{
  "path": "/advisors/mi",
  "url": "https://advisorcensus.com/advisors/mi/page/10",
  "page_type": "state",
  "title": "Financial advisors in Michigan",
  "filters": {},
  "scope_total": 783,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Michigan?",
      "a": "AdvisorCensus lists 783 investment advisory firms with a principal office in Michigan, from Form ADV filings as of October 2026: 308 SEC-registered, 418 state-registered, and 57 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Michigan?",
      "a": "282 of the 783 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."
    },
    {
      "q": "How many financial advisors in Michigan offer financial planning?",
      "a": "498 of the 726 firms in Michigan 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."
    },
    {
      "q": "Are the financial advisors in Michigan fiduciaries?",
      "a": "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 282 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 783 investment advisory firms with a principal office in Michigan, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Michigan: 783 firms from Form ADV filings as of October 2026.",
  "total_firms": 783,
  "page": 10,
  "total_pages": 16,
  "sort": "name",
  "registration_types": {
    "sec": 308,
    "state": 418,
    "exempt": 57
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 282
    },
    {
      "code": "percentage_of_aum",
      "count": 636
    },
    {
      "code": "hourly",
      "count": 352
    },
    {
      "code": "subscription",
      "count": 15
    },
    {
      "code": "fixed",
      "count": 416
    },
    {
      "code": "commissions",
      "count": 18
    },
    {
      "code": "performance_based",
      "count": 40
    },
    {
      "code": "other",
      "count": 89
    },
    {
      "code": "not_reported",
      "count": 57
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 308
    },
    {
      "code": "5_to_9",
      "count": 181
    },
    {
      "code": "10_to_19",
      "count": 182
    },
    {
      "code": "20_plus",
      "count": 110
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 220
    },
    {
      "code": "25m_100m",
      "count": 135
    },
    {
      "code": "100m_500m",
      "count": 179
    },
    {
      "code": "500m_1b",
      "count": 56
    },
    {
      "code": "1b_5b",
      "count": 53
    },
    {
      "code": "over_5b",
      "count": 12
    },
    {
      "code": "not_reported",
      "count": 128
    }
  ],
  "firms": [
    {
      "crd_number": 152055,
      "name": "MJS Capital Inc.",
      "name_as_filed": "MJS CAPITAL INC.",
      "url": "https://advisorcensus.com/firm/mjs-capital-inc-152055",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144994,
      "name": "MKD Wealth",
      "name_as_filed": "MKD WEALTH",
      "url": "https://advisorcensus.com/firm/mkd-wealth-troy-mi-144994",
      "city": "Troy",
      "state": "MI",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331312,
      "name": "MMG Wealth Management",
      "name_as_filed": "MMG WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mmg-wealth-management-331312",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175073,
      "name": "MMI Asset Management Services, LLC",
      "name_as_filed": "MMI ASSET MANAGEMENT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/mmi-asset-management-services-llc-owosso-mi-175073",
      "city": "Owosso",
      "state": "MI",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339228,
      "name": "Modell Capital Management LLC",
      "name_as_filed": "MODELL CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269917,
      "name": "Money Evolution",
      "name_as_filed": "MONEY EVOLUTION",
      "url": "https://advisorcensus.com/firm/money-evolution-bloomfield-hills-mi-269917",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325575,
      "name": "Money Pickle",
      "name_as_filed": "MONEY PICKLE",
      "url": "https://advisorcensus.com/firm/money-pickle-royal-oak-mi-325575",
      "city": "Royal Oak",
      "state": "MI",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "subscription",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144105,
      "name": "Moore Financial Strategies, LLC",
      "name_as_filed": "MOORE FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/moore-financial-strategies-llc-sylvan-lake-mi-144105",
      "city": "Sylvan Lake",
      "state": "MI",
      "years_registered": 16,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124047,
      "name": "Morter Investment Management LLC",
      "name_as_filed": "MORTER INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/morter-investment-management-llc-124047",
