Top 4 financial advisor firms in Lansing

4 SEC-registered financial advisor firms are headquartered in Lansing, MI, with $6.09B in combined regulatory assets under management. The largest by assets are Rehmann Capital Advisory Group ($5.27B), Washington Avenue Advisors ($337M) and Maner Wealth ($299M).

4
Financial advisor firms: $6.09B
Their combined AUM: $318M
Median firm AUM: 4,012
Clients of the top 4

The 4 largest by assets

1
Rehmann Capital Advisory Group
RIA
$5.27B
Up to 2.50% a year
2
Washington Avenue Advisors
RIA
$337M
Regulatory AUM
3
Maner Wealth
RIA
$299M
0.15% to 1.50% a year
4
Shotwell Rutter Baer
RIA
$184M
Regulatory AUM

Profiles of the top 4

No. 1 · 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. 2 · RIA

Washington Avenue Advisors

Washington Avenue Advisors is an investment adviser based in Lansing, MI, registered with the SEC since 2020. 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 $337 million, as filed on 14 May 2026.

Regulatory AUM: $337M
Clients: 689
Advisory staff: 9
Custodians: SEI Investments Distribution, Charles Schwab
Headquarters: 1146 South Washington Avenue, Lansing, MI 48910
Phone: 844-678-1842
Website: waadvisors.com

No. 3 · RIA

Maner Wealth

Maner Wealth is an investment adviser based in Lansing, MI, registered with the SEC since 2024. 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 $299 million, as filed on 29 April 2026.

Maner Wealth charges 0.15%–1.50% a year for its Discretionary or AUM Fee Schedule.

Regulatory AUM: $299M
Clients: 492
Advisory staff: 3
Fee schedule: 0.15% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912
Phone: 517-323-7500
Website: manerwealth.com

No. 4 · RIA

Shotwell Rutter Baer

Shotwell Rutter Baer is an investment adviser based in Lansing, MI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $184 million, as filed on 29 January 2026.

Regulatory AUM: $184M
Clients: 282
Advisory staff: 6
Custodians: Charles Schwab
Headquarters: 6350 West Michigan Avenue, Suite 200, Lansing, MI 48917
Phone: 517-321-4832
Website: srbadvisors.com

Questions about financial advisors in Lansing

How many financial advisor firms are headquartered in Lansing?

4 SEC-registered financial advisor firms report their principal office in Lansing, MI, managing $6.09B in regulatory assets between them. The other 2 advisers 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 Lansing?

Rehmann Capital Advisory Group, with $5.27B in regulatory assets under management on its latest Form ADV. The next largest are Washington Avenue Advisors ($337M) and Maner Wealth ($299M).

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

How large is a typical financial advisor firm in Lansing?

The median firm manages $318M in regulatory assets. That is the midpoint of the 4 firms headquartered in Lansing.

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

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

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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