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Est. 2026The front page of wealth managementNew York

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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

305 firms manage $568 billionMichigan

Open in the Atlas screener

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

  1. 14810
    AFS Wealth Management, LLCFarmington Hills, MI · 169 clientsWealth manager
    Schwab 100%
    $118M
  2. 14882
    Solyco Wealth LLCBirmingham, MI · 158 clientsWealth managerHybrid
    Schwab 100%
    $116M
  3. 14888
    Ryzome Investment AdvisorsOkemos, MI · 673 clientsWealth manager
    Schwab 100%
    $116M
  4. 14899
    Bay Pointe FinancialNew Baltimore, MI · 122 clientsWealth manager
    Schwab 100%
    $116M
  5. 14957
    Leonard Advisory Group LLCSaint Joseph, MI · 253 clientsWealth manager
    Assetmark Brokerage 88%
    $114M
  6. 15009
    Ontrack Wealth ManagementCanton, MI · 76 clientsWealth manager
    Schwab 100%
    $112M
  7. 15117
    MD Wealth Management, LLCChelsea, MI · 78 clientsWealth manager
    Schwab 100%
    $110M
  8. 15202
    Strickler Investment Services, LLCBrighton, MI · 282 clientsWealth managerWrap sponsor
    Fidelity 100%
    $107M
  9. 15212
    Fairway Investment Group, LLCEast Lansing, MI · 844 clientsWealth managerWrap sponsorHybridParadigm Equities, Inc.
    LPL Financial 100%
    $107M
  10. 15252
    Imber Financial Group, LLCANN Arbor, MI · 200 clientsWealth manager
    Fidelity 82%
    $106M
  11. 15328
    Reitz Capital Advisors LLCFreeland, MI · 101 clientsWealth manager
    Schwab 100%
    $103M
  12. 15349
    UHY Wealth Management RIA LLCFarmington Hills, MI · 89 clientsAsset managerHybridUHY Capital Group, LLC
    Empower Financial Services 56%Schwab 44%
    $103M
  13. 15477
    Steward Capital ManagementBloomfield Hills, MI · 66 clientsAsset manager
    Schwab 100%
    $95M
  14. 15506
    Wealthspan Investment Management, LLCGrand Rapids, MI · 326 clientsWealth manager
    Fidelity 79%
    $93M
  15. 15609
    TRP Capital Advisors, LLCBirmingham, MI · 7 clientsPrivate fund adviser
    No custodian reported
    $82M
  16. 16187
    LFN Advisors Inc.Muskegon, MI · 179 clientsWealth manager
    Schwab 95%
    $24M
  17. 16200
    RM Investment Strategies, LLCGrand Rapids, MIAsset manager
    Schwab 100%
    $22M
  18. 16208
    Glass Retirement Strategies, Inc.West Bloomfield, MI · 11 clientsAsset manager
    Empower 85%
    $20M
  19. 16290
    Trustee Empowerment & Protection, Inc.Troy, MI · 3 clientsAsset manager
    Amalgamated Investment Management 100%
    $10M
  20. 16292
    Armada EtfsNovi, MI · 2 clientsAsset manager
    No custodian reported
    $10M
  21. 16372
    Marketocracy Masters Capital Management LLCNorthville, MI · 18 clientsWealth manager
    Interactive Brokers 100%
    $5M
  22. 16739
    Money PickleRoyal Oak, MIAsset managerHybrid
    No custodian reported
    $0
  23. 16783
    SenstomiSouthfield, MI · 2 clientsAsset manager
    No custodian reported
    $0
  24. 16825
    Tamarisk Capital ManagementHolland, MI · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  25. 17090
    Charlton Management, LLCClawson, MIAsset manager
    No custodian reported
    $0

RIAs by state