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Top RIA Firms in Birmingham, Michigan
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Birmingham, Michigan. This hub covers 15 matching firms with $10.4B in total reported AUM and median AUM of $528.0M.
Firms
15
Matching current profiles
Total AUM
$10.4B
Reported regulatory AUM
Median AUM
$528.0M
Across firms with AUM
Largest firm
$2.5B
Seizert Capital Partners
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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. Seizert Capital Partners CRD 108954 · Limited Liability Company | BIRMINGHAM, MI | $2.5B Feb 2026 | +$424.1M+20.6% | +$179.6M+7.8% | +$345.1M+16.1% | -$577.1M-18.8% | +1 employees+6.3% over 3Y | +33 accounts+14.2% over 3Y |
| 2. Planning Alternatives LTD CRD 110268 · Corporation | BIRMINGHAM, MI | $1.5B Mar 2026 | +$258.2M+20.1% | +$321.4M+26.3% | +$454.7M+41.8% | +$1.1B+242.3% | -5 employees-20.0% over 3Y | +24 accounts+3.6% over 3Y |
| 3. Liberty Capital Management INC CRD 106063 · Corporation | BIRMINGHAM, MI | $849.5M Feb 2026 | +$244.1M+40.3% | +$331.6M+64.0% | +$447.6M+111.4% | +$690.0M+432.8% | +1 employees+33.3% over 3Y | +109 accounts+34.0% over 3Y |
| 4. Q3 Asset Management Corporation CRD 137839 · Corporation | BIRMINGHAM, MI | $794.7M Mar 2026 | +$67.3M+9.2% | +$175.7M+28.4% | +$257.8M+48.0% | +$758.4M+2086.9% | 0 employees+0.0% over 3Y | -579 accounts-16.5% over 3Y |
| 5. Valstone Partners VI CRD 300629 · Limited Liability Company | BIRMINGHAM, MI | $735.9M Mar 2026 | -$17.0M-2.3% | -$104.8M-12.5% | -$205.0M-21.8% | -$19.9M-2.6% | -1 employees-10.0% over 3Y | -2 accounts-40.0% over 3Y |
| 6. Sturbridge Capital LLC CRD 160327 · Limited Liability Company | BIRMINGHAM, MI | $730.9M Mar 2026 | +$222.4M+43.7% | +$380.9M+108.8% | +$493.8M+208.2% | +$626.7M+601.3% | +5 employees+55.6% over 3Y | -1 accounts-20.0% over 3Y |
| 7. Trp Capital Advisors V, LLC CRD 306604 · Limited Liability Company | BIRMINGHAM, MI | $691.0M Mar 2026 | +$54.0M+8.5% | +$413.0M+148.6% | +$551.8M+396.3% | +$566.2M+453.7% | +2 employees+22.2% over 3Y | +4 accounts+40.0% over 3Y |
| 8. Strength Capital Partners, LLC CRD 134320 · Limited Liability Company | BIRMINGHAM, MI | $528.0M Mar 2026 | +$92.2M+21.2% | +$364.2M+222.2% | +$398.6M+308.1% | +$289.4M+121.3% | +3 employees+33.3% over 3Y | +1 accounts+9.1% over 3Y |
| 9. Bloomfield Capital Holdings, LLC CRD 169198 · Limited Liability Company | BIRMINGHAM, MI | $465.7M Mar 2026 | +$33.8M+7.8% | +$78.5M+20.3% | +$122.5M+35.7% | +$280.5M+151.5% | -1 employees-5.3% over 3Y | +2 accounts+28.6% over 3Y |
| 10. Lakeside Drive Management LLC CRD 306808 · Limited Liability Company | BIRMINGHAM, MI | $372.3M Apr 2026 | +$66.8M+21.9% | +$111.9M+43.0% | — | +$190.7M+105.0% | 0 employees+0.0% over 3Y | +2 accounts+14.3% over 3Y |
| 11. Motive Wealth Advisors, LLC CRD 312303 · Limited Liability Company | BIRMINGHAM, MI | $362.6M Mar 2026 | +$44.8M+14.1% | +$140.6M+63.4% | — | — | +1 employees+33.3% over 3Y | +130 accounts+46.8% over 3Y |
| 12. Trp Capital Advisors VI, LLC CRD 329787 · Limited Liability Company | BIRMINGHAM, MI | $310.8M Mar 2026 | +$56.7M+22.3% | — | — | +$147.6M+90.5% | 0 employees+0.0% over 1Y | +2 accounts+50.0% over 1Y |
| 13. Palatine Hill Wealth Management CRD 305619 · Limited Liability Company | BIRMINGHAM, MI | $295.9M Feb 2026 | +$106.8M+56.5% | +$139.5M+89.2% | +$183.1M+162.4% | — | 0 employees+0.0% over 3Y | +828 accounts+138.5% over 3Y |
| 14. Schechter Private Capital, LLC CRD 289491 · Limited Liability Company | BIRMINGHAM, MI | $171.7M Mar 2026 | -$217.8M-55.9% | -$147.6M-46.2% | +$59.7M+53.3% | +$144.5M+532.4% | 0 employees+0.0% over 3Y | -14 accounts-38.9% over 3Y |
| 15. Trp Capital Advisors, LLC CRD 281098 · Limited Liability Company | BIRMINGHAM, MI | $82.5M Mar 2026 | -$210.1M-71.8% | -$233.3M-73.9% | -$428.0M-83.8% | -$41.4M-33.4% | +2 employees+22.2% over 3Y | 0 accounts+0.0% 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.