Adviser Record

Investment advisers in MI

306 SEC-registered firms · $565.36 billion in regulatory assets · 29 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
626 Financial, LLCPortage$379.6 million0
A Smarter Way To InvestBrighton$150.0 million0
Abbit Management CorpGrand Haven$252.3 million0
Acorn Wealth Advisors, LLCGrand Blanc$561.4 million0
Advance Capital Management IncSouthfield$4.98 billion4
Advisory Advocates LLCGrand Rapids$158.6 million0
Advisory Alpha, LLCHolland$4.37 billion1
Afs Wealth Management, LLCFarmington Hills$118.0 million0
Ai Alpha LLCGrand Rapids$200.0 million0
Alidade Capital, LLCBloomfield Hills$564.9 million0
Allen Financial ManagementOxford$121.2 million0
Alliance Investment Management, LLCJenison$206.8 million0
Altrius Capital Management, Inc.Novi$716.0 million0
Antonelli Financial Advisors, LLCGrosse Pointe$229.1 million3
Arbor Investment ManagementAnn Arbor$162.0 million0
Arbor Trust Wealth Advisors, LLCAnn Arbor$611.4 million0
Arbor Wealth Advisors LLCTroy$657.7 million0
Arborfi Advisors, LLCAnn Arbor$148.4 million0
Armada EtfsNovi$10.2 million0
Aspen Investment Management Inc.Grand Rapids$452.5 million0
Asset Allocation Strategies, LLCFarmington$1.02 billion2
Auxo Investment Partners, LLCGrand Rapids$412.0 million0
Azimuth Capital ManagementBloomfield Hills$3.99 billion0
B.A. Roberts Financial Services, Inc.Marquette$373.9 million0
Baron Wealth Management, LLCTroy$846.8 million0
Bay Pointe FinancialNew Baltimore$115.9 million0
BemanagedGrand Rapids$410.0 million0
Beringea, LLCFarmington Hills$269.9 million0
Bernard Wealth Management Corp.Royal Oak$314.2 million0
Black Walnut Wealth ManagementTraverse City$136.8 million0
Bloom AdvisorsFarmington Hills$1.62 billion0
Bloomfield Capital Holdings, LLCBirmingham$465.7 million0
Blue Chip Partners, LLCFarmington Hills$1.88 billion0
Blue Water Asset ManagementGrand Rapids$428.5 million0
Blueprint Partners LLCTraverse City$292.9 million0
Braeburn Wealth Management, LLCMuskegon$259.4 million0
Breakwater CapitalKalamazoo$156.6 million0
Brick Capital Management IncEast Lansing$2.84 billion0
Bricktown Capital, LLCDetroit$11.67 billion0
Bright Financial Advisors, Inc.Portage$725.5 million0
Brooktree Capital Management Inc.Grand Rapids$138.9 million0
Burnham & Company LLCGrand Rapids$129.5 million1
C2 Private WealthNovi$1.82 billion0
Calder Financial GroupAda$297.0 million0
Cambient Family Office, LLCAda$857.9 million0
Captrust Wealth AdvisorsHolland$2.00 billion0
Carrera Capital AdvisorsTroy$968.7 million0
Centennial Securities Company IncGrand Rapids$1.34 billion1
Centennial Wealth Advisory, LLCTraverse City$397.1 million0
Center for Financial Planning IncSouthfield$1.97 billion0
Cg Advisory ServicesWilliamston$4.64 billion2
Charlton Management, LLCClawson$00
Cig Asset Management, Inc.Southfield$192.5 million0
Cirrus Capital LLCBloomfield Hills$170.4 million0
City Center Advisors, LLCTroy$160.2 million0
Clarkston Capital Partners, LLCRochester$1.71 billion0
Clear Ridge Wealth Management, LLCKalamazoo$244.6 million0
Cnd FinancialLivonia$199.4 million0
Columbia Asset Management, L.L.C.Ann Arbor$1.20 billion0
Concorde Asset Management, LLCAnn Arbor$598.4 million6
