Best Financial Advisor Firms Michigan 2023

investor.com

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:

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

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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