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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 106
    Jackson National Asset Management, LLCLansing, MI · 134 clientsAsset managerHybridJackson National Life Distributors LLC
    No custodian reported
    $246B
  2. 704
    Plante Moran Financial AdvisorsSouthfield, MI · 4,009 clientsWealth managerHybridP & M Corporate Finance, LLC, Plante Moran Insurance Agency Services, LLC
    No custodian reported
    $27B
  3. 802
    OA Private CapitalGrand Rapids, MI · 94 clientsPrivate fund adviser
    No custodian reported
    $23B
  4. 1052
    Yousif Capital Management, LLCBloomfield Hills, MI · 444 clientsAsset manager
    Comerica Bank 100%
    $15B
  5. 1233
    Bricktown Capital, LLCDetroit, MI · 28 clientsAsset manager
    State Street 46%Comerica Bank 35%
    $12B
  6. 1322
    Schwartz & Co.Bloomfield Hills, MI · 1,737 clientsBroker-dealer firmHybrid
    Fidelity Management Trust 48%RBC 31%
    $10B
  7. 1365
    McQueen Financial Advisors II, Inc.Clawson, MI · 123 clientsAsset managerHybrid
    No custodian reported
    $10B
  8. 1371
    Hantz Financial Services, Inc.Southfield, MI · 24,070 clientsBroker-dealer firmHybrid
    Schwab 100%
    $10B
  9. 1527
    Zhang FinancialPortage, MI · 2,331 clientsWealth managerWrap sponsor
    LPL Financial 60%State Street 25%
    $8.4B
  10. 1838
    SPCANN Arbor, MI · 30,916 clientsWealth managerHybridParkland Securities, LLC, Sigma Financial Corporation, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $6.1B
  11. 2013
    Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clientsWealth manager
    Schwab 99%
    $5.3B
  12. 2018
    Rehmann WealthLansing, MI · 2,549 clientsWealth managerHybridRehmann Financial Network, LLC
    No custodian reported
    $5.3B
  13. 2109
    Advance Capital Management IncSouthfield, MI · 7,365 clientsWealth manager
    Schwab 100%
    $5.0B
  14. 2206
    CG Advisory ServicesWilliamston, MI · 5,614 clientsWealth managerHybrid
    LPL Financial 88%
    $4.6B
  15. 2296
    Advisory Alpha, LLCHolland, MI · 13,831 clientsWealth managerHybrid
    Schwab 86%
    $4.4B
  16. 2414
    Azimuth Capital ManagementBloomfield Hills, MI · 404 clientsWealth managerAffiliated broker-dealer
    Schwab 55%RBC 33%
    $4.0B
  17. 2417
    Corecap AdvisorsSouthfield, MI · 9,677 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Schwab 99%
    $4.0B
  18. 2513
    Schwartz Investment Counsel IncPlymouth, MI · 32 clientsAsset managerHybrid
    Schwab 84%
    $3.7B
  19. 2659
    Red Cedar Investment ManagementGrand Rapids, MI · 26 clientsAsset manager
    US Bancorp 58%Schwab 26%
    $3.3B
  20. 2677
    Innovia Wealth, LLCGrand Rapids, MI · 804 clientsWealth manager
    Fidelity 74%Schwab 26%
    $3.3B
  21. 2847
    Retirement Income Solutions, Inc.ANN Arbor, MI · 1,274 clientsWealth manager
    Pershing 52%Tiaa-Cref Individual & Institutional Services 48%
    $3.0B
  22. 2901
    Regal Investment Advisors LLCKentwood, MI · 8,302 clientsWealth managerHybridRegulus Financial Group, LLC, clears through Pershing
    Fidelity Distributors Company 71%Schwab 29%
    $2.9B
  23. 2927
    Brick Capital Management IncEast Lansing, MI · 20 clientsAsset manager
    No custodian reported
    $2.8B
  24. 3029
    NPF Investment AdvisorsGrand Rapids, MI · 993 clientsWealth manager
    Fidelity 85%
    $2.7B
  25. 3061
    Ipex, Inc.Plymouth, MI · 44 clientsAsset manager
    No custodian reported
    $2.7B
  26. 3108
    Deroy & Devereaux Private Investment Counsel, Inc.Bloomfield Hills, MI · 158 clientsWealth manager
    Fidelity 81%
    $2.6B
  27. 3191
    Seizert Capital PartnersBirmingham, MI · 152 clientsAsset manager
    Northern Trust 53%Schwab 25%Prinicipal Custody Solution 22%
    $2.5B
  28. 3467
    Sigma Investment CounselorsNorthville, MI · 775 clientsWealth manager
    Schwab 54%Fidelity 46%
    $2.2B
  29. 3630
    CAPTRUST Wealth AdvisorsHolland, MI · 926 clientsWealth managerWrap sponsor
    Pershing 100%
    $2.0B
  30. 3667
    Center for Financial Planning IncSouthfield, MI · 1,496 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $2.0B
  31. 3709
    Diversified Portfolios, Inc.Bloomfield Hills, MI · 665 clientsWealth manager
    Schwab 100%
    $1.9B
  32. 3771
    Modell Capital Management LLCBloomfield Hills, MI · 394 clientsWealth manager
    Schwab 81%
    $1.9B
  33. 3778
    Blue Chip Partners, LLCFarmington Hills, MI · 1,007 clientsWealth manager
    Raymond James 82%
    $1.9B
  34. 3815
    Rockbridge Growth Equity Management, L.P.Detroit, MI · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  35. 3841
    C2 Private WealthNovi, MI · 2,066 clientsWealth manager
    Fidelity Distributors Company 100%
    $1.8B
  36. 3851
    O2 Investment Partners, L.P.Bloomfield Hills, MI · 13 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  37. 3964
    Clarkston Capital Partners, LLCRochester, MI · 142 clientsAsset managerHybrid
    Schwab 51%State Street 49%
    $1.7B
  38. 3989
    Signal Advisors Wealth, LLCDetroit, MI · 4,816 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $1.7B
  39. 4064
    USA Financial ExchangeADA, MI · 10,265 clientsWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
    Axos 98%
    $1.6B
  40. 4084
    The Nemes Rush Group, LLCNovi, MI · 881 clientsWealth managerWrap sponsorHybrid
    Raymond James 99%
    $1.6B

RIAs by state