Rialytix insights

Top RIA Firms in Kalamazoo, Michigan

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Kalamazoo, Michigan. This hub covers 10 matching firms with $4.9B in total reported AUM and median AUM of $338.0M.

Firms

Matching current profiles

Total AUM

$4.9B

Reported regulatory AUM

Median AUM

$338.0M

Across firms with AUM

Largest firm

$1.3B

Cws Financial Advisors 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. Cws Financial Advisors LLC CRD 297000 · Limited Liability Company	KALAMAZOO, MI	$1.3B Feb 2026	+$274.1M+26.0%	+$222.3M+20.1%	+$475.2M+55.7%	—	+1 employees+9.1% over 3Y	+34 accounts+1.6% over 3Y
2. Trunorth Capital Management, LLC CRD 165285 · Limited Liability Company	KALAMAZOO, MI	$724.5M May 2026	+$193.9M+36.6%	+$429.9M+145.9%	+$498.1M+220.0%	+$596.9M+467.7%	0 employees+0.0% over 3Y	+319 accounts+43.9% over 3Y
3. Arcadia Investment Management Corp CRD 104867 · Corporation	KALAMAZOO, MI	$697.3M May 2026	+$9.4M+1.4%	+$193.5M+38.4%	+$153.3M+28.2%	+$248.9M+55.5%	-1 employees-20.0% over 3Y	+47 accounts+14.1% over 3Y
4. Wolff Financial Management LLC CRD 283239 · Limited Liability Company	KALAMAZOO, MI	$612.7M Feb 2026	+$147.1M+31.6%	+$203.0M+49.6%	+$308.5M+101.4%	—	+2 employees+50.0% over 3Y	+136 accounts+13.6% over 3Y
5. Long Road Investment Counsel, LLC CRD 171343 · Limited Liability Company	KALAMAZOO, MI	$346.4M Mar 2026	+$62.4M+22.0%	+$45.3M+15.1%	+$128.1M+58.7%	—	+1 employees+100.0% over 3Y	-5 accounts-4.6% over 3Y
6. N.v.n.g. Investments, INC. CRD 107446 · Corporation	KALAMAZOO, MI	$329.5M Jan 2026	+$69.0M+26.5%	+$95.7M+40.9%	+$144.6M+78.2%	+$296.3M+891.1%	0 employees+0.0% over 3Y	+3 accounts+7.9% over 3Y
7. Daus Financial Group, LLC CRD 323054 · Limited Liability Company	KALAMAZOO, MI	$270.5M Feb 2026	+$116.4M+75.5%	—	—	—	+2 employees+33.3% over 1Y	+274 accounts+41.4% over 1Y
8. Clear Ridge Wealth Management, LLC CRD 172689 · Limited Liability Company	KALAMAZOO, MI	$244.6M Mar 2026	+$44.6M+22.3%	+$90.5M+58.7%	—	+$134.5M+122.0%	+1 employees+33.3% over 3Y	+85 accounts+25.0% over 3Y
9. Gasaway Investment Advisors, INC. CRD 123807 · Corporation	KALAMAZOO, MI	$173.1M Apr 2026	+$10.7M+6.6%	+$38.7M+28.8%	+$39.6M+29.7%	+$98.1M+130.7%	+3 employees+30.0% over 3Y	+29 accounts+4.0% over 3Y
10. Breakwater Capital CRD 172498 · Limited Liability Company	KALAMAZOO, MI	$156.6M Mar 2026	+$14.1M+9.9%	+$25.2M+19.2%	+$31.1M+24.8%	+$47.3M+43.3%	0 employees+0.0% over 3Y	+92 accounts+24.6% 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.