# Financial advisors in Michigan

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/page/11

## At a glance

- Investment advisory firms: 783
- Registration: SEC-registered investment adviser: 308, State-registered investment adviser: 418, Exempt reporting adviser: 57
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 282 (39%); Percentage of assets 636 (88%); Hourly charges 352 (48%); Subscription fees (newsletter or periodical) 15 (2%); Fixed fees 416 (57%); Commissions 18 (2%); Performance-based fees 40 (6%); Other 89 (12%); No compensation arrangements reported 57
- Regulatory assets under management (Item 5.F): Under $25 million 220 (28%); $25 million to $100 million 135 (17%); $100 million to $500 million 179 (23%); $500 million to $1 billion 56 (7%); $1 billion to $5 billion 53 (7%); Over $5 billion 12 (2%); Not reported 128 (16%)
- Years registered: Under 5 years 308 (39%); 5 to 9 years 181 (23%); 10 to 19 years 182 (23%); 20 years or more 110 (14%); Not reported 2 (0%)

## Firms (page 11 of 16, 501 to 550 of 783, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Orcus Investment Advisors, LLC](https://advisorcensus.com/firm/orcus-investment-advisors-llc-elk-rapids-mi-334911) ([md](https://advisorcensus.com/firm/orcus-investment-advisors-llc-elk-rapids-mi-334911.md)) | 334911 | Elk Rapids, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Our Investment GUY](https://advisorcensus.com/firm/our-investment-guy-337411) ([md](https://advisorcensus.com/firm/our-investment-guy-337411.md)) | 337411 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Overwatch Advisors, LLC](https://advisorcensus.com/firm/overwatch-advisors-llc-oxford-mi-316055) ([md](https://advisorcensus.com/firm/overwatch-advisors-llc-oxford-mi-316055.md)) | 316055 | Oxford, MI | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Palatine Hill Wealth Management](https://advisorcensus.com/firm/palatine-hill-wealth-management-birmingham-mi-305619) ([md](https://advisorcensus.com/firm/palatine-hill-wealth-management-birmingham-mi-305619.md)) | 305619 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Paragon Retirement Planning, Inc.](https://advisorcensus.com/firm/paragon-retirement-planning-inc-troy-mi-284630) ([md](https://advisorcensus.com/firm/paragon-retirement-planning-inc-troy-mi-284630.md)) | 284630 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Paramount Accounting & Tax Services, Inc.](https://advisorcensus.com/firm/paramount-accounting-and-tax-services-inc-dearborn-mi-171544) ([md](https://advisorcensus.com/firm/paramount-accounting-and-tax-services-inc-dearborn-mi-171544.md)) | 171544 | Dearborn, MI | State-registered investment adviser | Not reported | 10 | Other |
| [Park Investments and Consulting LLC](https://advisorcensus.com/firm/park-investments-and-consulting-llc-grosse-pointe-farms-mi-330380) ([md](https://advisorcensus.com/firm/park-investments-and-consulting-llc-grosse-pointe-farms-mi-330380.md)) | 330380 | Grosse Pointe Farms, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Passmore Management Group Capital](https://advisorcensus.com/firm/passmore-management-group-capital-detroit-mi-332144) ([md](https://advisorcensus.com/firm/passmore-management-group-capital-detroit-mi-332144.md)) | 332144 | Detroit, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Pathway Financial Planning](https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416) ([md](https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416.md)) | 159416 | Novi, MI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Pathworks Financial, Inc.](https://advisorcensus.com/firm/pathworks-financial-inc-novi-mi-138393) ([md](https://advisorcensus.com/firm/pathworks-financial-inc-novi-mi-138393.md)) | 138393 | Novi, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Patrick Financial Group LLC.](https://advisorcensus.com/firm/patrick-financial-group-llc-brighton-mi-124610) ([md](https://advisorcensus.com/firm/patrick-financial-group-llc-brighton-mi-124610.md)) | 124610 | Brighton, MI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Patriots First Financial Advisors, LLC](https://advisorcensus.com/firm/patriots-first-financial-advisors-llc-317437) ([md](https://advisorcensus.com/firm/patriots-first-financial-advisors-llc-317437.md)) | 317437 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Patterson Advisors](https://advisorcensus.com/firm/patterson-advisors-137238) ([md](https://advisorcensus.com/firm/patterson-advisors-137238.md)) | 137238 | Not reported, Not reported | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Paycheck to Wealth, LLC](https://advisorcensus.com/firm/paycheck-to-wealth-llc-southfield-mi-312578) ([md](https://advisorcensus.com/firm/paycheck-to-wealth-llc-southfield-mi-312578.md)) | 312578 | Southfield, MI | State-registered investment adviser | Not reported | 5 | Hourly, Subscription |
| [PDM Investment Services, LLC](https://advisorcensus.com/firm/pdm-investment-services-llc-155217) ([md](https://advisorcensus.com/firm/pdm-investment-services-llc-155217.md)) | 155217 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Peak Wealth Management, LLC](https://advisorcensus.com/firm/peak-wealth-management-llc-plymouth-mi-166944) ([md](https://advisorcensus.com/firm/peak-wealth-management-llc-plymouth-mi-166944.md)) | 166944 | Plymouth, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Pearl Planning](https://advisorcensus.com/firm/pearl-planning-dexter-mi-336568) ([md](https://advisorcensus.com/firm/pearl-planning-dexter-mi-336568.md)) | 336568 | Dexter, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Pearl Wealth Group](https://advisorcensus.com/firm/pearl-wealth-group-caledonia-mi-326283) ([md](https://advisorcensus.com/firm/pearl-wealth-group-caledonia-mi-326283.md)) | 326283 | Caledonia, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Peninsula Capital Partners, L.L.C.](https://advisorcensus.com/firm/peninsula-capital-partners-l-l-c-southfield-mi-157354) ([md](https://advisorcensus.com/firm/peninsula-capital-partners-l-l-c-southfield-mi-157354.md)) | 157354 | Southfield, MI | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Penstock Equity Management LLC](https://advisorcensus.com/firm/penstock-equity-management-llc-birmingham-mi-340947) ([md](https://advisorcensus.com/firm/penstock-equity-management-llc-birmingham-mi-340947.md)) | 340947 | Birmingham, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Personal Legacy Planners](https://advisorcensus.com/firm/personal-legacy-planners-grand-rapids-mi-153996) ([md](https://advisorcensus.com/firm/personal-legacy-planners-grand-rapids-mi-153996.md)) | 153996 | Grand Rapids, MI | State-registered investment adviser | Not reported | 12 | % of assets, Hourly, Fixed fee |
| [Personal Wealth Management, LLC](https://advisorcensus.com/firm/personal-wealth-management-llc-285074) ([md](https://advisorcensus.com/firm/personal-wealth-management-llc-285074.md)) | 285074 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee |
| [Physicians' Financial L.C.](https://advisorcensus.com/firm/physicians-financial-l-c-northville-mi-159109) ([md](https://advisorcensus.com/firm/physicians-financial-l-c-northville-mi-159109.md)) | 159109 | Northville, MI | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Pierce Financial LLC](https://advisorcensus.com/firm/pierce-financial-llc-ann-arbor-mi-293590) ([md](https://advisorcensus.com/firm/pierce-financial-llc-ann-arbor-mi-293590.md)) | 293590 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Pinnacle Investment Advisors, LLC](https://advisorcensus.com/firm/pinnacle-investment-advisors-llc-ann-arbor-mi-149495) ([md](https://advisorcensus.com/firm/pinnacle-investment-advisors-llc-ann-arbor-mi-149495.md)) | 149495 | Ann Arbor, MI | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Pinnacle Wealth Management Group, Inc.](https://advisorcensus.com/firm/pinnacle-wealth-management-group-inc-plymouth-mi-281935) ([md](https://advisorcensus.com/firm/pinnacle-wealth-management-group-inc-plymouth-mi-281935.md)) | 281935 | Plymouth, MI | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Pinnacle Wealth Management, Inc.](https://advisorcensus.com/firm/pinnacle-wealth-management-inc-brighton-mi-166853) ([md](https://advisorcensus.com/firm/pinnacle-wealth-management-inc-brighton-mi-166853.md)) | 166853 | Brighton, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Plaisier Financial Group LLC](https://advisorcensus.com/firm/plaisier-financial-group-llc-122006) ([md](https://advisorcensus.com/firm/plaisier-financial-group-llc-122006.md)) | 122006 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly |
