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Wealth Management Firms (RIAs) in Detroit

104 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Plante Moran Financial Advisors is the largest: $26.9 billion through Plante Moran Financial Advisors, LLC (filed ).

Hantz Financial Services follows with $10.0 billion. The 104 advisers counted report $96.8 billion together; the ten largest hold 59% of it, and half report less than $312 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $96.8BN sitsThe 104 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $25BN and over28%1 firm
  2. $10BN to $25BN10%1 firm
  3. $1BN to $5BN31%16 firms
  4. $500MM to $1BN15%20 firms
  5. Under $500MM16%66 firms

Latest Form ADV of each, filed Jan 2026 to Oct 2026. Read ; sources at the end of the page.

Wealth management firms listedList of November 2026; 103 are wealth managers and 1 is a wealth manager with a broker-dealer
104
Combined assets104 counted; as filed to Oct 2026
$96.8BN
Largest: Plante Moran Financial AdvisorsAs filed
$26.9BN
Median firmHalf of the 104 report less
$312MM
Held by the ten largestOf the $96.8BN combined
59%

Plante Moran Financial Advisors, Hantz Financial Services and Advance Capital Management lead the Detroit wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $68.7BN, 71% of the $96.8BN the 104 counted report.

  1. 1

    Plante Moran Financial Advisors

    Wealth manager, Southfield, MI

    $26.9BNRegulatory assets, Sep 2026

    98% high net worth, 1% other individuals

    Individual clients
    3,988
  2. 2

    Hantz Financial Services

    Wealth manager with a broker-dealer, Southfield, MI

    $10.0BNRegulatory assets, Sep 2026

    54% other individuals, 45% high net worth

    Individual clients
    23,624
    Private funds
    5
  3. 3

    Advance Capital Management

    Wealth manager, Southfield, MI

    $5.0BNRegulatory assets, Mar 2026

    60% high net worth, 39% other individuals

    Individual clients
    7,287
  4. 4

    Azimuth Capital Management

    Wealth manager, Bloomfield Hills, MI

    $4.0BNRegulatory assets, Mar 2026

    90% high net worth, 6% charities, 1% other individuals

    Individual clients
    381
  5. 5

    Sigma Investment Counselors

    Wealth manager, Northville, MI

    $2.2BNRegulatory assets, Apr 2026

    94% high net worth, 6% other individuals

    Individual clients
    775
  6. 6

    Center for Financial Planning

    Wealth manager, Southfield, MI

    $2.0BNRegulatory assets, Sep 2026

    73% high net worth, 27% other individuals

    Individual clients
    1,496
  7. 7

    Diversified Portfolios

    Wealth manager, Bloomfield Hills, MI

    $1.9BNRegulatory assets, Mar 2026

    71% high net worth, 25% other individuals, 3% charities

    Individual clients
    660
  8. 8

    Blue Chip Partners

    Wealth manager, Farmington Hills, MI

    $1.9BNRegulatory assets, Mar 2026

    89% high net worth, 10% other individuals

    Individual clients
    1,001
  9. 9

    C2 Private Wealth

    Wealth manager, Novi, MI

    $1.8BNRegulatory assets, Jun 2026

    61% high net worth, 37% other individuals

    Individual clients
    2,056
  10. 10

    The Nemes Rush Group

    Wealth manager, Novi, MI

    $1.6BNRegulatory assets, Mar 2026

    82% high net worth, 8% pension plans, 7% other individuals

    Individual clients
    759
  11. 11

    Planning Alternatives

    Wealth manager, Birmingham, MI

    $1.5BNRegulatory assets, Aug 2026

    87% high net worth, 9% other individuals, 2% businesses

    Individual clients
    669
  12. 12

    Spartan Wealth Management

    Wealth manager, Bingham Farms, MI

    $1.5BNRegulatory assets, May 2026

    83% other individuals, 15% high net worth, 1% businesses

    Individual clients
    1,165
  13. 13

    Straightline

    Wealth manager, Troy, MI

    $1.2BNRegulatory assets, Jul 2026

    55% other individuals, 45% high net worth

    Individual clients
    2,358
  14. 14

    Provident Investment Management

    Wealth manager, Novi, MI

    $1.1BNRegulatory assets, Jun 2026

    93% high net worth, 5% other individuals, 2% pension plans

    Individual clients
    318
  15. 15

    Foguth Wealth Management

    Wealth manager, Brighton, MI

    $1.1BNRegulatory assets, Aug 2026

    57% other individuals, 43% high net worth

    Individual clients
    2,690
  16. 16

    Isto Advisors

    Wealth manager, Troy, MI

    $1.1BNRegulatory assets, Sep 2026

    92% high net worth, 5% other individuals, 1% pension plans

    Individual clients
    358
  17. 17

    William Mack & Associates

    Wealth manager, Troy, MI

    $1.0BNRegulatory assets, Aug 2026

    74% high net worth, 23% other individuals, 3% pension plans

    Individual clients
    952
  18. 18

    Asset Allocation Strategies

    Wealth manager, Farmington, MI

    $1.0BNRegulatory assets, Sep 2026

    54% other individuals, 30% pension plans, 16% high net worth

    Individual clients
    4,363
  19. 19

    Carrera Capital Advisors

    Wealth manager, Troy, MI

    $969MMRegulatory assets, Jul 2026

    60% high net worth, 21% other individuals, 12% funds (1940 act)

