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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

305 firms manage $568 billionMichigan

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 4085
    Bloom AdvisorsFarmington Hills, MI · 1,166 clientsWealth manager
    Fidelity 53%Schwab 47%
    $1.6B
  2. 4163
    LVM Capital Management LTDPortage, MI · 1,416 clientsWealth manager
    Schwab 100%
    $1.6B
  3. 4192
    Planning Alternatives LTDBirmingham, MI · 693 clientsWealth manager
    Schwab 88%
    $1.5B
  4. 4198
    Robinson Capital Management, LLCGrosse Pointe Farms, MI · 80 clientsAsset manager
    Huntington Bank 64%
    $1.5B
  5. 4291
    Spartan Wealth ManagementBingham Farms, MI · 1,176 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  6. 4293
    Flexible Plan Investments LTDBloomfield Hills, MI · 9,144 clientsAsset managerHybrid
    Axos 100%
    $1.5B
  7. 4542
    Midwest Capital Advisors, LLCGrand Rapids, MI · 337 clientsAsset manager
    Empower Financial Services 34%Schwab 31%
    $1.4B
  8. 4589
    Centennial Securities Company IncGrand Rapids, MI · 2,520 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.3B
  9. 4596
    Fiduciary Financial AdvisorsGrand Rapids, MI · 2,183 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.3B
  10. 4597
    CWS Financial Advisors LLCKalamazoo, MI · 807 clientsWealth manager
    Schwab 100%
    $1.3B
  11. 4715
    Managed Asset Portfolios, LLCRochester, MI · 1,663 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  12. 4745
    JAY A. Fishman, LTDTroy, MI · 537 clientsWealth manager
    Schwab 100%
    $1.3B
  13. 4852
    Columbia Asset Management, L.L.C.ANN Arbor, MI · 431 clientsWealth manager
    Schwab 100%
    $1.2B
  14. 4911
    StraightlineTroy, MI · 2,365 clientsWealth manager
    Schwab 53%Fidelity 25%
    $1.2B
  15. 5004
    Provident Investment Management, Inc.Novi, MI · 318 clientsWealth manager
    Schwab 100%
    $1.1B
  16. 5022
    LVZ, Inc.Holland, MI · 2,473 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  17. 5077
    Financial Advisory CorporationGrand Rapids, MI · 293 clientsWealth manager
    Schwab 100%
    $1.1B
  18. 5119
    Integrated Investment Consultants, LLCBloomfield Hills, MI · 285 clientsWealth manager
    Schwab 100%
    $1.1B
  19. 5167
    Foguth Wealth Management, LLC.Brighton, MI · 2,690 clientsWealth manager
    Schwab 100%
    $1.1B
  20. 5187
    Isto Advisors, LLCTroy, MI · 404 clientsWealth manager
    Schwab 100%
    $1.1B
  21. 5274
    Peninsula Capital Partners, L.L.C.Southfield, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  22. 5280
    William Mack & Associates IncTroy, MI · 965 clientsWealth manager
    Schwab 100%
    $1.0B
  23. 5313
    Huron Capital Partners LLCDetroit, MI · 12 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  24. 5323
    Asset Allocation Strategies, LLCFarmington, MI · 4,394 clientsWealth managerHybridGLP Investment Services, LLC
    Schwab 78%PCS / IPX 22%
    $1.0B
  25. 5329
    Lafleur & Godfrey Private Wealth ManagementGrand Rapids, MI · 498 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.0B
  26. 5393
    Henrickson Nauta Wealth Advisors, Inc.Belmont, MI · 554 clientsWealth managerHybrid
    Fidelity 100%
    $998M
  27. 5471
    Carrera Capital AdvisorsTroy, MI · 998 clientsWealth manager
    Fidelity 79%
    $969M
  28. 5476
    Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWealth managerWrap sponsor
    Schwab 72%
    $967M
  29. 5561
    Stonebrook Private LLCNorthville, MI · 596 clientsWealth managerWrap sponsor
    Raymond James 100%
    $937M
  30. 5578
    LsiaBloomfield Hills, MI · 193 clientsWealth manager
    Schwab 100%
    $932M
  31. 5600
    Old Mission Investment Company, LLCTraverse City, MI · 1,055 clientsWealth manager
    Fidelity Distributors Company 100%
    $929M
  32. 5637
    Dillon & Associates IncJackson, MI · 394 clientsWealth manager
    Schwab 85%
    $916M
  33. 5649
    McMillan Office, Inc.St. Clair Shores, MI · 453 clientsWealth manager
    RBC 100%
    $914M
  34. 5682
    Cranbrook Wealth Management, LLCBloomfield Hills, MI · 253 clientsWealth manager
    Fidelity 100%
    $907M
  35. 5734
    JLB & Associates IncPlymouth, MI · 291 clientsWealth manager
    Schwab 78%
    $893M
  36. 5812
    Secure Asset Management, L.L.C.Troy, MI · 2,877 clientsWealth managerHybridAurora Securities Inc
    Schwab 64%Fidelity 36%
    $871M
  37. 5866
    Cambient Family Office, LLCADA, MI · 198 clientsWealth managerWrap sponsor
    Fidelity 100%
    $858M
  38. 5898
    Liberty Capital Management IncBirmingham, MI · 160 clientsWealth manager
    Schwab 94%
    $849M
  39. 5908
    Baron Wealth Management, LLCTroy, MI · 145 clientsWealth manager
    Fidelity Distributors Company 56%Schwab 44%
    $847M
  40. 5911
    Verde Capital Management, Inc.Clarkston, MI · 824 clientsWealth managerWrap sponsor
    Schwab 71%TradePMR / Robinhood 29%
    $846M

RIAs by state