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 | |
|---|---|---|---|---|---|---|---|
| 201 | PATRICK FINANCIAL GROUP, L.L.C. | BRIGHTON | 124610 | $170.4M | 2 | 2026-03-31 | → |
| 202 | CORECAP ADVISORS, LLC | SOUTHFIELD | 158819 | $3.99B | 116 | 2026-03-31 | → |
| 203 | INDEPENDENT WEALTH MANAGEMENT, LLC | TRAVERSE CITY | 124242 | $203.0M | 3 | 2026-05-31 | → |
| 204 | RICHARD W. PAUL & ASSOCIATES, LLC | NOVI | 156812 | $372.8M | 8 | 2026-03-31 | → |
| 205 | BLACK WALNUT WEALTH MANAGEMENT, LLC | TRAVERSE CITY | 337606 | $136.8M | 2 | 2026-05-31 | → |
| 206 | SUMMIT FINANCIAL CONSULTING LLC | STERLING HEIGHTS | 126570 | $184.7M | 6 | 2026-04-30 | → |
| 207 | BROOKTREE CAPITAL MANAGEMENT INC. | GRAND RAPIDS | 114173 | $138.9M | 2 | 2026-03-31 | → |
| 208 | BRIGHT FINANCIAL ADVISORS, INC. | PORTAGE | 107931 | $725.5M | 12 | 2026-01-31 | → |
| 209 | OCTO CAPITAL, LLC | BINGHAM FARMS | 174351 | $165.0M | 1 | 2026-02-28 | → |
| 210 | NORTHERN EDGE WEALTH MANAGEMENT, LLC | MARQUETTE | 338102 | $246.9M | 6 | 2026-03-31 | → |
| 211 | ROYAL OAK FINANCIAL ADVISORS, LLC | ROYAL OAK | 290152 | $366.1M | 7 | 2026-03-31 | → |
| 212 | SECURITY FIRST FINANCIAL INC. | SWARTZ CREEK | 122408 | $299.5M | 2 | 2026-03-31 | → |
| 213 | ROCHESTER WEALTH STRATEGIES, LLC | ROCHESTER | 299150 | $177.8M | 5 | 2026-06-30 | → |
| 214 | CENTENNIAL WEALTH ADVISORY, LLC | TRAVERSE CITY | 138054 | $397.1M | 14 | 2026-04-30 | → |
| 215 | SPECTRUM FINANCIAL RESOURCES, LLC | TROY | 127453 | $235.3M | 6 | 2026-03-31 | → |
| 216 | MOTIVE WEALTH ADVISORS, LLC | BIRMINGHAM | 312303 | $362.6M | 4 | 2026-06-30 | → |
| 217 | EVERGREEN WEALTH MANAGEMENT, LLC | WILLIAMSTON | 174090 | $248.7M | 8 | 2026-03-31 | → |
| 218 | RHL GROUP, LLC | HOLLY | 330716 | $155.1M | 6 | 2026-02-28 | → |
| 219 | RYZOME INVESTMENT ADVISORS, LLC | OKEMOS | 170762 | $116.1M | 2 | 2026-06-30 | → |
| 220 | CITY CENTER ADVISORS, LLC | TROY | 203513 | $160.2M | 7 | 2026-01-31 | → |
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