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Fastest Growing RIAs
in Michigan

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Breakwater Capital
Kalamazoo, 
MI
3 Year Grow Rate:
544%
AUM (MM):
$109

#

Robert Charles Capital Management
Grand Rapids, 
MI
3 Year Grow Rate:
161%
AUM (MM):
$57

#

SS&H Financial Advisors, Inc.
Troy, 
MI
3 Year Grow Rate:
117%
AUM (MM):
$281

#

Blue Chip Partners, Inc.
Farmington, 
MI
3 Year Grow Rate:
105%
AUM (MM):
$768

#

West Loop Financial LLC
Fennville, 
MI
3 Year Grow Rate:
95%
AUM (MM):
$33

#

Grand Wealth Management, LLC
Grand Rapids, 
MI
3 Year Grow Rate:
82%
AUM (MM):
$404

#

Baron Wealth Management, LLC
Troy, 
MI
3 Year Grow Rate:
71%
AUM (MM):
$397

#

LSIA
Bloomfield Hills, 
MI
3 Year Grow Rate:
70%
AUM (MM):
$6,030

#

IAM Financial
East Lansing, 
MI
3 Year Grow Rate:
62%
AUM (MM):
$39

#

Long Lake Capital Management, LLC
Birmingham, 
MI
3 Year Grow Rate:
60%
AUM (MM):
$18

#

Emerson Wealth, LLC
Bloomfield Hills, 
MI
3 Year Grow Rate:
59%
AUM (MM):
$468

#

JLB & Associates Inc
Plymouth, 
MI
3 Year Grow Rate:
56%
AUM (MM):
$631

#

LeJeune Puetz Investment Counsel
Traverse City, 
MI
3 Year Grow Rate:
55%
AUM (MM):
$304

#

Brooktree Capital Management Inc.
Grand Rapids, 
MI
3 Year Grow Rate:
48%
AUM (MM):
$122

#

Liberty Capital Management Inc
Birmingham, 
MI
3 Year Grow Rate:
47%
AUM (MM):
$402

#

Provident Investment Management, Inc.
Novi, 
MI
3 Year Grow Rate:
45%
AUM (MM):
$782

#

YDream Financial Services, Inc.
Canton, 
MI
3 Year Grow Rate:
43%
AUM (MM):
$56

#

Cranbrook Wealth Management, LLC
Bloomfield Hills, 
MI
3 Year Grow Rate:
43%
AUM (MM):
$771

#

NPF Investment Advisors
Grand Rapids, 
MI
3 Year Grow Rate:
42%
AUM (MM):
$1,661

#

Financial Advisory Corporation
Grand Rapids, 
MI
3 Year Grow Rate:
40%
AUM (MM):
$678

#

Cahill Wealth Management, LLC
Portage, 
MI
3 Year Grow Rate:
40%
AUM (MM):
$258

#

Simple Portfolio Management, Inc.
Northville, 
MI
3 Year Grow Rate:
40%
AUM (MM):
$105

#

Sigma Investment Counselors
Northville, 
MI
3 Year Grow Rate:
39%
AUM (MM):
$1,222

#

N.V.N.G. Investments, Inc.
Kalamazoo, 
MI
3 Year Grow Rate:
39%
AUM (MM):
$148

#

George Papadopoulos, CPA/PFS, CFP
Novi, 
MI
3 Year Grow Rate:
37%
AUM (MM):
$51

#

Exchange Capital Management Inc
Ann Arbor, 
MI
3 Year Grow Rate:
37%
AUM (MM):
$542

#

LaFleur & Godfrey Private Wealth Management
Grand Rapids, 
MI
3 Year Grow Rate:
35%
AUM (MM):
$566

#

Arbor Wealth Advisors LLC
Troy, 
MI
3 Year Grow Rate:
32%
AUM (MM):
$391

#

Retirement Funding Advisors Inc.
Troy, 
MI
3 Year Grow Rate:
28%
AUM (MM):
$604
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