Investment adviser firms in Michigan · Page 2
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
301 firms · Source months shown: August 2026
- GENERATIONAL WEALTH, INC.CRD 281330 · ZEELAND, MI$394,770,403.00Regulatory AUM · August 2026
- GLASS RETIREMENT STRATEGIES, INC.CRD 172610 · WEST BLOOMFIELD, MI$20,083,665.00Regulatory AUM · August 2026
- GLOBAL FINANCIAL GROUP ADVISORS LLCCRD 166251 · GRAND RAPIDS, MI$739,395,661.00Regulatory AUM · August 2026
- GLOBAL FINANCIAL PLANNING GROUP, LLCCRD 114803 · TROY, MI$135,341,018.00Regulatory AUM · August 2026
- GPM GROWTH INVESTORS, INC.CRD 107645 · BLOOMFIELD HILLS, MI$281,313,485.00Regulatory AUM · August 2026
- GRAETZ WEALTH, LLCCRD 317857 · JENISON, MI$158,200,000.00Regulatory AUM · August 2026
- GRAND WEALTH MANAGEMENT, LLCCRD 132137 · GRAND RAPIDS, MI$597,808,427.00Regulatory AUM · August 2026
- GREAT LAKES WEALTH, LLCCRD 282362 · NORTHVILLE, MI$166,285,421.00Regulatory AUM · August 2026
- GREENWAY FINANCIAL, LLCCRD 288864 · FARMINGTON HILLS, MI$151,359,822.00Regulatory AUM · August 2026
- GREGORY J. SCHWARTZ & CO., INC.CRD 7294 · BLOOMFIELD HILLS, MI$10,489,459,567.00Regulatory AUM · August 2026
- GREYSTONE FINANCIAL GROUP, LLCCRD 306595 · BLOOMFIELD HILLS, MI$494,923,468.00Regulatory AUM · August 2026
- GUIDESTREAM FINANCIAL, INC.CRD 150890 · SPRING ARBOR, MI$263,463,837.00Regulatory AUM · August 2026
- HANC WEALTH MANAGEMENT, LLCCRD 249789 · GRAND RAPIDS, MI$492,087,918.00Regulatory AUM · August 2026
- HANTZ FINANCIAL SERVICES, INC.CRD 46047 · SOUTHFIELD, MI$10,000,548,132.00Regulatory AUM · August 2026
- HARBORFRONT FINANCIAL LLCCRD 331763 · LUDINGTON, MI$149,013,605.00Regulatory AUM · August 2026
- HAVERDINK FINANCIAL MANAGEMENT, L.L.C.CRD 131236 · PORTAGE, MI$220,425,000.00Regulatory AUM · August 2026
- HEMMING& WEALTH MANAGEMENT, INC.CRD 300918 · TRAVERSE CITY, MI$292,580,381.00Regulatory AUM · August 2026
- HENRICKSON NAUTA WEALTH ADVISORS, INC.CRD 141201 · BELMONT, MI$805,385,600.00Regulatory AUM · August 2026
- HENSLER & ASSOCIATES WEALTH MANAGEMENT LLCCRD 291609 · FENTON, MI$199,972,345.00Regulatory AUM · August 2026
- HERON BAY CAPITAL MANAGEMENT, LLCCRD 305537 · BLOOMFIELD HILLS, MI$643,782,110.00Regulatory AUM · August 2026
- HILL ISLAND FINANCIAL LLCCRD 313469 · GRAND RAPIDS, MI$623,847,941.00Regulatory AUM · August 2026
- HOOVER PRIVATE WEALTH, LLCCRD 336484 · ROYAL OAK, MI$171,345,589.00Regulatory AUM · August 2026
- HURON CAPITAL PARTNERS LLCCRD 157060 · DETROIT, MI$1,022,452,268.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH MANAGEMENT, LLCCRD 124242 · TRAVERSE CITY, MI$203,006,142.00Regulatory AUM · August 2026