    Individual clients
    957
  20. 20

    Stonebrook Private

    Wealth manager, Northville, MI

    $937MMRegulatory assets, May 2026

    84% high net worth, 10% other individuals, 5% pension plans

    Individual clients
    582

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 28% of the assets

How the 104 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 104 firms counted, log scaleEach dot is one adviser and links to its row. Plante Moran Financial Advisors $26.9BN; Hantz Financial Services $10.0BN; Advance Capital Management $5.0BN; median $312MM.$100MM$1BN$10BN$100BNPlante Moran Financial Advisors: $26.9BNHantz Financial Services: $10.0BNAdvance Capital Management: $5.0BNAzimuth Capital Management: $4.0BNSigma Investment Counselors: $2.2BNCenter for Financial Planning: $2.0BNDiversified Portfolios: $1.9BNBlue Chip Partners: $1.9BNC2 Private Wealth: $1.8BNThe Nemes Rush Group: $1.6BNPlanning Alternatives: $1.5BNSpartan Wealth Management: $1.5BNStraightline: $1.2BNProvident Investment Management: $1.1BNFoguth Wealth Management: $1.1BNIsto Advisors: $1.1BNWilliam Mack & Associates: $1.0BNAsset Allocation Strategies: $1.0BNCarrera Capital Advisors: $969MMStonebrook Private: $937MMLsia: $932MMCranbrook Wealth Management: $907MMSecure Asset Management: $871MMBaron Wealth Management: $847MMVerde Capital Management: $846MMDahring | Cusmano and Associates: $781MMAltrius Capital Management: $716MMSkyoak Wealth: $693MMNorthern Financial Advisors: $684MMLifecycle Financial Planners: $672MMArbor Wealth Advisors: $658MMHeron Bay Capital Management: $644MMGem Asset Management: $628MMThe Enterprise Investment Company: $607MMFSA Advisors: $573MMSGH Wealth Management: $562MMWhite Pine Investment Co: $532MMTM Advisors, L: $513MMGreystone Financial Group: $495MMGainplan: $462MMM1 Capital Management: $450MMPeak Wealth Management: $446MMIntegrated Capital Management: $430MMSculati Wealth Management: $381MMRichard W. Paul & Associates: $373MMRoyal Oak Financial Advisors: $366MMMotive Wealth Advisors: $363MMVertrix Wealth Management: $343MMSchuchard Capital Management: $326MMDuet Advisory Services: $316MMBernard Wealth Management: $314MMMelone Private Wealth: $313MMMiller Capital: $312MMThrive Retirement Specialists: $304MMFAI Advisors: $302MMPalatine Hill Wealth Management: $296MMGPM Growth Investors: $281MMPathworks Financial: $279MMJFR Financial Services: $277MMFirstmetric: $272MMKral Financial Advisors: $247MMPinnacle Wealth Management Group: $244MMCPR Investments: $239MMSpectrum Financial Resources: $235MMRosenberg Wealth Advisors: $231MMVima: $229MMAntonelli Financial Advisors: $229MMPremier Estate Planners: $227MMSummit Financial Working With People YOU Trust: $219MMRetiremitten Financial: $214MMFinancial Freedom House: $213MMDaniel Investment Group: $210MMDWP: $208MMStrategic Wealth Advisors Group: $207MMLightsquare Wealth Management: $204MMCustom Wealth Management: $201MMCND Financial: $199MMJ2 Capital Management: $196MMCIG Asset Management: $192MMKRS Capital Management: $189MMCity Center Advisors: $187MMGreat Lakes Wealth: $166MMRetirement Resources: $166MMOcto Capital: $165MMConfidential Management Advisors: $162MMKelly Wealth Management: $161MMOld Oak Financial Planning: $160MMStar Wealth Management Corporation: $156MMRHL Group: $155MMGreenway Financial: $151MMDaniel Krug & Associates: $145MMWolverine Wealth Advisory Services: $141MMGunder Wealth Management: $139MMParagon Investing: $138MMELE Advisory Services: $137MMGlobal Financial Planning Group: $135MMLegacy Wealth Advisors: $132MMYdream Financial Services: $128MMPinnacle Wealth Management: $118MMSolyco Wealth: $116MMBay Pointe Financial: $116MMOntrack Wealth Management: $112MMHarbor Light Planning: $111MMStrickler Investment Services: $107MMPlante Moran Financial Advisors $26.9BNHantz Financial Services $10.0BNAdvance Capital Management $5.0BNMedian $312MMAssets of each of the 104 firms counted, log scaleEach dot is one adviser and links to its row. Plante Moran Financial Advisors $26.9BN; Hantz Financial Services $10.0BN; Advance Capital Management $5.0BN; median $312MM.$1BN$100BNPlante Moran Financial Advisors $26.9BNMedian $312MM

One dot per firm counted. Read .

The 104 firms, by size
Under $500MM6616%$15.4BN
$500MM to $1BN2015%$14.6BN
$1BN to $5BN1631%$29.9BN
$5BN to $10BN00%$0
$10BN to $25BN110%$10.0BN
$25BN and over128%$26.9BN

Assets each reported in its latest filing; shares are of the $96.8BN combined, one row per firm. Read .

28%

of the assets reported sits with one firm, Plante Moran Financial Advisors. The five largest hold 50%; 86 of 104 report under $1 billion.

28%Largest22%Next 450%Other 99
Who the 104 are
  1. Wealth managers103
  2. Wealth manager with a broker-dealer1

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 104 advisers' assets by type of client
  1. High net worth75%
  2. Other individuals22%
  3. Pension plans1%
  4. Businesses1%
  5. Charities1%
  6. Funds (1940 Act)0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Hantz Financial Services23,624Sep 2026
2Advance Capital Management7,287Mar 2026
3FSA Advisors4,406Mar 2026
4Asset Allocation Strategies4,363Sep 2026
5Plante Moran Financial Advisors3,988Sep 2026
6Secure Asset Management2,877Aug 2026
7Foguth Wealth Management2,690Aug 2026
8Straightline2,358Jul 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Plante Moran Financial Advisors3,445Sep 2026
2Hantz Financial Services2,423Sep 2026
3Advance Capital Management1,531Mar 2026
4Spartan Wealth Management813May 2026
5The Enterprise Investment Company795Apr 2026
6Blue Chip Partners522Mar 2026
7C2 Private Wealth514Jun 2026
8Sigma Investment Counselors514Apr 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The list is public. The warm path is not. Schedule a conversation

All 104 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 104 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Detroit 104 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Advance Capital Management
Wealth manager, Southfield, MI.
Detail and sources for Advance Capital Management

