Written by investor.com
November 29, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Michigan.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of November 29, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Michigan are as followed:
- Must be Trusted by investor.com.
- 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 |
|
$4.1 billion | 6,638 | 29 | $613,066 |
| Advisory Alpha |
|
$1.8 billion | 7,935 | 50 | $228,539 |
| Advosion |
|
$44.1 million | 21 | 1 | $2.1 million |
| Affinity Financial Advisory |
|
$43.3 million | 78 | 1 | $554,903 |
| Arbor Trust Wealth Advisors |
|
$486.9 million | 498 | 5 | $977,653 |
 Arbor Wealth Advisors
|
|
$498.0 million | 61 | 1 | $8.2 million |
| Arcadia Investment Management Corp |
|
$652.9 million | 91 | 4 | $7.2 million |
| Aspen Investment Management |
|
$264.2 million | 198 | 4 | $1.3 million |
| Aspirean Wealth |
|
$138.5 million | 188 | 5 | $736,574 |
| Avery Wealth |
|
$180.3 million | 310 | 1 | $581,468 |
| AZA Capital Management |
|
$243.3 million | 300 | 6 | $810,848 |
| Baron Wealth Management |
|
$569.9 million | 124 | 3 | $4.6 million |
| BeManaged |
|
$501.9 million | 1,452 | 5 | $345,658 |
| Benedict Financial Advisors |
|
$436.3 million | 337 | 6 | $1.3 million |
| Bloom Advisors |
|
$1.4 billion | 1,211 | 8 | $1.2 million |
| Blue Water Capital Management |
|
$181.6 million | 308 | 3 | $589,683 |
| Brown Financial Planning |
|
$7.4 million | 81 | 2 | $91,358 |
| Cahill Wealth Management |
|
$329.6 million | 178 | 2 | $1.9 million |
| Calder Investment Advisors |
|
$238.0 million | 422 | 5 | $563,981 |
| Captrust Financial Advisors |
|
$1.7 billion | 831 | 18 | $2.1 million |
| Clear Financial Advisors |
|
$23.0 million | 76 | 1 | $302,546 |
| Clearview Investments |
|
$42.4 million | 442 | 6 | $95,914 |
| Columbia Asset Management |
|
$858.8 million | 345 | 5 | $2.5 million |
| Comprehensive Financial Consultants Institutional |
|
$370.5 million | 1,361 | 12 | $272,201 |
| Deroy & Devereaux Private Investment Counsel |
|
$1.8 billion | 140 | 9 | $13.1 million |
| Deseranno Wealth Management |
|
$172.1 million | 140 | 4 | $1.2 million |
| Dillon & Associates |
|
$698.4 million | 298 | 2 | $2.3 million |
| Diversified Portfolios |
|
$1.5 billion | 524 | 6 | $2.8 million |
| Docsa Capital Management |
|
$75.3 million | 71 | 2 | $1.1 million |
| Exchange Capital Management |
|
$704.7 million | 330 | 10 | $2.1 million |
| Fairlane Investment Advisors |
|
$76.8 million | 176 | 2 | $436,371 |
| Financial Advisory Corporation |
|
$854.3 million | 219 | 6 | $3.9 million |
| Financial Engines Advisors |
|
$290.4 billion | 1,309,406 | 569 | $221,745 |
| First Financial Advisors |
|
$280.6 million | 648 | 3 | $432,979 |
| Flexible Plan Investments |
|
$2.0 billion | 14,341 | 6 | $142,653 |
| Front Street Wealth Management |
|
$71.3 million | 82 | 1 | $869,512 |
| Gardey Financial Advisors |
|
$217.6 million | 189 | 3 | $1.2 million |
| GEM Asset Management |
|
$414.1 million | 400 | 5 | $1.0 million |
| Glide Path Advisors |
|
$19.7 million | 64 | 2 | $307,500 |
| Global Wealth Advisors |
|
$73.4 million | 73 | 2 | $1.0 million |
| GPM Growth Investors |
|
$218.9 million | 162 | 5 | $1.4 million |
| Grand Wealth Management |
|
$582.3 million | 171 | 7 | $3.4 million |
| Guidestream Financial |
|
$162.5 million | 717 | 4 | $226,599 |
| Harwood Investment Strategies |
|
$44.7 million | 129 | 3 | $346,657 |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Heath Capital Management |
|
$33.5 million | 25 | 1 | $1.3 million |
| Heber Fuger Wendin |
|
$7.9 billion | 172 | 8 | $46.2 million |
| IAM Financial |
|
$36.9 million | 22 | 1 | $1.7 million |
