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Top RIA Firms in Bloomfield Hills, Michigan
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Bloomfield Hills, Michigan. This hub covers 27 matching firms with $47.7B in total reported AUM and median AUM of $643.8M.
Firms
27
Matching current profiles
Total AUM
$47.7B
Reported regulatory AUM
Median AUM
$643.8M
Across firms with AUM
Largest firm
$14.7B
Yousif Capital 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. 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 |
| 2. 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 |
| 3. 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 |
| 4. Deroy & Devereaux Private Investment Counsel, INC. CRD 121560 · Corporation | BLOOMFIELD HILLS, MI | $2.6B Mar 2026 | +$333.0M+14.8% | +$817.4M+46.4% | +$971.5M+60.4% | +$2.1B+422.3% | +2 employees+11.8% over 3Y | +43 accounts+7.5% over 3Y |
| 5. Diversified Portfolios, INC. CRD 108942 · Corporation | BLOOMFIELD HILLS, MI | $1.9B Mar 2026 | +$274.7M+16.5% | +$469.3M+32.0% | +$732.5M+60.9% | +$1.6B+453.0% | +10 employees+111.1% over 3Y | +669 accounts+36.3% over 3Y |
| 6. Modell Capital Management LLC CRD 339228 · Limited Liability Company | BLOOMFIELD HILLS, MI | $1.9B Feb 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 7. O2 Investment Partners, L.p. CRD 291435 · Limited Partnership | BLOOMFIELD HILLS, MI | $1.8B Apr 2026 | +$613.9M+51.4% | +$668.4M+58.7% | +$1.4B+320.4% | +$1.5B+426.9% | +7 employees+30.4% over 3Y | +1 accounts+8.3% over 3Y |
| 8. Flexible Plan Investments LTD CRD 110762 · Corporation | BLOOMFIELD HILLS, MI | $1.5B Mar 2026 | -$52.3M-3.4% | -$80.1M-5.1% | -$154.0M-9.4% | +$624.6M+72.7% | -25 employees-26.9% over 3Y | -5,646 accounts-35.2% over 3Y |
| 9. Integrated Investment Consultants, LLC CRD 175299 · Limited Liability Company | BLOOMFIELD HILLS, MI | $1.1B Apr 2026 | +$311.2M+40.2% | +$333.4M+44.4% | +$379.1M+53.7% | — | +4 employees+66.7% over 3Y | +933 accounts+542.4% over 3Y |
| 10. Lsia CRD 146829 · Limited Liability Company | BLOOMFIELD HILLS, MI | $932.1M Feb 2026 | +$128.8M+16.0% | +$19.3M+2.1% | -$5.1B-84.5% | -$71.8M-7.2% | 0 employees+0.0% over 3Y | +111 accounts+34.6% over 3Y |
| 11. Cranbrook Wealth Management, LLC CRD 132058 · Limited Liability Company | BLOOMFIELD HILLS, MI | $906.8M Mar 2026 | +$129.0M+16.6% | +$230.5M+34.1% | +$135.9M+17.6% | +$585.4M+182.1% | -1 employees-14.3% over 3Y | +152 accounts+17.6% over 3Y |
| 12. Northern Financial Advisors, INC CRD 121088 · Corporation | BLOOMFIELD HILLS, MI | $684.0M Jan 2026 | +$64.2M+10.4% | +$176.2M+34.7% | +$210.0M+44.3% | +$277.6M+68.3% | 0 employees+0.0% over 3Y | -218 accounts-10.0% over 3Y |
| 13. Lifecycle Financial Planners INC. CRD 290250 · Corporation | BLOOMFIELD HILLS, MI | $671.7M Mar 2026 | +$45.3M+7.2% | +$136.0M+25.4% | +$150.6M+28.9% | — | -1 employees-10.0% over 3Y | -926 accounts-23.2% over 3Y |