Form ADV of Advance Capital Management Inc. (CRD 110767), SEC registered adviser, filed , main office Southfield, MI: regulatory assets $5.0BN; 62 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 7,287 individuals, 1,531 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$5.0BNMar 20267,36599%
Altrius Capital Management
Wealth manager, Novi, MI.
Detail and sources for Altrius Capital Management

Form ADV of Altrius Capital Management, Inc. (CRD 121529), SEC registered adviser, filed , main office Novi, MI: regulatory assets $716MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Altrius Capital Management, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, pension consulting and educational seminars. Clients (Item 5.D): 499 individuals, 249 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$716MMMar 202651296%
Antonelli Financial Advisors
Wealth manager, Grosse Pointe, MI.
Detail and sources for Antonelli Financial Advisors

Form ADV of Antonelli Financial Advisors, LLC (CRD 286452), SEC registered adviser, filed , main office Grosse Pointe, MI: regulatory assets $229MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 189 individuals, 58 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$229MMJun 202619399%
Arbor Wealth Advisors
Wealth manager, Troy, MI.
Detail and sources for Arbor Wealth Advisors

Form ADV of Arbor Wealth Advisors LLC (CRD 169570), SEC registered adviser, filed , main office Troy, MI: regulatory assets $658MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 66 individuals, 66 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$658MMFeb 202666100%
Asset Allocation Strategies
Wealth manager, Farmington, MI.
Detail and sources for Asset Allocation Strategies

Form ADV of Asset Allocation Strategies, LLC (CRD 152339), SEC registered adviser, filed , main office Farmington, MI: regulatory assets $1.0BN; 45 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Asset Allocation Strategies, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 4,363 individuals, 155 of them high net worth; individuals hold 70% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.0BNSep 20264,39470%
Azimuth Capital Management
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Azimuth Capital Management

Form ADV of Azimuth Capital Investment Management LLC (CRD 319062), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $4.0BN; 25 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Azimuth Capital Investment Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 381 individuals, 315 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$4.0BNMar 202640491%
Baron Wealth Management
Wealth manager, Troy, MI.
Detail and sources for Baron Wealth Management

Form ADV of Baron Wealth Management, LLC (CRD 153117), SEC registered adviser, filed , main office Troy, MI: regulatory assets $847MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminars and other services. Clients (Item 5.D): 144 individuals, 104 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$847MMMar 202614599%
Bay Pointe Financial
Wealth manager, New Baltimore, MI.
Detail and sources for Bay Pointe Financial

Form ADV of Bay Pointe Wealth, LLC (CRD 340986), SEC registered adviser, filed , main office New Baltimore, MI: regulatory assets $116MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 122 individuals, 38 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$116MMOct 2026122100%
Bernard Wealth Management
Wealth manager, Royal Oak, MI.
Detail and sources for Bernard Wealth Management

Form ADV of Bernard Wealth Management Corp. (CRD 159533), SEC registered adviser, filed , main office Royal Oak, MI: regulatory assets $314MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Bernard Wealth Management Corp., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 327 individuals, 116 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$314MMJul 202633793%
Blue Chip Partners
Wealth manager, Farmington Hills, MI.
Detail and sources for Blue Chip Partners

Form ADV of Blue Chip Partners, LLC (CRD 132437), SEC registered adviser, filed , main office Farmington Hills, MI: regulatory assets $1.9BN; 34 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Blue Chip Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,001 individuals, 522 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.9BNMar 20261,00799%
C2 Private Wealth
Wealth manager, Novi, MI.
Detail and sources for C2 Private Wealth

Form ADV of Strategic Investment Advisors, LLC (CRD 151501), SEC registered adviser, filed , main office Novi, MI: regulatory assets $1.8BN; 16 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Strategic Investment Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 2,056 individuals, 514 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.8BNJun 20262,06699%
Carrera Capital Advisors
Wealth manager, Troy, MI.
Detail and sources for Carrera Capital Advisors

Form ADV of Carrera Capital Advisors, LLC (CRD 330834), SEC registered adviser, filed , main office Troy, MI: regulatory assets $969MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 957 individuals, 239 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV.

$969MMJul 202699881%
Center for Financial Planning
Wealth manager, Southfield, MI.
Detail and sources for Center for Financial Planning

Form ADV of Center for Financial Planning Inc. (CRD 109599), SEC registered adviser, filed , main office Southfield, MI: regulatory assets $2.0BN; 26 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Center for Financial Planning Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 1,496 individuals, 408 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.0BNSep 20261,496100%
CIG Asset Management
Wealth manager, Southfield, MI.
Detail and sources for CIG Asset Management

Form ADV of CIG Asset Management, Inc. (CRD 123609), SEC registered adviser, filed , main office Southfield, MI: regulatory assets $192MM; 1 private fund, $3.6MM gross; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and management of private funds. Clients (Item 5.D): 78 individuals, 45 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV.

$192MMMar 202615881%1
City Center Advisors
Wealth manager, Troy, MI.
Detail and sources for City Center Advisors

Form ADV of City Center Advisors, LLC (CRD 203513), SEC registered adviser, filed , main office Troy, MI: regulatory assets $187MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 438 individuals, 59 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$187MMSep 2026439100%
CND Financial
Wealth manager, Livonia, MI.
Detail and sources for CND Financial

Form ADV of Executive Financial Services Inc. (CRD 110180), SEC registered adviser, filed , main office Livonia, MI: regulatory assets $199MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 188 individuals, 73 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$199MMMar 202618998%
Confidential Management Advisors
Wealth manager, Troy, MI.
Detail and sources for Confidential Management Advisors

Form ADV of Confidential Management Advisors, Inc. (CRD 125936), SEC registered adviser, filed , main office Troy, MI: regulatory assets $162MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 69 individuals, 51 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$162MMMar 202669100%
CPR Investments
Wealth manager, Rochester, MI.
Detail and sources for CPR Investments

Form ADV of CPR Investments Inc. (CRD 139067), SEC registered adviser, filed , main office Rochester, MI: regulatory assets $239MM; 25 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 1,165 individuals, 38 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$239MMAug 20261,17298%
Cranbrook Wealth Management
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Cranbrook Wealth Management