| [Planning Alternatives Ltd](https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268) ([md](https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268.md)) | 110268 | Birmingham, MI | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee |
| [Planpath Financial](https://advisorcensus.com/firm/planpath-financial-marquette-mi-330175) ([md](https://advisorcensus.com/firm/planpath-financial-marquette-mi-330175.md)) | 330175 | Marquette, MI | State-registered investment adviser | Under $25 million | 2 | Hourly, Fixed fee |
| [Plante Moran Financial Advisors](https://advisorcensus.com/firm/plante-moran-financial-advisors-southfield-mi-112158) ([md](https://advisorcensus.com/firm/plante-moran-financial-advisors-southfield-mi-112158.md)) | 112158 | Southfield, MI | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Hourly, Fixed fee |
| [Plante Moran Real Estate Investment Advisors](https://advisorcensus.com/firm/plante-moran-real-estate-investment-advisors-southfield-mi-323718) ([md](https://advisorcensus.com/firm/plante-moran-real-estate-investment-advisors-southfield-mi-323718.md)) | 323718 | Southfield, MI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Planvesting, LLC](https://advisorcensus.com/firm/planvesting-llc-168260) ([md](https://advisorcensus.com/firm/planvesting-llc-168260.md)) | 168260 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | Hourly, Fixed fee |
| [Pointe Capital Management LLC](https://advisorcensus.com/firm/pointe-capital-management-llc-grosse-pointe-farms-mi-152520) ([md](https://advisorcensus.com/firm/pointe-capital-management-llc-grosse-pointe-farms-mi-152520.md)) | 152520 | Grosse Pointe Farms, MI | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Pointe Equity Partners LLC](https://advisorcensus.com/firm/pointe-equity-partners-llc-151379) ([md](https://advisorcensus.com/firm/pointe-equity-partners-llc-151379.md)) | 151379 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [PPS & V Asset Management Consultants Inc](https://advisorcensus.com/firm/pps-and-v-asset-management-consultants-inc-portage-mi-110491) ([md](https://advisorcensus.com/firm/pps-and-v-asset-management-consultants-inc-portage-mi-110491.md)) | 110491 | Portage, MI | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets |
| [Precision Vector Financial](https://advisorcensus.com/firm/precision-vector-financial-brighton-mi-321189) ([md](https://advisorcensus.com/firm/precision-vector-financial-brighton-mi-321189.md)) | 321189 | Brighton, MI | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Predmore Advisors LLC](https://advisorcensus.com/firm/predmore-advisors-llc-rochester-hills-mi-317215) ([md](https://advisorcensus.com/firm/predmore-advisors-llc-rochester-hills-mi-317215.md)) | 317215 | Rochester Hills, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Premier Estate Planners, LLC](https://advisorcensus.com/firm/premier-estate-planners-llc-clinton-township-mi-122638) ([md](https://advisorcensus.com/firm/premier-estate-planners-llc-clinton-township-mi-122638.md)) | 122638 | Clinton Township, MI | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [Professional Advisory Services](https://advisorcensus.com/firm/professional-advisory-services-grosse-pointe-park-mi-333315) ([md](https://advisorcensus.com/firm/professional-advisory-services-grosse-pointe-park-mi-333315.md)) | 333315 | Grosse Pointe Park, MI | State-registered investment adviser | Not reported | 1 | Hourly |
