AUM per client for Supported firms serving clients in Michigan

Supported firms active in Michigan 265 firms

Very Low $130K-$270K

Low $270K-$460K

Typical $460K-$660K

High $660K-$1.1M

Very High $1.1M-$1.9M

5th 20th 40th 60th 80th 95th

Median: $570K

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Firm	AUM/client	AUM	Clients	HNW client %
Ardent Wealth Management	—	$0	—	—
Blasen Capital Markets Group, LLC	—	—	—	—
Connected Financial Strategies LLC	—	—	—	—
Estate Performance Advisors L.L.C.	—	—	—	—
Great Lakes Bay Financial	—	$0	—	—
Inspire Wealth Advisory LLC	—	—	—	—
Money Evolution	—	—	—	—
Reliance Asset Management LLC	—	—	—	—
Rosenberg Wealth Advisors	—	—	—	—
Swartz Wealth Management LLC	—	—	—	—
Wealth Management Services, Llc	—	—	—	—
Rise Wealth Advisors, Inc.	—	—	1	0%
Trustee Empowerment & Protection, Inc.	Very Low $0	$0	3	0%
Oikonomos Asset Management, LLC	Very Low $35K	$100K	3	0%
Millennium Personal Finance, LLC	Very Low $81K	$480K	6	17%
Kidd Financial Planning, LLC.	Very High $1.4M	$14M	10	0%
Wealthy Intentions	Very Low $260K	$1.8M	7	0%
Middle Coast Investing LLC	Very High $1.3M	$12M	9	33%
Wittlin Advisory	Very High $21M	$300M	14	100%
INTI LLC	Very High $1.2M	$12M	10	40%
MSP Investment Advisors, LLC	Very Low $0	$0	10	90%
Marketocracy Masters Capital Management LLC	Very Low $250K	$4.5M	18	0%
Arrow Financial Group	High $880K	$22M	25	0%
Measured Strategies LLC	Very High $2M	$26M	13	69%
Nubian Square Investment Advisors, LLC	Very Low $260K	$6.8M	26	8%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
AG Wealth Management, PLLC	High $770K	$14M	18	56%
Patterson Advisors	Very Low $0	$0	20	60%
Third Sigma Investment Advisors LLC	Very High $1.1M	$45M	42	69%
Cbs Funding, Inc.	High $780K	$25M	32	6%
Nautica Asset Management LLC	Very Low $36K	$780K	22	0%
Witter & Westlake Investments	Typical $580K	$13M	22	14%
Pinnacle Investment Advisors, LLC	Very High $1.4M	$47M	34	68%
Kraft Capital	Low $270K	$6.2M	23	0%
Church Organizers Foundation	Very Low $250K	$8.6M	35	0%
Law Office of Kevin Adams, PLLC	—	—	12	0%
HFG Advisors Inc.	Very High $1.9M	$49M	25	16%
Northpoint Financial	—	—	25	0%
Agile Wealth Partners	High $800K	$32M	40	38%
Olson Consulting LLC	High $790K	$22M	28	0%
Grand Street Capital Management, L.L.C.	Very Low $230K	$7M	31	45%
Long Road Investment Counsel, LLC	Very High $10M	$350M	34	100%
NFI Advisors, Inc.	Very Low $140K	$5.2M	36	0%
Eagle Point Capital LLC	Low $370K	$21M	56	34%
Osprey Private Wealth LLC	Very High $6.1M	$340M	56	79%
Team Covert, LLC	High $820K	$31M	38	37%
Autumn Financial Advisors, LLC	Typical $570K	$22M	39	21%
Safe Future Wealth Partners LLC	Very Low $160K	$10M	62	0%
Windrock Wealth Management	Very High $4.4M	$360M	83	61%
Stalt Financial, LLC	Low $350K	$15M	42	7%
Think Wealth Management	Low $350K	$15M	44	20%
Fern Capital Inc.	Very High $1.6M	$71M	45	33%
Mid Michigan Insurance and Financial Services LLC	Very Low $130K	$6.2M	47	0%
A & L Financial Services, LLC	High $750K	$54M	72	18%
Z Advisory Innovations	Low $280K	$14M	49	35%
Docsa Capital Management, Inc.	Very High $1.3M	$95M	74	38%
