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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