Confidential Management Advisors, Inc.Troy$161.9 million0
Corecap AdvisorsSouthfield$3.99 billion4
Cornerstone Wealth Partners, LLCOkemos$145.9 million4
Cpr Investments IncRochester$238.8 million0
Cranbrook Wealth Management, LLCBloomfield Hills$906.8 million0
Custom Wealth ManagementPlymouth$201.0 million0
Cws Financial Advisors LLCKalamazoo$1.33 billion0
Cypress Capital Wealth Management LLCAnn Arbor$330.2 million0
Dahring | Cusmano and AssociatesNovi$781.4 million0
Daniel Investment Group Inc.Royal Oak$210.1 million0
Daniel Krug & AssociatesClarkston$145.1 million0
Darden Wealth GroupAnn Arbor$379.6 million0
Daus Financial Group, LLCKalamazoo$270.5 million0
Db & C Advisors, LLCHolland$252.2 million0
Dbs Investment Advisers, LLCBay City$280.2 million0
Deroy & Devereaux Private Investment Counsel, Inc.Bloomfield Hills$2.58 billion0
Dillon & Associates IncJackson$916.4 million0
Diversified Portfolios, Inc.Bloomfield Hills$1.94 billion0
Ds Investment AdvisorsGrand Rapids$386.1 million0
Duet Advisory Services LLCBingham Farms$316.5 million0
DwpGrosse Pointe Farms$208.0 million0
Ele Advisory Services, IncSouthfield$136.5 million0
English Capital Management LLCBloomfield Hills$241.1 million0
Evergreen Wealth Management, LLCWilliamston$248.7 million0
Fai Advisors, Inc.Farmington Hills$302.0 million0
Fairhaven Financial Advisory CorporationEast Lansing$377.6 million0
Fairway Investment Group, LLCEast Lansing$107.1 million1
Family Capital ManagementGrand Rapids$435.1 million0
Fiduciary Financial AdvisorsGrand Rapids$1.33 billion0
Fieldview Capital Management, LLCNiles$712.5 million0
Financial Advisory CorporationGrand Rapids$1.10 billion0
Financial Freedom HouseWaterford$212.9 million2
Financial Strategies Group, IncOkemos$677.4 million0
First Financial Coaching, Inc.Mt. Clemens$670.6 million0
FirstmetricTroy$272.1 million0
Flexible Plan Investments LtdBloomfield Hills$1.48 billion0
Foguth Wealth Management, LLC.Brighton$1.07 billion0
Foresight Capital Management Advisors, Inc.Saline$351.1 million0
Four Financial ManagementAnn Arbor$162.7 million0
Fsa Advisors, Inc.Troy$573.4 million2
Gainplan LLCBloomfield Hills$461.6 million0
Gasaway Investment Advisors, Inc.Kalamazoo$173.1 million0
Gem Asset Management, LLCPlymouth$628.1 million0
Generational Wealth, Inc.Zeeland$394.8 million0
Glass Retirement Strategies, Inc.West Bloomfield$20.1 million0
Global Financial Planning Group, LLCTroy$135.3 million0
Gpm Growth Investors, Inc.Bloomfield Hills$281.3 million0
Graetz WealthJenison$158.2 million0
Grand Wealth Management, LLCGrand Rapids$597.8 million0
Great Lakes Wealth, LLCNorthville$166.3 million0
Greenway Financial, LLCFarmington Hills$151.4 million0
Greystone Financial Group, LLCBloomfield Hills$494.9 million0
Guidestream Financial, Inc.Spring Arbor$263.5 million0
Hantz Financial Services, Inc.Southfield$10.00 billion0
Harborfront Financial GroupLudington$149.0 million0
Haverdink Financial Management, LLCPortage$220.4 million0
Hemming& Wealth Management, Inc.Traverse City$292.6 million0
Henrickson Nauta Wealth Advisors, Inc.Belmont$805.4 million0
Heron Bay Capital ManagementBloomfield Hills$643.8 million0
Hill Island Financial LLCGrand Rapids$623.8 million0
