Top RIA Firms in Michigan (2026)

    40 SEC-registered investment advisory firms headquartered in Michigan — a combined $465.4B in assets under management, led by Jackson National Asset Management, LLC in Lansing. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Jackson National Asset Management, LLC
    Lansing
    AUM $260.7B · 134 accounts
    Plante Moran Financial Advisors
    Southfield
    AUM $25.1B · 18,766 accounts
    Oa Private Capital
    Grand Rapids
    AUM $22.9B · 94 accounts
    Yousif Capital Management, LLC
    Bloomfield Hills
    AUM $14.7B · 454 accounts
    Bricktown Capital, LLC
    Detroit
    AUM $11.7B · 84 accounts
    Schwartz & Co.
    Bloomfield Hills
    AUM $10.5B · 1,737 accounts
    McQueen Financial Advisors II, Inc.
    Clawson
    AUM $10.1B · 215 accounts
    Hantz Financial Services, Inc.
    Southfield
    AUM $10B · 121,451 accounts
    Zhang Financial
    Portage
    AUM $8.4B · 7,855 accounts
    Spc
    Ann Arbor
    AUM $6.1B · 26,433 accounts
    Rehmann Wealth
    Lansing
    AUM $5.3B · 6,020 accounts
    Advance Capital Management Inc
    Southfield
    AUM $5B · 14,835 accounts
    Mainstay Capital Management, LLC
    Grand Blanc
    AUM $4.8B · 3,587 accounts
    Cg Advisory Services
    Williamston
    AUM $4.6B · 18,187 accounts
    Advisory Alpha, LLC
    Holland
    AUM $4.4B · 24,401 accounts
    Azimuth Capital Management
    Bloomfield Hills
    AUM $4B · 1,603 accounts
    Corecap Advisors
    Southfield
    AUM $4B · 9,677 accounts
    Schwartz Investment Counsel Inc
    Plymouth
    AUM $3.8B · 77 accounts
    Red Cedar Investment Management
    Grand Rapids
    AUM $3.3B · 67 accounts
    Innovia Wealth, LLC
    Grand Rapids
    AUM $3.3B · 3,978 accounts
    Retirement Income Solutions, Inc.
    Ann Arbor
    AUM $3B · 1,274 accounts
    Regal Investment Advisors LLC
    Kentwood
    AUM $2.9B · 13,473 accounts
    Brick Capital Management Inc
    East Lansing
    AUM $2.8B · 20 accounts
    Npf Investment Advisors
    Grand Rapids
    AUM $2.7B · 3,233 accounts
    Deroy & Devereaux Private Investment Counsel, Inc.
    Bloomfield Hills
    AUM $2.6B · 615 accounts
    Seizert Capital Partners
    Birmingham
    AUM $2.5B · 265 accounts
    Ipex, Inc.
    Plymouth
    AUM $2.2B · 51 accounts
    Sigma Investment Counselors
    Northville
    AUM $2.2B · 2,837 accounts
    Captrust Wealth Advisors
    Holland
    AUM $2B · 2,988 accounts
    Center for Financial Planning Inc
    Southfield
    AUM $2B · 4,285 accounts
    Diversified Portfolios, Inc.
    Bloomfield Hills
    AUM $1.9B · 2,514 accounts
    Modell Capital Management LLC
    Bloomfield Hills
    AUM $1.9B · 918 accounts
    Blue Chip Partners, LLC
    Farmington Hills
    AUM $1.9B · 3,207 accounts
    Rockbridge Growth Equity Management, L.P.
    Detroit
    AUM $1.8B · 10 accounts
    C2 Private Wealth
    Novi
    AUM $1.8B · 11,760 accounts
    O2 Investment Partners, L.P.
    Bloomfield Hills
    AUM $1.8B · 13 accounts
    Clarkston Capital Partners, LLC
    Rochester
    AUM $1.7B · 347 accounts
    Signal Advisors Wealth, LLC
    Detroit
    AUM $1.7B · 10,642 accounts
    USA Financial Exchange
    Ada
    AUM $1.6B · 9,971 accounts
    The Nemes Rush Group, LLC
    Novi
    AUM $1.6B · 3,041 accounts

    How many RIA firms are in this Michigan directory?

    This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Michigan, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Michigan?

    By regulatory assets under management, the largest firm in this Michigan directory is Jackson National Asset Management, LLC, headquartered in Lansing, with approximately $260.7B in AUM.

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