# Financial advisors in Lansing, MI

> AdvisorCensus lists 33 investment advisory firms with a principal office in the Lansing metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/lansing

## At a glance

- Investment advisory firms: 33
- Registration: SEC-registered investment adviser: 14, State-registered investment adviser: 15, Exempt reporting adviser: 4
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 2 (7%); Percentage of assets 26 (90%); Hourly charges 15 (52%); Fixed fees 22 (76%); Commissions 3 (10%); Performance-based fees 2 (7%); Other 7 (24%); No compensation arrangements reported 4
- Regulatory assets under management (Item 5.F): Under $25 million 8 (24%); $25 million to $100 million 6 (18%); $100 million to $500 million 9 (27%); $500 million to $1 billion 1 (3%); $1 billion to $5 billion 2 (6%); Over $5 billion 2 (6%); Not reported 5 (15%)
- Years registered: Under 5 years 14 (42%); 5 to 9 years 6 (18%); 10 to 19 years 7 (21%); 20 years or more 6 (18%)

## Firms (page 1 of 1, 1 to 33 of 33, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [ACE Management](https://advisorcensus.com/firm/ace-management-east-lansing-mi-306881) ([md](https://advisorcensus.com/firm/ace-management-east-lansing-mi-306881.md)) | 306881 | East Lansing, MI | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Ataraxis Advisors LLC](https://advisorcensus.com/firm/ataraxis-advisors-llc-lansing-mi-328373) ([md](https://advisorcensus.com/firm/ataraxis-advisors-llc-lansing-mi-328373.md)) | 328373 | Lansing, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Blasen Capital Markets Group, LLC](https://advisorcensus.com/firm/blasen-capital-markets-group-llc-okemos-mi-339182) ([md](https://advisorcensus.com/firm/blasen-capital-markets-group-llc-okemos-mi-339182.md)) | 339182 | Okemos, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Performance fee |
| [Brick Capital Management Inc](https://advisorcensus.com/firm/brick-capital-management-inc-east-lansing-mi-107600) ([md](https://advisorcensus.com/firm/brick-capital-management-inc-east-lansing-mi-107600.md)) | 107600 | East Lansing, MI | SEC-registered investment adviser | $1 billion to $5 billion | 33 | Fixed fee |
| [Cardinal Financial Consultants, LLC](https://advisorcensus.com/firm/cardinal-financial-consultants-llc-okemos-mi-147918) ([md](https://advisorcensus.com/firm/cardinal-financial-consultants-llc-okemos-mi-147918.md)) | 147918 | Okemos, MI | State-registered investment adviser | Under $25 million | 18 | % of assets, Commissions |
| [CG Advisory Services](https://advisorcensus.com/firm/cg-advisory-services-williamston-mi-110929) ([md](https://advisorcensus.com/firm/cg-advisory-services-williamston-mi-110929.md)) | 110929 | Williamston, MI | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee, Commissions |
| [CIG Asset Management](https://advisorcensus.com/firm/cig-asset-management-lansing-mi-319466) ([md](https://advisorcensus.com/firm/cig-asset-management-lansing-mi-319466.md)) | 319466 | Lansing, MI | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee, Performance fee |
| [Cinnaire Development Finance Management, LLC](https://advisorcensus.com/firm/cinnaire-development-finance-management-llc-lansing-mi-167666) ([md](https://advisorcensus.com/firm/cinnaire-development-finance-management-llc-lansing-mi-167666.md)) | 167666 | Lansing, MI | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Cornerstone Wealth Partners, LLC](https://advisorcensus.com/firm/cornerstone-wealth-partners-llc-okemos-mi-146602) ([md](https://advisorcensus.com/firm/cornerstone-wealth-partners-llc-okemos-mi-146602.md)) | 146602 | Okemos, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Other |
| [Develop Michigan, Inc.](https://advisorcensus.com/firm/develop-michigan-inc-lansing-mi-167672) ([md](https://advisorcensus.com/firm/develop-michigan-inc-lansing-mi-167672.md)) | 167672 | Lansing, MI | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Drivenwealth, LLC](https://advisorcensus.com/firm/drivenwealth-llc-east-lansing-mi-332354) ([md](https://advisorcensus.com/firm/drivenwealth-llc-east-lansing-mi-332354.md)) | 332354 | East Lansing, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Other |
| [Evergreen Wealth Management, LLC](https://advisorcensus.com/firm/evergreen-wealth-management-llc-williamston-mi-174090) ([md](https://advisorcensus.com/firm/evergreen-wealth-management-llc-williamston-mi-174090.md)) | 174090 | Williamston, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Exit Quotient Ventures, LLC](https://advisorcensus.com/firm/exit-quotient-ventures-llc-lansing-mi-323843) ([md](https://advisorcensus.com/firm/exit-quotient-ventures-llc-lansing-mi-323843.md)) | 323843 | Lansing, MI | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Fairhaven Financial Advisory Corporation](https://advisorcensus.com/firm/fairhaven-financial-advisory-corporation-east-lansing-mi-124266) ([md](https://advisorcensus.com/firm/fairhaven-financial-advisory-corporation-east-lansing-mi-124266.md)) | 124266 | East Lansing, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Fairway Investment Group, LLC](https://advisorcensus.com/firm/fairway-investment-group-llc-east-lansing-mi-149034) ([md](https://advisorcensus.com/firm/fairway-investment-group-llc-east-lansing-mi-149034.md)) | 149034 | East Lansing, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Financial Strategies Group, Inc](https://advisorcensus.com/firm/financial-strategies-group-inc-okemos-mi-289054) ([md](https://advisorcensus.com/firm/financial-strategies-group-inc-okemos-mi-289054.md)) | 289054 | Okemos, MI | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Financialmd, LLC](https://advisorcensus.com/firm/financialmd-llc-okemos-mi-306947) ([md](https://advisorcensus.com/firm/financialmd-llc-okemos-mi-306947.md)) | 306947 | Okemos, MI | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [IAM Financial](https://advisorcensus.com/firm/iam-financial-east-lansing-mi-146156) ([md](https://advisorcensus.com/firm/iam-financial-east-lansing-mi-146156.md)) | 146156 | East Lansing, MI | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [J W Korth & Company](https://advisorcensus.com/firm/j-w-korth-and-company-lansing-mi-26455) ([md](https://advisorcensus.com/firm/j-w-korth-and-company-lansing-mi-26455.md)) | 26455 | Lansing, MI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Commissions |