| 14. Heron Bay Capital Management CRD 305537 · Limited Liability Company | BLOOMFIELD HILLS, MI | $643.8M May 2026 | +$38.6M+6.4% | +$446.5M+226.3% | +$442.9M+220.5% | — | +2 employees+40.0% over 3Y | +233 accounts+90.7% over 3Y |
| 15. Alidade Capital, LLC CRD 165341 · Limited Liability Company | BLOOMFIELD HILLS, MI | $564.9M Apr 2026 | +$13.7M+2.5% | -$123.4M-17.9% | +$100.3M+21.6% | +$488.8M+641.5% | +3 employees+15.8% over 3Y | -1 accounts-33.3% over 3Y |
| 16. Greystone Financial Group, LLC CRD 306595 · Limited Liability Company | BLOOMFIELD HILLS, MI | $494.9M Mar 2026 | -$533.3M-51.9% | -$70.0M-12.4% | -$34.8M-6.6% | -$33.3M-6.3% | -8 employees-50.0% over 3Y | -279 accounts-18.1% over 3Y |
| 17. Gainplan LLC CRD 174427 · Limited Liability Company | BLOOMFIELD HILLS, MI | $461.6M Mar 2026 | -$16.9M-3.5% | +$100.4M+27.8% | +$210.1M+83.5% | — | +3 employees+33.3% over 3Y | +63 accounts+4.4% over 3Y |
| 18. Integrated Capital Management CRD 284766 · Limited Liability Company | BLOOMFIELD HILLS, MI | $429.8M Feb 2026 | +$146.6M+51.8% | +$202.9M+89.4% | +$285.5M+198.0% | +$326.5M+316.1% | -1 employees-16.7% over 3Y | +511 accounts+33.8% over 3Y |
| 19. Sculati Wealth Management, LLC CRD 158783 · Limited Liability Company | BLOOMFIELD HILLS, MI | $381.5M Feb 2026 | +$87.9M+29.9% | +$126.2M+49.4% | +$239.7M+169.0% | — | -2 employees-33.3% over 3Y | +141 accounts+15.4% over 3Y |
| 20. Gpm Growth Investors, INC. CRD 107645 · Corporation | BLOOMFIELD HILLS, MI | $281.3M Mar 2026 | +$54.8M+24.2% | +$62.4M+28.5% | +$120.9M+75.4% | +$164.3M+140.4% | 0 employees+0.0% over 3Y | +350 accounts+193.4% over 3Y |
| 21. Nantucket Multi Managers, LLC CRD 129024 · Limited Liability Company | BLOOMFIELD HILLS, MI | $260.2M Feb 2026 | -$4.7M-1.8% | -$98.7M-27.5% | -$33.7M-11.5% | +$78.9M+43.5% | -1 employees-16.7% over 3Y | 0 accounts+0.0% over 3Y |
| 22. English Capital Management LLC CRD 234790 · Limited Liability Company | BLOOMFIELD HILLS, MI | $241.1M Feb 2026 | +$39.6M+19.7% | — | — | +$39.6M+19.7% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 23. Krs Capital Management, LLC CRD 142928 · Limited Liability Company | BLOOMFIELD HILLS, MI | $188.9M Jan 2026 | +$62.7M+49.7% | +$63.2M+50.3% | +$140.8M+292.7% | +$140.8M+292.7% | 0 employees+0.0% over 3Y | -10 accounts-6.3% over 3Y |
| 24. Cirrus Capital LLC CRD 288297 · Limited Liability Company | BLOOMFIELD HILLS, MI | $170.4M Mar 2026 | — | — | — | +$46.1M+37.1% | -1 employees-14.3% over Total | -583 accounts-39.5% over Total |
| 25. Wolverine Wealth Advisory Services INC. CRD 146564 · Corporation | BLOOMFIELD HILLS, MI | $140.9M Jan 2026 | +$86.9M+160.9% | +$86.9M+160.9% | +$86.9M+160.9% | +$86.9M+160.9% | 0 employees+0.0% over Total | +65 accounts+43.3% 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.