Form ADV of Cranbrook Wealth Management, LLC (CRD 132058), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $907MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cranbrook Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 253 individuals, 127 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$907MMMar 202625399%
Custom Wealth Management
Wealth manager, Plymouth, MI.
Detail and sources for Custom Wealth Management

Form ADV of Custom Wealth Management, LLC (CRD 340956), SEC registered adviser, filed , main office Plymouth, MI: regulatory assets $201MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 504 individuals, 27 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$201MMAug 202650499%
Dahring | Cusmano and Associates
Wealth manager, Novi, MI.
Detail and sources for Dahring | Cusmano and Associates

Form ADV of Dahring | Cusmano LLC (CRD 301236), SEC registered adviser, filed , main office Novi, MI: regulatory assets $781MM; 18 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Dahring | Cusmano LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 863 individuals, 154 of them high net worth; individuals hold 62% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$781MMSep 202688462%
Daniel Investment Group
Wealth manager, Royal Oak, MI.
Detail and sources for Daniel Investment Group

Form ADV of Daniel Investment Group Inc. (CRD 338851), SEC registered adviser, filed , main office Royal Oak, MI: regulatory assets $210MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 214 individuals, 60 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$210MMApr 2026214100%
Daniel Krug & Associates
Wealth manager, Clarkston, MI.
Detail and sources for Daniel Krug & Associates

Form ADV of Daniel Krug & Associates, Inc. (CRD 298532), SEC registered adviser, filed , main office Clarkston, MI: regulatory assets $145MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 192 individuals, 55 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$145MMMar 2026192100%
Diversified Portfolios
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Diversified Portfolios

Form ADV of Diversified Portfolios Inc. (CRD 108942), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $1.9BN; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Diversified Portfolios Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 660 individuals, 182 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.9BNMar 202666596%
Duet Advisory Services
Wealth manager, Bingham Farms, MI.
Detail and sources for Duet Advisory Services

Form ADV of Duet Advisory Services LLC (CRD 283584), SEC registered adviser, filed , main office Bingham Farms, MI: regulatory assets $316MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 282 individuals, 100 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$316MMMar 202628399%
DWP
Wealth manager, Grosse Pointe Farms, MI.
Detail and sources for DWP

Form ADV of Deseranno Corporation (CRD 121841), SEC registered adviser, filed , main office Grosse Pointe Farms, MI: regulatory assets $208MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 134 individuals, 27 of them high net worth; individuals hold 73% of its regulatory assets.

Files: SEC Form ADV.

$208MMFeb 202613673%
ELE Advisory Services
Wealth manager, Southfield, MI.
Detail and sources for ELE Advisory Services

Form ADV of ELE Advisory Services, Inc. (CRD 148228), SEC registered adviser, filed , main office Southfield, MI: regulatory assets $137MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 1,143 individuals, 19 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$137MMSep 20261,15698%
The Enterprise Investment Company
Wealth manager, Farmington Hills, MI.
Detail and sources for The Enterprise Investment Company

Form ADV of The Enterprise Investment Company (CRD 116889), SEC registered adviser, filed , main office Farmington Hills, MI: regulatory assets $607MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 795 individuals, 795 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$607MMApr 202684193%
FAI Advisors
Wealth manager, Farmington Hills, MI.
Detail and sources for FAI Advisors

Form ADV of FAI Advisors, Inc. (CRD 122132), SEC registered adviser, filed , main office Farmington Hills, MI: regulatory assets $302MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 363 individuals, 93 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$302MMMar 2026370100%
Financial Freedom House
Wealth manager, Waterford, MI.
Detail and sources for Financial Freedom House

Form ADV of Cygnet Financial Planning Inc. (CRD 123430), SEC registered adviser, filed , main office Waterford, MI: regulatory assets $213MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 523 individuals, 50 of them high net worth; individuals hold 72% of its regulatory assets.

Files: SEC Form ADV.

$213MMMar 202653372%
Firstmetric
Wealth manager, Troy, MI.
Detail and sources for Firstmetric

Form ADV of Firstmetric, LLC (CRD 289483), SEC registered adviser, filed , main office Troy, MI: regulatory assets $272MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 48 individuals, 39 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$272MMMar 202648100%
Foguth Wealth Management
Wealth manager, Brighton, MI.
Detail and sources for Foguth Wealth Management

Form ADV of Foguth Wealth Management, Llc. (CRD 327434), SEC registered adviser, filed , main office Brighton, MI: regulatory assets $1.1BN; 88 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Foguth Wealth Management, Llc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 2,690 individuals, 255 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.1BNAug 20262,690100%
FSA Advisors
Wealth manager, Troy, MI.
Detail and sources for FSA Advisors

Form ADV of FSA Advisors, Inc. (CRD 286251), SEC registered adviser, filed , main office Troy, MI: regulatory assets $573MM; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 4,406 individuals, 38 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$573MMMar 20264,406100%
Gainplan
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Gainplan

Form ADV of Gainplan LLC (CRD 174427), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $462MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Gainplan LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 478 individuals, 186 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$462MMSep 202649585%
Gem Asset Management
Wealth manager, Plymouth, MI.
Detail and sources for Gem Asset Management

Form ADV of Gem Asset Management, LLC (CRD 124332), SEC registered adviser, filed , main office Plymouth, MI: regulatory assets $628MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Gem Asset Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 490 individuals, 95 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$628MMMar 202650688%
Global Financial Planning Group
Wealth manager, Troy, MI.
Detail and sources for Global Financial Planning Group

Form ADV of Global Financial Planning Group, LLC (CRD 114803), SEC registered adviser, filed , main office Troy, MI: regulatory assets $135MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 227 individuals, 55 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$135MMJul 202623592%
GPM Growth Investors
Wealth manager, Bloomfield Hills, MI.
Detail and sources for GPM Growth Investors

