NewRiaPulse: records in Michigan
27 newRiaPulse: records in Michigan are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-18 to 2026-09-16; the most frequent is Leonard Advisory Group LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
27 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-18 to 2026-09-16. Most frequent: Leonard Advisory Group LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Leonard Advisory Group LLC (1)
- Modell Capital Management LLC (1)
- Afs Wealth Management, LLC (1)
- Fairway Investment Group, LLC (1)
- Imber Financial Group, LLC (1)
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What are the top newRiaPulse: records in Michigan right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Leonard Advisory Group LLC | $114,057,714 | 622 | Saint Joseph |
| Modell Capital Management LLC | $1,884,181,810 | 918 | Bloomfield Hills |
| Afs Wealth Management, LLC | $117,983,088 | 499 | Farmington Hills |
| Fairway Investment Group, LLC | $107,053,311 | 1131 | East Lansing |
| Imber Financial Group, LLC | $106,038,540 | 518 | Ann Arbor |
| Marnell Management LLC | $306,132,857 | 3 | Farmington Hills |
| River Raisin Investment Partners, INC. | $163,541,000 | 867 | Monroe |
| Star Wealth Management Corporation | $156,477,380 | 117 | Bingham Farms |
| Legacy Financial Services Group, INC. | $122,816,278 | 357 | Traverse City |
| Ontrack Wealth Management | $112,418,745 | 401 | Canton |
| Custom Wealth Management | $200,976,793 | 1620 | Plymouth |
| Solyco Wealth LLC | $116,168,145 | 238 | Birmingham |
| Streamsong Advisors, LLC | $124,394,948 | 479 | Grand Rapids |
| Strickler Investment Services, LLC | $107,259,633 | 672 | Brighton |
| Advisory Advocates LLC | $158,607,157 | 559 | Grand Rapids |
| Solyco Capital LLC | 🔒 Unlock all 27 records → | ||
| Wealth Ease Wealth Management | 🔒 Unlock all 27 records → | ||
| Vertrix Wealth Management, LLC | 🔒 Unlock all 27 records → | ||
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Frequently asked questions
How many newRiaPulse: records in Michigan are listed?
27 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-16.
Can I get alerts for Michigan?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records