{ "path": "/advisors/mi", "url": "https://advisorcensus.com/advisors/mi/page/8", "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": 8, "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": 3998, "name": "J.V.B. Investment Company", "name_as_filed": "J.V.B. INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/j-v-b-investment-company-jackson-mi-3998", "city": "Jackson", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152964, "name": "J2 Capital Management, Inc.", "name_as_filed": "J2 CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/j2-capital-management-inc-troy-mi-152964", "city": "Troy", "state": "MI", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 111079, "name": "Jackson National Asset Management, LLC", "name_as_filed": "JACKSON NATIONAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jackson-national-asset-management-llc-lansing-mi-111079", "city": "Lansing", "state": "MI", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316209, "name": "Jackson, Brent", "name_as_filed": "JACKSON, BRENT", "url": "https://advisorcensus.com/firm/jackson-brent-detroit-mi-316209", "city": "Detroit", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169030, "name": "Jamerson-Crosby Investment Advisors LLC", "name_as_filed": "JAMERSON-CROSBY INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/jamerson-crosby-investment-advisors-llc-169030", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105609, "name": "JAY A. Fishman, Ltd", "name_as_filed": "JAY A. FISHMAN, LTD", "url": "https://advisorcensus.com/firm/jay-a-fishman-ltd-troy-mi-105609", "city": "Troy", "state": "MI", "years_registered": 56, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169628, "name": "JDV Wealth Advisors, LLC", "name_as_filed": "JDV WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jdv-wealth-advisors-llc-grand-blanc-mi-169628", "city": "Grand Blanc", "state": "MI", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124456, "name": "JFR Financial Services, Inc.", "name_as_filed": "JFR FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/jfr-financial-services-inc-trenton-mi-124456", "city": "Trenton", "state": "MI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169219, "name": "JIM Roberts Investment Advisors LLC", "name_as_filed": "JIM ROBERTS INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/jim-roberts-investment-advisors-llc-st-joseph-mi-169219", "city": "St. Joseph", "state": "MI", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104655, "name": "JLB & Associates Inc", "name_as_filed": "JLB & ASSOCIATES INC", "url": "https://advisorcensus.com/firm/jlb-and-associates-inc-plymouth-mi-104655", "city": "Plymouth", "state": "MI", "years_registered": 43, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110799, "name": "John A. Wolfe & Associates, Inc.", "name_as_filed": "JOHN A. WOLFE & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/john-a-wolfe-and-associates-inc-portage-mi-110799", "city": "Portage", "state": "MI", "years_registered": 36, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134756, "name": "John M. Leonard, LLC", "name_as_filed": "JOHN M. LEONARD, LLC", "url": "https://advisorcensus.com/firm/john-m-leonard-llc-douglas-mi-134756", "city": "Douglas", "state": "MI", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124018, "name": "JVL Wealth Strategies", "name_as_filed": "JVL WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/jvl-wealth-strategies-wyoming-mi-124018", "city": "Wyoming", "state": "MI", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318055, "name": "K2 Capital ADV, LLC", "name_as_filed": "K2 CAPITAL ADV, LLC", "url": "https://advisorcensus.com/firm/k2-capital-adv-llc-dowagiac-mi-318055", "city": "Dowagiac", "state": "MI", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285678, "name": "Kaizen Wealth Management, LLC", "name_as_filed": "KAIZEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kaizen-wealth-management-llc-shelby-township-mi-285678", "city": "Shelby Township", "state": "MI", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 329379, "name": "Kalaj Capital", "name_as_filed": "KALAJ CAPITAL", "url": "https://advisorcensus.com/firm/kalaj-capital-329379", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330030, "name": "Kastler Financial Planning", "name_as_filed": "KASTLER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/kastler-financial-planning-330030", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333689, "name": "Kaunisto Capital L.L.C.", "name_as_filed": "KAUNISTO CAPITAL L.L.C.", "url": "https://advisorcensus.com/firm/kaunisto-capital-l-l-c-brimley-mi-333689", "city": "Brimley", "state": "MI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340289, "name": "Kava Financial LLC", "name_as_filed": "KAVA FINANCIAL LLC", "url": "https://advisorcensus.com/firm/kava-financial-llc-340289", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108964, "name": "Kaydan Wealth Management, Inc.", "name_as_filed": "KAYDAN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kaydan-wealth-management-inc-fenton-mi-108964", "city": "Fenton", "state": "MI", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304447, "name": "KB Wealth Management, LLC", "name_as_filed": "KB WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kb-wealth-management-llc-bloomfield-hills-mi-304447", "city": "Bloomfield Hills", "state": "MI", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328386, "name": "Kelly Wealth Management, Inc.", "name_as_filed": "KELLY WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kelly-wealth-management-inc-royal-oak-mi-328386", "city": "Royal Oak", "state": "MI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300459, "name": "Kennedy Investment Counsel LLC", "name_as_filed": "KENNEDY INVESTMENT COUNSEL LLC", "url": "https://advisorcensus.com/firm/kennedy-investment-counsel-llc-300459", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124598, "name": "Key Concerns Inc", "name_as_filed": "KEY CONCERNS INC", "url": "https://advisorcensus.com/firm/key-concerns-inc-wyandotte-mi-124598", "city": "Wyandotte", "state": "MI", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323502, "name": "Kidd Financial Planning, LLC.", "name_as_filed": "KIDD FINANCIAL PLANNING, LLC.", "url": "https://advisorcensus.com/firm/kidd-financial-planning-llc-livonia-mi-323502", "city": "Livonia", "state": "MI", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123092, "name": "Koehler Financial Services, Inc.", "name_as_filed": "KOEHLER FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/koehler-financial-services-inc-stevensville-mi-123092", "city": "Stevensville", "state": "MI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332355, "name": "Kraft Capital", "name_as_filed": "KRAFT CAPITAL", "url": "https://advisorcensus.com/firm/kraft-capital-ann-arbor-mi-332355", "city": "Ann Arbor", "state": "MI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138959, "name": "Kral Financial Advisors, LLC", "name_as_filed": "KRAL FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kral-financial-advisors-llc-plymouth-mi-138959", "city": "Plymouth", "state": "MI", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168120, "name": "Kroon & Mitchell Asset Management LLC", "name_as_filed": "KROON & MITCHELL ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kroon-and-mitchell-asset-management-llc-grand-rapids-mi-168120", "city": "Grand Rapids", "state": "MI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142928, "name": "KRS Capital Management, LLC", "name_as_filed": "KRS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/krs-capital-management-llc-bloomfield-hills-mi-142928", "city": "Bloomfield Hills", "state": "MI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154556, "name": "Kuli Capital Management", "name_as_filed": "KULI CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/kuli-capital-management-154556", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168831, "name": "Lafleur & Godfrey Private Wealth Management", "name_as_filed": "LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lafleur-and-godfrey-private-wealth-management-grand-rapids-mi-168831", "city": "Grand Rapids", "state": "MI", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 343032, "name": "Lakepoint Wealth Partners", "name_as_filed": "LAKEPOINT WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/lakepoint-wealth-partners-highland-mi-343032", "city": "Highland", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299129, "name": "Lakeshore Financial Planning Inc.", "name_as_filed": "LAKESHORE FINANCIAL PLANNING INC.", "url": "https://advisorcensus.com/firm/lakeshore-financial-planning-inc-saint-clair-shores-mi-299129", "city": "Saint Clair Shores", "state": "MI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306808, "name": "Lakeside Drive Management LLC", "name_as_filed": "LAKESIDE DRIVE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lakeside-drive-management-llc-birmingham-mi-306808", "city": "Birmingham", "state": "MI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313012, "name": "Lakewood Hughes, LLC", "name_as_filed": "LAKEWOOD HUGHES, LLC", "url": "https://advisorcensus.com/firm/lakewood-hughes-llc-grand-rapids-mi-313012", "city": "Grand Rapids", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282437, "name": "Lamberson Knight Wealth Management LLC", "name_as_filed": "LAMBERSON KNIGHT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lamberson-knight-wealth-management-llc-282437", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326796, "name": "Laurentine Investments LLC", "name_as_filed": "LAURENTINE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/laurentine-investments-llc-suttons-bay-mi-326796", "city": "Suttons Bay", "state": "MI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173127, "name": "Law Office of Kevin Adams, PLLC", "name_as_filed": "LAW OFFICE OF KEVIN ADAMS, PLLC", "url": "https://advisorcensus.com/firm/law-office-of-kevin-adams-pllc-plymouth-mi-173127", "city": "Plymouth", "state": "MI", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 140514, "name": "Legacy Financial Services Group, Inc.", "name_as_filed": "LEGACY FINANCIAL SERVICES GROUP, INC.", "url": "https://advisorcensus.com/firm/legacy-financial-services-group-inc-traverse-city-mi-140514", "city": "Traverse City", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317847, "name": "Legacy Investment Advisors LLC", "name_as_filed": "LEGACY INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/legacy-investment-advisors-llc-wyandotte-mi-317847", "city": "Wyandotte", "state": "MI", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281810, "name": "Legacy Wealth Advisors, LLC", "name_as_filed": "LEGACY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-clinton-township-mi-281810", "city": "Clinton Township", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 321165, "name": "Leonard Advisory Group LLC", "name_as_filed": "LEONARD ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/leonard-advisory-group-llc-saint-joseph-mi-321165", "city": "Saint Joseph", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169361, "name": "LFN Advisors Inc.", "name_as_filed": "LFN ADVISORS INC.", "url": "https://advisorcensus.com/firm/lfn-advisors-inc-muskegon-mi-169361", "city": "Muskegon", "state": "MI", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 106063, "name": "Liberty Capital Management Inc", "name_as_filed": "LIBERTY CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/liberty-capital-management-inc-birmingham-mi-106063", "city": "Birmingham", "state": "MI", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115024, "name": "Liberty Financial Planning, Inc.", "name_as_filed": "LIBERTY FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/liberty-financial-planning-inc-115024", "city": null, "state": null, "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290250, "name": "Lifecycle Financial Planners Inc.", "name_as_filed": "LIFECYCLE FINANCIAL PLANNERS INC.", "url": "https://advisorcensus.com/firm/lifecycle-financial-planners-inc-bloomfield-hills-mi-290250", "city": "Bloomfield Hills", "state": "MI", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 130082, "name": "Lifegoals Financial Group", "name_as_filed": "LIFEGOALS FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/lifegoals-financial-group-owosso-mi-130082", "city": "Owosso", "state": "MI", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174931, "name": "Lifetime Equity Investments LLC", "name_as_filed": "LIFETIME EQUITY INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/lifetime-equity-investments-llc-174931", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288255, "name": "Lifeworks Advisors, LLC", "name_as_filed": "LIFEWORKS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lifeworks-advisors-llc-grand-rapids-mi-288255", "city": "Grand Rapids", "state": "MI", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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" } }