Hoover Private Wealth, LLCRoyal Oak$171.3 million0
Hungerford Financial LLCGrand Rapids$492.1 million0
Huron Capital Partners LLCDetroit$1.02 billion0
IicBloomfield Hills$125.0 million0
Imber Financial Group, LLCAnn Arbor$106.0 million0
Independent Wealth Management, LLCTraverse City$203.0 million0
Infinity Advisory GroupPortage$128.9 million0
Innovia Wealth, LLCGrand Rapids$3.29 billion0
Integrated Capital ManagementBloomfield Hills$429.8 million0
Integrated Investment Consultants, LLCBloomfield Hills$1.08 billion0
Ipex, Inc.Plymouth$2.65 billion0
Isto Advisors, LLCTroy$1.06 billion0
J W Korth & CompanyLansing$228.7 million7
J.V.B. Investment CompanyJackson$157.6 million4
J2 Capital Management, Inc.Troy$195.7 million0
Jackson National Asset Management, LLCLansing$246.30 billion2
Jay a. Fishman, LtdTroy$1.25 billion0
Jfr Financial Services, Inc.Trenton$276.6 million0
Jlb & Associates IncPlymouth$892.7 million0
John a. Wolfe & Associates, Inc.Portage$560.7 million0
Jvl Wealth StrategiesWyoming$784.4 million0
Kaydan Wealth Management, Inc.Fenton$726.5 million0
Kelly Wealth Management, Inc.Royal Oak$160.6 million0
Kroon & Mitchell Asset Management LLCGrand Rapids$220.9 million0
Krs Capital Management, LLCBloomfield Hills$188.9 million0
Lafleur & Godfrey Private Wealth ManagementGrand Rapids$1.02 billion0
Lakeshore Financial Planning Inc.Saint Clair Shores$469.3 million0
Lakeside Drive Management LLCBirmingham$372.3 million0
Legacy Financial Services Group, Inc.Traverse City$122.8 million0
Legacy Wealth Advisors, LLCClinton Township$132.3 million0
Lfn Advisors Inc.Muskegon$23.7 million0
Liberty Capital Management IncBirmingham$849.5 million0
Lifecycle Financial Planners Inc.Bloomfield Hills$671.7 million0
Lifeworks Advisors, LLCGrand Rapids$966.7 million0
Lightsquare Wealth Management, LLCBingham Farms$203.5 million0
Long Road Investment Counsel, LLCKalamazoo$346.4 million0
LsiaBloomfield Hills$932.1 million0
Lvm Capital Management LtdPortage$1.31 billion0
Lvz, Inc.Holland$1.13 billion0
M1 Capital Management LLCTroy$450.4 million0
Mainstay Capital Management, LLCGrand Blanc$5.31 billion0
Managed Asset Portfolios, LLCRochester$1.27 billion0
Maner WealthLansing$299.5 million0
Marketocracy Masters Capital Management LLCNorthville$4.5 million0
Marnell Management LLCFarmington Hills$306.1 million0
Mattson Financial Services, LLCKentwood$515.0 million2
Mbx Investors LLCFarmington Hills$460.3 million0
Mcmillan Office, Inc.Saint Clair Shores$913.7 million0
Mcqueen Financial Advisors Ii, Inc.Clawson$10.09 billion0
Md Wealth Management, LLCChelsea$109.9 million0
Meadowbrook Investment Advisors LLCLivonia$185.2 million3
Melone Private Wealth, LLCAuburn Hills$313.2 million0
Midwest Capital Advisors, LLCGrand Rapids$1.36 billion0
Miller CapitalTroy$311.6 million0
Miller Financial Services LLCMarshall$462.9 million0
Mkd WealthTroy$505.7 million0
Modell Capital Management LLCBloomfield Hills$1.88 billion0
Money PickleRoyal Oak$00
Motive Wealth Advisors, LLCBirmingham$362.6 million0
N.V.N.G. Investments, Inc.Kalamazoo$329.5 million1
Nantucket Multi Managers, LLCBloomfield Hills$260.2 million0
Northern Edge Wealth ManagementMarquette$246.9 million0
Northern Financial Advisors, IncBloomfield Hills$684.0 million0
