Top 7 financial advisor firms in Novi

7 SEC-registered financial advisor firms are headquartered in Novi, MI, with $6.72B in combined regulatory assets under management. The largest by assets are Strategic Investment Advisors ($1.82B), The Nemes Rush Group ($1.62B) and Provident Investment Management ($1.13B).

7
Financial advisor firms: $6.72B
Their combined AUM: $781M
Median firm AUM: 5,745
Clients of the top 7

The 7 largest by assets

1
Strategic Investment Advisors
RIA
$1.82B
Up to 1.00%
2
The Nemes Rush Group
RIA
$1.62B
1.50% to 1.50% a year
3
Provident Investment Management
RIA
$1.13B
0.60% to 1.00% a year
4
Dahring | Cusmano
RIA
$781M
Up to 2.00% a year
5
Altrius Capital Management
RIA
$716M
0.80% to 1.40% a year
6
Richard W. Paul & Associates
RIA
$373M
Regulatory AUM
7
Pathworks Financial
RIA
$279M
Regulatory AUM

Profiles of the top 7

No. 1 · RIA

Strategic Investment Advisors

Strategic Investment Advisors is an investment adviser based in Novi, MI, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.82 billion, as filed on 19 June 2026.

Strategic Investment Advisors charges up to 1.00% for its Securities Accounts Held at Fidelity. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.82B
Clients: 2,066
Advisory staff: 11
Founded: 2007
Fee schedule: Up to 1.00%
Custodians: Fidelity
Headquarters: 29409 Haggerty Road, Suite 200, Novi, MI 48377
Phone: 248-567-6688
Website: c2privatewealth.com

No. 2 · RIA

The Nemes Rush Group

The Nemes Rush Group is an investment adviser based in Novi, MI, registered with the SEC since 2021. 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 $1.62 billion, as filed on 25 March 2026.

The Nemes Rush Group charges 1.50% a year for its Portfolio Management.

Regulatory AUM: $1.62B
Clients: 881
Advisory staff: 7
Founded: 2021
Fee schedule: 1.50% to 1.50% a year
Custodians: Raymond James, Pershing
Headquarters: 39500 High Pointe BLVD, Suite 190, Novi, MI 48375
Phone: 248-449-5436
Website: nemesrush.com

No. 3 · RIA

Provident Investment Management

Provident Investment Management is an investment adviser based in Novi, MI, registered with the SEC since 1981. 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 $1.13 billion, as filed on 10 June 2026.

Provident Investment Management charges 0.60%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $1.13B
Clients: 318
Advisory staff: 6
Founded: 1981
Fee schedule: 0.60% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 39555 Orchard Hill Place, Ste 139, Novi, MI 48375
Phone: 248-380-1700
Website: investprovident.com

No. 4 · RIA

Dahring | Cusmano

Dahring | Cusmano is an investment adviser based in Novi, MI, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include corporations and other businesses, high-net-worth individuals, and individual clients. Its regulatory assets under management total $781 million, as filed on 4 September 2026.

Dahring | Cusmano charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $781M
Clients: 884
Advisory staff: 9
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 26200 Town Center DR., Suite 100, Novi, MI 48375
Phone: 248-348-0100

No. 5 · RIA

Altrius Capital Management

Altrius Capital Management is an investment adviser based in Novi, MI, registered with the SEC since 2004. 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 $716 million, as filed on 6 March 2026.

Altrius Capital Management charges 0.80%–1.40% a year for its Investment Management Services.

Regulatory AUM: $716M
Clients: 512
Advisory staff: 8
Founded: 1997
Fee schedule: 0.80% to 1.40% a year
Custodians: Charles Schwab
Headquarters: 39555 Orchard Hill PL, Suite 600, Novi, MI 48375
Phone: 252-638-7598
Website: altrius-capital.com

No. 6 · RIA

Richard W. Paul & Associates

Richard W. Paul & Associates is an investment adviser based in Novi, MI, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $373 million, as filed on 25 March 2026.

Regulatory AUM: $373M
Clients: 674
Advisory staff: 6
Custodians: Fidelity
Headquarters: 39555 Orchard Hill Place, Suite 100, Novi, MI 48375
Phone: 248-305-9911

No. 7 · RIA

Pathworks Financial

Pathworks Financial is an investment adviser based in Novi, MI, registered with the SEC since 2021. 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 $279 million, as filed on 22 January 2026.

Regulatory AUM: $279M
Clients: 410
Advisory staff: 5
Custodians: Fidelity, Charles Schwab
Headquarters: 43155 Main Street, Suite 212, Novi, MI 48375
Phone: 248-946-4515
Website: pathworksfinancial.com

Questions about financial advisors in Novi

How many financial advisor firms are headquartered in Novi?

7 SEC-registered financial advisor firms report their principal office in Novi, MI, managing $6.72B 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 Novi?

Strategic Investment Advisors, with $1.82B in regulatory assets under management on its latest Form ADV. The next largest are The Nemes Rush Group ($1.62B) and Provident Investment Management ($1.13B).

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

How large is a typical financial advisor firm in Novi?

The median firm manages $781M in regulatory assets. That is the midpoint of the 7 firms headquartered in Novi.

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

How much do financial advisors in Novi charge?

Of the 7 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Novi?

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

Novi has 7 financial advisor firms; see every adviser in the city →