      "city": null,
      "state": null,
      "years_registered": 27,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312303,
      "name": "Motive Wealth Advisors, LLC",
      "name_as_filed": "MOTIVE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303",
      "city": "Birmingham",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338048,
      "name": "MSDR Partners, LLC",
      "name_as_filed": "MSDR PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/msdr-partners-llc-338048",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162509,
      "name": "MSP Investment Advisors, LLC",
      "name_as_filed": "MSP INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/msp-investment-advisors-llc-bingham-farms-mi-162509",
      "city": "Bingham Farms",
      "state": "MI",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318609,
      "name": "Mudita Venture Partners LLC",
      "name_as_filed": "MUDITA VENTURE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/mudita-venture-partners-llc-bingham-farms-mi-318609",
      "city": "Bingham Farms",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 334823,
      "name": "Mueller Asset Management",
      "name_as_filed": "MUELLER ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mueller-asset-management-southfield-mi-334823",
      "city": "Southfield",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324619,
      "name": "Murray Strategic Investment L.L.C.",
      "name_as_filed": "MURRAY STRATEGIC INVESTMENT L.L.C.",
      "url": "https://advisorcensus.com/firm/murray-strategic-investment-l-l-c-324619",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290344,
      "name": "My Financial Coach, LLC",
      "name_as_filed": "MY FINANCIAL COACH, LLC",
      "url": "https://advisorcensus.com/firm/my-financial-coach-llc-midland-mi-290344",
      "city": "Midland",
      "state": "MI",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107446,
      "name": "N.V.N.G. Investments, Inc.",
      "name_as_filed": "N.V.N.G. INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/n-v-n-g-investments-inc-kalamazoo-mi-107446",
      "city": "Kalamazoo",
      "state": "MI",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324779,
      "name": "Namesake Group",
      "name_as_filed": "NAMESAKE GROUP",
      "url": "https://advisorcensus.com/firm/namesake-group-324779",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129024,
      "name": "Nantucket Multi Managers, LLC",
      "name_as_filed": "NANTUCKET MULTI MANAGERS, LLC",
      "url": "https://advisorcensus.com/firm/nantucket-multi-managers-llc-bloomfield-hills-mi-129024",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309136,
      "name": "Narrow Gauge Ventures Fund Management, LLC",
      "name_as_filed": "NARROW GAUGE VENTURES FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/narrow-gauge-ventures-fund-management-llc-ann-arbor-mi-309136",
      "city": "Ann Arbor",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 282765,
      "name": "Nautica Asset Management LLC",
      "name_as_filed": "NAUTICA ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/nautica-asset-management-llc-canton-mi-282765",
      "city": "Canton",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341259,
      "name": "Necessity & Chance, L.L.C.",
      "name_as_filed": "NECESSITY & CHANCE, L.L.C.",
      "url": "https://advisorcensus.com/firm/necessity-and-chance-l-l-c-ann-arbor-mi-341259",
      "city": "Ann Arbor",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 317543,
      "name": "Neville Wealth Management",
      "name_as_filed": "NEVILLE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/neville-wealth-management-317543",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312390,
      "name": "New Community Transformation Fund GP, LLC",
      "name_as_filed": "NEW COMMUNITY TRANSFORMATION FUND GP, LLC",
      "url": "https://advisorcensus.com/firm/new-community-transformation-fund-gp-llc-grand-rapids-mi-312390",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 312703,
      "name": "New Era Investments LLC",
      "name_as_filed": "NEW ERA INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/new-era-investments-llc-southfield-mi-312703",
      "city": "Southfield",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333053,
      "name": "New Horizon Retirement Advisors",
      "name_as_filed": "NEW HORIZON RETIREMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/new-horizon-retirement-advisors-bloomfield-hills-mi-333053",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299117,
      "name": "New View Financial, LLC",
