The RIA database

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121. 7788
     MKD WealthTroy, MI · 237 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$506M
122. 7870
     Greystone Financial Group, LLCBloomfield Hills, MI · 582 clientsWealth manager
     Schwab 100%
     +00% 1 yr$495M
123. 7893
     Hungerford Financial LLCGrand Rapids, MI · 349 clientsWealth managerHybridThomas Price
     Schwab 100%
     +00% 1 yr$492M
124. 7983
     Ss&h Financial Advisors, Inc.Troy, MI · 116 clientsWealth manager
     Schwab 100%
     +00% 1 yr$482M
125. 8061
     Straight Path Wealth ManagementJenison, MI · 902 clientsWealth manager
     Schwab 100%
     +00% 1 yr$472M
126. 8087
     Lakeshore Financial Planning Inc.Saint Clair Shores, MI · 491 clientsWealth manager
     Raymond James 99%
     +00% 1 yr$469M
127. 8121
     Bloomfield Capital Holdings, LLCBirmingham, MI · 9 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$466M
128. 8147
     Miller Financial Services LLCMarshall, MI · 584 clientsWealth manager
     Tiaa-Cref Individual & Institutional Services 45%Fidelity 34%
     +00% 1 yr$463M
129. 8160
     Gainplan LLCBloomfield Hills, MI · 495 clientsWealth manager
     Schwab 89%
     +00% 1 yr$462M
130. 8167
     MBX Investors LLCFarmington Hills, MI · 1 clientsPrivate fund adviserHybridMBX Clearing LLC
     No custodian reported
     +00% 1 yr$460M
131. 8241
     Aspen Investment Management Inc.Grand Rapids, MI · 256 clientsWealth manager
     Schwab 100%
     +00% 1 yr$452M
132. 8244
     Pointe Capital Management LLCGrosse Pointe Farms, MI · 188 clientsWealth manager
     Pershing 100%
     +00% 1 yr$452M
133. 8261
     M1 Capital Management LLCTroy, MI · 403 clientsWealth manager
     Schwab 100%
     +00% 1 yr$450M
134. 8297
     Peak Wealth Management, LLCPlymouth, MI · 643 clientsWealth managerWrap sponsorHybrid
     Schwab 100%
     +00% 1 yr$446M
135. 8427
     Family Capital ManagementGrand Rapids, MI · 499 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$435M
136. 8472
     Integrated Capital ManagementBloomfield Hills, MI · 448 clientsWealth manager
     Schwab 90%
     +00% 1 yr$430M
137. 8481
     Blue Water Asset ManagementGrand Rapids, MI · 940 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$428M
138. 8649
     Auxo Investment Partners, LLCGrand Rapids, MI · 12 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$412M
139. 8673
     BemanagedGrand Rapids, MI · 1,072 clientsWealth manager
     Fidelity 75%Vanguard 25%
     +00% 1 yr$410M
140. 8823
     Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$397M
141. 8859
     Generational Wealth, Inc.Zeeland, MI · 665 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$395M
142. 8966
     DS Investment AdvisorsGrand Rapids, MI · 174 clientsAsset manager
     Fidelity 100%
     +00% 1 yr$386M
143. 9026
     Sculati Wealth Management, LLCBloomfield Hills, MI · 349 clientsWealth manager
     Schwab 100%
     +00% 1 yr$381M
144. 9044
     626 Financial, LLCPortage, MI · 451 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$380M
145. 9045
     Darden Wealth GroupANN Arbor, MI · 273 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$380M
146. 9069
     Fairhaven Financial Advisory CorporationEast Lansing, MI · 805 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$378M
147. 9116
     B.A. Roberts Financial Services, Inc.Marquette, MI · 1,344 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$374M
148. 9129
     Richard W. Paul & Associates, LLCNovi, MI · 674 clientsWealth managerHybridMatthew Paul
     Fidelity 100%
     +00% 1 yr$373M
149. 9134
     Lakeside Drive Management LLCBirmingham, MI · 16 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$372M
150. 9216
     Royal Oak Financial Advisors, LLCRoyal Oak, MI · 765 clientsWealth manager
     Schwab 100%
     +00% 1 yr$366M
151. 9260
     Motive Wealth Advisors, LLCBirmingham, MI · 88 clientsWealth manager
     Schwab 56%Fidelity 44%
     +00% 1 yr$363M
152. 9395
     Foresight Capital Management Advisors, Inc.Saline, MI · 577 clientsWealth manager
     Schwab 100%
     +00% 1 yr$351M
153. 9453
     Long Road Investment Counsel, LLCKalamazoo, MI · 34 clientsWealth manager
     PNC Bank 79%
     +00% 1 yr$346M
154. 9498
     Vertrix Wealth Management, LLCTroy, MI · 293 clientsWealth manager
     Schwab 100%
     +00% 1 yr$343M
155. 9594
     Washington Avenue AdvisorsLansing, MI · 689 clientsWealth manager
     Schwab 79%
     +00% 1 yr$337M
156. 9704
     Cypress Capital Wealth Management LLCANN Arbor, MI · 106 clientsAsset manager
     Empower Trust Company 57%Schwab 43%
     +00% 1 yr$330M
157. 9715
     N.V.N.G. Investments, Inc.Kalamazoo, MI · 39 clientsWealth manager
     No custodian reported
     +00% 1 yr$330M
158. 9722
     Pearl PlanningDexter, MI · 305 clientsWealth manager
     Raymond James 82%
     +00% 1 yr$329M
159. 9809
     RBS Wealth ManagementAlto, MI · 472 clientsWealth manager
     Schwab 100%
     +00% 1 yr$322M
160. 9899
     Duet Advisory Services LLCBingham Farms, MI · 283 clientsWealth managerHybrid
     Schwab 79%
     +00% 1 yr$316M