The RIA database

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

81. 6040
    Speyside Equity Advisers LLCANN Arbor, MI · 2 clientsPrivate fund adviser
    No custodian reported
    +00% 1 yr$811M
82. 6116
    Q3 Asset Management CorporationBirmingham, MI · 2,926 clientsAsset manager
    Axos 100%
    +00% 1 yr$795M
83. 6170
    JVL Wealth StrategiesWyoming, MI · 186 clientsWealth manager
    Fidelity 100%
    +00% 1 yr$784M
84. 6182
    Dahring | Cusmano and AssociatesNovi, MI · 884 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    +00% 1 yr$781M
85. 6183
    West Michigan AdvisorsHolland, MI · 1,378 clientsWealth managerHybrid
    Schwab 80%
    +00% 1 yr$781M
86. 6372
    Stonebridge Financial GroupGrand Rapids, MI · 783 clientsAsset managerHybrid
    Empower Retirement 60%
    +00% 1 yr$739M
87. 6380
    Valstone Partners VIBirmingham, MI · 3 clientsPrivate fund adviser
    No custodian reported
    +00% 1 yr$736M
88. 6402
    Sturbridge Capital LLCBirmingham, MI · 4 clientsPrivate fund adviser
    No custodian reported
    +00% 1 yr$731M
89. 6428
    Kaydan Wealth Management, Inc.Fenton, MI · 1,098 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$727M
90. 6434
    Bright Financial Advisors, Inc.Portage, MI · 665 clientsWealth manager
    Schwab 100%
    +00% 1 yr$725M
91. 6440
    Trunorth Capital Management, LLCKalamazoo, MI · 356 clientsWealth manager
    Schwab 100%
    +00% 1 yr$725M
92. 6477
    Altrius Capital Management, Inc.Novi, MI · 512 clientsWealth manager
    Schwab 100%
    +00% 1 yr$716M
93. 6489
    Fieldview Capital Management, LLCNiles, MI · 4 clientsPrivate fund adviser
    No custodian reported
    +00% 1 yr$713M
94. 6584
    Skyoak WealthSouthfield, MI · 450 clientsWealth manager
    Schwab 100%
    +00% 1 yr$693M
95. 6593
    TRP Capital Advisors V, LLCBirmingham, MI · 14 clientsPrivate fund adviser
    No custodian reported
    +00% 1 yr$691M
96. 6624
    Northern Financial Advisors, IncBloomfield Hills, MI · 324 clientsWealth manager
    Schwab 100%
    +00% 1 yr$684M
97. 6663
    Financial Strategies Group, IncOkemos, MI · 1,284 clientsWealth manager
    Schwab 86%
    +00% 1 yr$677M
98. 6694
    Lifecycle Financial Planners Inc.Bloomfield Hills, MI · 171 clientsWealth manager
    Schwab 100%
    +00% 1 yr$672M
99. 6704
    First Financial Coaching, Inc.Mt. Clemens, MI · 1,512 clientsWealth managerHybrid
    Axos 74%Schwab 26%
    +00% 1 yr$671M
100. 6768
     Arbor Wealth Advisors LLCTroy, MI · 66 clientsWealth manager
     Fidelity 87%
     +00% 1 yr$658M
101. 6839
     Heron Bay Capital ManagementBloomfield Hills, MI · 127 clientsWealth manager
     Schwab 100%
     +00% 1 yr$644M
102. 6931
     Gem Asset Management, LLCPlymouth, MI · 506 clientsWealth manager
     Schwab 100%
     +00% 1 yr$628M
103. 6957
     Hill Island Financial LLCGrand Rapids, MI · 217 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$624M
104. 7030
     Wolff Financial Management LLCKalamazoo, MI · 360 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$613M
105. 7040
     Arbor Trust Wealth Advisors, LLCANN Arbor, MI · 441 clientsWealth manager
     Schwab 100%
     +00% 1 yr$611M
106. 7063
     The Enterprise Investment CompanyFarmington Hills, MI · 841 clientsWealth managerHybridThe Enterprise Securities Company
     Schwab 70%Fidelity 29%
     +00% 1 yr$607M
107. 7117
     Concorde Asset Management, LLCANN Arbor, MI · 3,705 clientsWealth managerHybridConcorde Investment Services, LLC, clears through Pershing, RBC Capital Markets
     Schwab 80%
     +00% 1 yr$598M
108. 7120
     Grand Wealth Management, LLCGrand Rapids, MI · 156 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$598M
109. 7163
     Voisard Asset Management GroupGrand Rapids, MI · 461 clientsWealth manager
     Schwab 100%
     +00% 1 yr$589M
110. 7269
     FSA Advisors, Inc.Troy, MI · 4,406 clientsWealth manager
     Schwab 65%Fidelity 35%
     +00% 1 yr$573M
111. 7333
     Alidade Capital, LLCBloomfield Hills, MI · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$565M
112. 7361
     SGH Wealth ManagementLathrup Village, MI · 427 clientsWealth managerWrap sponsor
     No custodian reported
     +00% 1 yr$562M
113. 7363
     Acorn Wealth Advisors, LLCGrand Blanc, MI · 809 clientsWealth manager
     Schwab 100%
     +00% 1 yr$561M
114. 7371
     John A. Wolfe & Associates, Inc.Portage, MI · 450 clientsWealth manager
     Schwab 100%
     +00% 1 yr$561M
115. 7560
     USA Financial Formulas CorporationADA, MI · 7,489 clientsWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
     Schwab 100%
     +00% 1 yr$534M
116. 7580
     White Pine Investment CoLivonia, MI · 355 clientsWealth manager
     Schwab 100%
     +00% 1 yr$532M
117. 7613
     S.A. Mason, LLCHolland, MI · 282 clientsWealth manager
     Schwab 74%Fifth Third Bank 26%
     +00% 1 yr$529M
118. 7617
     Strength Capital Partners, LLCBirmingham, MI · 12 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$528M
119. 7705
     Mattson Financial Services, LLCKentwood, MI · 1,127 clientsWealth manager
     Schwab 100%
     +00% 1 yr$515M
120. 7727
     Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, LTroy, MI · 452 clientsWealth manager
     Schwab 100%
     +00% 1 yr$513M