AUM per client for Team firms serving clients in Michigan

Team firms active in Michigan 252 firms

Very Low $140K-$350K

Low $350K-$560K

Typical $560K-$1M

High $1M-$1.9M

Very High $1.9M-$3.5M

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

Median: $820K

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Firm	AUM/client	AUM	Clients	HNW client %
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
Atlas Capital Management Corp	Very Low $270K	$870M	3,261	3%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Talon LLC	Low $550K	$1.1B	1,921	5%
John A. Wolfe & Associates, Inc.	High $1.2M	$550M	446	39%
The Enterprise Investment Company	Typical $710K	$560M	795	100%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Bright Financial Advisors, Inc.	High $1.1M	$730M	663	34%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Q3 Asset Management Corporation	Very Low $140K	$390M	2,780	1%
The Life Group Financial Services	Very Low $120K	$150M	1,258	2%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
StraightLine	Low $490K	$1.2B	2,358	11%
Chicago Investment Advisory Council, Inc.	Very Low $200K	$220M	1,100	9%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Googins Advisors, Inc.	Typical $640K	$500M	778	31%
Financial Strategies Group, Inc	Low $520K	$670M	1,281	15%
Kaydan Wealth Management, Inc.	Typical $650K	$720M	1,098	33%
Summit Financial Working with People You Trust	Very Low $170K	$180M	1,081	8%
Cfci	Low $510K	$550M	1,078	14%
Nectarine	Very Low $0	$0	3,210	19%
724 Capital, LLC	Very Low $200K	$250M	1,247	22%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
GuideStream Financial, Inc.	Very Low $240K	$210M	854	5%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
LVM Capital Management Ltd	Typical $880K	$1.2B	1,341	100%
The Retirement Guys Formula	Very Low $240K	$280M	1,152	3%
Acorn Wealth Advisors, LLC	Typical $690K	$560M	809	0%
LVZ, Inc.	Low $450K	$1.1B	2,438	5%
Arbor Trust Wealth Advisors, LLC	High $1.3M	$570M	441	41%
C2 Private WEalth	Typical $870K	$1.8B	2,056	25%
Strategic Wealth Group	Low $430K	$1.5B	3,524	33%
Stonebrook Private LLC	High $1.5M	$880M	582	45%
Spectrum Financial Resources	Very Low $330K	$240M	723	19%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Evergreen Wealth Management, LLC	Low $350K	$250M	704	7%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Opus Capital Management	Very High $2.2M	$910M	415	62%
Centennial Wealth Advisory, LLC	Very Low $290K	$400M	1,353	5%
Blackston Financial Advisory Group, LLC	Low $350K	$330M	940	7%
CWS Financial Advisors LLC	High $1.6M	$1.3B	802	48%
Richmond Brothers, Inc.	Low $350K	$230M	665	15%
Old Mission Investment Company, LLC	Typical $820K	$860M	1,051	6%
Blue Water Asset Management	Low $450K	$410M	916	13%
Croak Capital	Low $440K	$340M	780	12%
Capital Advisor Network	Very Low $140K	$120M	900	7%
Stenger Family Office, LLC	Typical $750K	$680M	897	35%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Jay A. Fishman, Ltd	Very High $2.2M	$1.1B	501	49%
Mattson Financial Services, LLC	Low $460K	$510M	1,127	11%
Modell Capital Management LLC	Very High $4.9M	$1.8B	371	27%
Dillon & Associates Inc	Very High $2.1M	$780M	368	11%
GEM Asset Management, LLC	High $1.1M	$550M	490	19%
United Advisors America	Very Low $160K	$450M	2,809	2%
Discipline Wealth Solutions, Inc.	Low $370K	$710M	1,919	13%
Kerberrose Wealth Management, LLC	Low $380K	$590M	1,554	9%
