Top 3 financial advisor firms in Northville

3 SEC-registered financial advisor firms are headquartered in Northville, MI, with $3.27B in combined regulatory assets under management. The largest by assets are Sigma Investment Counselors ($2.17B), Stonebrook Private ($937M) and Great Lakes Wealth ($166M).

3
Financial advisor firms: $3.27B
Their combined AUM: $937M
Median firm AUM: 1,619
Clients of the top 3

The 3 largest by assets

1
Sigma Investment Counselors
RIA
$2.17B
0.50% to 1.00% a year
2
Stonebrook Private
RIA
$937M
Up to 1.25% a year
3
Great Lakes Wealth
RIA
$166M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Sigma Investment Counselors

Sigma Investment Counselors is an investment adviser based in Northville, MI, registered with the SEC since 1973. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $2.17 billion, as filed on 8 April 2026.

Sigma Investment Counselors charges 0.50%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $2.17B
Clients: 775
Advisory staff: 10
Founded: 1973
Fee schedule: 0.50% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 186 E Main Street, Suite 200, Northville, MI 48167
Phone: 248-223-0122
Website: sigmainvestments.com

No. 2 · RIA

Stonebrook Private

Stonebrook Private is an investment adviser based in Northville, MI, registered with the SEC since 2023. 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 $937 million, as filed on 13 May 2026.

Stonebrook Private charges up to 1.25% a year for its Wealth Management Services.

Regulatory AUM: $937M
Clients: 596
Advisory staff: 4
Founded: 2023
Fee schedule: Up to 1.25% a year
Custodians: Raymond James
Headquarters: 182 E Main Street, Northville, MI 48167
Phone: 248-349-3027
Website: stonebrookprivate.com

No. 3 · RIA

Great Lakes Wealth

Great Lakes Wealth is an investment adviser based in Northville, MI, registered with the SEC since 2021. 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 $166 million, as filed on 30 March 2026.

Regulatory AUM: $166M
Clients: 248
Advisory staff: 3
Custodians: Raymond James, Charles Schwab
Headquarters: 22260 Haggerty Road, Suite 160, Northville, MI 48167
Phone: 248-378-1200
Website: greatlakeswealth.us

Questions about financial advisors in Northville

How many financial advisor firms are headquartered in Northville?

3 SEC-registered financial advisor firms report their principal office in Northville, MI, managing $3.27B 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 Northville?

Sigma Investment Counselors, with $2.17B in regulatory assets under management on its latest Form ADV. The next largest are Stonebrook Private ($937M) and Great Lakes Wealth ($166M).

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

How large is a typical financial advisor firm in Northville?

The median firm manages $937M in regulatory assets. That is the midpoint of the 3 firms headquartered in Northville.

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

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

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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