Top 10 financial advisor firms in Michigan

232 SEC-registered financial advisor firms are headquartered in Michigan, with $193B in combined regulatory assets under management. The largest by assets are Plante Moran Financial Advisors ($26.9B), Hantz Financial Services ($10B) and Zhang Financial ($8.37B).

232
Financial advisor firms: $193B
Their combined AUM: $329M
Median firm AUM: 64,431
Clients of the top 10

The 10 largest by assets

1
Plante Moran Financial Advisors
RIA
$26.9B
0.30% to 1.00% a year
2
Hantz Financial Services
RIA
$10B
0.20% to 1.00% a year
3
Zhang Financial
RIA
$8.37B
0.80% to 1.00% a year
4
Mainstay Capital Management
RIA
$5.31B
0.40% to 1.50% a year
5
Rehmann Capital Advisory Group
RIA
$5.27B
Up to 2.50% a year
6
Advance Capital Management
RIA
$4.98B
0.65% to 1.00% a year
7
Capital Asset Advisory Services
RIA
$4.64B
Regulatory AUM
8
Advisory Alpha
RIA
$4.37B
Regulatory AUM
9
Azimuth Capital Investment Management
RIA
$3.99B
Regulatory AUM
10
Strategies Wealth Advisors
RIA
$3.29B
0.35% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Plante Moran Financial Advisors

Plante Moran Financial Advisors is an investment adviser based in Southfield, MI, registered with the SEC since 1993. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $26.9 billion, as filed on 28 September 2026.

Plante Moran Financial Advisors charges 0.30%–1.00% a year for its Portfolio Advisory Services.

Regulatory AUM: $26.9B
Clients: 4,009
Advisory staff: 142
Fee schedule: 0.30% to 1.00% a year
Minimum account: $500,000
Headquarters: 3000 Town Center, Suite 100, Southfield, MI 48075
Phone: 248-352-2500
Website: plantemoran.com

No. 2 · RIA

Hantz Financial Services

Hantz Financial Services is an investment adviser based in Southfield, MI, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $10 billion, as filed on 8 September 2026.

Hantz Financial Services charges 0.20%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $10B
Clients: 24,070
Advisory staff: 333
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 26200 American Drive, Fifth Floor, Southfield, MI 48034
Phone: 248-304-2855
Website: hantzgroup.com

No. 3 · RIA

Zhang Financial

Zhang Financial is an investment adviser based in Portage, MI, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and charitable organizations. Its regulatory assets under management total $8.37 billion, as filed on 31 March 2026.

Zhang Financial charges 0.80%–1.00% a year for its Asset Management.

Regulatory AUM: $8.37B
Clients: 2,331
Advisory staff: 19
Fee schedule: 0.80% to 1.00% a year
Custodians: LPL Financial, State Street Bank and Trust, Charles Schwab
Headquarters: 5931 Oakland DR., Portage, MI 49024
Phone: 269-385-5888
Website: zhangfinancial.com

No. 4 · RIA

Mainstay Capital Management

Mainstay Capital Management is an investment adviser based in Grand Blanc, MI, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and banking or thrift institutions. Its regulatory assets under management total $5.31 billion, as filed on 15 July 2026.

Mainstay Capital Management charges 0.40%–1.50% a year for its Mainstay Wealth Management.

Regulatory AUM: $5.31B
Clients: 3,454
Advisory staff: 19
Fee schedule: 0.40% to 1.50% a year
Custodians: Charles Schwab, Pershing
Headquarters: 10775 South Saginaw, BLDG C, Suite F, Grand Blanc, MI 48439
Phone: 866-444-6246
Website: mainstaycapital.com

No. 5 · RIA

Rehmann Capital Advisory Group

Rehmann Capital Advisory Group is an investment adviser based in Lansing, MI, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $5.27 billion, as filed on 2 September 2026.

Rehmann Capital Advisory Group charges up to 2.50% a year for its Asset Management Compensation.

Regulatory AUM: $5.27B
Clients: 2,549
Advisory staff: 39
Fee schedule: Up to 2.50% a year
Headquarters: 4086 Legacy Parkway, Lansing, MI 48911-4261
Phone: 517-316-2400

No. 6 · RIA

Advance Capital Management

Advance Capital Management is an investment adviser based in Southfield, MI, registered with the SEC since 1986. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $4.98 billion, as filed on 26 March 2026.

Advance Capital Management charges 0.65%–1.00% a year for its Individuals.

Regulatory AUM: $4.98B
Clients: 7,365
Advisory staff: 29
Fee schedule: 0.65% to 1.00% a year
Custodians: Charles Schwab
Headquarters: One Towne Square, Suite 444, Southfield, MI 48076
Phone: 248-350-8543
Website: acadviser.com

No. 7 · RIA

Capital Asset Advisory Services

Capital Asset Advisory Services is an investment adviser based in Williamston, MI, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $4.64 billion, as filed on 26 March 2026.

Regulatory AUM: $4.64B
Clients: 5,614
Advisory staff: 69
Custodians: LPL Financial, Axos Invest, Charles Schwab, Trade-PMR, Altruist
Headquarters: 148 E Grand River Ave., Williamston, MI 48895
Phone: 517-339-7662
Website: cgadvisornetwork.com

No. 8 · RIA

Advisory Alpha

Advisory Alpha is an investment adviser based in Holland, MI, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include other investment advisers, individual clients and high-net-worth individuals. Its regulatory assets under management total $4.37 billion, as filed on 31 March 2026.

Regulatory AUM: $4.37B
Clients: 13,831
Advisory staff: 61
Custodians: Charles Schwab, Fidelity
Headquarters: 348 S Waverly RD, Suite 100, Holland, MI 49423
Phone: 866-530-1400
Website: advisoryalpha.com

No. 9 · RIA

Azimuth Capital Investment Management

Azimuth Capital Investment Management is an investment adviser based in Bloomfield Hills, MI, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $3.99 billion, as filed on 31 March 2026.

Regulatory AUM: $3.99B
Clients: 404
Advisory staff: 9
Custodians: BNY Mellon, N.A., RBC Capital Markets, Charles Schwab
Headquarters: 200 East Long Lake Road, Suite 160, Bloomfield Hills, MI 48304
Phone: 248-433-4000
Website: azimuthcap.com

No. 10 · RIA

Strategies Wealth Advisors

Strategies Wealth Advisors is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $3.29 billion, as filed on 20 July 2026.

Strategies Wealth Advisors charges 0.35%–1.00% a year for its Investment Management Fee.

Regulatory AUM: $3.29B
Clients: 804
Advisory staff: 17
Fee schedule: 0.35% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 171 Monroe Ave. NW, Suite 800, Grand Rapids, MI 49503
Phone: 616-719-5007
Website: innoviawealth.com

Questions about financial advisors in Michigan

How many financial advisor firms are headquartered in Michigan?

232 SEC-registered financial advisor firms report their principal office in Michigan, managing $193B in regulatory assets between them. The other 60 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Michigan?

Plante Moran Financial Advisors, with $26.9B in regulatory assets under management on its latest Form ADV. The next largest are Hantz Financial Services ($10B) and Zhang Financial ($8.37B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Michigan?

The median firm manages $329M in regulatory assets. That is the midpoint of the 232 firms headquartered in Michigan.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Michigan charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Michigan?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Michigan has 232 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Michigan

Top financial advisor firms by city in Michigan