New Horizon Retirement Advisors	Very Low $210K	$10M	50	0%
Ohlmann Investment Advisors LLC	Low $350K	$17M	50	4%
SG Wealth Managers LLC	Typical $500K	$38M	77	42%
CIG Asset Management, Inc.	Very High $2M	$160M	78	58%
Walsh Advisors	Very High $1.5M	$79M	53	38%
Exchange Street Capital	Typical $500K	$27M	54	11%
Prufid Financial Advisors LLC	Very High $9M	$240M	27	100%
Paradigm Advisors, LLC	Very High $1.6M	$130M	82	50%
Plan & Act	High $780K	$64M	82	17%
Prosperity Wealth Strategies LLC	Very High $1.7M	$95M	55	45%
Integra Financial, Inc.	High $1.1M	$120M	113	27%
Motive Wealth Advisors, LLC	Very High $4.1M	$360M	88	66%
West Arbor Solutions, LLC	Low $400K	$24M	59	17%
ACE Management	Very Low $140K	$13M	91	11%
Branch Capital Management	High $870K	$79M	91	21%
MeadowBrook Investment Advisors LLC	Very High $2.4M	$160M	64	55%
Lifetime Equity Investments LLC	Low $400K	$27M	67	1%
Quantum Wealth Strategies, LLC	Typical $480K	$32M	67	10%
Rochester Wealth Strategies, LLC	Very High $1.3M	$180M	134	51%
Hoskin Capital	Very Low $110K	$13M	47	13%
Thrive Retirement Specialists	Very High $4.3M	$300M	70	100%
Brooktree Capital Management Inc.	Very High $1.6M	$110M	71	44%
Rise Financial Partners	Low $400K	$57M	143	13%
Tessara Wealth	Very High $1.1M	$160M	143	40%
Horizons Planning Corporation	Typical $570K	$82M	144	3%
Copper Beech Wealth Management	High $1.1M	$78M	73	51%
Lifepoint Planning	Very High $1.5M	$160M	110	48%
EFG Financial, LLC	—	—	75	0%
Emde Wealth Management LLC	Typical $600K	$45M	75	20%
Paragon Retirement Planning, Inc.	Typical $500K	$75M	150	20%
Barking Sands Capital	Typical $570K	$43M	76	11%
OnTrack Wealth Management	Very High $1.5M	$110M	76	43%
MD Wealth Management, LLC	Very High $1.4M	$110M	77	43%
Sage Hill Capital	Very High $2.7M	$210M	79	43%
Savings Coach, LLC	Very Low $160K	$13M	79	0%
Somerville Associates	High $760K	$60M	79	30%
Sage Wealth Planning	High $1M	$120M	119	82%
Vanderpol Investments L.L.C.	High $910K	$110M	124	20%
My Financial Coach, LLC	Low $430K	$54M	126	11%
Steward Capital Management	Very High $1.1M	$46M	42	31%
Kestrel Wealth Management, LLC	Very High $1.7M	$140M	85	34%
Retirement Systems LLC	Very Low $220K	$37M	172	0%
Integrity Wealth Advisors	Typical $500K	$65M	130	9%
Clear Ridge Wealth Management, LLC	Very High $1.9M	$240M	131	55%
Dinergy	Low $330K	$29M	88	0%
Wittenberg Investments Inc.	High $660K	$88M	133	20%
Harvest Portfolio Management, LLC	Low $360K	$32M	89	0%
Dwp	Very High $1.1M	$150M	134	20%
Galaria Capital Management, LLC	Typical $610K	$82M	134	15%
LFN Advisors Inc.	Very Low $130K	$24M	179	0%
EverythingHR Financial Services LLC	Very Low $260K	$23M	90	0%
Alpha Asset Advisors LLC	Low $280K	$13M	46	0%
Arbor Investment Management	Very High $1.7M	$160M	96	69%
FirstMetric	Very High $5.7M	$270M	48	81%
MMG Wealth Management	Very Low $230K	$34M	144	7%
Personal Legacy Planners	—	—	145	0%
You First Financial LLC	Very Low $230K	$22M	97	4%
RCPlanners	Typical $540K	$81M	148	12%
Ecos Wealth Advisors	Typical $560K	$84M	149	19%
Hartwell & Company	Low $360K	$54M	149	8%
Cedar Ridge Investment Management LLC	Low $420K	$42M	100	0%
Q2 Wealth Management	High $820K	$120M	151	24%
