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