KMG Fiduciary Partners, LLC	High $1.3M	$1.7B	1,301	31%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Richard W. Paul & Associates, LLC	Low $550K	$370M	673	52%
Markowski Investments	Low $370K	$450M	1,227	10%
Royal Oak Financial Advisors, LLC	Low $480K	$370M	762	8%
White Pine Investment Co	High $1.6M	$520M	326	33%
The Nemes Rush Group, LLC	High $1.9M	$1.4B	759	45%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
First Financial Coaching, Inc.	Low $440K	$660M	1,500	12%
Carrera Capital Advisors	Typical $820K	$780M	957	25%
Rightoak Asset Management, LLC	Very Low $150K	$110M	742	1%
DBS Investment Advisers, LLC	Very Low $300K	$160M	523	7%
Calder Financial Group	Very Low $350K	$180M	511	9%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Altrius Capital Management, Inc.	High $1.4M	$680M	499	50%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
Straight Path Wealth Management	Low $480K	$430M	897	10%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
VIMA, LLC	Very Low $190K	$230M	1,182	3%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Bloom Advisors	High $1.4M	$1.6B	1,166	45%
JLB & Associates Inc	Very High $3.1M	$890M	291	56%
Dahring \| Cusmano and Associates	Low $560K	$480M	863	18%
Mack Investment Securities, Inc.	Low $450K	$300M	661	43%
Kingdom Financial Group, LLC	Very Low $290K	$510M	1,785	4%
Hilltop Wealth & Tax Solutions	Typical $740K	$610M	829	23%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
626 Financial, LLC	Typical $830K	$380M	451	27%
Managed Asset Portfolios, LLC	Typical $560K	$910M	1,620	14%
Wolff Financial Management LLC	High $1.7M	$610M	360	43%
RDA Financial network	Low $440K	$670M	1,514	2%
McGlone Suttner Wealth Management, Inc.	High $1.4M	$980M	708	41%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
Center for Financial Planning Inc	High $1.3M	$2B	1,496	27%
Signature Equity Partners, LLC	Very Low $310K	$330M	1,056	4%
Financial Freedom House	Very Low $290K	$150M	523	10%
Structured Wealth Management, Inc.	Low $430K	$230M	523	0%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
West Michigan Advisors	Low $560K	$780M	1,378	12%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
SkyOak Wealth	High $1.6M	$670M	428	30%
TruNorth Capital Management, LLC	Very High $2M	$690M	342	49%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
SGH Wealth Management	High $1.3M	$560M	423	50%
Generational Wealth, Inc.	Typical $590K	$390M	665	15%
Washington Avenue Advisors	Low $460K	$300M	662	13%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Essex LLC	High $1.1M	$610M	576	28%
Columbia Asset Management, L.L.C.	Very High $2.5M	$1B	411	51%
Pathworks Financial, Inc.	Typical $670K	$270M	410	12%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Redwood Wealth Management, LLC	Very High $3.4M	$840M	243	51%
Invest Capital Partners	Low $390K	$250M	647	14%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Lafleur & Godfrey Private Wealth Management	Very High $2M	$960M	479	67%
Brighton Securities Corp.	Low $510K	$900M	1,753	21%
Diversified, LLC	High $1.3M	$2.7B	1,982	42%
Retirement Income Solutions, Inc.	Very High $2.3M	$3B	1,265	69%
NPF Investment Advisors	Very High $2.5M	$2.4B	938	57%
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low $380K	$210M	544	13%
Wood Wealth Group, LLC	Very Low $150K	$56M	373	4%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Planning Alternatives Ltd	Very High $2.2M	$1.5B	669	48%