ArborFi Advisors, LLC	Very High $1.4M	$150M	101	45%
Pinnacle Wealth Management Group, Inc.	Very High $1.2M	$240M	203	39%
CJW Capital, LLC	Typical $520K	$80M	153	25%
Forever Young Integrated Wealth	Typical $590K	$62M	104	21%
Gunder Wealth Management, LLC	Very High $1.2M	$130M	105	76%
Toptier Wealth Management	Very High $1.7M	$170M	105	50%
Strategic Financial Group, L.L.C.	High $670K	$110M	158	15%
Truesdell Wealth, Inc.	Very Low $92K	$5M	54	17%
Costello Financial Planning, Inc.	Very High $1.8M	$190M	109	37%
HK Private Client, LLC	High $810K	$88M	109	57%
Bollin Wealth Management, LLC	Typical $520K	$86M	164	16%
Kral Financial Advisors, LLC	Very High $4.5M	$250M	55	100%
Raider Dennis Agency	Low $340K	$55M	165	6%
Infinium Investment Advisors, LLC	Very High $1.2M	$150M	115	58%
SS&H Financial Advisors, Inc.	Very High $4.1M	$460M	113	59%
Dynamic Wealth Solutions LLC	Typical $470K	$79M	170	16%
GPS Financial Group, LLC	Typical $630K	$72M	114	32%
Mindful Wealth LLC	Very High $4M	$230M	57	100%
Lightsquare Wealth Management, LLC	Very High $1.2M	$200M	172	27%
Advize Wealth Management	Typical $580K	$67M	116	17%
Paragon Investing, LLC	High $760K	$130M	175	35%
Brown Financial Planning LLC	Very Low $190K	$23M	117	15%
Healthview Asset Management, Inc.	Typical $580K	$100M	180	22%
Affinity Financial Advisory	Typical $590K	$71M	121	12%
Harwood Investment Strategies, L.L.C.	Typical $470K	$58M	123	15%
Walen Financial Group, LLC	Very Low $0	$0	124	0%
Capital Investors Advisory Corporation	—	—	125	0%
Great Lakes Retirement Solutions, Inc.	Very Low $170K	$42M	250	2%
On Point CRNA	Typical $600K	$75M	125	14%
Trinity Financial Services, Inc.	Typical $610K	$76M	125	26%
Antonelli Financial Advisors, LLC	Very High $1.2M	$230M	189	31%
Affinity Wealth Management, LLC	Low $380K	$72M	190	15%
Optimal Capital Advisors, LLC	High $900K	$110M	127	20%
Revalue LLC	Low $370K	$94M	254	60%
StreamSong Advisors, LLC	Typical $470K	$120M	263	21%
Darden Wealth Group	Very High $1.3M	$350M	264	38%
Bowline Financial, LLC	Low $340K	$45M	133	8%
Kroon & Mitchell Asset Management LLC	Very High $1.1M	$220M	203	23%
Pinnacle Wealth Management, Inc.	Low $440K	$120M	271	26%
Beacon Associates Wealth Management, LLC	Typical $500K	$100M	204	12%
Fortified Wealth	Very Low $240K	$16M	68	15%
J2 Capital Management, Inc.	High $890K	$180M	205	37%
Breakwater Capital	High $1.1M	$150M	137	34%
Vision Capital Partners	High $1M	$140M	137	31%
First Wilshire Securities Management, Inc.	Very High $1.2M	$330M	275	73%
Strickler Investment Services, LLC	Low $380K	$110M	277	7%
Infinity Advisory Group	Typical $620K	$130M	208	16%
Palatine Hill Wealth Management	High $1M	$290M	279	16%
The Financial Center, LLC	—	—	211	0%
Stewardship Trust Advisors	High $1M	$290M	285	16%
Daniel Investment Group Inc.	High $980K	$210M	214	28%
Fourth Dimension Financial Group	Very Low $0	$0	146	10%
Briggs Financial Inc.	Low $350K	$52M	148	9%
Miller Capital	Very High $4.1M	$300M	74	91%
Ataraxis Advisors LLC	Low $430K	$66M	152	45%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Pearl Planning	High $1.1M	$320M	305	34%
