Rialytix insights

Largest RIA Firms in Southfield, Michigan by AUM

Explore registered investment advisers headquartered in Southfield, Michigan, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 12 firms with $50.5B in total reported AUM and median AUM of $864.7M.

Firms

Matching current profiles

Total AUM

$50.5B

Reported regulatory AUM

Median AUM

$864.7M

Across firms with AUM

Largest firm

$26.9B

Plante Moran Financial Advisors

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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. Plante Moran Financial Advisors CRD 112158 · Limited Liability Company	SOUTHFIELD, MI	$26.9B Sep 2026	+$3.8B+16.3%	+$8.3B+44.7%	+$8.7B+47.4%	+$20.0B+287.1%	+14 employees+10.8% over 3Y	+2,706 accounts+16.4% over 3Y
2. Hantz Financial Services, INC. CRD 46047 · Corporation	SOUTHFIELD, MI	$10.0B Oct 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
3. 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
4. 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
5. Center For Financial Planning INC CRD 109599 · Corporation	SOUTHFIELD, MI	$2.0B Sep 2026	+$258.1M+15.1%	+$658.5M+50.2%	+$682.0M+52.9%	+$1.5B+294.6%	+13 employees+100.0% over 3Y	+566 accounts+15.2% over 3Y
6. Peninsula Capital Partners, L.l.c. CRD 157354 · Limited Liability Company	SOUTHFIELD, MI	$1.0B Apr 2026	-$13.6M-1.3%	-$82.9M-7.4%	-$102.6M-9.0%	+$363.0M+53.9%	0 employees+0.0% over 3Y	+1 accounts+33.3% over 3Y
7. Skyoak Wealth CRD 299564 · Limited Liability Company	SOUTHFIELD, MI	$692.7M Mar 2026	+$91.3M+15.2%	+$300.9M+76.8%	+$283.4M+69.2%	—	0 employees+0.0% over 3Y	+94 accounts+8.3% over 3Y
8. Plante Moran Real Estate Investment Advisors CRD 323718 · Limited Liability Company	SOUTHFIELD, MI	$261.3M Sep 2026	+$18.6M+7.6%	-$46.2M-15.0%	—	—	-12 employees-42.9% over 3Y	0 accounts+0.0% over 3Y
9. Sg Real Estate I CRD 334205 · Corporation	SOUTHFIELD, MI	$203.5M Jan 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
10. Cig Asset Management, INC. CRD 123609 · Corporation	SOUTHFIELD, MI	$192.5M Mar 2026	+$57.3M+42.4%	-$17.0M-8.1%	+$26.5M+15.9%	+$17.1M+9.7%	-1 employees-11.1% over 3Y	-170 accounts-26.6% over 3Y
11. Trm Advisors LP CRD 321278 · Limited Partnership	SOUTHFIELD, MI	$159.8M May 2026	-$132.8M-45.4%	—	—	-$6.2M-3.7%	0 employees+0.0% over 1Y	0 accounts+0.0% over 1Y
12. Ele Advisory Services, INC CRD 148228 · Corporation	SOUTHFIELD, MI	$136.5M Sep 2026	+$11.0M+8.8%	+$43.3M+46.5%	+$14.3M+11.7%	+$24.0M+21.3%	+2 employees+18.2% over 3Y	+259 accounts+20.2% 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 sufficient historical filing data is unavailable for the lookback period.