Npf Investment AdvisorsGrand Rapids$2.69 billion0
O2 Investment Partners, L.P.Bloomfield Hills$1.81 billion0
Oa Private CapitalGrand Rapids$22.95 billion0
Octo Capital, LLCBingham Farms$165.0 million0
Old Mission Investment Company, LLCTraverse City$929.0 million0
Old Oak Financial Planning, Inc.Brighton$160.3 million0
Ontrack Wealth ManagementCanton$112.4 million0
Optimal Capital Advisors, LLCTraverse City$119.9 million0
Palatine Hill Wealth ManagementBirmingham$295.9 million0
Pathworks Financial, Inc.Novi$279.3 million0
Patrick Financial Group LLC.Brighton$170.4 million0
Peak Wealth Management, LLCPlymouth$446.0 million0
Pearl PlanningDexter$329.2 million0
Peninsula Capital Partners, L.L.C.Southfield$1.04 billion0
Pinnacle Wealth Management Group, Inc.Plymouth$243.7 million0
Pinnacle Wealth Management, Inc.Brighton$118.1 million0
Planning Alternatives LtdBirmingham$1.54 billion0
Plante Moran Financial AdvisorsSouthfield$25.12 billion0
Plante Moran Real Estate Investment AdvisorsSouthfield$242.8 million0
Pointe Capital Management LLCGrosse Pointe Farms$452.3 million0
Pps & V Asset Management Consultants IncPortage$253.7 million0
Premier Estate Planners, LLCClinton Township$226.9 million0
Provident Investment Management, Inc.Novi$1.13 billion0
Q3 Asset Management CorporationBirmingham$794.7 million0
Rachor Investment Advisory Services, LLCLinden$238.1 million0
Rbs Wealth ManagementAlto$322.3 million0
Red Cedar Investment ManagementGrand Rapids$3.33 billion0
Regal Investment Advisors LLCKentwood$2.88 billion5
Rehmann WealthLansing$5.27 billion0
Reitz Capital Advisors LLCFreeland$103.4 million0
Renaissance Venture Capital Management, Inc.Ann Arbor$292.7 million0
Retirement Income Solutions, Inc.Ann Arbor$2.97 billion0
Retirement Resources, LLCAuburn Hills$166.1 million0
Retiremitten Financial LLCMilford$213.8 million0
Revalue LLCGrand Rapids$128.5 million0
Rfm Financial Solutions, LLCMt. Pleasant$260.1 million0
Rhl Group, LLCHolly$155.1 million2
Richard W. Paul & Associates, LLCNovi$372.8 million1
Richmond Brothers, Inc.Jackson$240.6 million0
River Raisin Investment Partners, Inc.Monroe$163.5 million0
Rm Investment Strategies, LLCGrand Rapids$21.9 million0
Robert Charles Capital ManagementGrand Rapids$110.3 million0
Robinson Capital Management, LLCGrosse Pointe Farms$1.54 billion0
Rochester Wealth Strategies, LLCRochester$203.6 million0
Rockbridge Growth Equity Management, L.P.Detroit$1.84 billion0
Rosenberg Wealth AdvisorsBirmingham$231.0 million0
Royal Oak Financial Advisors, LLCRoyal Oak$366.1 million0
Ryzome Investment AdvisorsOkemos$116.1 million0
S.A. Mason, LLCHolland$528.7 million0
Sage Hill CapitalAnn Arbor$214.3 million0
Sapphire Blue Investment PartnersFenton$200.0 million0
Schwallier Wealth ManagementGrand Rapids$197.0 million0
Schwartz & Co.Bloomfield Hills$10.49 billion0
Schwartz Investment Counsel IncPlymouth$3.79 billion0
Sculati Wealth Management, LLCBloomfield Hills$381.5 million0
Secure Asset Management, L.L.C.Troy$870.6 million1
Security First FinancialSwartz Creek$299.5 million0
Seizert Capital PartnersBirmingham$2.48 billion0
SenstomiSouthfield$00
Sg Real Estate ISouthfield$203.5 million0