| [Professional Analysts, LLC](https://advisorcensus.com/firm/professional-analysts-llc-bay-city-mi-124805) ([md](https://advisorcensus.com/firm/professional-analysts-llc-bay-city-mi-124805.md)) | 124805 | Bay City, MI | State-registered investment adviser | $25 million to $100 million | 40 | % of assets, Hourly, Fixed fee |
| [Prosperity Wealth Strategies LLC](https://advisorcensus.com/firm/prosperity-wealth-strategies-llc-bloomfield-hills-mi-301923) ([md](https://advisorcensus.com/firm/prosperity-wealth-strategies-llc-bloomfield-hills-mi-301923.md)) | 301923 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Provident Investment Management, Inc.](https://advisorcensus.com/firm/provident-investment-management-inc-novi-mi-106976) ([md](https://advisorcensus.com/firm/provident-investment-management-inc-novi-mi-106976.md)) | 106976 | Novi, MI | SEC-registered investment adviser | $1 billion to $5 billion | 45 | % of assets |
| [Provizr](https://advisorcensus.com/firm/provizr-ann-arbor-mi-284252) ([md](https://advisorcensus.com/firm/provizr-ann-arbor-mi-284252.md)) | 284252 | Ann Arbor, MI | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Pureretire LLC](https://advisorcensus.com/firm/pureretire-llc-137403) ([md](https://advisorcensus.com/firm/pureretire-llc-137403.md)) | 137403 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly |
| [Q3 Asset Management Corporation](https://advisorcensus.com/firm/q3-asset-management-corporation-birmingham-mi-137839) ([md](https://advisorcensus.com/firm/q3-asset-management-corporation-birmingham-mi-137839.md)) | 137839 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Subscription, Performance fee |
| [Quantum Wealth Strategies, LLC](https://advisorcensus.com/firm/quantum-wealth-strategies-llc-rochester-hills-mi-312748) ([md](https://advisorcensus.com/firm/quantum-wealth-strategies-llc-rochester-hills-mi-312748.md)) | 312748 | Rochester Hills, MI | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Quarton Capital Partners](https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752) ([md](https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752.md)) | 342752 | Birmingham, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Quayle Financial Group, LLC](https://advisorcensus.com/firm/quayle-financial-group-llc-grand-blanc-mi-21335) ([md](https://advisorcensus.com/firm/quayle-financial-group-llc-grand-blanc-mi-21335.md)) | 21335 | Grand Blanc, MI | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [R.J. Sutts & Company](https://advisorcensus.com/firm/r-j-sutts-and-company-109375) ([md](https://advisorcensus.com/firm/r-j-sutts-and-company-109375.md)) | 109375 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 17 | % of assets |

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## Questions people ask

**How many financial advisory firms are there in Michigan?**
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.

**How many fee-only financial advisors are in Michigan?**
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.

**How many financial advisors in Michigan offer financial planning?**
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.

**Are the financial advisors in Michigan 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 282 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.

## Related pages

- [Financial advisors in Michigan](https://advisorcensus.com/advisors/mi) (https://advisorcensus.com/advisors/mi.md)
- [Fee-only financial advisors in Michigan](https://advisorcensus.com/advisors/mi/fee-only) (https://advisorcensus.com/advisors/mi/fee-only.md)
- [Flat-fee financial advisors in Michigan](https://advisorcensus.com/advisors/mi/flat-fee) (https://advisorcensus.com/advisors/mi/flat-fee.md)
- [Hourly financial advisors in Michigan](https://advisorcensus.com/advisors/mi/hourly) (https://advisorcensus.com/advisors/mi/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/mi.csv

Cite as: AdvisorCensus. Financial advisors in Michigan: 783 firms from Form ADV filings as of October 2026.