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Top RIA Firms in Michigan
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Michigan. This hub covers 290 matching firms with $563.1B in total reported AUM and median AUM of $378.6M.
Firms
290
Matching current profiles
Total AUM
$563.1B
Reported regulatory AUM
Median AUM
$378.6M
Across firms with AUM
Largest firm
$246.3B
Jackson National Asset Management, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Jackson National Asset Management, LLC CRD 111079 · Limited Liability Company | LANSING, MI | $246.3B May 2026 | -$8.0B-3.1% | +$23.6B+10.6% | -$14.8B-5.7% | +$237.3B+2626.9% | -20 employees-11.4% over 3Y | +2 accounts+1.5% over 3Y |
| 2. Plante Moran Financial Advisors CRD 112158 · Limited Liability Company | SOUTHFIELD, MI | $25.1B Apr 2026 | +$3.3B+15.3% | +$8.4B+50.0% | +$8.8B+53.9% | +$18.2B+261.1% | +9 employees+6.5% over 3Y | +2,567 accounts+15.8% over 3Y |
| 3. Oa Private Capital CRD 282516 · Limited Liability Company | GRAND RAPIDS, MI | $22.9B Mar 2026 | +$2.6B+12.5% | +$5.5B+31.7% | +$9.6B+71.9% | +$18.2B+388.6% | +27 employees+42.2% over 3Y | +12 accounts+14.6% over 3Y |
| 4. Yousif Capital Management, LLC CRD 312511 · Limited Liability Company | BLOOMFIELD HILLS, MI | $14.7B Mar 2026 | -$298.6M-2.0% | +$2.6B+21.7% | — | — | +6 employees+54.5% over 3Y | +122 accounts+36.7% over 3Y |
| 5. Bricktown Capital, LLC CRD 319290 · Limited Liability Company | DETROIT, MI | $11.7B Mar 2026 | -$324.6M-2.7% | +$1.6B+16.1% | — | — | +6 employees+22.2% over 3Y | +1 accounts+1.2% over 3Y |
| 6. Schwartz & CO. CRD 7294 · Corporation | BLOOMFIELD HILLS, MI | $10.5B Mar 2026 | +$1.4B+15.6% | +$4.2B+65.7% | +$6.5B+161.5% | +$8.5B+437.9% | +3 employees+11.1% over 3Y | +625 accounts+56.2% over 3Y |
| 7. Mcqueen Financial Advisors II, INC. CRD 109325 · Corporation | CLAWSON, MI | $10.1B Mar 2026 | -$1.5B-13.1% | -$1.7B-14.4% | +$2.2B+28.7% | +$7.9B+352.1% | +1 employees+2.0% over 3Y | +70 accounts+48.3% over 3Y |
| 8. Hantz Financial Services, INC. CRD 46047 · Corporation | SOUTHFIELD, MI | $10.0B Apr 2026 | +$2.2B+27.9% | +$5.1B+104.0% | +$5.8B+138.5% | +$9.4B+1596.5% | +80 employees+22.5% over 3Y | +31,252 accounts+34.6% over 3Y |
| 9. Zhang Financial CRD 159257 · Limited Liability Company | PORTAGE, MI | $8.4B Mar 2026 | +$1.8B+27.8% | +$3.9B+87.5% | +$4.4B+109.1% | — | +10 employees+25.0% over 3Y | +2,252 accounts+40.2% over 3Y |
| 10. Spc CRD 110692 · Corporation | ANN ARBOR, MI | $6.1B May 2026 | +$446.8M+7.9% | +$138.2M+2.3% | +$514.3M+9.2% | +$4.7B+335.9% | -139 employees-22.8% over 3Y | -8,161 accounts-23.6% over 3Y |
| 11. Rehmann Wealth CRD 123047 · Limited Liability Company | LANSING, MI | $5.3B Mar 2026 | +$1.4B+37.0% | +$2.2B+73.2% | +$2.7B+104.0% | +$4.1B+361.4% | +5 employees+14.7% over 3Y | +878 accounts+17.1% over 3Y |
| 12. Advance Capital Management INC CRD 110767 · Corporation | SOUTHFIELD, MI | $5.0B Mar 2026 | +$476.4M+10.6% | +$1.4B+39.5% | +$2.0B+68.5% | +$3.7B+288.7% | +8 employees+14.8% over 3Y | +1,136 accounts+8.3% over 3Y |
