Best Financial Advisor Firms Michigan 2023

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Written by investor.com

September 08, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Michigan.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Michigan, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of September 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Michigan are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Michigan.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Advance Capital Management 5/5 Stars $3.6 billion 6,815 29 $523,833
Advisory Alpha 5/5 Stars $1.8 billion 9,592 58 $186,206
Advosion 5/5 Stars $35.0 million 18 1 $1.9 million
Affinity Financial Advisory 5/5 Stars $42.4 million 96 1 $442,048
Arbor Trust Wealth Advisors 5/5 Stars $450.6 million 478 4 $942,582
Arbor Wealth Advisors 5/5 Stars $443.2 million 61 1 $7.3 million
Arcadia Investment Management Corp 5/5 Stars $503.8 million 91 4 $5.5 million
Aspen Investment Management 5/5 Stars $247.7 million 225 4 $1.1 million
Aspirean Wealth 5/5 Stars $145.0 million 185 4 $783,698
AZA Capital Management 5/5 Stars $267.9 million 325 7 $824,402
Baron Wealth Management 5/5 Stars $498.8 million 128 3 $3.9 million
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
BeManaged 5/5 Stars $405.8 million 1,376 3 $294,900
Benedict Financial Advisors 5/5 Stars $406.5 million 332 6 $1.2 million
Bloom Advisors 5/5 Stars $1.2 billion 1,199 8 $963,362
Blue Water Capital Management 5/5 Stars $150.2 million 334 3 $449,695
Brown Financial Planning 5/5 Stars $8.1 million 92 2 $88,271
Cahill Wealth Management 5/5 Stars $321.1 million 122 2 $2.6 million
Calder Financial Group 5/5 Stars $230.0 million 439 5 $523,917
Captrust Financial Advisors 5/5 Stars $1.5 billion 852 20 $1.8 million
Center for Financial Planning 5/5 Stars $1.3 billion 1,322 13 $991,995
Clear Financial Advisors 5/5 Stars $20.0 million 84 1 $237,640
Columbia Asset Management 5/5 Stars $794.8 million 376 5 $2.1 million
Comprehensive Financial Consultants Institutional 5/5 Stars $380.7 million 1,196 11 $318,301
Cranbrook Wealth Management 5/5 Stars $676.3 million 230 4 $2.9 million
Deroy & Devereaux Private Investment Counsel 5/5 Stars $1.8 billion 147 9 $12.0 million
Deseranno Wealth Planning 5/5 Stars $159.6 million 149 4 $1.1 million
Dillon & Associates 5/5 Stars $555.9 million 328 3 $1.7 million
Docsa Capital Management 5/5 Stars $67.3 million 72 2 $935,378
Equivest Financial Advisors 5/5 Stars $25.6 million 81 1 $316,049
Erica Hall Wealth Advisors 5/5 Stars $11.7 million 120 1 $97,510
Exchange Capital Management 5/5 Stars $609.9 million 345 9 $1.8 million
Fairlane Investment Advisors 5/5 Stars $68.0 million 177 2 $384,102
Financial Advisory Corporation 5/5 Stars $795.7 million 235 6 $3.4 million
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
First Financial Advisors 5/5 Stars $232.7 million 672 3 $346,301
Flexible Plan Investments 5/5 Stars $1.6 billion 14,395 6 $108,661
Foresight Capital Management Advisors 5/5 Stars $212.4 million 492 3 $431,759
Front Street Wealth Management 5/5 Stars $48.8 million 49 1 $995,918
Gardey Financial Advisors 5/5 Stars $195.0 million 191 2 $1.0 million
GEM Asset Management 5/5 Stars $389.4 million 442 5 $881,063
Global Wealth Advisors 5/5 Stars $62.7 million 78 2 $804,429
GPM Growth Investors 5/5 Stars $182.4 million 198 5 $921,027
Grand Wealth Management 5/5 Stars $509.8 million 186 6 $2.7 million
Great Lakes Retirement Solutions 5/5 Stars $30.5 million 287 4 $106,106
Guidestream Financial 5/5 Stars $165.1 million 747 5 $221,055