Leonard Advisory Group LLC	Low $420K	$96M	230	13%
Melone Private Wealth, LLC	Very High $1.7M	$260M	155	47%
Greenway Financial, LLC	Typical $570K	$140M	239	15%
Alliance Investment Management, LLC	Very High $1.1M	$180M	160	26%
AFS Wealth Management, LLC	Typical $640K	$100M	163	21%
Wealthspan Investment Management, LLC	Low $290K	$93M	326	8%
PPS & V Asset Management Consultants Inc	High $970K	$240M	247	23%
Stratus Advisory Group, Inc.	Low $380K	$63M	165	8%
Entrust Investment Services, Inc	High $840K	$140M	166	27%
Southwest Michigan Wealth Management, LLC	Very Low $180K	$29M	166	2%
Burnham & Company LLC	Typical $630K	$110M	171	26%
Eastown Financial Advisors, LLC	Low $420K	$110M	257	12%
56 Capital Partners, Ltd	Low $320K	$82M	260	14%
Blue Iguana Financial, LLC	Very Low $260K	$23M	87	0%
Fairlane Investment Advisors Inc	Low $460K	$80M	175	19%
Independent Wealth Management, LLC	Very High $1.2M	$200M	176	35%
Afton Advisors, LLC	Typical $620K	$110M	177	23%
Haverdink Financial Management, LLC	Very High $1.2M	$220M	179	35%
Quantum Private Wealth, LLC	Very High $4.6M	$410M	90	63%
The Wolter Group, Inc.	Low $300K	$53M	180	6%
Legacy Financial Services Group, Inc.	Typical $660K	$120M	183	19%
Duet Advisory Services LLC	Very High $1.1M	$310M	282	35%
Key Concerns Inc	Very Low $120K	$22M	188	3%
Synergy Wealth Management, LLC	Low $420K	$120M	282	15%
Blue Jay Financial Group, LLC	Low $400K	$110M	283	8%
Clearview Investments, LLC	Very Low $160K	$59M	379	0%
Daniel Krug & Associates	High $760K	$150M	192	29%
Gasaway Investment Advisors, Inc.	Low $270K	$100M	384	5%
VCP Financial LLC	Low $290K	$110M	385	65%
Schwallier Wealth Management	Typical $650K	$190M	290	19%
Wealth For you Financial, LLC	Very Low $210K	$61M	292	5%
Retirement Resources, LLC	Low $420K	$170M	391	9%
Erica Hall Wealth Advisors, LLC.	Very Low $120K	$12M	99	5%
Horowitz & Company, Inc.	High $680K	$140M	199	21%
Integrated Capital Management	High $940K	$390M	415	37%
Graetz Wealth	Typical $470K	$150M	316	16%
Blueprint Partners LLC	High $860K	$280M	324	29%
Bernard Wealth Management Corp.	High $890K	$290M	327	35%
Daus Financial Group, LLC	High $830K	$270M	327	27%
hemming& Wealth Management, Inc.	Typical $660K	$290M	436	26%
Trinity Wealth Solutions LLC	Typical $490K	$53M	109	14%
Integrity Financial Advisors, LLC	Very Low $170K	$57M	339	17%
Global Financial Planning Group, LLC	Typical $550K	$120M	227	24%
Bridgewise Wealth Management	Low $310K	$36M	115	21%
Sculati Wealth Management, LLC	High $1.1M	$370M	349	30%
RHL Group, LLC	Low $440K	$160M	350	14%
Rachor Investment Advisory Services, LLC	Typical $470K	$230M	490	27%
Factor Investing Group	High $700K	$350M	491	21%
Family Capital Management	High $810K	$400M	491	27%
Legacy Wealth Advisors, LLC	Typical $520K	$130M	248	18%
Wealth Ease Wealth Management	Low $460K	$110M	248	10%
The Bottom Line Wealth Management Ltd.	Very Low $25K	$6.3M	250	0%
Pampel & Associates, Inc.	Low $360K	$93M	255	13%
M1 Capital Management LLC	High $1M	$400M	383	27%
Schwan Financial Advisors, LLC	Very Low $0	$0	261	98%
Applied Capital	Typical $600K	$160M	264	29%
