- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Michigan # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 27 newRiaPulse: records in Michigan (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=MI) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=MI&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=MI) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 27 Most frequent - 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) ## How do I get new newRiaPulse: records in Michigan by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=MI) [Watch this exact filter](/v/newriapulse?state=MI#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 27 records → | | Wealth Ease Wealth Management | Included in the full CSV with every column 🔒 Unlock all 27 records → | | Vertrix Wealth Management, LLC | Included in the full CSV with every column 🔒 Unlock all 27 records → | Browse 12 more matching record reports - [Solyco Capital LLC](/report/newriapulse/solyco-capital-llc-rochester-mi--ria-338113) - [Wealth Ease Wealth Management](/report/newriapulse/wealth-ease-wealth-management-marshall-mi--ria-332595) - [Vertrix Wealth Management, LLC](/report/newriapulse/vertrix-wealth-management-llc-troy-mi--ria-339547) - [Md Wealth Management, LLC](/report/newriapulse/md-wealth-management-llc-chelsea-mi--ria-297823) - [Daniel Investment Group INC.](/report/newriapulse/daniel-investment-group-inc-royal-oak-mi--ria-338851) - [Ai Alpha LLC](/report/newriapulse/ai-alpha-llc-grand-rapids-mi--ria-334908) - [Hoover Private Wealth, LLC](/report/newriapulse/hoover-private-wealth-llc-royal-oak-mi--ria-336484) - [Northern Edge Wealth Management](/report/newriapulse/northern-edge-wealth-management-marquette-mi--ria-338102) - [Mbx Investors LLC](/report/newriapulse/mbx-investors-llc-farmington-hills-mi--ria-339299) - [Uhy Wealth Management RIA LLC](/report/newriapulse/uhy-wealth-management-ria-llc-farmington-hills-mi--ria-317608) - [Charlton Management, LLC](/report/newriapulse/charlton-management-llc-clawson-mi--ria-341804) - [Tamarisk Capital Management](/report/newriapulse/tamarisk-capital-management-holland-mi--ria-339175) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Michigan public-record feeds [CMS HAC Reduction & Readmissions Penalties by Hospital in Michigan](/hub/hospitalpenaltypulse/state/mi) [Carrier Out-of-Service Alerts in Michigan](/hub/fmcsasafetypulse/state/mi) [Federal Alcohol Permit Holder Directory in Michigan](/hub/ttbpermitpulse/state/mi) [New NSF Research Awards by Institution in Michigan](/hub/nsfawardpulse/state/mi) [HIPAA Breach Reports (500+ Individuals) by State & Type in Michigan](/hub/hipaabreachpulse/state/mi) [New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Michigan](/hub/erateproviderpulse/state/mi) [Newly Posted IRS Automatic Revocations of Tax Exemption in Michigan](/hub/nonprofitrevocationpulse/state/mi) [FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in Michigan](/hub/truckinsurancecancelpulse/state/mi) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)