Form ADV of GPM Growth Investors, Inc. (CRD 107645), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $281MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of GPM Growth Investors, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 217 individuals, 66 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$281MMMar 202621797%
Great Lakes Wealth
Wealth manager, Northville, MI.
Detail and sources for Great Lakes Wealth

Form ADV of Great Lakes Wealth, LLC (CRD 282362), SEC registered adviser, filed , main office Northville, MI: regulatory assets $166MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 248 individuals, 39 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$166MMMar 202624897%
Greenway Financial
Wealth manager, Farmington Hills, MI.
Detail and sources for Greenway Financial

Form ADV of Greenway Financial, LLC (CRD 288864), SEC registered adviser, filed , main office Farmington Hills, MI: regulatory assets $151MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 239 individuals, 36 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$151MMFeb 202624490%
Greystone Financial Group
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Greystone Financial Group

Form ADV of Greystone Financial Group, LLC (CRD 306595), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $495MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Greystone Financial Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and other services. Clients (Item 5.D): 566 individuals, 149 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$495MMMar 202658296%
Gunder Wealth Management
Wealth manager, Birmingham, MI.
Detail and sources for Gunder Wealth Management

Form ADV of Gunder Wealth Management, LLC (CRD 301258), SEC registered adviser, filed : regulatory assets $139MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 105 individuals, 80 of them high net worth; individuals hold 90% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$139MMJan 202611190%
Hantz Financial Services
Wealth manager with a broker-dealer, Southfield, MI.
Detail and sources for Hantz Financial Services

Form ADV of Hantz Financial Services, Inc. (CRD 46047), SEC registered adviser, filed , main office Southfield, MI: regulatory assets $10.0BN; 5 private funds, $77MM gross; 435 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Hantz Financial Services, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 23,624 individuals, 2,423 of them high net worth; individuals hold 99% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV, SEC Form 13F.

$10.0BNSep 202624,07099%5
Harbor Light Planning
Wealth manager, Royal Oak, MI.
Detail and sources for Harbor Light Planning

Form ADV of Harbor Light Planning, LLC (CRD 129022), SEC registered adviser, filed : regulatory assets $111MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 72 individuals, 51 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$111MMMay 202672100%
Heron Bay Capital Management
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Heron Bay Capital Management

Form ADV of Heron Bay Capital Management, LLC (CRD 305537), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $644MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Heron Bay Capital Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 127 individuals, 46 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$644MMSep 202612791%
Integrated Capital Management
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Integrated Capital Management

Form ADV of Integrated Capital Management LLC (CRD 284766), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $430MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Integrated Capital Management, Inc. (CRD 149489), registered adviser, filed , Jessup, PA.

Possible match by name only, not counted: Integrated Capital Management LLC (CRD 298438), exempt reporting adviser, filed , Los Angeles, CA.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 415 individuals, 153 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$430MMFeb 202644891%
Isto Advisors
Wealth manager, Troy, MI.
Detail and sources for Isto Advisors

Form ADV of Isto Advisors, LLC (CRD 284560), SEC registered adviser, filed , main office Troy, MI: regulatory assets $1.1BN; 27 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 358 individuals, 244 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNSep 202640497%
J2 Capital Management
Wealth manager, Troy, MI.
Detail and sources for J2 Capital Management

Form ADV of J2 Capital Management, Inc. (CRD 152964), SEC registered adviser, filed , main office Troy, MI: regulatory assets $196MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 205 individuals, 76 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$196MMSep 202620994%
JFR Financial Services
Wealth manager, Trenton, MI.
Detail and sources for JFR Financial Services

Form ADV of JFR Financial Services, Inc. (CRD 124456), SEC registered adviser, filed , main office Trenton, MI: regulatory assets $277MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, publications and other services. Clients (Item 5.D): 597 individuals, 114 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$277MMFeb 2026597100%
Kelly Wealth Management
Wealth manager, Royal Oak, MI.
Detail and sources for Kelly Wealth Management

Form ADV of Kelly Wealth Management, Inc. (CRD 328386), SEC registered adviser, filed , main office Royal Oak, MI: regulatory assets $161MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 529 individuals, 0 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$161MMApr 2026529100%
Kral Financial Advisors
Wealth manager, Plymouth, MI.
Detail and sources for Kral Financial Advisors

Form ADV of Kral Financial Advisors, LLC (CRD 138959), SEC registered adviser, filed : regulatory assets $247MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 55 individuals, 55 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$247MMMar 202655100%
KRS Capital Management
Wealth manager, Bloomfield Hills, MI.
Detail and sources for KRS Capital Management

Form ADV of KRS Capital Management, LLC (CRD 142928), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $189MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of KRS Capital Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 42 individuals, 34 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$189MMJan 202642100%
Legacy Wealth Advisors
Wealth manager, Clinton Township, MI.
Detail and sources for Legacy Wealth Advisors

Form ADV of Legacy Wealth Advisors, LLC (CRD 281810), SEC registered adviser, filed , main office Clinton Township, MI: regulatory assets $132MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Legacy Wealth Advisors, LLC (CRD 127758), registered adviser, filed , San Jose, CA.

Possible match by name only, not counted: Legacy Wealth Advisors, LLC (CRD 326117), registered adviser, filed , North Miami Beach, FL.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 248 individuals, 45 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$132MMMar 202625197%
Lifecycle Financial Planners
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Lifecycle Financial Planners

Form ADV of Lifecycle Financial Planners Inc. (CRD 290250), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $672MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 169 individuals, 52 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$672MMMar 202617199%
Lightsquare Wealth Management
Wealth manager, Bingham Farms, MI.
Detail and sources for Lightsquare Wealth Management

Form ADV of Lightsquare Wealth Management, LLC (CRD 324958), SEC registered adviser, filed , main office Bingham Farms, MI: regulatory assets $204MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 172 individuals, 47 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$204MMJun 2026172100%
Lsia
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Lsia

Form ADV of LS Investment Advisors, LLC (CRD 146829), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $932MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of LS Investment Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 172 individuals, 131 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$932MMJun 202619381%
M1 Capital Management
Wealth manager, Troy, MI.
Detail and sources for M1 Capital Management

