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

201. 11329
     CPR Investments IncRochester, MI · 1,172 clientsWealth managerHybrid
     Axos 87%
     +00% 1 yr$239M
202. 11351
     Rachor Investment Advisory Services, LLCLinden, MI · 490 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$238M
203. 11404
     Spectrum Financial ResourcesTroy, MI · 723 clientsWealth managerHybrid
     Pershing 73%Schwab 27%
     +00% 1 yr$235M
204. 11506
     Rosenberg Wealth AdvisorsBirmingham, MI · 161 clientsWealth manager
     Schwab 100%
     +00% 1 yr$231M
205. 11536
     Vima, LLCTroy, MI · 1,182 clientsWealth manager
     Pershing 100%
     +00% 1 yr$229M
206. 11543
     Antonelli Financial Advisors, LLCGrosse Pointe, MI · 193 clientsWealth manager
     Fidelity 86%
     +00% 1 yr$229M
207. 11555
     J W Korth & CompanyLansing, MI · 12 clientsBroker-dealer firmHybridJ.W. Korth & Company, Limited Partnership
     Pershing 56%RBC 44%
     +00% 1 yr$229M
208. 11602
     Premier Estate Planners, LLCClinton Township, MI · 584 clientsWealth manager
     Axos 68%Schwab 32%
     +00% 1 yr$227M
209. 11743
     Kroon & Mitchell Asset Management LLCGrand Rapids, MI · 203 clientsWealth manager
     Schwab 100%
     +00% 1 yr$221M
210. 11756
     Haverdink Financial Management, LLCPortage, MI · 181 clientsWealth manager
     Schwab 100%
     +00% 1 yr$220M
211. 11773
     Solyco Capital LLCRochester, MI · 49 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$220M
212. 11791
     Summit Financial Working With People You TrustSterling Heights, MI · 1,139 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$219M
213. 11883
     Simplyria Advisor NetworkBrighton, MI · 602 clientsWealth manager
     Schwab 100%
     +00% 1 yr$215M
214. 11902
     Sage Hill CapitalANN Arbor, MI · 79 clientsWealth manager
     Schwab 100%
     +00% 1 yr$214M
215. 11914
     Retiremitten Financial LLCClarkston, MI · 217 clientsWealth manager
     Schwab 100%
     +00% 1 yr$214M
216. 11937
     Financial Freedom HouseWaterford, MI · 533 clientsWealth manager
     Schwab 74%Fidelity 26%
     +00% 1 yr$213M
217. 12006
     Daniel Investment Group Inc.Royal Oak, MI · 214 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$210M
218. 12055
     DWPGrosse Pointe Farms, MI · 136 clientsWealth manager
     Schwab 73%Comerica Bank 27%
     +00% 1 yr$208M
219. 12077
     Alliance Investment Management, LLCJenison, MI · 170 clientsWealth manager
     Schwab 100%
     +00% 1 yr$207M
220. 12081
     Strategic Wealth Advisors Group, Inc.Utica, MI · 544 clientsWealth manager
     Schwab 100%
     +00% 1 yr$207M
221. 12147
     UP North Financial, LLCTraverse City, MI · 337 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$204M
222. 12148
     Rochester Wealth Strategies, LLCRochester, MI · 141 clientsWealth manager
     Schwab 100%
     +00% 1 yr$204M
223. 12150
     Lightsquare Wealth Management, LLCBingham Farms, MI · 172 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$204M
224. 12152
     SG Real Estate ISouthfield, MI · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$203M
225. 12161
     Independent Wealth Management, LLCTraverse City, MI · 176 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$203M
226. 12207
     Custom Wealth ManagementPlymouth, MI · 504 clientsWealth manager
     Schwab 100%
     +00% 1 yr$201M
227. 12235
     AI Alpha LLCGrand Rapids, MI · 6 clientsAsset manager
     Schwab 100%
     +00% 1 yr$200M
228. 12247
     CND FinancialLivonia, MI · 189 clientsWealth manager
     Schwab 100%
     +00% 1 yr$199M
229. 12308
     Schwallier Wealth ManagementGrand Rapids, MI · 292 clientsWealth managerWrap sponsor
     Fidelity 72%LPL Financial 28%
     +00% 1 yr$197M
230. 12336
     J2 Capital Management, Inc.Troy, MI · 209 clientsWealth manager
     Schwab 100%
     +00% 1 yr$196M
231. 12429
     CIG Asset Management, Inc.Southfield, MI · 158 clientsWealth managerWrap sponsorHybridCIG Securities, Inc.
     No custodian reported
     +00% 1 yr$192M
232. 12525
     KRS Capital Management, LLCBloomfield Hills, MI · 42 clientsWealth manager
     Schwab 100%
     +00% 1 yr$189M
233. 12580
     City Center Advisors, LLCTroy, MI · 439 clientsWealth manager
     Schwab 100%
     +00% 1 yr$187M
234. 12635
     Meadowbrook Investment Advisors LLCLivonia, MI · 71 clientsWealth manager
     Schwab 100%
     +00% 1 yr$185M
235. 12676
     Shotwell Rutter Baer IncLansing, MI · 282 clientsWealth manager
     Schwab 100%
     +00% 1 yr$184M
236. 12982
     Gasaway Investment Advisors, Inc.Kalamazoo, MI · 446 clientsWealth manager
     Raymond James 59%Matrix Trust Co 41%
     +00% 1 yr$173M
237. 13042
     Hoover Private Wealth, LLCRoyal Oak, MI · 222 clientsAsset manager
     Fidelity Distributors Company 100%
     +00% 1 yr$171M
238. 13073
     Patrick Financial Group LLC.Brighton, MI · 607 clientsWealth manager
     No custodian reported
     +00% 1 yr$170M
239. 13075
     Cirrus Capital LLCBloomfield Hills, MI · 333 clientsWealth manager
     Schwab 95%
     +00% 1 yr$170M
240. 13137
     Vision Capital PartnersANN Arbor, MI · 145 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$168M