Top 6 financial advisor firms in Brighton

6 SEC-registered financial advisor firms are headquartered in Brighton, MI, with $1.84B in combined regulatory assets under management. The largest by assets are Foguth Wealth Management ($1.07B), Caitlin John ($215M) and Patrick Financial Group ($170M).

6
Financial advisor firms: $1.84B
Their combined AUM: $165M
Median firm AUM: 4,716
Clients of the top 6

The 6 largest by assets

1
Foguth Wealth Management
RIA
$1.07B
0.50% to 2.00% a year
2
Caitlin John
RIA
$215M
Regulatory AUM
3
Patrick Financial Group
RIA
$170M
1.40% to 1.40% a year
4
Old Oak Financial Planning
RIA
$160M
0.75% to 1.25%
5
Pinnacle Wealth Management Partners
RIA
$118M
Regulatory AUM
6
Strickler Investment Services
RIA
$107M
Up to 1.75% a year

Profiles of the top 6

No. 1 · RIA

Foguth Wealth Management

Foguth Wealth Management is an investment adviser based in Brighton, MI, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $1.07 billion, as filed on 25 August 2026.

Foguth Wealth Management charges 0.50%–2.00% a year for its Investment Management Services.

Regulatory AUM: $1.07B
Clients: 2,690
Advisory staff: 32
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 325 W. Main St., Brighton, MI 48116
Phone: 810-522-5650
Website: foguthfinancial.com

No. 2 · RIA

Caitlin John

Caitlin John is an investment adviser based in Brighton, MI, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $215 million, as filed on 30 September 2026.

Regulatory AUM: $215M
Clients: 602
Advisory staff: 25
Custodians: Charles Schwab
Headquarters: 1024 E. Grand River Ave, Suite B, Brighton, MI 48116
Phone: 810-355-1325
Website: simplyria.com

No. 3 · RIA

Patrick Financial Group

Patrick Financial Group is an investment adviser based in Brighton, MI, registered with the SEC since 2015. It provides investment management. Its clients include individuals and pension and profit-sharing plans. Its regulatory assets under management total $170 million, as filed on 31 March 2026.

Patrick Financial Group charges 1.40% a year for its Investment management fee.

Regulatory AUM: $170M
Clients: 607
Advisory staff: 1
Fee schedule: 1.40% to 1.40% a year
Minimum account: $50,000
Headquarters: Millpond Parke Office Building, 824 West Grand River Avenue, Brighton, MI 48116
Phone: 810-225-9876
Website: patrickfinancialgroup.com

No. 4 · RIA

Old Oak Financial Planning

Old Oak Financial Planning is an investment adviser based in Brighton, MI, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $160 million, as filed on 9 March 2026.

Old Oak Financial Planning charges 0.75%–1.25% for its Investment management fee schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $160M
Clients: 264
Advisory staff: 2
Fee schedule: 0.75% to 1.25%
Custodians: Charles Schwab
Headquarters: 7077 Fieldcrest DR., Suite 400, Brighton, MI 48116
Phone: 810-220-4400

No. 5 · RIA

Pinnacle Wealth Management Partners

Pinnacle Wealth Management Partners is an investment adviser based in Brighton, MI, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $118 million, as filed on 16 March 2026.

Regulatory AUM: $118M
Clients: 271
Advisory staff: 4
Custodians: Folio Investments, Charles Schwab
Headquarters: 7600 Grand River, Suite 220, Brighton, MI 48114
Phone: 810-220-6322
Website: pinnaclewealthonline.com

No. 6 · RIA

Strickler Investment Services

Strickler Investment Services is an investment adviser based in Brighton, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $107 million, as filed on 27 August 2026.

Strickler Investment Services charges up to 1.75% a year for its Investment management fee.

Regulatory AUM: $107M
Clients: 282
Advisory staff: 3
Fee schedule: Up to 1.75% a year
Minimum account: $250,000
Custodians: Fidelity
Headquarters: 10299 E. Grand River RD., Suite I, Brighton, MI 48116
Phone: 517-618-9000
Website: stricklerfinancial.com

Questions about financial advisors in Brighton

How many financial advisor firms are headquartered in Brighton?

6 SEC-registered financial advisor firms report their principal office in Brighton, MI, managing $1.84B in regulatory assets between them. The other 1 adviser headquartered in the city 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 Brighton?

Foguth Wealth Management, with $1.07B in regulatory assets under management on its latest Form ADV. The next largest are Caitlin John ($215M) and Patrick Financial Group ($170M).

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

How large is a typical financial advisor firm in Brighton?

The median firm manages $165M in regulatory assets. That is the midpoint of the 6 firms headquartered in Brighton.

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

How much do financial advisors in Brighton charge?

Of the 6 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% 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 Brighton?

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 city 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 city.

Source: Niva directory methodology

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