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AdvisorCensus / Financial advisors / Michigan / Detroit, MI / New firms

New investment advisory firms in Detroit, MI

21 investment advisory firms in Detroit, MI first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Detroit, MI · Atom feed · How this list is built

September 2026 (2)

FirmLocationRegistration
AFS Wealth Management, LLCFarmington Hills, MISEC-registered investment adviser
Charlton Management, LLCClawson, MISEC-registered investment adviser

July 2026 (2)

FirmLocationRegistration
Ontrack Wealth ManagementCanton, MISEC-registered investment adviser
Star Wealth Management CorporationBingham Farms, MISEC-registered investment adviser

June 2026 (2)

FirmLocationRegistration
Bay Pointe FinancialNew Baltimore, MISEC-registered investment adviser
Custom Wealth ManagementPlymouth, MISEC-registered investment adviser

May 2026 (4)

FirmLocationRegistration
Assembly Ventures Select Management, LLCDetroit, MIExempt reporting adviser
MBX Investors LLCFarmington Hills, MISEC-registered investment adviser
Penstock Equity Management LLCBirmingham, MIExempt reporting adviser
Solyco Wealth LLCBirmingham, MISEC-registered investment adviser

April 2026 (4)

FirmLocationRegistration
Mudita Venture Partners LLCBingham Farms, MIExempt reporting adviser
Rosenberg Wealth AdvisorsBirmingham, MISEC-registered investment adviser
Strickler Investment Services, LLCBrighton, MISEC-registered investment adviser
UHY Wealth Management RIA LLCFarmington Hills, MISEC-registered investment adviser

March 2026 (1)

FirmLocationRegistration
Solyco Capital LLCRochester, MISEC-registered investment adviser

January 2026 (3)

FirmLocationRegistration
Modell Capital Management LLCBloomfield Hills, MISEC-registered investment adviser
Northern Shore Capital LLCBloomfield Hills, MIExempt reporting adviser
Vertrix Wealth Management, LLCTroy, MISEC-registered investment adviser

December 2025 (3)

FirmLocationRegistration
Daniel Investment Group Inc.Royal Oak, MISEC-registered investment adviser
Hoover Private Wealth, LLCRoyal Oak, MISEC-registered investment adviser
SG Real Estate ISouthfield, MISEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Detroit, MI. https://advisorcensus.com/advisors/mi/detroit/new-firms
https://advisorcensus.com/advisors/mi/detroit/new-firms