- INFINITY ADVISORY GROUP, LLCCRD 324723 · PORTAGE, MI$128,916,906.00Regulatory AUM · August 2026
- INSTITUTIONAL INVESTMENT CONSULTINGCRD 168705 · BLOOMFIELD HILLS, MI$125,000,000.00Regulatory AUM · August 2026
- INTEGRATED CAPITAL MANAGEMENT LLCCRD 284766 · BLOOMFIELD HILLS, MI$429,760,147.00Regulatory AUM · August 2026
- INTEGRATED INVESTMENT CONSULTANTS, LLCCRD 175299 · BLOOMFIELD HILLS, MI$1,084,348,046.00Regulatory AUM · August 2026
- IPEX, INC.CRD 124337 · PLYMOUTH, MI$2,654,083,361.00Regulatory AUM · August 2026
- ISTO ADVISORS, LLCCRD 284560 · TROY, MI$1,064,509,671.00Regulatory AUM · August 2026
- J.W. KORTH & COMPANY, LIMITED PARTNERSHIPCRD 26455 · LANSING, MI$228,688,211.00Regulatory AUM · August 2026
- J2 CAPITAL MANAGEMENT, INC.CRD 152964 · TROY, MI$195,720,451.00Regulatory AUM · August 2026
- JACK V. BUTTERFIELD INVESTMENT COMPANYCRD 3998 · JACKSON, MI$157,645,609.00Regulatory AUM · August 2026
- JACKSON NATIONAL ASSET MANAGEMENT, LLCCRD 111079 · LANSING, MI$246,298,487,320.00Regulatory AUM · August 2026
- JENNY WEAVER CAPITAL LLCCRD 336311 · SOUTHFIELD, MINot availableRegulatory AUM · August 2026
- JFR FINANCIAL SERVICES, INC.CRD 124456 · TRENTON, MI$276,643,936.00Regulatory AUM · August 2026
- JLB & ASSOCIATES INCCRD 104655 · PLYMOUTH, MI$892,688,917.00Regulatory AUM · August 2026
- JOHN A. WOLFE & ASSOCIATES, INC.CRD 110799 · PORTAGE, MI$560,663,000.00Regulatory AUM · August 2026
- JVL ASSOCIATES, LLCCRD 124018 · WYOMING, MI$784,408,523.00Regulatory AUM · August 2026
- KAYDAN WEALTH MANAGEMENT, INC.CRD 108964 · FENTON, MI$726,507,771.00Regulatory AUM · August 2026
- KELLY WEALTH MANAGEMENT, INC.CRD 328386 · ROYAL OAK, MI$160,588,514.00Regulatory AUM · August 2026
- KROON & MITCHELL ASSET MANAGEMENT LLCCRD 168120 · GRAND RAPIDS, MI$220,910,638.00Regulatory AUM · August 2026
- KRS CAPITAL MANAGEMENT, LLCCRD 142928 · BLOOMFIELD HILLS, MI$188,870,473.00Regulatory AUM · August 2026
- LAFLEUR & GODFREY LLCCRD 168831 · GRAND RAPIDS, MI$1,016,437,853.00Regulatory AUM · August 2026
- LAKESHORE FINANCIAL PLANNING INC.CRD 299129 · SAINT CLAIR SHORES, MI$469,250,841.00Regulatory AUM · August 2026
- LAKESIDE DRIVE MANAGEMENT LLCCRD 306808 · BIRMINGHAM, MI$372,256,849.00Regulatory AUM · August 2026
- LEGACY FINANCIAL SERVICES GROUP, INC.CRD 140514 · TRAVERSE CITY, MI$122,816,278.00Regulatory AUM · August 2026
- LEGACY WEALTH ADVISORS, LLCCRD 281810 · CLINTON TOWNSHIP, MI$132,310,152.00Regulatory AUM · August 2026
- LFN ADVISORS INC.CRD 169361 · MUSKEGON, MI$23,696,461.00Regulatory AUM · August 2026