Harwood Investment Strategies 5/5 Stars $47.6 million 133 3 $358,167
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Heath Capital Management 5/5 Stars $27.0 million 25 1 $1.1 million
IAM Financial 5/5 Stars $30.5 million 21 1 $1.5 million
Jay A. Fishman 5/5 Stars $781.9 million 446 4 $1.8 million
JLB & Associates 5/5 Stars $738.1 million 304 3 $2.4 million
John M. Leonard 5/5 Stars $32.3 million 53 1 $609,129
Korhorn Financial Group 5/5 Stars $593.3 million 1,953 31 $303,787
Liberty Capital Management 5/5 Stars $467.1 million 118 2 $4.0 million
Lineguard Investments 5/5 Stars $32.4 million 51 1 $635,294
Long Road Investment Counsel 5/5 Stars $252.9 million 35 1 $7.2 million
LSIA 5/5 Stars $735.6 million 190 5 $3.9 million
Lumin Financial 5/5 Stars $175.5 million 142 3 $1.2 million
LVZ 5/5 Stars $808.4 million 2,522 16 $320,550
Mainstay Capital Management 5/5 Stars $3.6 billion 3,657 14 $986,534
Managed Asset Portfolios 5/5 Stars $1.0 billion 1,601 16 $634,673
McQueen Financial Advisors II 5/5 Stars $11.8 billion 129 3 $91.4 million
Miller Capital 5/5 Stars $191.0 million 85 1 $2.2 million
Nicolet Wealth Management 5/5 Stars $2.9 billion 4,356 32 $672,833
NPF Investment Advisors 5/5 Stars $2.0 billion 800 7 $2.5 million
Old Mission Investment Company 5/5 Stars $602.2 million 880 8 $684,350
Oliver Financial Planning 5/5 Stars $0.0 43 1 $0.0
Pathway Financial Planning 5/5 Stars $21.2 million 21 1 $1.0 million
Patrick Financial Group LLC 5/5 Stars $144.8 million 651 1 $222,381
Planning Alternatives 5/5 Stars $1.0 billion 665 9 $1.5 million
Pollock Investment Advisors 5/5 Stars $268.9 million 222 3 $1.2 million
Premier Estate Planners 5/5 Stars $178.1 million 635 2 $280,441
Provident Investment Management 5/5 Stars $950.2 million 355 4 $2.7 million
PVG Asset Management Corp 5/5 Stars $350.7 million 1,112 4 $315,352
Retirement Income Solutions 5/5 Stars $2.1 billion 1,263 12 $1.7 million
Revalue 5/5 Stars $48.2 million 101 4 $476,879
Richmond Brothers 5/5 Stars $201.5 million 728 4 $276,729
Ryzome Investment Advisors 5/5 Stars $79.1 million 487 3 $162,320
Sage Hill Capital 5/5 Stars $143.1 million 100 2 $1.4 million
Savant Wealth Management 5/5 Stars $18.7 billion 12,951 143 $1.4 million
Savings Coach 5/5 Stars $7.6 million 108 1 $70,412
Seacrest Wealth Management 5/5 Stars $1.1 billion 1,824 43 $611,177
Seizert Capital Partners 5/5 Stars $2.0 billion 157 10 $12.5 million
Sigma Investment Counselors 5/5 Stars $1.5 billion 759 8 $2.0 million
Soltis Investment Advisors 5/5 Stars $5.6 billion 3,387 36 $1.7 million
SS&H Financial Advisors 5/5 Stars $260.1 million 228 2 $1.1 million
Stonebridge Capital Advisors 5/5 Stars $1.8 billion 1,371 3 $1.3 million
Straitgate Financial 5/5 Stars $14.3 million 55 2 $260,734
SYM Financial Advisors 5/5 Stars $3.3 billion 1,458 28 $2.3 million
Synergy Wealth Management 5/5 Stars $80.6 million 296 3 $272,406
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
Valeo Financial Advisors 5/5 Stars $7.1 billion 2,376 85 $3.0 million
Vintage Financial Services 5/5 Stars $771.1 million 540 7 $1.4 million
Voisard Asset Management Group 5/5 Stars $286.0 million 352 6 $812,404
Wasserman Wealth Management 5/5 Stars $267.4 million 177 3 $1.5 million
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
William Mack & Associates 5/5 Stars $649.4 million 847 6 $766,671
Wolakota Financial Advisors 5/5 Stars $7.5 million 37 1 $203,813
Zhang Financial 5/5 Stars $5.0 billion 1,845 16 $2.7 million

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