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

241. 13192
     Great Lakes Wealth, LLCNorthville, MI · 248 clientsWealth managerHybrid
     Raymond James 88%
     +00% 1 yr$166M
242. 13194
     Retirement Resources, LLCAuburn Hills, MI · 391 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$166M
243. 13226
     Octo Capital, LLCBingham Farms, MI · 136 clientsWealth manager
     Schwab 100%
     +00% 1 yr$165M
244. 13256
     River Raisin Investment Partners, Inc.Monroe, MI · 574 clientsWealth manager
     Schwab 100%
     +00% 1 yr$164M
245. 13278
     Four Financial ManagementANN Arbor, MI · 353 clientsWealth managerWrap sponsorHybridAlan Brilliant, David Fransko
     LPL Financial 100%
     +00% 1 yr$163M
246. 13299
     Arbor Investment ManagementANN Arbor, MI · 96 clientsWealth manager
     Schwab 100%
     +00% 1 yr$162M
247. 13302
     Confidential Management Advisors, Inc.Troy, MI · 69 clientsWealth managerHybridConfidential Management Financial Services, Inc.
     Schwab 87%
     +00% 1 yr$162M
248. 13336
     Kelly Wealth Management, Inc.Royal Oak, MI · 529 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$161M
249. 13347
     Old Oak Financial Planning, Inc.Brighton, MI · 264 clientsWealth manager
     Schwab 100%
     +00% 1 yr$160M
250. 13367
     TRM Advisors LPSouthfield, MI · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$160M
251. 13409
     Advisory Advocates LLCGrand Rapids, MI · 249 clientsWealth manager
     Schwab 100%
     +00% 1 yr$159M
252. 13419
     Graetz WealthJenison, MI · 321 clientsWealth manager
     Altruist 100%
     +00% 1 yr$158M
253. 13440
     J.V.B. Investment CompanyJackson, MI · 208 clientsBroker-dealer firmHybrid
     RBC 100%
     +00% 1 yr$158M
254. 13468
     Breakwater CapitalKalamazoo, MI · 143 clientsWealth manager
     Fidelity 62%Schwab 25%
     +00% 1 yr$157M
255. 13475
     Star Wealth Management CorporationBingham Farms, MI · 117 clientsWealth manager
     Schwab 100%
     +00% 1 yr$156M
256. 13515
     RHL Group, LLCHolly, MI · 351 clientsWealth manager
     Schwab 100%
     +00% 1 yr$155M
257. 13634
     Greenway Financial, LLCFarmington Hills, MI · 244 clientsWealth managerAffiliated broker-dealer
     Schwab 91%
     +00% 1 yr$151M
258. 13690
     A Smarter Way TO InvestBrighton, MIAsset manager
     Schwab 100%
     +00% 1 yr$150M
259. 13717
     Harborfront Financial GroupLudington, MI · 604 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$149M
260. 13731
     Arborfi Advisors, LLCANN Arbor, MI · 101 clientsWealth manager
     Schwab 100%
     +00% 1 yr$148M
261. 13824
     Cornerstone Wealth Partners, LLCOkemos, MI · 429 clientsWealth manager
     Altruist 100%
     +00% 1 yr$146M
262. 13845
     Daniel Krug & AssociatesClarkston, MI · 192 clientsWealth manager
     Fidelity Distributors Company 100%
     +00% 1 yr$145M
263. 13988
     Wolverine Wealth Advisory Services Inc.Bloomfield Hills, MI · 65 clientsWealth manager
     Schwab 100%
     +00% 1 yr$141M
264. 14054
     Brooktree Capital Management Inc.Grand Rapids, MI · 74 clientsWealth manager
     Schwab 100%
     +00% 1 yr$139M
265. 14133
     Black Walnut Wealth ManagementTraverse City, MI · 86 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$137M
266. 14139
     ELE Advisory Services, IncSouthfield, MI · 1,156 clientsWealth managerHybridELE Wealth Solutions, Inc.
     Schwab 100%
     +00% 1 yr$137M
267. 14177
     Global Financial Planning Group, LLCTroy, MI · 235 clientsWealth managerWrap sponsorHybrid
     Schwab 77%LPL Financial 23%
     +00% 1 yr$135M
268. 14278
     Legacy Wealth Advisors, LLCClinton Township, MI · 251 clientsWealth manager
     Schwab 100%
     +00% 1 yr$132M
269. 14283
     Wealth Ease Wealth ManagementMarshall, MI · 251 clientsWealth manager
     TIAA 100%
     +00% 1 yr$132M
270. 14375
     Burnham & Company LLCGrand Rapids, MI · 171 clientsWealth manager
     Schwab 60%Fidelity 40%
     +00% 1 yr$130M
271. 14396
     Infinity Advisory GroupPortage, MI · 208 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$129M
272. 14411
     Revalue LLCGrand Rapids, MI · 254 clientsWealth manager
     SEI 100%
     +00% 1 yr$129M
273. 14463
     Synergy Wealth Management, LLCGrand Rapids, MI · 282 clientsWealth manager
     Schwab 93%
     +00% 1 yr$127M
274. 14536
     IICBloomfield Hills, MI · 45 clientsAsset managerHybrid
     Empower Financial Services 100%
     +00% 1 yr$125M
275. 14559
     Streamsong Advisors, LLCGrand Rapids, MI · 268 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
276. 14612
     Legacy Financial Services Group, Inc.Traverse City, MI · 184 clientsWealth manager
     Altruist 87%
     +00% 1 yr$123M
277. 14677
     Allen Financial ManagementOxford, MI · 288 clientsWealth managerHybrid
     Fidelity Distributors Company 100%
     +00% 1 yr$121M
278. 14729
     Optimal Capital Advisors, LLCTraverse City, MI · 131 clientsPrivate fund adviser
     Inspira Financial 82%
     +00% 1 yr$120M
279. 14803
     Pinnacle Wealth Management, Inc.Brighton, MI · 271 clientsWealth managerWrap sponsor
     Schwab 55%Goldman Sachs 45%
     +00% 1 yr$118M
280. 14804
     Vanderpol Investments L.L.C.Caledonia, MI · 131 clientsWealth manager
     Schwab 100%
     +00% 1 yr$118M