Form ADV of M1 Capital Management (CRD 158269), SEC registered adviser, filed , main office Troy, MI: regulatory assets $450MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 383 individuals, 105 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$450MMMar 202640389%
Melone Private Wealth
Wealth manager, Auburn Hills, MI.
Detail and sources for Melone Private Wealth

Form ADV of Melone Private Wealth, LLC (CRD 311638), SEC registered adviser, filed , main office Auburn Hills, MI: regulatory assets $313MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 155 individuals, 73 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$313MMFeb 202616584%
Miller Capital
Wealth manager, Troy, MI.
Detail and sources for Miller Capital

Form ADV of Miller Capital Partners, Inc. (CRD 124489), SEC registered adviser, filed , main office Troy, MI: regulatory assets $312MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 74 individuals, 67 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$312MMMar 20267697%
Motive Wealth Advisors
Wealth manager, Birmingham, MI.
Detail and sources for Motive Wealth Advisors

Form ADV of Motive Wealth Advisors, LLC (CRD 312303), SEC registered adviser, filed , main office Birmingham, MI: regulatory assets $363MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 88 individuals, 58 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$363MMJun 202688100%
The Nemes Rush Group
Wealth manager, Novi, MI.
Detail and sources for The Nemes Rush Group

Form ADV of The Nemes Rush Group, LLC (CRD 312554), SEC registered adviser, filed , main office Novi, MI: regulatory assets $1.6BN; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 759 individuals, 341 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$1.6BNMar 202688189%
Northern Financial Advisors
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Northern Financial Advisors

Form ADV of Northern Financial Advisors, Inc. (CRD 121088), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $684MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Northern Financial Advisors, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 324 individuals, 188 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$684MMSep 2026324100%
Octo Capital
Wealth manager, Bingham Farms, MI.
Detail and sources for Octo Capital

Form ADV of Octo Capital, LLC (CRD 174351), SEC registered adviser, filed , main office Bingham Farms, MI: regulatory assets $165MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 135 individuals, 76 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$165MMFeb 2026136100%
Old Oak Financial Planning
Wealth manager, Brighton, MI.
Detail and sources for Old Oak Financial Planning

Form ADV of Old Oak Financial Planning, Inc. (CRD 122500), SEC registered adviser, filed , main office Brighton, MI: regulatory assets $160MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 264 individuals, 50 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$160MMMar 2026264100%
Ontrack Wealth Management
Wealth manager, Canton, MI.
Detail and sources for Ontrack Wealth Management

Form ADV of Ontrack Wealth Management, LLC (CRD 311374), SEC registered adviser, filed , main office Canton, MI: regulatory assets $112MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 76 individuals, 33 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$112MMSep 202676100%
Palatine Hill Wealth Management
Wealth manager, Birmingham, MI.
Detail and sources for Palatine Hill Wealth Management

Form ADV of Palatine Hill, LLC (CRD 305619), SEC registered adviser, filed , main office Birmingham, MI: regulatory assets $296MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 279 individuals, 46 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$296MMJun 202628897%
Paragon Investing
Wealth manager, Detroit, MI.
Detail and sources for Paragon Investing

Form ADV of Paragon Investing, LLC (CRD 310897), SEC registered adviser, filed : regulatory assets $138MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 175 individuals, 62 of them high net worth; individuals hold 97% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$138MMAug 202618497%
Pathworks Financial
Wealth manager, Novi, MI.
Detail and sources for Pathworks Financial

Form ADV of Pathworks Financial, Inc. (CRD 138393), SEC registered adviser, filed , main office Novi, MI: regulatory assets $279MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 410 individuals, 48 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$279MMJan 202641098%
Peak Wealth Management
Wealth manager, Plymouth, MI.
Detail and sources for Peak Wealth Management

Form ADV of Peak Wealth Management, LLC (CRD 166944), SEC registered adviser, filed , main office Plymouth, MI: regulatory assets $446MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Peak Wealth Management LLC (CRD 281036), registered adviser, filed , Nashua, NH.

Possible match by name only, not counted: Peak Wealth Management LLC (CRD 332411), registered adviser, filed , Saratoga Springs, NY.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 643 individuals, 123 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$446MMMar 2026643100%
Pinnacle Wealth Management
Wealth manager, Brighton, MI.
Detail and sources for Pinnacle Wealth Management

Form ADV of Pinnacle Wealth Management Partners, Inc. (CRD 166853), SEC registered adviser, filed , main office Brighton, MI: regulatory assets $118MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, educational seminars and other services. Clients (Item 5.D): 271 individuals, 70 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$118MMMar 2026271100%
Pinnacle Wealth Management Group
Wealth manager, Plymouth, MI.
Detail and sources for Pinnacle Wealth Management Group

Form ADV of Pinnacle Wealth Management Group, Inc. (CRD 281935), SEC registered adviser, filed , main office Plymouth, MI: regulatory assets $244MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 203 individuals, 79 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$244MMSep 2026209100%
Planning Alternatives
Wealth manager, Birmingham, MI.
Detail and sources for Planning Alternatives

Form ADV of Planning Alternatives Ltd (CRD 110268), SEC registered adviser, filed , main office Birmingham, MI: regulatory assets $1.5BN; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Planning Alternatives Ltd, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 669 individuals, 324 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.5BNAug 202669396%
Plante Moran Financial Advisors
Wealth manager, Southfield, MI.
Detail and sources for Plante Moran Financial Advisors

Form ADV of Plante Moran Financial Advisors, LLC (CRD 112158), SEC registered adviser, filed , main office Southfield, MI: regulatory assets $26.9BN; 144 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Plante Moran Financial Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 3,988 individuals, 3,445 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$26.9BNSep 20264,00999%
Premier Estate Planners
Wealth manager, Clinton Township, MI.
Detail and sources for Premier Estate Planners

Form ADV of Premier Estate Planners, LLC (CRD 122638), SEC registered adviser, filed , main office Clinton Township, MI: regulatory assets $227MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 584 individuals, 55 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$227MMFeb 2026584100%
Provident Investment Management
Wealth manager, Novi, MI.
Detail and sources for Provident Investment Management

