The RIA database

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161. 9937
     Bernard Wealth Management Corp.Royal Oak, MI · 337 clientsWealth manager
     Schwab 100%
     +00% 1 yr$314M
162. 9949
     Melone Private Wealth, LLCAuburn Hills, MI · 165 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$313M
163. 9970
     Miller CapitalTroy, MI · 76 clientsWealth manager
     Schwab 100%
     +00% 1 yr$312M
164. 9982
     TRP Capital Advisors VI, LLCBirmingham, MI · 6 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$311M
165. 10058
     Marnell Management LLCFarmington Hills, MI · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$306M
166. 10102
     Thrive Retirement SpecialistsRoyal Oak, MI · 70 clientsWealth manager
     Schwab 100%
     +00% 1 yr$304M
167. 10127
     FAI Advisors, Inc.Farmington Hills, MI · 370 clientsWealth manager
     SEI 100%
     +00% 1 yr$302M
168. 10175
     Security First FinancialSwartz Creek, MI · 640 clientsWealth manager
     Schwab 100%
     +00% 1 yr$300M
169. 10176
     Maner WealthLansing, MI · 492 clientsWealth manager
     Schwab 70%Fidelity 30%
     +00% 1 yr$299M
170. 10179
     Stonepath Wealth ManagementTraverse City, MI · 606 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$299M
171. 10219
     Calder Financial GroupADA, MI · 544 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$297M
172. 10227
     USA Financial Securities LLCADA, MI · 1,246 clientsBroker-dealer firmHybrid
     Pershing 100%
     +00% 1 yr$297M
173. 10234
     Palatine Hill Wealth ManagementBirmingham, MI · 288 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$296M
174. 10243
     Union Heritage CapitalDetroit, MIAsset manager
     Northern Trust 100%
     +00% 1 yr$295M
175. 10250
     Stewardship Trust AdvisorsGrandville, MI · 285 clientsWealth manager
     No custodian reported
     +00% 1 yr$295M
176. 10284
     Blueprint Partners LLCTraverse City, MI · 337 clientsWealth manager
     Schwab 100%
     +00% 1 yr$293M
177. 10286
     Renaissance Venture Capital Management, Inc.ANN Arbor, MI · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$293M
178. 10287
     Hemming& Wealth Management, Inc.Traverse City, MI · 446 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$293M
179. 10485
     Abbit Management CorpGrand Haven, MI · 386 clientsAsset manager
     SEI 100%
     +00% 1 yr$282M
180. 10504
     GPM Growth Investors, Inc.Bloomfield Hills, MI · 217 clientsWealth manager
     Schwab 100%
     +00% 1 yr$281M
181. 10518
     DBS Investment Advisers, LLCBay City, MI · 591 clientsWealth manager
     Fidelity 63%Ascensus Trust 28%
     +00% 1 yr$280M
182. 10541
     Pathworks Financial, Inc.Novi, MI · 410 clientsWealth managerWrap sponsor
     Fidelity 73%Schwab 27%
     +00% 1 yr$279M
183. 10595
     JFR Financial Services, Inc.Trenton, MI · 597 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$277M
184. 10665
     FirstmetricTroy, MI · 48 clientsWealth manager
     Schwab 98%
     +00% 1 yr$272M
185. 10683
     True Blue Financial, LLCStevensville, MI · 575 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$272M
186. 10695
     Daus Financial Group, LLCKalamazoo, MI · 327 clientsWealth manager
     Schwab 100%
     +00% 1 yr$271M
187. 10709
     Beringea, LLCFarmington Hills, MI · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$270M
188. 10807
     Guidestream Financial, Inc.Spring Arbor, MI · 882 clientsWealth manager
     Pershing 100%
     +00% 1 yr$263M
189. 10849
     Plante Moran Real Estate Investment AdvisorsSouthfield, MI · 1 clientsAsset managerHybridP & M Corporate Finance, LLC, Plante Moran Insurance Agency Services, LLC
     No custodian reported
     +00% 1 yr$261M
190. 10865
     Nantucket Multi Managers, LLCBloomfield Hills, MI · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$260M
191. 10868
     RFM Financial Solutions, LLCMt. Pleasant, MI · 570 clientsWealth manager
     Schwab 100%
     +00% 1 yr$260M
192. 10885
     Braeburn Wealth Management, LLCMuskegon, MI · 454 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$259M
193. 11013
     PPS & V Asset Management Consultants IncPortage, MI · 247 clientsWealth manager
     No custodian reported
     +00% 1 yr$254M
194. 11046
     DB & C Advisors, LLCHolland, MI · 329 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$252M
195. 11126
     Evergreen Wealth Management, LLCWilliamston, MI · 706 clientsWealth manager
     Goldman Sachs 100%
     +00% 1 yr$249M
196. 11158
     Northern Edge Wealth ManagementMarquette, MI · 551 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$247M
197. 11200
     Clear Ridge Wealth Management, LLCKalamazoo, MI · 132 clientsWealth manager
     Schwab 65%Fidelity 35%
     +00% 1 yr$245M
198. 11217
     Pinnacle Wealth Management Group, Inc.Plymouth, MI · 209 clientsWealth managerWrap sponsorHybrid
     Schwab 100%
     +00% 1 yr$244M
199. 11265
     English Capital Management LLCBloomfield Hills, MI · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$241M
200. 11279
     Richmond Brothers, Inc.Jackson, MI · 667 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$241M