Wealth manager, independent · Lansing, MI
Rehmann Wealth
Rehmann Capital Advisory Group, LLC · SEC-registered investment adviser · CRD 123047 · SEC 801-64587
At a glance
Rehmann Wealth is an SEC-registered investment adviser based in Lansing, Michigan, with $5.3B in regulatory assets under management as of its Form ADV filed September 2, 2026. It reports 2,186 individual clients, 1,123 of them high-net-worth, holding an average of about $1.6 million each, and 39 employees. That ranks it 202nd among the nation’s 5,657 independent wealth management RIAs and 4th of 178 in Michigan.
Main office 517-316-2400rehmann.comAs filed on Form ADV
- Regulatory AUM
- $5.3B
- Rank among independent wealth managers
- #202 of 5,657
- Rank among all SEC RIAs
- #2,018 of 17,210
- Rank in Michigan
- #4 of 178
- Individual clients
- 2,186
- High-net-worth clients
- 1,123
- Accounts
- 6,020
- Discretionary
- 76% of AUM
- Employees
- 39
- Advisory staff
- 39
- Offices
- 14
Owners and executives on its Form ADV
- Nicole A. SpitzleyChief Compliance Officer; Chief Opperations Officer
- Joan PayneChief Financial Officer
- Jeffrey PhillipsChief Investment Officer
- Ryan SullivanChief Executive Officer
Custody and brokerage
Custodian
Rehmann Wealth’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Rehmann Wealth is a hybrid RIA: 23 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Rehmann Financial Network, LLC.
- Rehmann Financial Network, LLC ↗CRD 165027
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,123 | $3.2B | 60% |
| Pension and profit sharing plans | 267 | $1.5B | 28% |
| Corporations or other businesses | 83 | $321M | 6% |
| Individuals | 1,063 | $228M | 4% |
| Charitable organizations | 13 | $109M | 2% |
| Insurance companies | – | $0M | <1% |
Disciplinary disclosures
Rehmann Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗rehmann.com ↗
AtlasMembers
The full record on Rehmann Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 777 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Plante Moran Financial AdvisorsSouthfield | $27B | 3,988 |
| SPCANN Arbor | $6.1B | 30,595 |
| Mainstay Capital Management, LLCGrand Blanc | $5.3B | 3,454 |
| Advance Capital Management IncSouthfield | $5.0B | 7,287 |
| CG Advisory ServicesWilliamston | $4.6B | 4,898 |
| Advisory Alpha, LLCHolland | $4.4B | 8,799 |
Background
Questions
How much does Rehmann Wealth manage?
Rehmann Wealth reports $5.3B in regulatory assets under management across 6,020 accounts, 76% of it on a discretionary basis, on its Form ADV filed September 2, 2026.
How many clients does Rehmann Wealth have?
It reports 2,186 individual clients: 1,123 high-net-worth individuals and 1,063 other individuals. Individuals account for about 64% of its regulatory assets.
Where is Rehmann Wealth headquartered?
Its main office is in Lansing, Michigan. It reports 14 offices in total and 39 employees, 39 of whom perform investment advisory functions.
How does Rehmann Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
Is Rehmann Wealth a hybrid RIA with a broker-dealer?
Rehmann Wealth is a hybrid RIA: 23 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Rehmann Financial Network, LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Rehmann Wealth a fiduciary?
As an SEC-registered investment adviser, Rehmann Wealth owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 23 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Rehmann Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →