Wealth manager, independent · Northville, MI
Sigma Investment Counselors
Sigma Investment Counselors, Inc. · SEC-registered investment adviser · CRD 104754 · SEC 801-9529
At a glance
Sigma Investment Counselors is an SEC-registered investment adviser based in Northville, Michigan, with $2.2B in regulatory assets under management as of its Form ADV filed April 8, 2026. It reports 775 individual clients, 514 of them high-net-worth, holding an average of about $2.8 million each, and 20 employees. That ranks it 511th among the nation’s 5,657 independent wealth management RIAs and 14th of 178 in Michigan. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 248-223-0122sigmainvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among independent wealth managers
- #511 of 5,657
- Rank among all SEC RIAs
- #3,467 of 17,210
- Rank in Michigan
- #14 of 178
- Individual clients
- 775
- High-net-worth clients
- 514
- Accounts
- 2,837
- Discretionary
- 100% of AUM
- Employees
- 20
- Advisory staff
- 10
- Offices
- 3
Owners and executives on its Form ADV
- Robert M. BilkieChief Executive Officer and Shareholder
- Shari A. BilkieChief Compliance Officer and President
- Denise M. FarkasExecutive Vice President and Shareholder
- Christopher W. FrayneDirector of Wealth Planning and Shareholder
- Amanda E. LehnertDirector of Strategic Planning and Shareholder
- Wenma GormanWealth Advisor and Shareholder
- Marisa A. BradburyWealth Advisor and Shareholder
Custody and brokerage
Broker-dealer
No broker-dealer ties
Sigma Investment Counselors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 514 | $2.0B | 94% |
| Individuals | 261 | $137M | 6% |
Disciplinary disclosures
Sigma Investment Counselors 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
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sigmainvestments.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Retirement Income Solutions, Inc.ANN Arbor | $3.0B | 1,265 |
| Regal Investment Advisors LLCKentwood | $2.9B | 8,220 |
| NPF Investment AdvisorsGrand Rapids | $2.7B | 938 |
| Diversified Portfolios, Inc.Bloomfield Hills | $1.9B | 660 |
| Blue Chip Partners, LLCFarmington Hills | $1.9B | 1,001 |
| C2 Private WealthNovi | $1.8B | 2,056 |
Background
Questions
How much does Sigma Investment Counselors manage?
Sigma Investment Counselors reports $2.2B in regulatory assets under management across 2,837 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 8, 2026.
How many clients does Sigma Investment Counselors have?
It reports 775 individual clients: 514 high-net-worth individuals and 261 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Sigma Investment Counselors headquartered?
Its main office is in Northville, Michigan. It reports 3 offices in total and 20 employees, 10 of whom perform investment advisory functions.
How does Sigma Investment Counselors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Sigma Investment Counselors use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed April 8, 2026, it reports these amounts held: Charles Schwab ($1.2B); Fidelity ($984M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Sigma Investment Counselors a hybrid RIA with a broker-dealer?
Sigma Investment Counselors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Sigma Investment Counselors a fiduciary?
As an SEC-registered investment adviser, Sigma Investment Counselors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Sigma Investment Counselors’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 (2026-04-08), 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 →