| [Jackson National Asset Management, LLC](https://advisorcensus.com/firm/jackson-national-asset-management-llc-lansing-mi-111079) ([md](https://advisorcensus.com/firm/jackson-national-asset-management-llc-lansing-mi-111079.md)) | 111079 | Lansing, MI | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Maner Wealth](https://advisorcensus.com/firm/maner-wealth-lansing-mi-308146) ([md](https://advisorcensus.com/firm/maner-wealth-lansing-mi-308146.md)) | 308146 | Lansing, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [MD Advice Financial](https://advisorcensus.com/firm/md-advice-financial-holt-mi-329583) ([md](https://advisorcensus.com/firm/md-advice-financial-holt-mi-329583.md)) | 329583 | Holt, MI | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Newage Advisors LLC](https://advisorcensus.com/firm/newage-advisors-llc-lansing-mi-226514) ([md](https://advisorcensus.com/firm/newage-advisors-llc-lansing-mi-226514.md)) | 226514 | Lansing, MI | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Rehmann Wealth](https://advisorcensus.com/firm/rehmann-wealth-lansing-mi-123047) ([md](https://advisorcensus.com/firm/rehmann-wealth-lansing-mi-123047.md)) | 123047 | Lansing, MI | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Hourly, Fixed fee, Other |
| [Ryzome Investment Advisors](https://advisorcensus.com/firm/ryzome-investment-advisors-okemos-mi-170762) ([md](https://advisorcensus.com/firm/ryzome-investment-advisors-okemos-mi-170762.md)) | 170762 | Okemos, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Shotwell Rutter Baer Inc](https://advisorcensus.com/firm/shotwell-rutter-baer-inc-lansing-mi-122789) ([md](https://advisorcensus.com/firm/shotwell-rutter-baer-inc-lansing-mi-122789.md)) | 122789 | Lansing, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Stewards Wealth Planning, LLC](https://advisorcensus.com/firm/stewards-wealth-planning-llc-okemos-mi-166307) ([md](https://advisorcensus.com/firm/stewards-wealth-planning-llc-okemos-mi-166307.md)) | 166307 | Okemos, MI | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Sullivan Dunn Wealth Management](https://advisorcensus.com/firm/sullivan-dunn-wealth-management-okemos-mi-333496) ([md](https://advisorcensus.com/firm/sullivan-dunn-wealth-management-okemos-mi-333496.md)) | 333496 | Okemos, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [The 4100 Group, Inc.](https://advisorcensus.com/firm/the-4100-group-inc-lansing-mi-326853) ([md](https://advisorcensus.com/firm/the-4100-group-inc-lansing-mi-326853.md)) | 326853 | Lansing, MI | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Veterinary Financial Group LLC](https://advisorcensus.com/firm/veterinary-financial-group-llc-williamston-mi-311543) ([md](https://advisorcensus.com/firm/veterinary-financial-group-llc-williamston-mi-311543.md)) | 311543 | Williamston, MI | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Washington Avenue Advisors](https://advisorcensus.com/firm/washington-avenue-advisors-lansing-mi-307002) ([md](https://advisorcensus.com/firm/washington-avenue-advisors-lansing-mi-307002.md)) | 307002 | Lansing, MI | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Wealth Management Institute, Inc.](https://advisorcensus.com/firm/wealth-management-institute-inc-lansing-mi-122892) ([md](https://advisorcensus.com/firm/wealth-management-institute-inc-lansing-mi-122892.md)) | 122892 | Lansing, MI | State-registered investment adviser | Not reported | 31 | Hourly, Fixed fee |
| [Wealth Management Partners LLC](https://advisorcensus.com/firm/wealth-management-partners-llc-williamston-mi-133467) ([md](https://advisorcensus.com/firm/wealth-management-partners-llc-williamston-mi-133467.md)) | 133467 | Williamston, MI | State-registered investment adviser | $25 million to $100 million | 21 | Fixed fee, Other |

## Questions people ask

**How many financial advisory firms are there in Lansing, MI?**
AdvisorCensus lists 33 investment advisory firms with a principal office in the Lansing metro area, from Form ADV filings as of October 2026: 14 SEC-registered, 15 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Lansing, MI?**
2 of the 33 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Lansing, MI offer financial planning?**
22 of the 29 firms in Lansing, MI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Lansing, MI fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 2 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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- [Financial advisors in Lansing, MI](https://advisorcensus.com/advisors/mi/lansing) (https://advisorcensus.com/advisors/mi/lansing.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/mi/lansing.csv

Cite as: AdvisorCensus. Financial advisors in Lansing, MI: 33 firms from Form ADV filings as of October 2026.