Sgh Wealth ManagementLathrup Village$561.8 million0
Shotwell Rutter Baer IncLansing$183.9 million0
Sigma Investment CounselorsNorthville$2.17 billion0
Signal Advisors Wealth, LLCDetroit$1.69 billion0
Simplyria Advisor NetworkBrighton$214.9 million0
Skyoak WealthSouthfield$692.7 million4
Solyco Capital LLCRochester$219.9 million0
Solyco Wealth LLCBirmingham$116.2 million0
Spartan Wealth ManagementBingham Farms$1.48 billion0
SpcAnn Arbor$6.10 billion7
Spectrum Financial ResourcesTroy$235.3 million0
Speyside Equity Advisers LLCAnn Arbor$811.4 million0
Ss&h Financial Advisors, Inc.Troy$482.2 million0
Star Wealth Management CorporationBingham Farms$156.5 million0
Steward Capital ManagementBloomfield Hills$95.1 million3
Stewardship Trust AdvisorsGrandville$294.9 million0
Stonebridge Financial GroupGrand Rapids$739.4 million0
Stonebrook Private LLCNorthville$937.0 million0
Stonepath Wealth ManagementTraverse City$299.5 million0
Straight Path Wealth ManagementJenison$472.5 million0
StraightlineTroy$1.17 billion0
Strategic Wealth Advisors Group, Inc.Utica$206.7 million0
Streamsong Advisors, LLCGrand Rapids$124.4 million0
Strength Capital Partners, LLCBirmingham$528.0 million0
Strickler Investment Services, LLCBrighton$107.3 million0
Sturbridge Capital LLCBirmingham$730.9 million0
Summit Financial Working With People You TrustSterling Heights$184.7 million0
Synergy Wealth Management, LLCGrand Rapids$127.1 million0
Tamarisk Capital ManagementHolland$00
Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, LTroy$512.5 million0
The Enterprise Investment CompanyFarmington Hills$607.1 million0
The Nemes Rush Group, LLCNovi$1.62 billion0
Thrive Retirement SpecialistsRoyal Oak$303.9 million0
Trm Advisors LPSouthfield$159.8 million0
Trp Capital Advisors V, LLCBirmingham$691.0 million0
Trp Capital Advisors Vi, LLCBirmingham$310.8 million0
Trp Capital Advisors, LLCBirmingham$82.5 million0
True Blue Financial, LLCStevensville$271.5 million0
Trunorth Capital Management, LLCKalamazoo$724.5 million0
Trustee Empowerment & Protection, Inc.Troy$10.3 million3
Uhy Wealth Management Ria LLCFarmington Hills$102.6 million0
Union Heritage CapitalDetroit$295.2 million0
Up North Financial, LLCTraverse City$203.8 million0
USA Financial ExchangeAda$1.64 billion0
USA Financial Formulas CorporationAda$534.4 million0
USA Financial Securities LLCAda$296.5 million5
Valstone Partners ViBirmingham$735.9 million0
Vanderpol Investments L.L.C.Caledonia$118.1 million0
Verde Capital Management, Inc.Clarkston$845.8 million0
Vertrix Wealth Management, LLCTroy$343.2 million0
Vima, LLCTroy$229.5 million0
Vision Capital PartnersAnn Arbor$146.6 million0
Voisard Asset Management GroupGrand Rapids$589.4 million0
Washington Avenue AdvisorsLansing$336.9 million1
Wealth Ease Wealth ManagementMarshall$132.2 million0
Wealthspan Investment Management, LLCGrand Rapids$93.1 million0
West Michigan AdvisorsHolland$781.3 million0
White Pine Investment CoLivonia$532.3 million0
William Mack & Associates IncTroy$1.03 billion0
Wolff Financial Management LLCKalamazoo$612.7 million0
Wolverine Wealth Advisory Services Inc.Bloomfield Hills$140.9 million0
Yousif Capital Management, LLCBloomfield Hills$14.73 billion0
Zhang FinancialPortage$8.37 billion0