Form ADV of Provident Investment Management, Inc. (CRD 106976), SEC registered adviser, filed , main office Novi, MI: regulatory assets $1.1BN; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 318 individuals, 227 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNJun 202631898%
Retirement Resources
Wealth manager, Auburn Hills, MI.
Detail and sources for Retirement Resources

Form ADV of Retirement Resources, LLC (CRD 151889), SEC registered adviser, filed , main office Auburn Hills, MI: regulatory assets $166MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 391 individuals, 35 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$166MMMar 2026391100%
Retiremitten Financial
Wealth manager, Clarkston, MI.
Detail and sources for Retiremitten Financial

Form ADV of Retiremitten Financial LLC (CRD 300779), SEC registered adviser, filed , main office Clarkston, MI: regulatory assets $214MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 217 individuals, 79 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$214MMSep 2026217100%
RHL Group
Wealth manager, Holly, MI.
Detail and sources for RHL Group

Form ADV of RHL Group, LLC (CRD 330716), SEC registered adviser, filed , main office Holly, MI: regulatory assets $155MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 350 individuals, 50 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$155MMSep 2026351100%
Richard W. Paul & Associates
Wealth manager, Novi, MI.
Detail and sources for Richard W. Paul & Associates

Form ADV of Richard W. Paul & Associates, LLC (CRD 156812), SEC registered adviser, filed , main office Novi, MI: regulatory assets $373MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 673 individuals, 348 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$373MMMar 2026674100%
Rosenberg Wealth Advisors
Wealth manager, Birmingham, MI.
Detail and sources for Rosenberg Wealth Advisors

Form ADV of Rofi LLC (CRD 340471), SEC registered adviser, filed , main office Birmingham, MI: regulatory assets $231MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 156 individuals, 83 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$231MMJul 202616193%
Royal Oak Financial Advisors
Wealth manager, Royal Oak, MI.
Detail and sources for Royal Oak Financial Advisors

Form ADV of Royal Oak Financial Advisors, LLC (CRD 290152), SEC registered adviser, filed , main office Royal Oak, MI: regulatory assets $366MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 762 individuals, 62 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$366MMAug 2026765100%
Schuchard Capital Management
Wealth manager, Sterling Heights, MI.
Detail and sources for Schuchard Capital Management

Form ADV of Schuchard Capital Management Inc. (CRD 105528), SEC registered adviser, filed : regulatory assets $326MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 195 individuals, 93 of them high net worth; individuals hold 89% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$326MMFeb 202619789%
Sculati Wealth Management
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Sculati Wealth Management

Form ADV of Sculati Wealth Management, LLC (CRD 158783), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $381MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Sculati Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 349 individuals, 104 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$381MMFeb 202634997%
Secure Asset Management
Wealth manager, Troy, MI.
Detail and sources for Secure Asset Management

Form ADV of Secure Asset Management, L.L.C. (CRD 144046), SEC registered adviser, filed , main office Troy, MI: regulatory assets $871MM; 54 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 2,877 individuals, 233 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$871MMAug 20262,877100%
SGH Wealth Management
Wealth manager, Lathrup Village, MI.
Detail and sources for SGH Wealth Management

Form ADV of SGH Wealth Management (CRD 284067), SEC registered adviser, filed , main office Lathrup Village, MI: regulatory assets $562MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 423 individuals, 213 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$562MMFeb 202642799%
Sigma Investment Counselors
Wealth manager, Northville, MI.
Detail and sources for Sigma Investment Counselors

Form ADV of Sigma Investment Counselors, Inc. (CRD 104754), SEC registered adviser, filed , main office Northville, MI: regulatory assets $2.2BN; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 775 individuals, 514 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$2.2BNApr 2026775100%
Skyoak Wealth
Wealth manager, Southfield, MI.
Detail and sources for Skyoak Wealth

Form ADV of Skyoak Wealth LLC (CRD 299564), SEC registered adviser, filed , main office Southfield, MI: regulatory assets $693MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 428 individuals, 127 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$693MMMar 202645096%
Solyco Wealth
Wealth manager, Birmingham, MI.
Detail and sources for Solyco Wealth

Form ADV of Solyco Wealth LLC (CRD 314981), SEC registered adviser, filed , main office Birmingham, MI: regulatory assets $116MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 158 individuals, 33 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$116MMSep 2026158100%
Spartan Wealth Management
Wealth manager, Bingham Farms, MI.
Detail and sources for Spartan Wealth Management

Form ADV of Spartan Wealth Advisory Services LLC (CRD 331719), SEC registered adviser, filed , main office Bingham Farms, MI: regulatory assets $1.5BN; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Spartan Wealth Advisory Services LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 1,165 individuals, 813 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.5BNMay 20261,17698%
Spectrum Financial Resources
Wealth manager, Troy, MI.
Detail and sources for Spectrum Financial Resources

Form ADV of Spectrum Financial Resources, LLC (CRD 127453), SEC registered adviser, filed , main office Troy, MI: regulatory assets $235MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 723 individuals, 139 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$235MMMar 2026723100%
Star Wealth Management Corporation
Wealth manager, Bingham Farms, MI.
Detail and sources for Star Wealth Management Corporation

Form ADV of Star Wealth Management Corporation (CRD 341885), SEC registered adviser, filed , main office Bingham Farms, MI: regulatory assets $156MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 117 individuals, 42 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$156MMAug 2026117100%
Stonebrook Private
Wealth manager, Northville, MI.
Detail and sources for Stonebrook Private

Form ADV of Stonebrook Private LLC (CRD 325434), SEC registered adviser, filed , main office Northville, MI: regulatory assets $937MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Stonebrook Private LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 582 individuals, 263 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$937MMMay 202659694%
Straightline
Wealth manager, Troy, MI.
Detail and sources for Straightline