Old Oak Financial Planning, Inc.	Typical $610K	$160M	264	19%
LUMINIST Capital, LLC	Very Low $200K	$100M	530	8%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
O'Connor Financial Group, LLC	Very Low $250K	$69M	271	13%
Pearl Wealth Group	Low $380K	$100M	273	8%
Northern Edge Wealth Management	Low $450K	$250M	550	13%
Greystone Financial Group, LLC	High $840K	$480M	566	26%
True Blue Financial, LLC	Typical $470K	$270M	570	43%
Norwood Economics, Inc.	Typical $640K	$91M	143	20%
Smart Money Financial Advisors, LLC	Typical $550K	$80M	145	16%
Kachkovsky & Fisher, Inc.	Typical $620K	$270M	439	28%
D & G Advisory Group, L.L.C.	Typical $650K	$190M	293	31%
Wordhouse Wealth Coaching	—	—	293	0%
Braeburn Wealth Management, LLC	Typical $560K	$250M	441	8%
Harborfront Financial Group	Very Low $250K	$150M	596	27%
Kaizen Wealth Management, LLC	—	—	450	0%
Moore Financial Strategies, LLC	—	—	300	0%
Maner Wealth	Low $430K	$190M	451	9%
Nardis Advisors LLC	Very High $1.1M	$170M	153	52%
Burrus	High $750K	$240M	322	25%
Lakeshore Financial Planning Inc.	High $960K	$470M	491	30%
Up North Financial, LLC	Typical $600K	$200M	337	17%
First Financial Advisory Services Inc	Typical $540K	$280M	516	15%
Foresight Capital Management Advisors, Inc.	Typical $540K	$290M	537	46%
APO Financial Services, LLC	Very Low $230K	$120M	542	1%
RFM Financial Solutions, LLC	Low $450K	$250M	544	13%
CND Financial	High $1M	$200M	188	39%
Ellija Capital Management, LLC	Very Low $150K	$57M	381	4%
Miller Financial Services LLC	Typical $510K	$290M	574	12%
Vitale Wealth Management	Very Low $270K	$100M	383	4%
Schuchard Capital Management Inc	Very High $1.5M	$290M	195	48%
Fairhaven Financial Advisory Corporation	Low $450K	$360M	805	9%
Cornerstone Alternatives	Low $390K	$160M	410	100%
Sterling Bridge Financial Group LLC	Very Low $160K	$130M	826	6%
Borabond, LLC	Very Low $400	$83K	207	0%
Vision Wealth Management, Inc.	Very Low $200K	$81M	416	9%
Peak Wealth Management, LLC	High $690K	$450M	643	19%
MFG Capital, Inc.	Very Low $180K	$40M	215	3%
RBS Wealth Management	High $680K	$320M	468	19%
Bucket List Wealth Management, LLC	Typical $460K	$220M	480	25%
Wurz Financial Services, LLC	Very Low $240K	$120M	491	9%
Legacy Investment Advisors LLC	Very Low $120K	$61M	492	2%
Great Lakes Wealth, LLC	Typical $650K	$160M	248	16%
New Era Investments LLC	Very Low $39K	$29M	761	0%
Kelly Wealth Management, Inc.	Low $300K	$160M	529	0%
River Raisin Investment Partners, Inc.	Low $280K	$160M	574	15%
Premier Estate Planners, LLC	Low $390K	$230M	584	9%
Jfr Financial Services, Inc.	Low $460K	$280M	597	19%
Stewards Wealth Planning, LLC	Very Low $160K	$99M	613	8%
Security First Financial	Typical $470K	$300M	639	10%
RyZome Investment Advisors	Very Low $170K	$120M	673	3%
Dynamic Asset Management Group LLC	Very Low $240K	$84M	349	5%
Northfort Financial, LLC	Low $330K	$120M	356	0%
Bone Asset Management	Very Low $180K	$65M	366	34%
Great Lakes Investment Advisors Inc.	—	—	367	0%
Sapphire Blue Investment Partners	Typical $500K	$190M	376	18%
B.A. Roberts Financial Services, Inc.	Low $270K	$360M	1,344	10%

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