RIAs in Michigan

542 RIAs headquartered in Michigan managing a combined $550B.

By city

Grand RapidsMichigan46 FIRMS · $45.6B TroyMichigan43 FIRMS · $13.2B Bloomfield HillsMichigan40 FIRMS · $37.6B Ann ArborMichigan29 FIRMS · $14.6B SouthfieldMichigan22 FIRMS · $39B BirminghamMichigan21 FIRMS · $10.6B Traverse CityMichigan15 FIRMS · $3.2B NoviMichigan14 FIRMS · $6.8B BrightonMichigan14 FIRMS · $2.2B Farmington HillsMichigan14 FIRMS · $5.8B KalamazooMichigan13 FIRMS · $4.3B PlymouthMichigan12 FIRMS · $9.1B Royal OakMichigan11 FIRMS · $1.6B PortageMichigan10 FIRMS · $12.1B HollandMichigan9 FIRMS · $9.2B LansingMichigan9 FIRMS · $252B NorthvilleMichigan8 FIRMS · $3.4B RochesterMichigan8 FIRMS · $3.7B OkemosMichigan8 FIRMS · $1.1B LivoniaMichigan7 FIRMS · $1.1B Bingham FarmsMichigan6 FIRMS · $2.3B AdaMichigan6 FIRMS · $3.4B Sterling HeightsMichigan5 FIRMS · $358M Saint JosephMichigan5 FIRMS · $305M DetroitMichigan5 FIRMS · $16.5B Grand BlancMichigan5 FIRMS · $6B Grosse Pointe FarmsMichigan5 FIRMS · $2.3B East LansingMichigan5 FIRMS · $3.4B MarquetteMichigan4 FIRMS · $627M Bay CityMichigan4 FIRMS · $343M JenisonMichigan4 FIRMS · $897M Auburn HillsMichigan4 FIRMS · $536M ClarkstonMichigan4 FIRMS · $1.3B Mount PleasantMichigan3 FIRMS · $260M CaledoniaMichigan3 FIRMS · $192M FentonMichigan3 FIRMS · $946M HighlandMichigan3 FIRMS · $64.6M JacksonMichigan3 FIRMS · $1.2B KentwoodMichigan3 FIRMS · $3.4B MidlandMichigan3 FIRMS · $83.3M MuskegonMichigan3 FIRMS · $283M Rochester HillsMichigan3 FIRMS · $71.3M Saint Clair ShoresMichigan3 FIRMS · $1.4B West BloomfieldMichigan3 FIRMS · $67M YpsilantiMichigan3 FIRMS · $9M DavisonMichigan2 FIRMS · $25M Allen ParkMichigan2 FIRMS · $99M OwossoMichigan2 FIRMS · $73.3M OxfordMichigan2 FIRMS · $121M MonroeMichigan2 FIRMS · $226M Grosse Pointe ParkMichigan2 FIRMS · $229M StevensvilleMichigan2 FIRMS · $308M ClawsonMichigan2 FIRMS · $10.1B WilliamstonMichigan2 FIRMS · $4.9B WaterfordMichigan2 FIRMS · $226M AlpenaMichigan2 FIRMS · $18.7M FarmingtonMichigan2 FIRMS · $1.1B TrentonMichigan2 FIRMS · $316M WyandotteMichigan2 FIRMS · $82.9M DexterMichigan2 FIRMS · $426M Clinton TownshipMichigan2 FIRMS · $359M SaginawMichigan2 FIRMS · $42.4M WyomingMichigan2 FIRMS · $801M Grand HavenMichigan2 FIRMS · $388M MarshallMichigan2 FIRMS · $595M CantonMichigan2 FIRMS · $113M ChelseaMichigan1 FIRM · $110M CalumetMichigan1 FIRM · $78.2M OscodaMichigan1 FIRM · $266K PetoskeyMichigan1 FIRM · $4.9M CadillacMichigan1 FIRM · $61M BrimleyMichigan1 FIRM · $1.7M RichmondMichigan1 FIRM · $1.3M BridgeportMichigan1 FIRM · $58.9M RockfordMichigan1 FIRM BerkelyMichigan1 FIRM · $5.6M BelmontMichigan1 FIRM · $805M SalineMichigan1 FIRM · $351M Shelby TownshipMichigan1 FIRM Bad AxeMichigan1 FIRM SouthgateMichigan1 FIRM · $90M Spring ArborMichigan1 FIRM · $263M Spring LakeMichigan1 FIRM · $32.8M AltoMichigan1 FIRM · $322M Swartz CreekMichigan1 FIRM · $300M Sylvan LakeMichigan1 FIRM TaylorMichigan1 FIRM · $194K FlintMichigan1 FIRM FrankenmuthMichigan1 FIRM · $61.1M FrankfortMichigan1 FIRM FreelandMichigan1 FIRM · $103M EscanabaMichigan1 FIRM Elk RapidsMichigan1 FIRM · $19.9M East Grand RapidsMichigan1 FIRM · $43.7M GrandvilleMichigan1 FIRM · $295M Grosse Pointe WoodsMichigan1 FIRM · $64.2M Harrison TownshipMichigan1 FIRM · $35.5M DouglasMichigan1 FIRM · $31.7M HollyMichigan1 FIRM · $155M HoltMichigan1 FIRM IraMichigan1 FIRM · $44M UticaMichigan1 FIRM · $207M DearbornMichigan1 FIRM KalkaskaMichigan1 FIRM · $585K LambertvilleMichigan1 FIRM · $21.6M Lathrup VillageMichigan1 FIRM · $562M LindenMichigan1 FIRM · $238M Commerce TwpMichigan1 FIRM · $81.4M LudingtonMichigan1 FIRM · $149M MetamoraMichigan1 FIRM · $102M ZeelandMichigan1 FIRM · $395M Mount ClemensMichigan1 FIRM · $671M New BaltimoreMichigan1 FIRM · $116M New BuffaloMichigan1 FIRM NilesMichigan1 FIRM · $713M

