Rialytix insights

Top RIA Firms in Southfield, Michigan

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Southfield, Michigan. This hub covers 12 matching firms with $48.7B in total reported AUM and median AUM of $864.7M.

Firms

Matching current profiles

Total AUM

$48.7B

Reported regulatory AUM

Median AUM

$864.7M

Across firms with AUM

Largest firm

$25.1B

Plante Moran Financial Advisors

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

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	$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
2. 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
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 Apr 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	$242.8M Sep 2025	-$64.8M-21.1%	—	—	—	-11 employees-39.3% over 1Y	0 accounts+0.0% over 1Y
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 Mar 2026	+$36.6M+36.7%	+$30.7M+29.0%	+$14.3M+11.7%	+$24.0M+21.3%	+3 employees+30.0% over 3Y	+557 accounts+56.4% 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.