      "name_as_filed": "NEW VIEW FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/new-view-financial-llc-auburn-hills-mi-299117",
      "city": "Auburn Hills",
      "state": "MI",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226514,
      "name": "Newage Advisors LLC",
      "name_as_filed": "NEWAGE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/newage-advisors-llc-lansing-mi-226514",
      "city": "Lansing",
      "state": "MI",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130717,
      "name": "NFI Advisors, Inc",
      "name_as_filed": "NFI ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/nfi-advisors-inc-novi-mi-130717",
      "city": "Novi",
      "state": "MI",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336228,
      "name": "Noble Street Wealth Management",
      "name_as_filed": "NOBLE STREET WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/noble-street-wealth-management-grand-rapids-mi-336228",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338102,
      "name": "Northern Edge Wealth Management",
      "name_as_filed": "NORTHERN EDGE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/northern-edge-wealth-management-marquette-mi-338102",
      "city": "Marquette",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121088,
      "name": "Northern Financial Advisors, Inc",
      "name_as_filed": "NORTHERN FINANCIAL ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/northern-financial-advisors-inc-bloomfield-hills-mi-121088",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339563,
      "name": "Northern Shore Capital LLC",
      "name_as_filed": "NORTHERN SHORE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/northern-shore-capital-llc-bloomfield-hills-mi-339563",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 124711,
      "name": "Northpoint Financial",
      "name_as_filed": "NORTHPOINT FINANCIAL",
      "url": "https://advisorcensus.com/firm/northpoint-financial-birmingham-mi-124711",
      "city": "Birmingham",
      "state": "MI",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170850,
      "name": "Northpointe Investment Advisory, LLC",
      "name_as_filed": "NORTHPOINTE INVESTMENT ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/northpointe-investment-advisory-llc-st-joseph-mi-170850",
      "city": "St. Joseph",
      "state": "MI",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104683,
      "name": "NPF Investment Advisors",
      "name_as_filed": "NPF INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/npf-investment-advisors-grand-rapids-mi-104683",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 42,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284089,
      "name": "Nylrem Asset Management, LLC",
      "name_as_filed": "NYLREM ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/nylrem-asset-management-llc-284089",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156164,
      "name": "O'Connor Financial Group, LLC",
      "name_as_filed": "O'CONNOR FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/o-connor-financial-group-llc-156164",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "25m_100m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 291435,
      "name": "O2 Investment Partners, L.P.",
      "name_as_filed": "O2 INVESTMENT PARTNERS, L.P.",
      "url": "https://advisorcensus.com/firm/o2-investment-partners-l-p-bloomfield-hills-mi-291435",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282516,
      "name": "OA Private Capital",
      "name_as_filed": "OA PRIVATE CAPITAL",
      "url": "https://advisorcensus.com/firm/oa-private-capital-grand-rapids-mi-282516",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331923,
      "name": "Oak Investments, LLC",
      "name_as_filed": "OAK INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/oak-investments-llc-rochester-mi-331923",
      "city": "Rochester",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291514,
      "name": "Objective Investments, LLC",
      "name_as_filed": "OBJECTIVE INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/objective-investments-llc-291514",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174351,
      "name": "Octo Capital, LLC",
      "name_as_filed": "OCTO CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/octo-capital-llc-bingham-farms-mi-174351",
      "city": "Bingham Farms",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322120,
      "name": "Oikonomos Asset Management, LLC",
      "name_as_filed": "OIKONOMOS ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/oikonomos-asset-management-llc-322120",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140381,
      "name": "Old Mission Investment Company, LLC",