| 13. Mainstay Capital Management, LLC CRD 109528 · Limited Liability Company | GRAND BLANC, MI | $4.8B Apr 2026 | +$671.2M+16.1% | +$1.4B+40.8% | +$1.4B+41.5% | +$3.8B+361.8% | +3 employees+10.0% over 3Y | -353 accounts-9.4% over 3Y |
| 14. Cg Advisory Services CRD 110929 · Limited Liability Company | WILLIAMSTON, MI | $4.6B Mar 2026 | +$620.2M+15.4% | +$1.8B+61.1% | +$2.4B+107.7% | +$4.2B+865.7% | +56 employees+70.0% over 3Y | +2,274 accounts+14.3% over 3Y |
| 15. Advisory Alpha, LLC CRD 158282 · Limited Liability Company | HOLLAND, MI | $4.4B Mar 2026 | +$905.5M+26.1% | +$2.6B+144.9% | +$3.6B+446.2% | +$4.3B+7094.1% | +14 employees+26.9% over 3Y | +10,690 accounts+78.0% over 3Y |
| 16. Azimuth Capital Management CRD 319062 · Limited Liability Company | BLOOMFIELD HILLS, MI | $4.0B Mar 2026 | +$164.6M+4.3% | +$906.6M+29.4% | — | — | +3 employees+13.6% over 3Y | +100 accounts+6.7% over 3Y |
| 17. Corecap Advisors CRD 158819 · Limited Liability Company | SOUTHFIELD, MI | $4.0B Mar 2026 | +$819.3M+25.9% | +$2.0B+103.7% | +$2.6B+192.5% | — | -5 employees-4.1% over 3Y | +1,920 accounts+24.8% over 3Y |
| 18. Schwartz Investment Counsel INC CRD 104693 · Corporation | PLYMOUTH, MI | $3.8B Mar 2026 | +$135.3M+3.7% | +$915.8M+31.9% | +$986.3M+35.2% | +$2.9B+321.0% | 0 employees+0.0% over 3Y | -4 accounts-4.9% over 3Y |
| 19. Red Cedar Investment Management CRD 170939 · Limited Liability Company | GRAND RAPIDS, MI | $3.3B May 2026 | +$1.3B+67.9% | +$1.9B+128.8% | +$1.6B+92.9% | +$3.2B+1904.8% | +4 employees+28.6% over 3Y | +4 accounts+6.3% over 3Y |
| 20. Innovia Wealth, LLC CRD 289913 · Limited Liability Company | GRAND RAPIDS, MI | $3.3B Apr 2026 | +$857.7M+35.3% | +$1.9B+132.5% | +$2.6B+356.7% | — | +8 employees+34.8% over 3Y | +1,689 accounts+73.8% over 3Y |
| 21. Retirement Income Solutions, INC. CRD 110145 · Corporation | ANN ARBOR, MI | $3.0B May 2026 | +$315.6M+11.9% | +$826.6M+38.5% | +$841.6M+39.5% | +$2.2B+267.9% | +6 employees+30.0% over 3Y | +11 accounts+0.9% over 3Y |
| 22. Regal Investment Advisors LLC CRD 125004 · Limited Liability Company | KENTWOOD, MI | $2.9B May 2026 | +$429.4M+17.5% | +$834.5M+40.9% | +$940.7M+48.6% | +$2.7B+1229.8% | +19 employees+17.0% over 3Y | +1,705 accounts+14.5% over 3Y |
| 23. Brick Capital Management INC CRD 107600 · Corporation | EAST LANSING, MI | $2.8B Mar 2026 | +$173.3M+6.5% | -$690.0M-19.6% | +$267.0M+10.4% | +$1.4B+91.9% | 0 employees+0.0% over 3Y | -3 accounts-13.0% over 3Y |
| 24. Npf Investment Advisors CRD 104683 · Limited Liability Partnership | GRAND RAPIDS, MI | $2.7B Mar 2026 | +$166.0M+6.6% | +$695.1M+34.8% | +$691.7M+34.6% | +$1.9B+222.2% | +7 employees+63.6% over 3Y | +860 accounts+36.2% over 3Y |
| 25. Ipex, INC. CRD 124337 · Corporation | PLYMOUTH, MI | $2.7B Apr 2026 | +$415.5M+18.6% | +$840.4M+46.3% | +$706.1M+36.2% | +$2.5B+2412.3% | -2 employees-40.0% over 3Y | +12 accounts+28.6% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.