Voisard Asset Management Group	High $1.2M	$550M	446	36%
Ironwood Financial, LLC	Typical $900K	$530M	588	18%
MPM Wealth Advisors	Typical $900K	$980M	1,094	31%
FAI Advisors, Inc.	Typical $830K	$300M	363	26%
The Kelly Group	Typical $960K	$1B	1,087	23%
Richmark Private Wealth Management	Very Low $140K	$51M	356	2%
Sigma Investment Counselors	Very High $2.8M	$2.2B	775	66%
Verde Capital Management, Inc.	Typical $950K	$710M	746	29%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Arbor Wealth Advisors LLC	Very High $10M	$660M	66	100%
Cirrus Capital LLC	Low $500K	$160M	330	11%
Diversified Portfolios, Inc.	Very High $2.8M	$1.9B	660	28%
ISC Advisors, Inc.	Low $440K	$780M	1,780	11%
Insight Folios	Very Low $270K	$330M	1,228	6%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Provident Investment Management, Inc.	Very High $3.5M	$1.1B	318	71%
S.A. Mason, LLC	High $1.9M	$490M	254	35%
William Mack & Associates Inc	High $1.1M	$1B	952	27%
Stonepath Wealth Management	Low $510K	$290M	569	17%
Benedict Financial Advisors, Inc.	High $1.6M	$520M	315	51%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Balance Wealth	Typical $700K	$390M	553	18%
Granite Group Advisors, LLC	Very High $3.2M	$390M	122	100%
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Typical $1M	$420M	420	15%
Gainplan LLC	Typical $820K	$390M	478	39%
Transcend Capital Advisors, LLC	Very High $2.5M	$2.6B	1,073	42%
Canopy Wealth Management	Very High $1.9M	$1.1B	592	49%
City Center Advisors, LLC	Low $390K	$160M	413	13%
Four Financial Management	Low $460K	$160M	353	12%
Capital Management Associates Inc	High $1.7M	$1.5B	877	36%
Cambient Family Office, LLC	Very High $3M	$520M	172	100%
Triangle Wealth Management	Very High $2.5M	$1.3B	516	56%
Hungerford Financial LLC	High $1.3M	$360M	285	33%
Beck Bode LLC	Typical $680K	$650M	968	18%
GBM Wealth Management, Inc.	Low $480K	$250M	511	12%
Shotwell Rutter Baer Inc	Typical $650K	$180M	282	22%
Sovereign Financial Group, Inc.	Typical $830K	$1.1B	1,288	22%
Spartan Wealth Management	High $1.3M	$1.5B	1,165	70%
Resurgent Advisors	Typical $920K	$350M	379	22%
Northern Financial Advisors, Inc.	Very High $2.1M	$680M	324	58%
Monere Wealth Management, Inc.	Typical $590K	$290M	485	48%
Eagle Financial Advisors, LLC	Very Low $230K	$100M	430	1%
Kuhn Capital Partners	Low $540K	$140M	267	50%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Aspen Investment Management Inc.	High $1.8M	$450M	256	21%
Cranbrook Wealth Management, LLC	Very High $3.6M	$900M	253	50%
Blue Chip Partners, LLC	High $1.9M	$1.9B	1,001	52%
Schaeffer Financial LLC	High $1M	$260M	247	31%
Cross State Financial Group LLC	Low $440K	$170M	395	13%
Greenup Wealth	Typical $920K	$890M	973	30%
Henrickson Nauta Wealth Advisors, Inc.	High $1.6M	$750M	486	49%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
Wellington Investment Advisors	Typical $680K	$260M	386	17%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
MKD Wealth	Very High $2.1M	$500M	237	51%
AZA Capital Management	Typical $930K	$310M	331	32%
Walkner Condon Financial Advisors LLC	High $1.3M	$1B	799	41%
ARQ Wealth Advisors, LLC	High $1.8M	$1.1B	604	53%
Financial Solutions Advisory Group	Very High $2.6M	$900M	350	100%
GPM Growth Investors, Inc.	High $1.3M	$270M	217	30%
CapTrust Wealth Advisors	High $1.9M	$1.6B	863	42%
High Probability Advisors, LLC	Very High $2.6M	$890M	344	44%
