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Top RIA Firms in Troy, Michigan
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Troy, Michigan. This hub covers 23 matching firms with $12.4B in total reported AUM and median AUM of $482.2M.
Firms
23
Matching current profiles
Total AUM
$12.4B
Reported regulatory AUM
Median AUM
$482.2M
Across firms with AUM
Largest firm
$1.3B
Jay A. Fishman, LTD
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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. Jay A. Fishman, LTD CRD 105609 · Corporation | TROY, MI | $1.3B Mar 2026 | +$131.4M+11.7% | +$469.3M+60.0% | +$464.9M+59.1% | +$864.8M+223.8% | -1 employees-11.1% over 3Y | +91 accounts+20.4% over 3Y |
| 2. Straightline CRD 127401 · Limited Liability Company | TROY, MI | $1.2B Mar 2026 | +$49.2M+4.4% | -$8.8M-0.7% | +$183.4M+18.6% | +$656.6M+127.8% | +3 employees+37.5% over 3Y | -974 accounts-17.0% over 3Y |
| 3. Isto Advisors, LLC CRD 284560 · Limited Liability Company | TROY, MI | $1.1B Mar 2026 | +$192.9M+22.1% | +$423.4M+66.0% | +$524.0M+97.0% | — | +6 employees+28.6% over 3Y | +250 accounts+11.0% over 3Y |
| 4. William Mack & Associates INC CRD 107377 · Corporation | TROY, MI | $1.0B Apr 2026 | +$214.2M+26.1% | +$385.2M+59.3% | +$369.8M+55.6% | +$823.6M+390.3% | +8 employees+57.1% over 3Y | +106 accounts+12.5% over 3Y |
| 5. Carrera Capital Advisors CRD 330834 · Limited Liability Company | TROY, MI | $968.7M Mar 2026 | +$351.4M+56.9% | — | — | +$351.4M+56.9% | +2 employees+18.2% over 1Y | +597 accounts+43.9% over 1Y |
| 6. Secure Asset Management, L.l.c. CRD 144046 · Limited Liability Company | TROY, MI | $870.6M Mar 2026 | -$19.4M-2.2% | +$483.3M+124.8% | +$625.8M+255.6% | +$768.4M+751.4% | +32 employees+139.1% over 3Y | +2,325 accounts+101.8% over 3Y |
| 7. Baron Wealth Management, LLC CRD 153117 · Limited Liability Company | TROY, MI | $846.8M Mar 2026 | +$144.7M+20.6% | +$276.9M+48.6% | +$449.8M+113.3% | +$610.2M+258.0% | +1 employees+20.0% over 3Y | +202 accounts+37.8% over 3Y |
| 8. Arbor Wealth Advisors LLC CRD 169570 · Limited Liability Company | TROY, MI | $657.7M Feb 2026 | +$143.4M+27.9% | +$159.8M+32.1% | +$222.6M+51.1% | — | 0 employees+0.0% over 3Y | +29 accounts+11.3% over 3Y |
| 9. Financial Services Of America Advisors CRD 286251 · Corporation | TROY, MI | $573.4M Mar 2026 | +$177.2M+44.7% | +$359.0M+167.4% | +$436.2M+318.0% | +$436.2M+318.0% | +9 employees+40.9% over 3Y | +2,951 accounts+202.8% over 3Y |
| 10. Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L CRD 156177 · Limited Liability Company | TROY, MI | $512.5M Mar 2026 | +$185.5M+56.7% | +$289.4M+129.7% | +$326.7M+175.8% | +$393.5M+330.7% | 0 employees+0.0% over 3Y | +170 accounts+19.3% over 3Y |
| 11. Mkd Wealth CRD 144994 · Limited Liability Company | TROY, MI | $505.7M Mar 2026 | +$79.9M+18.8% | +$196.3M+63.5% | +$256.7M+103.1% | +$332.6M+192.2% | 0 employees+0.0% over 3Y | +120 accounts+11.4% over 3Y |
| 12. Ss&h Financial Advisors, INC. CRD 112256 · Corporation | TROY, MI | $482.2M Mar 2026 | +$134.9M+38.9% | +$222.0M+85.4% | +$201.4M+71.8% | +$371.2M+334.5% | 0 employees+0.0% over 3Y | +24 accounts+10.5% over 3Y |
| 13. M1 Capital Management LLC CRD 158269 · Limited Liability Company | TROY, MI | $450.4M Mar 2026 | +$44.3M+10.9% | +$188.2M+71.8% | +$239.5M+113.6% | +$266.5M+145.0% | +5 employees+71.4% over 3Y | +824 accounts+420.4% over 3Y |
| 14. Vertrix Wealth Management, LLC CRD 339547 · Limited Liability Company | TROY, MI | $343.2M Apr 2026 | — | — | — | — | +10 employees+500.0% over Total | — |
| 15. Miller Capital CRD 124489 · Corporation | TROY, MI | $311.6M Mar 2026 | +$85.2M+37.6% | +$93.0M+42.5% | +$126.9M+68.7% | +$218.5M+234.9% | +1 employees+25.0% over 3Y | +24 accounts+14.7% over 3Y |
| 16. Firstmetric CRD 289483 · Limited Liability Company | TROY, MI | $272.1M Mar 2026 | +$16.3M+6.4% | +$84.2M+44.8% | +$63.3M+30.3% | — | 0 employees+0.0% over 3Y | -185 accounts-79.4% over 3Y |
| 17. Spectrum Financial Resources CRD 127453 · Limited Liability Company | TROY, MI | $235.3M Mar 2026 | +$28.7M+13.9% | +$78.4M+50.0% | +$187.6M+393.1% | +$187.6M+393.1% | 0 employees+0.0% over 3Y | +200 accounts+20.8% over 3Y |
| 18. Vima, LLC CRD 148833 · Limited Liability Company | TROY, MI | $229.5M May 2026 | +$79.3M+52.8% | +$170.8M+290.7% | +$170.8M+290.7% | +$183.6M+400.3% | -2 employees-13.3% over 1Y | +520 accounts+78.7% over 3Y |
| 19. J2 Capital Management, INC. CRD 152964 · Corporation | TROY, MI | $195.7M Feb 2026 | +$32.4M+19.8% | +$38.6M+24.5% | +$79.1M+67.8% | +$130.7M+201.1% | 0 employees+0.0% over 3Y | -241 accounts-20.8% over 3Y |
| 20. Confidential Management Advisors, INC. CRD 125936 · Corporation | TROY, MI | $161.9M Mar 2026 | +$6.9M+4.5% | +$30.6M+23.3% | +$5.0M+3.2% | -$6.1M-3.6% | -1 employees-50.0% over 3Y | +25 accounts+23.4% over 3Y |
| 21. City Center Advisors, LLC CRD 203513 · Limited Liability Company | TROY, MI | $160.2M Jan 2026 | +$27.8M+21.0% | +$42.0M+35.5% | — | +$42.0M+35.5% | 0 employees+0.0% over 3Y | +161 accounts+16.2% over 3Y |
| 22. Global Financial Planning Group, LLC CRD 114803 · Limited Liability Company | TROY, MI | $135.3M Feb 2026 | +$104.3M+336.6% | +$104.3M+336.6% | +$104.3M+336.6% | +$104.3M+336.6% | -2 employees-28.6% over Total | +456 accounts+414.5% over 3Y |
| 23. Trustee Empowerment & Protection, INC. CRD 108249 · Corporation | TROY, MI | $10.3M Apr 2026 | +$1.8M+20.8% | +$2.9M+39.7% | -$596.9K-5.5% | -$457.7M-97.8% | -2 employees-33.3% 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.