Top 3 financial advisor firms in Okemos

3 SEC-registered financial advisor firms are headquartered in Okemos, MI, with $939M in combined regulatory assets under management. The largest by assets are Financial Strategies Group ($677M), Cornerstone Wealth Partners ($146M) and Ryzome Investment Advisors ($116M).

3
Financial advisor firms: $939M
Their combined AUM: $146M
Median firm AUM: 2,386
Clients of the top 3

The 3 largest by assets

1
Financial Strategies Group
RIA
$677M
Up to 1.50% a year
2
Cornerstone Wealth Partners
RIA
$146M
Regulatory AUM
3
Ryzome Investment Advisors
RIA
$116M
0.50% to 1.00% a year

Profiles of the top 3

No. 1 · RIA

Financial Strategies Group

Financial Strategies Group is an investment adviser based in Okemos, MI, registered with the SEC since 2017. 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 $677 million, as filed on 25 March 2026.

Financial Strategies Group charges up to 1.50% a year for its Portfolio Management.

Regulatory AUM: $677M
Clients: 1,284
Advisory staff: 7
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 2270 Jolly Oak Road., Suite 2, Okemos, MI 48864
Phone: 800-804-0420
Website: fsgmichigan.com

No. 2 · RIA

Cornerstone Wealth Partners

Cornerstone Wealth Partners is an investment adviser based in Okemos, MI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individuals. Its regulatory assets under management total $146 million, as filed on 20 August 2026.

Regulatory AUM: $146M
Clients: 429
Advisory staff: 8
Custodians: Altruist
Headquarters: 2525 Jolly Road, Suite 200, Okemos, MI 48864
Phone: 517-381-3450
Website: cornerstonewealthpartners.com

No. 3 · RIA

Ryzome Investment Advisors

Ryzome Investment Advisors is an investment adviser based in Okemos, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $116 million, as filed on 7 June 2026.

Ryzome Investment Advisors charges 0.50%–1.00% a year for its Asset Management.

Regulatory AUM: $116M
Clients: 673
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4121 Okemos RD, Suite 24, Okemos, MI 48864
Phone: 517-347-2210
Website: ryzomeadvisors.com

Questions about financial advisors in Okemos

How many financial advisor firms are headquartered in Okemos?

3 SEC-registered financial advisor firms report their principal office in Okemos, MI, managing $939M 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 Okemos?

Financial Strategies Group, with $677M in regulatory assets under management on its latest Form ADV. The next largest are Cornerstone Wealth Partners ($146M) and Ryzome Investment Advisors ($116M).

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

How large is a typical financial advisor firm in Okemos?

The median firm manages $146M in regulatory assets. That is the midpoint of the 3 firms headquartered in Okemos.

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

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

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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