LSIA	Very High $4.4M	$760M	172	76%
Lifecycle Financial Planners Inc.	Very High $3.9M	$660M	169	31%
J.V.B. Investment Company	Typical $760K	$160M	208	9%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Vertrix Wealth Management, LLC	Typical $980K	$280M	281	37%
Imber Financial Group, LLC	Low $530K	$110M	200	12%
Liberty Capital Management Inc	Very High $4.9M	$780M	160	79%
GFG Solutions	Typical $970K	$310M	315	100%
ABRI LLC	Low $420K	$110M	271	17%
Oakwell Private Wealth Management	High $1.4M	$580M	412	36%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Cherry Tree Wealth Management, LLC	Very High $2.2M	$630M	293	9%
DB & C Advisors, LLC	Typical $650K	$210M	323	17%
Vantage Point Financial, LLC	Typical $860K	$480M	566	27%
Advisory Advocates LLC	Typical $650K	$160M	243	19%
Unity Financial Planning Group LLC	Very Low $340K	$71M	208	13%
Stoney Creek Advisors LLC	Very Low $280K	$48M	169	4%
Innovative Advisory Group	Typical $640K	$190M	298	9%
ISTO Advisors, LLC	Very High $2.9M	$1B	358	68%
Craft Wealth Services	Low $530K	$120M	222	15%
Defining Wealth	Very Low $280K	$49M	178	31%
Fairway Investment Group, LLC	Very Low $120K	$95M	791	1%
Pointe Capital Management LLC	Very High $2.1M	$370M	174	51%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
Baron Wealth Management, LLC	Very High $5.8M	$840M	144	72%
Financial Advisory Corporation	Very High $2.3M	$600M	258	52%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Arcadia Investment Management Corp	Very High $7.6M	$650M	85	72%
Aspire Wealth	Low $530K	$74M	140	16%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
JVL Wealth Strategies	Very High $4.2M	$780M	186	59%
Chief Advisors Corp	Low $380K	$71M	185	4%
Hill Island Financial LLC	Very High $2.7M	$570M	208	80%
Integrated Investment Consultants, LLC	Very High $3M	$750M	252	57%
SimplyRIA Advisor Network	Low $350K	$210M	602	8%
Grand Wealth Management, LLC	Very High $3.3M	$490M	147	76%
Laffer Tengler Investments, Inc.	Very High $2.4M	$580M	243	40%
Ash Matson Wealth Partners, Inc.	—	—	142	0%
Amuni Financial, Inc.	Typical $680K	$190M	283	21%
MDRN Capital	Typical $600K	$340M	569	75%
Solyco Wealth LLC	Typical $740K	$120M	158	21%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Forefront	Low $420K	$240M	572	18%
Heron Bay Capital Management	Very High $4.6M	$580M	127	36%
AAN Wealth Advisors LLC	Typical $570K	$130M	229	25%
Summit Advisors, LLC	Typical $720K	$74M	103	58%
Blue Line Capital	Typical $860K	$100M	121	20%
LRI Investments	Very High $4M	$1.9B	477	45%
Vestech Asset Management Inc.	Low $360K	$100M	278	0%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Expressive Wealth LLC	Typical $1M	$170M	165	22%
Independence Capital Co., Inc.	Low $400K	$120M	300	7%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
MMA Asset Management LLC	High $1.2M	$330M	282	52%
Vision Investment Advisors, LLC	High $1.1M	$130M	127	43%
Financial Transparency	High $1.3M	$300M	227	23%
Najarian Family Office, LLC	High $1.1M	$76M	66	38%
EPI Financial Group	Very Low $130K	$8.6M	65	0%
Generational Wealth Advisors	Very High $2.8M	$450M	159	62%
Regal Advisory Services, Inc.	Low $350K	$95M	269	17%
UHY Wealth Management RIA LLC	Low $510K	$45M	89	91%
DeRoy & Devereaux Private Investment Counsel, Inc.	Very High $15M	$1.8B	119	100%
Altar Rock	Very High $6M	$160M	26	88%
Embark Financial Partners	—	—	—	—

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