESTMENT MANAGEMENT CORP | KALAMAZOO | 104867 | $697.3M | 4 | 2026-05-31 | → |
| 85 | THE ENTERPRISE INVESTMENT COMPANY | FARMINGTON HILLS | 116889 | $607.1M | 7 | 2026-04-30 | → |
| 86 | S.A. MASON, LLC | HOLLAND | 151440 | $528.7M | 3 | 2026-03-31 | → |
| 87 | SCHWARTZ INVESTMENT COUNSEL INC | PLYMOUTH | 104693 | $3.79B | 20 | 2026-03-31 | → |
| 88 | VAM GROUP, INC. | GRAND RAPIDS | 118048 | $589.4M | 8 | 2026-05-31 | → |
| 89 | DB & C ADVISORS, LLC | HOLLAND | 155645 | $252.2M | 11 | 2026-03-31 | → |
| 90 | VERDE CAPITAL MANAGEMENT, INC. | CLARKSTON | 147179 | $749.8M | 16 | 2026-02-28 | → |
| 91 | EXCHANGE CAPITAL MANAGEMENT INC | ANN ARBOR | 104875 | $832.8M | 13 | 2025-02-28 | → |
| 92 | LVZ, INC. | HOLLAND | 124228 | $1.13B | 24 | 2026-03-31 | → |
| 93 | FINANCIAL ARCITECTS, INC | JENISON | 148897 | $472.5M | 12 | 2026-02-28 | → |
| 94 | INTEGRATED CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | 284766 | $429.8M | 5 | 2026-02-28 | → |
| 95 | ISTO ADVISORS, LLC | TROY | 284560 | $1.06B | 27 | 2026-03-31 | → |
| 96 | MCMILLAN OFFICE, INC. | ST. CLAIR SHORES | 157836 | $913.7M | 9 | 2026-03-31 | → |
| 97 | ARBOR TRUST WEALTH ADVISORS, LLC | ANN ARBOR | 169611 | $611.4M | 13 | 2026-06-30 | → |
| 98 | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | KALAMAZOO | 165285 | $724.5M | 4 | 2026-05-31 | → |
| 99 | WASHINGTON AVENUE ADVISORS, LLC | LANSING | 307002 | $336.9M | 11 | 2026-05-31 | → |
| 100 | FAMILY CAPITAL MANAGEMENT, INC. | GRAND RAPIDS | 111230 | $435.1M | 10 | 2026-03-31 | → |
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