SEC Form ADV, by state
The largest investment adviser firms in Michigan
The current SEC Form ADV data lists 324 investment adviser firms headquartered in Michigan, of which 28 (8.6%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.
| Firm | City | Regulatory AUM | Fee methods | Item 11 disclosure |
|---|---|---|---|---|
| JACKSON NATIONAL ASSET MANAGEMENT, LLC | LANSING | $246B | % of AUMfixed | yes, reported |
| PLANTE MORAN FINANCIAL ADVISORS | SOUTHFIELD | $25B | % of AUMhourlyfixed | none reported |
| OA PRIVATE CAPITAL | GRAND RAPIDS | $23B | % of AUMperformance | none reported |
| YOUSIF CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | $15B | % of AUM | none reported |
| BRICKTOWN CAPITAL, LLC | DETROIT | $12B | % of AUM | none reported |
| SCHWARTZ & CO. | BLOOMFIELD HILLS | $10B | % of AUMhourlyfixed | none reported |
| MCQUEEN FINANCIAL ADVISORS II, INC. | CLAWSON | $10B | % of AUMhourlyfixedperformance | none reported |
| HANTZ FINANCIAL SERVICES, INC. | SOUTHFIELD | $10B | % of AUMhourlyfixedperformance | none reported |
| ZHANG FINANCIAL | PORTAGE | $8.4B | % of AUMhourlyfixed | none reported |
| SPC | ANN ARBOR | $6.1B | % of AUMhourlyfixedother | yes, reported |
| REHMANN WEALTH | LANSING | $5.3B | % of AUMhourlyfixedother | none reported |
| ADVANCE CAPITAL MANAGEMENT INC | SOUTHFIELD | $5.0B | % of AUMfixed | yes, reported |
| MAINSTAY CAPITAL MANAGEMENT, LLC | GRAND BLANC | $4.8B | % of AUMfixed | none reported |
| CG ADVISORY SERVICES | WILLIAMSTON | $4.6B | % of AUMhourlyfixedcommissions | yes, reported |
| ADVISORY ALPHA, LLC | HOLLAND | $4.4B | % of AUMhourlyfixed | yes, reported |
| AZIMUTH CAPITAL MANAGEMENT | BLOOMFIELD HILLS | $4.0B | % of AUMfixedother | none reported |
| CORECAP ADVISORS | SOUTHFIELD | $4.0B | % of AUMhourlyfixed | yes, reported |
| SCHWARTZ INVESTMENT COUNSEL INC | PLYMOUTH | $3.8B | % of AUM | none reported |
| RED CEDAR INVESTMENT MANAGEMENT | GRAND RAPIDS | $3.3B | % of AUM | none reported |
| INNOVIA WEALTH, LLC | GRAND RAPIDS | $3.3B | % of AUMhourlyfixedperformance | none reported |
| RETIREMENT INCOME SOLUTIONS, INC. | ANN ARBOR | $3.0B | % of AUMfixed | none reported |
| REGAL INVESTMENT ADVISORS LLC | KENTWOOD | $2.9B | % of AUMhourlyfixedother | yes, reported |
| BRICK CAPITAL MANAGEMENT INC | EAST LANSING | $2.8B | fixed | none reported |
| NPF INVESTMENT ADVISORS | GRAND RAPIDS | $2.7B | % of AUMhourlyfixed | none reported |
| IPEX, INC. | PLYMOUTH | $2.7B | % of AUMfixed | none reported |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | BLOOMFIELD HILLS | $2.6B | % of AUMfixed | none reported |
| SEIZERT CAPITAL PARTNERS | BIRMINGHAM | $2.5B | % of AUMfixedperformance | none reported |
| SIGMA INVESTMENT COUNSELORS | NORTHVILLE | $2.2B | % of AUMfixed | none reported |
| CAPTRUST WEALTH ADVISORS | HOLLAND | $2.0B | % of AUMfixed | none reported |
| CENTER FOR FINANCIAL PLANNING INC | SOUTHFIELD | $2.0B | % of AUMfixedother | none reported |
| DIVERSIFIED PORTFOLIOS, INC. | BLOOMFIELD HILLS | $1.9B | % of AUM | none reported |
| MODELL CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | $1.9B | % of AUM | none reported |
| BLUE CHIP PARTNERS, LLC | FARMINGTON HILLS | $1.9B | % of AUMfixed | none reported |
| ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. | DETROIT | $1.8B | % of AUMperformanceother | none reported |
| C2 PRIVATE WEALTH | NOVI | $1.8B | % of AUMhourlyfixed | none reported |
| O2 INVESTMENT PARTNERS, L.P. | BLOOMFIELD HILLS | $1.8B | % of AUMperformance | none reported |
| CLARKSTON CAPITAL PARTNERS, LLC | ROCHESTER | $1.7B | % of AUM | none reported |
| SIGNAL ADVISORS WEALTH, LLC | DETROIT | $1.7B | % of AUMhourlyfixed | none reported |
| USA FINANCIAL EXCHANGE | ADA | $1.6B | other | none reported |
| THE NEMES RUSH GROUP, LLC | NOVI | $1.6B | % of AUMfixed | none reported |
| BLOOM ADVISORS | FARMINGTON HILLS | $1.6B | % of AUM | none reported |
| PLANNING ALTERNATIVES LTD | BIRMINGHAM | $1.5B | % of AUMhourlyfixed | none reported |
| ROBINSON CAPITAL MANAGEMENT, LLC | GROSSE POINTE FARMS | $1.5B | % of AUM | none reported |
| SPARTAN WEALTH MANAGEMENT | BINGHAM FARMS | $1.5B | % of AUMhourlyfixed | none reported |
| FLEXIBLE PLAN INVESTMENTS LTD | BLOOMFIELD HILLS | $1.5B | % of AUM | none reported |
| MIDWEST CAPITAL ADVISORS, LLC | GRAND RAPIDS | $1.4B | % of AUMfixed | none reported |
| CENTENNIAL SECURITIES COMPANY INC | GRAND RAPIDS | $1.3B | % of AUMhourlyfixed | yes, reported |
| FIDUCIARY FINANCIAL ADVISORS | GRAND RAPIDS | $1.3B | % of AUMhourlyfixed | none reported |
| CWS FINANCIAL ADVISORS LLC | KALAMAZOO | $1.3B | % of AUMhourlyfixed | none reported |
| LVM CAPITAL MANAGEMENT LTD | PORTAGE | $1.3B | % of AUMhourlyfixed | none reported |
Source: SEC Form ADV monthly data, firms reporting a Michiganheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.
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