      "name_as_filed": "OLD MISSION INVESTMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/old-mission-investment-company-llc-traverse-city-mi-140381",
      "city": "Traverse City",
      "state": "MI",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122500,
      "name": "Old Oak Financial Planning, Inc.",
      "name_as_filed": "OLD OAK FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/old-oak-financial-planning-inc-brighton-mi-122500",
      "city": "Brighton",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311825,
      "name": "Olive Tree Asset Management",
      "name_as_filed": "OLIVE TREE ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/olive-tree-asset-management-311825",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135430,
      "name": "Oliver Financial Planning LLC",
      "name_as_filed": "OLIVER FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/oliver-financial-planning-llc-ann-arbor-mi-135430",
      "city": "Ann Arbor",
      "state": "MI",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311374,
      "name": "Ontrack Wealth Management",
      "name_as_filed": "ONTRACK WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ontrack-wealth-management-canton-mi-311374",
      "city": "Canton",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144719,
      "name": "Optimal Capital Advisors, LLC",
      "name_as_filed": "OPTIMAL CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/optimal-capital-advisors-llc-traverse-city-mi-144719",
      "city": "Traverse City",
      "state": "MI",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/mi/detroit",
      "name": "Detroit",
      "msa_name": "Detroit-Warren-Dearborn, MI",
      "state_code": "MI",
      "firm_count": 332
    },
    {
      "path": "/advisors/mi/grand-rapids",
      "name": "Grand Rapids",
      "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
      "state_code": "MI",
      "firm_count": 101
    },
    {
      "path": "/advisors/mi/ann-arbor",
      "name": "Ann Arbor",
      "msa_name": "Ann Arbor, MI",
      "state_code": "MI",
      "firm_count": 51
    },
    {
      "path": "/advisors/mi/lansing",
      "name": "Lansing",
      "msa_name": "Lansing-East Lansing, MI",
      "state_code": "MI",
      "firm_count": 33
    },
    {
      "path": "/advisors/mi/kalamazoo",
      "name": "Kalamazoo",
      "msa_name": "Kalamazoo-Portage, MI",
      "state_code": "MI",
      "firm_count": 25
    },
    {
      "path": "/advisors/mi/traverse-city",
      "name": "Traverse City",
      "msa_name": "Traverse City, MI",
      "state_code": "MI",
      "firm_count": 20
    },
    {
      "path": "/advisors/mi/flint",
      "name": "Flint",
      "msa_name": "Flint, MI",
      "state_code": "MI",
      "firm_count": 14
    },
    {
      "path": "/advisors/mi/niles",
      "name": "Niles",
      "msa_name": "Niles, MI",
      "state_code": "MI",
      "firm_count": 9
    },
    {
      "path": "/advisors/mi/jackson",
      "name": "Jackson",
      "msa_name": "Jackson, MI",
      "state_code": "MI",
      "firm_count": 6
    },
    {
      "path": "/advisors/mi/saginaw",
      "name": "Saginaw",
      "msa_name": "Saginaw, MI",
      "state_code": "MI",
      "firm_count": 5
    },
    {
      "path": "/advisors/mi/bay-city",
      "name": "Bay City",
      "msa_name": "Bay City, MI",
      "state_code": "MI",
      "firm_count": 4
    },
    {
      "path": "/advisors/mi/midland",
      "name": "Midland",
      "msa_name": "Midland, MI",
      "state_code": "MI",
      "firm_count": 3
    },
    {
      "path": "/advisors/mi/monroe",
      "name": "Monroe",
      "msa_name": "Monroe, MI",
      "state_code": "MI",
      "firm_count": 3
    },
    {
      "path": "/advisors/mi/muskegon",
      "name": "Muskegon",
      "msa_name": "Muskegon-Norton Shores, MI",
      "state_code": "MI",
      "firm_count": 3
    },
    {
      "path": "/advisors/mi/battle-creek",
      "name": "Battle Creek",
      "msa_name": "Battle Creek, MI",
      "state_code": "MI",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/mi",
      "label": "Financial advisors in Michigan"
    },
    "fee_pages": [
      {
        "path": "/advisors/mi/fee-only",
        "label": "Fee-only financial advisors in Michigan",
        "firm_count": 282
      },
      {
        "path": "/advisors/mi/flat-fee",
        "label": "Flat-fee financial advisors in Michigan",
        "firm_count": 416
      },
      {
        "path": "/advisors/mi/hourly",
        "label": "Hourly financial advisors in Michigan",
        "firm_count": 352
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/mi.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