- LIBERTY CAPITAL MANAGEMENT INCCRD 106063 · BIRMINGHAM, MI$849,467,215.00Regulatory AUM · August 2026
- LIFECYCLE FINANCIAL PLANNERS INC.CRD 290250 · BLOOMFIELD HILLS, MI$671,730,432.00Regulatory AUM · August 2026
- LIFEWORKS ADVISORS, LLCCRD 288255 · GRAND RAPIDS, MI$966,701,542.00Regulatory AUM · August 2026
- LIGHTSQUARE WEALTH MANAGEMENT, LLCCRD 324958 · BINGHAM FARMS, MI$203,537,151.00Regulatory AUM · August 2026
- LONG ROAD INVESTMENT COUNSEL, LLCCRD 171343 · KALAMAZOO, MI$346,435,000.00Regulatory AUM · August 2026
- LS INVESTMENT ADVISORS, LLCCRD 146829 · BLOOMFIELD HILLS, MI$932,114,909.00Regulatory AUM · August 2026
- LVM CAPITAL MANAGEMENT LTDCRD 111039 · PORTAGE, MI$1,314,451,711.00Regulatory AUM · August 2026
- LVZ, INC.CRD 124228 · HOLLAND, MI$1,125,231,000.00Regulatory AUM · August 2026
- M1 CAPITAL MANAGEMENTCRD 158269 · TROY, MI$450,372,440.00Regulatory AUM · August 2026
- MAINSTAY CAPITAL MANAGEMENT, LLCCRD 109528 · GRAND BLANC, MI$5,307,611,903.00Regulatory AUM · August 2026
- MANAGED ASSET PORTFOLIOS, LLCCRD 109574 · ROCHESTER, MI$1,266,424,380.00Regulatory AUM · August 2026
- MANER WEALTH, LLCCRD 308146 · LANSING, MI$299,490,655.00Regulatory AUM · August 2026
- MARKETOCRACY MASTERS INC.CRD 314667 · NORTHVILLE, MI$4,500,000.00Regulatory AUM · August 2026
- MARNELL MANAGEMENT LLCCRD 284918 · FARMINGTON HILLS, MI$306,132,857.00Regulatory AUM · August 2026
- MATTSON FINANCIAL SERVICES, LLCCRD 153067 · KENTWOOD, MI$514,980,868.00Regulatory AUM · August 2026
- MBX INVESTORS LLCCRD 339299 · FARMINGTON HILLS, MI$457,817,644.00Regulatory AUM · August 2026
- MCMILLAN OFFICE, INC.CRD 157836 · ST. CLAIR SHORES, MI$913,684,095.00Regulatory AUM · August 2026
- MCQUEEN FINANCIAL ADVISORS II, INC.CRD 109325 · CLAWSON, MI$10,093,855,538.00Regulatory AUM · August 2026
- MD WEALTH MANAGEMENT, LLCCRD 297823 · CHELSEA, MI$109,904,649.00Regulatory AUM · August 2026
- MEADOWBROOK INVESTMENT ADVISORS LLCCRD 109960 · LIVONIA, MI$185,155,914.00Regulatory AUM · August 2026
- MELONE PRIVATE WEALTH, LLCCRD 311638 · AUBURN HILLS, MI$313,234,000.00Regulatory AUM · August 2026
- MIDWEST CAPITAL ADVISORS, LLCCRD 125389 · GRAND RAPIDS, MI$1,356,576,318.00Regulatory AUM · August 2026
- MILLER CAPITAL PARTNERS, INC.CRD 124489 · TROY, MI$311,566,992.00Regulatory AUM · August 2026
- MILLER FINANCIAL SERVICES LLCCRD 143788 · MARSHALL, MI$462,860,424.00Regulatory AUM · August 2026
- MKD WEALTH COACHES, LLCCRD 144994 · TROY, MI$505,702,322.00Regulatory AUM · August 2026
- MODELL CAPITAL MANAGEMENT LLCCRD 339228 · BLOOMFIELD HILLS, MI$1,884,181,810.00Regulatory AUM · August 2026
- MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLCCRD 284251 · ANN ARBOR, MI$162,655,000.00Regulatory AUM · August 2026
- MOTIVE WEALTH ADVISORS, LLCCRD 312303 · BIRMINGHAM, MI$362,634,652.00Regulatory AUM · August 2026
- N.V.N.G. INVESTMENTS, INC.CRD 107446 · KALAMAZOO, MI$329,523,178.00Regulatory AUM · August 2026
- NANTUCKET MULTI MANAGERS, LLCCRD 129024 · BLOOMFIELD HILLS, MI$260,206,084.00Regulatory AUM · August 2026
- NORRIS PERNE & FRENCH LLPCRD 104683 · GRAND RAPIDS, MI$2,691,127,889.00Regulatory AUM · August 2026
- NORTHERN EDGE WEALTH MANAGEMENT, LLCCRD 338102 · MARQUETTE, MI$246,928,100.00Regulatory AUM · August 2026
- NORTHERN FINANCIAL ADVISORS, INC.CRD 121088 · BLOOMFIELD HILLS, MI$684,018,783.00Regulatory AUM · August 2026
- O2 INVESTMENT PARTNERS, L.P.CRD 291435 · BLOOMFIELD HILLS, MI$1,807,300,000.00Regulatory AUM · August 2026
- OCTO CAPITAL, LLCCRD 174351 · BINGHAM FARMS, MI$164,951,253.00Regulatory AUM · August 2026
- OLD MISSION INVESTMENT COMPANY, LLCCRD 140381 · TRAVERSE CITY, MI$929,034,287.00Regulatory AUM · August 2026
- OLD OAK FINANCIAL PLANNING, INC.CRD 122500 · BRIGHTON, MI$160,293,816.00Regulatory AUM · August 2026
- ONTRACK WEALTH MANAGEMENT, LLCCRD 311374 · CANTON, MI$112,418,745.00Regulatory AUM · August 2026
- OPTIMAL CAPITAL ADVISORS, LLCCRD 144719 · TRAVERSE CITY, MI$119,931,878.00Regulatory AUM · August 2026
- OTTAWA AVENUE PRIVATE CAPITAL, LLCCRD 282516 · GRAND RAPIDS, MI$22,946,378,989.00Regulatory AUM · August 2026
- PALATINE HILL, LLCCRD 305619 · BIRMINGHAM, MI$295,900,373.00Regulatory AUM · August 2026
- PATHWORKS FINANCIAL, INC.CRD 138393 · NOVI, MI$279,258,481.00Regulatory AUM · August 2026
- PATRICK FINANCIAL GROUP, L.L.C.CRD 124610 · BRIGHTON, MI$170,440,000.00Regulatory AUM · August 2026
- PEAK WEALTH MANAGEMENT, LLCCRD 166944 · PLYMOUTH, MI$446,000,000.00Regulatory AUM · August 2026
- PEARL PLANNING, LLCCRD 336568 · DEXTER, MI$329,182,626.00Regulatory AUM · August 2026
- PENINSULA CAPITAL PARTNERS, L.L.C.CRD 157354 · SOUTHFIELD, MI$1,036,583,000.00Regulatory AUM · August 2026
- PILGRIMS CAPITAL ADVISORS, INC.CRD 121348 · GRANDVILLE, MI$294,874,206.00Regulatory AUM · August 2026
- PINNACLE WEALTH MANAGEMENT GROUP, INC.CRD 281935 · PLYMOUTH, MI$243,687,260.00Regulatory AUM · August 2026
- PINNACLE WEALTH MANAGEMENT PARTNERS, INC.CRD 166853 · BRIGHTON, MI$118,144,700.00Regulatory AUM · August 2026
- PLANNING ALTERNATIVES LTDCRD 110268 · BIRMINGHAM, MI$1,541,372,016.00Regulatory AUM · August 2026
- PLANTE MORAN FINANCIAL ADVISORS, LLCCRD 112158 · SOUTHFIELD, MI$25,117,897,108.00Regulatory AUM · August 2026