| Jay A. Fishman |
|
$1.0 billion | 429 | 4 | $2.4 million |
| JLB & Associates |
|
$824.1 million | 297 | 3 | $2.8 million |
| John M. Leonard |
|
$33.2 million | 53 | 1 | $626,119 |
| KFG Wealth Management |
|
$653.3 million | 1,825 | 29 | $357,978 |
| Kroon & Mitchell Asset Management |
|
$117.7 million | 127 | 2 | $927,035 |
| Liberty Capital Management |
|
$517.8 million | 119 | 2 | $4.4 million |
| Liberty Financial Planning |
|
$0.0 | 77 | 1 | $0.0 |
| Lineguard Investments |
|
$37.5 million | 51 | 1 | $735,294 |
| Long Road Investment Counsel |
|
$301.1 million | 34 | 1 | $8.9 million |
| LSIA |
|
$912.9 million | 183 | 5 | $5.0 million |
| Lumin Financial |
|
$214.3 million | 159 | 2 | $1.3 million |
| LVZ Advisors |
|
$917.5 million | 2,463 | 12 | $372,513 |
| Mainstay Capital Management |
|
$3.9 billion | 3,831 | 19 | $1.0 million |
| Managed Asset Portfolios |
|
$1.1 billion | 1,524 | 17 | $730,794 |
| McQueen Financial Advisors II |
|
$12.8 billion | 89 | 9 | $143.9 million |
| Miller Capital |
|
$218.6 million | 80 | 1 | $2.7 million |
| NPF Investment Advisors |
|
$2.3 billion | 754 | 7 | $3.1 million |
| Old Mission Investment Company |
|
$581.5 million | 875 | 8 | $664,595 |
| Oliver Financial Planning |
|
$0.0 | 43 | 1 | $0.0 |
| Pathway Financial Planning |
|
$19.5 million | 19 | 1 | $1.0 million |
| Planning Alternatives |
|
$1.2 billion | 669 | 9 | $1.8 million |
| Pollock Investment Advisors |
|
$292.7 million | 223 | 3 | $1.3 million |
| Portfolio Solutions |
|
$1.8 billion | 768 | 10 | $2.3 million |
| Premier Estate Planners |
|
$227.6 million | 638 | 3 | $356,792 |
| PVG Asset Management Corp |
|
$342.1 million | 1,130 | 4 | $302,752 |
| Redhawk Wealth Advisors |
|
$1.4 billion | 1,723 | 36 | $802,246 |
| Retirement Funding Advisors |
|
$722.8 million | 110 | 2 | $6.6 million |
| Retirement Income Solutions |
|
$2.4 billion | 1,244 | 11 | $1.9 million |
| Revalue |
|
$23.7 million | 93 | 3 | $255,304 |
| Richmond Brothers |
|
$273.5 million | 749 | 4 | $365,217 |
| RPg Family Wealth Advisory |
|
$421.5 million | 353 | 6 | $1.2 million |
| Savings Coach |
|
$7.9 million | 102 | 1 | $76,997 |
| Seacrest Wealth Management |
|
$1.4 billion | 1,783 | 43 | $791,777 |
| Security First Financial |
|
$260.0 million | 595 | 1 | $436,906 |
| Seizert Capital Partners |
|
$2.3 billion | 144 | 9 | $16.0 million |
| Sigma Investment Counselors |
|
$1.7 billion | 723 | 8 | $2.3 million |
| Soltis Investment Advisors |
|
$5.2 billion | 2,624 | 24 | $2.0 million |
| Stonebridge Capital Advisors |
|
$1.8 billion | 1,265 | 3 | $1.4 million |
| Straitgate Financial |
|
$14.7 million | 55 | 2 | $267,484 |
| SYM Financial Advisors |
|
$3.7 billion | 1,325 | 24 | $2.8 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| Valeo Financial Advisors |
|
$7.3 billion | 2,215 | 71 | $3.3 million |
 Vintage Financial Services
|
|
$923.4 million | 527 | 6 | $1.8 million |
| Voisard Asset Management Group |
|
$311.6 million | 336 | 6 | $927,467 |
| Waldron Private Wealth |
|
$4.1 billion | 346 | 32 | $12.0 million |
| Walsh Advisors |
|
$44.2 million | 38 | 2 | $1.2 million |
| Wasserman Wealth Management |
|
$285.0 million | 174 | 3 | $1.6 million |
| Wealthcare Capital Management |
|
$2.9 billion | 4,585 | 35 | $636,199 |
| White Pine Investment Co |
|
$400.0 million | 295 | 3 | $1.4 million |
| William Mack & Associates |
|
$726.6 million | 829 | 5 | $876,445 |
| Wolakota Financial Advisors |
|
$8.4 million | 37 | 1 | $226,065 |
| Zhang Financial |
|
$4.8 billion | 1,626 | 15 | $2.9 million |
More Top Firms by State
About the Editorial Team
investor.com
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