Form ADV of Straightline Group, LLC (CRD 127401), SEC registered adviser, filed , main office Troy, MI: regulatory assets $1.2BN; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminars and other services. Clients (Item 5.D): 2,358 individuals, 265 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$1.2BNJul 20262,365100%
Strategic Wealth Advisors Group
Wealth manager, Utica, MI.
Detail and sources for Strategic Wealth Advisors Group

Form ADV of Strategic Wealth Advisors Group, Inc. (CRD 285863), SEC registered adviser, filed , main office Utica, MI: regulatory assets $207MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 544 individuals, 73 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$207MMMar 2026544100%
Strickler Investment Services
Wealth manager, Brighton, MI.
Detail and sources for Strickler Investment Services

Form ADV of Strickler Investment Services, LLC (CRD 332778), SEC registered adviser, filed , main office Brighton, MI: regulatory assets $107MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 277 individuals, 18 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$107MMAug 202628298%
Summit Financial Working With People YOU Trust
Wealth manager, Sterling Heights, MI.
Detail and sources for Summit Financial Working With People YOU Trust

Form ADV of Summit Financial Consulting LLC (CRD 126570), SEC registered adviser, filed , main office Sterling Heights, MI: regulatory assets $219MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 1,133 individuals, 93 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$219MMSep 20261,139100%
Thrive Retirement Specialists
Wealth manager, Royal Oak, MI.
Detail and sources for Thrive Retirement Specialists

Form ADV of Thrive Retirement Specialists L.L.C. (CRD 310289), SEC registered adviser, filed , main office Royal Oak, MI: regulatory assets $304MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 70 individuals, 70 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$304MMMar 202670100%
TM Advisors, L
Wealth manager, Troy, MI.
Detail and sources for TM Advisors, L

Form ADV of Taylor & Morgan Wealth Management, LLC (CRD 156177), SEC registered adviser, filed , main office Troy, MI: regulatory assets $513MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, educational seminars and other services. Clients (Item 5.D): 420 individuals, 63 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$513MMMar 202645282%
Verde Capital Management
Wealth manager, Clarkston, MI.
Detail and sources for Verde Capital Management

Form ADV of Verde Capital Management, Inc. (CRD 147179), SEC registered adviser, filed , main office Clarkston, MI: regulatory assets $846MM; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and educational seminars. Clients (Item 5.D): 784 individuals, 241 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$846MMAug 202682494%
Vertrix Wealth Management
Wealth manager, Troy, MI.
Detail and sources for Vertrix Wealth Management

Form ADV of Vertrix Wealth Management, LLC (CRD 339547), SEC registered adviser, filed , main office Troy, MI: regulatory assets $343MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Vertrix Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 281 individuals, 103 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$343MMApr 202629380%
Vima
Wealth manager, Troy, MI.
Detail and sources for Vima

Form ADV of Vima, LLC (CRD 148833), SEC registered adviser, filed , main office Troy, MI: regulatory assets $229MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 1,182 individuals, 39 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$229MMMay 20261,182100%
White Pine Investment Co
Wealth manager, Livonia, MI.
Detail and sources for White Pine Investment Co

Form ADV of White Pine Investment Company (CRD 111556), SEC registered adviser, filed , main office Livonia, MI: regulatory assets $532MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of White Pine Investment Company, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 326 individuals, 107 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$532MMMar 202635597%
William Mack & Associates
Wealth manager, Troy, MI.
Detail and sources for William Mack & Associates

Form ADV of William Mack & Associates Inc. (CRD 107377), SEC registered adviser, filed , main office Troy, MI: regulatory assets $1.0BN; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 952 individuals, 260 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$1.0BNAug 202696597%
Wolverine Wealth Advisory Services
Wealth manager, Bloomfield Hills, MI.
Detail and sources for Wolverine Wealth Advisory Services

Form ADV of Wolverine Wealth Advisory Services Inc. (CRD 146564), SEC registered adviser, filed , main office Bloomfield Hills, MI: regulatory assets $141MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 65 individuals, 31 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$141MMJan 20266594%
Ydream Financial Services
Wealth manager, Canton, MI.
Detail and sources for Ydream Financial Services

Form ADV of YDFS, Inc. (CRD 128995), SEC registered adviser, filed : regulatory assets $128MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 125 individuals, 46 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$128MMMar 2026125100%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

A few large advisers hold most of the money

Five findings from the filings of the 104 firms counted.

  1. 28%

    of the $96.8 billion the 104 firms counted report is one firm's: Plante Moran Financial Advisors. Without it, the other 103 report $69.9 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $312MM

    is the median: half of the 104 report less, and 86 report under $1 billion.

    Assets, latest Form ADV of each

  3. 6

    private funds are advised by the firms counted; Hantz Financial Services advises the most, 5.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 75%

    of their assets is high net worth money; the next largest client type is other individuals, at 22%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 78

    of the 104 have their main office in Oakland County, MI; the next place is Wayne County, MI, with 16.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Detroit?

This list holds 104 wealth management firms in the Detroit metro; 104 of them report regulatory assets on Form ADV, $96.8 billion together.

What are the largest wealth management firms in Detroit?

By the regulatory assets they report: Plante Moran Financial Advisors $26.9 billion, Hantz Financial Services $10.0 billion, Advance Capital Management $5.0 billion, Azimuth Capital Management $4.0 billion, Sigma Investment Counselors $2.2 billion.

How much do wealth management firms in Detroit typically manage?

Of the 104 that report, the median reports $312 million in regulatory assets; 86 report under $1 billion.

How do you start a relationship with wealth management firms in Detroit?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
104 wealth management firms, 103 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Detroit-Warren-Dearborn, MI MSA (Census CBSA 19820: both its divisions) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 104 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Detroit metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $96.8BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 104, 104 report on a current Form ADV and 27 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 104 advisersFilings to 2026-10-01; read 2026-11-06
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 27 filers, by the CIK on each Form ADVLatest filing; read 2026-11-06
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-11-06
LogosNone shown: each firm has a monogramRead 2026-11-06

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Detroit," updated November 6, 2026, praxisrock.com/resources/investors/wealth-management-firms-detroit

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