All RIAs in Michigan

Lineguard Investments, LLC

Troy, MI

AUM $42.4MTEAM 1REPS 1

Valor Wealth Group, LLC

Ada, MI

AUM $42.4MTEAM 1REPS 2

NFI Advisors, Inc

Novi, MI

AUM $41.7MTEAM 3REPS 3

Mangotree Capital, LLC

Sterling Heights, MI

AUM $39.8MTEAM 2REPS 2

MFG Capital, Inc.

Trenton, MI

AUM $39.7MTEAM 3REPS 1

JIM Roberts Investment Advisors LLC

Saint Joseph, MI

AUM $37.9MTEAM 1REPS 1

Professional Analysts, LLC

Bay City, MI

AUM $37.7MTEAM 2REPS 2

Ridge Investment Advisors

Brighton, MI

AUM $37.6MTEAM 1REPS 1

Falconer Group

Traverse City, MI

AUM $36.8MTEAM 1REPS 1

Koehler Financial Services, Inc.

Stevensville, MI

AUM $36.4MTEAM 1REPS 1

Bridgewise Wealth Management

Troy, MI

AUM $35.6MTEAM 4REPS 1

Investors Management Services Inc

Harrison Township, MI

AUM $35.5MTEAM 2REPS 2

Conway Asset Management, Inc.

Grosse Pointe Farms, MI

AUM $35.2MTEAM 1REPS 1

Financialmd, LLC

Okemos, MI

AUM $35MTEAM 1REPS 1

Exchange Street Capital

Spring Lake, MI

AUM $32.8MTEAM 2REPS 2

Agile Wealth Partners

Northville, MI

AUM $32MTEAM 3REPS 3

A B L E Wealth Management Solutions LLC

Ann Arbor, MI

AUM $31.7MTEAM 1REPS 1

John M. Leonard, LLC

Douglas, MI

AUM $31.7MTEAM 1REPS 1

Team Covert, LLC

Auburn Hills, MI

AUM $31MTEAM 2REPS 2

Sterling Advisory Group LLC

Southfield, MI

AUM $30.1MTEAM 1REPS 1

Retirement Capital Services LLC

Grand Blanc, MI

AUM $30MTEAM 1REPS 1

Face 2 Face Financial Planning, LLC

Portage, MI

AUM $29.7MTEAM 1REPS 1

Southwest Michigan Wealth Management, LLC

Kalamazoo, MI

AUM $29.4MTEAM 4REPS 2

New Era Investments LLC

Southfield, MI

AUM $29.4MTEAM 3REPS 4

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