Top 3 financial advisor firms in Jackson

3 SEC-registered financial advisor firms are headquartered in Jackson, MI, with $1.31B in combined regulatory assets under management. The largest by assets are Dillon & Associates ($916M), Richmond Brothers ($241M) and Jack V. Butterfield Investment ($158M).

3
Financial advisor firms: $1.31B
Their combined AUM: $241M
Median firm AUM: 1,269
Clients of the top 3

The 3 largest by assets

1
Dillon & Associates
RIA
$916M
0.60% to 0.80% a year
2
Richmond Brothers
RIA
$241M
1.00% to 1.75% a year
3
Jack V. Butterfield Investment
RIA
$158M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Dillon & Associates

Dillon & Associates is an investment adviser based in Jackson, MI, registered with the SEC since 1988. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $916 million, as filed on 30 June 2026.

Dillon & Associates charges 0.60%–0.80% a year for its Advisory Fee on Assets Under Management.

Regulatory AUM: $916M
Clients: 394
Advisory staff: 4
Founded: 1988
Fee schedule: 0.60% to 0.80% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 2585 Spring Arbor Road, Jackson, MI 49203
Phone: 517-796-7090
Website: dillon-assoc.com

No. 2 · RIA

Richmond Brothers

Richmond Brothers is an investment adviser based in Jackson, MI, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $241 million, as filed on 30 March 2026.

Richmond Brothers charges 1.00%–1.75% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $241M
Clients: 667
Advisory staff: 7
Fee schedule: 1.00% to 1.75% a year
Minimum account: $250,000
Custodians: Fidelity
Headquarters: 3568 Wildwood Avenue, Jackson, MI 49202
Phone: 517-435-4040
Website: richmondbrothers.com

No. 3 · RIA

Jack V. Butterfield Investment

Jack V. Butterfield Investment is an investment adviser based in Jackson, MI, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $158 million, as filed on 12 February 2026.

Regulatory AUM: $158M
Clients: 208
Advisory staff: 5
Custodians: RBC Capital Markets
Headquarters: 100 S. Jackson, Suite 100, Jackson, MI 49201
Phone: 517-787-2430
Website: jvbco.com

Questions about financial advisors in Jackson

How many financial advisor firms are headquartered in Jackson?

3 SEC-registered financial advisor firms report their principal office in Jackson, MI, managing $1.31B in regulatory assets between them.

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

What is the largest financial advisor firm in Jackson?

Dillon & Associates, with $916M in regulatory assets under management on its latest Form ADV. The next largest are Richmond Brothers ($241M) and Jack V. Butterfield Investment ($158M).

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

How large is a typical financial advisor firm in Jackson?

The median firm manages $241M in regulatory assets. That is the midpoint of the 3 firms headquartered in Jackson.

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

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

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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