DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Firms
SEC-registered investment advisers
One row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list. Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| Motive Wealth Advisors, LLC CRD 312303 | Birmingham, MI | independent RIA | $363M | 100% | 3 | $121M | 3 | 0 |
| Foresight Capital Management Advisors, Inc. CRD 147014 | Saline, MI | independent RIA | $351M | 83% | 3 | $117M | 0 | 0 |
| Long Road Investment Counsel, LLC CRD 171343 | Kalamazoo, MI | independent RIA | $346M | 100% | 2 | $173M | 0 | 0 |
| V•••••• W••••• M••••••••• L•• CRD 339547 | Troy, MI | independent RIA | $343M | 80% | 6 | $57.2M | 1 | 0 |
| W••••••••• A••••• A••••••• CRD 307002 | Lansing, MI | independent RIA | $337M | 89% | 8 | $42.1M | 1 | 0 |
| C•••••• C•••••• W••••• M••••••••• L•• CRD 312340 | Ann Arbor, MI | mixed wealth | $330M | 23% | 2 | $165M | 0 | 0 |
| N••••••• I••••••••• I••• CRD 107446 | Kalamazoo, MI | independent RIA | $330M | 100% | 1 | $330M | 0 | 0 |
| P•••• P••••••• CRD 336568 | Dexter, MI | independent RIA | $329M | 97% | 6 | $54.9M | 0 | 0 |
| R•• W••••• M••••••••• CRD 336536 | Alto, MI | independent RIA | $322M | 99% | 2 | $161M | 0 | 0 |
| D••• A••••••• S••••••• L•• CRD 283584 | Bingham Farms, MI | independent RIA | $316M | 99% | 3 | $105M | 4 | 0 |
| B•••••• W••••• M••••••••• C•••• CRD 159533 | Royal Oak, MI | independent RIA | $314M | 93% | 3 | $105M | 2 | 0 |
| M••••• P•••••• W•••••• L•• CRD 311638 | Auburn Hills, MI | independent RIA | $313M | 84% | 2 | $157M | 1 | 0 |
| M••••• C•••••• CRD 124489 | Troy, MI | independent RIA | $312M | 97% | 2 | $156M | 0 | 0 |
| T•• C•••••• A••••••• V•• L•• CRD 329787 | Birmingham, MI | asset manager | $311M | 0.0% | 0 | n/a | 0 | 5 |
| M•••••• M••••••••• L•• CRD 284918 | Farmington Hills, MI | asset manager | $306M | 0.0% | 0 | n/a | 0 | 1 |
| T••••• R••••••••• S••••••••• CRD 310289 | Royal Oak, MI | independent RIA | $304M | 100% | 2 | $152M | 2 | 0 |
| F•• A•••••••• I••• CRD 122132 | Farmington Hills, MI | independent RIA | $302M | 100% | 5 | $60.4M | 0 | 0 |
| S••••••• F•••• F•••••••• CRD 122408 | Swartz Creek, MI | independent RIA | $300M | 100% | 2 | $150M | 0 | 0 |
| M•••• W••••• CRD 308146 | Lansing, MI | independent RIA | $299M | 65% | 4 | $74.9M | 1 | 0 |
| S•••••••• W••••• M••••••••• CRD 328977 | Traverse City, MI | independent RIA | $299M | 98% | 8 | $37.4M | 6 | 0 |
| C••••• F•••••••• G•••• CRD 143973 | Ada, MI | independent RIA | $297M | 60% | 5 | $59.4M | 1 | 0 |
| U•• F•••••••• S••••••••• L•• CRD 103857 | Ada, MI | independent RIA | $297M | 98% | 128 | $2.3M | 100 | 0 |
| P••••••• H••• W••••• M••••••••• CRD 305619 | Birmingham, MI | independent RIA | $296M | 97% | 4 | $74.0M | 1 | 0 |
| U•••• H••••••• C•••••• CRD 309768 | Detroit, MI | institutional | $295M | 0.0% | 0 | n/a | 0 | 0 |
| S••••••••• T•••• A••••••• CRD 121348 | Grandville, MI | independent RIA | $295M | 100% | 4 | $73.7M | 0 | 0 |
| B•••••••• P••••••• L•• CRD 312902 | Traverse City, MI | independent RIA | $293M | 95% | 3 | $97.6M | 0 | 0 |
| R••••••••• V•••••• C•••••• M••••••••• I••• CRD 162268 | Ann Arbor, MI | asset manager | $293M | 0.0% | 0 | n/a | 0 | 5 |
| H••••••• W••••• M••••••••• I••• CRD 300918 | Traverse City, MI | independent RIA | $293M | 98% | 4 | $73.1M | 0 | 0 |
| A•••• M••••••••• C••• CRD 110507 | Grand Haven, MI | mixed wealth | $282M | 22% | 3 | $94.1M | 0 | 0 |
| G•• G••••• I••••••••• I••• CRD 107645 | Bloomfield Hills, MI | independent RIA | $281M | 97% | 5 | $56.3M | 0 | 0 |
| D•• I••••••••• A•••••••• L•• CRD 123283 | Bay City, MI | independent RIA | $280M | 56% | 5 | $56.0M | 3 | 0 |
| P•••••••• F••••••••• I••• CRD 138393 | Novi, MI | independent RIA | $279M | 98% | 5 | $55.9M | 1 | 0 |
| J•• F•••••••• S•••••••• I••• CRD 124456 | Trenton, MI | independent RIA | $277M | 100% | 2 | $138M | 0 | 0 |
| F••••••••• CRD 289483 | Troy, MI | independent RIA | $272M | 100% | 1 | $272M | 1 | 0 |
| T••• B••• F••••••••• L•• CRD 310841 | Stevensville, MI | independent RIA | $272M | 98% | 3 | $90.5M | 1 | 0 |
| D••• F•••••••• G••••• L•• CRD 323054 | Kalamazoo, MI | independent RIA | $271M | 100% | 3 | $90.2M | 0 | 0 |
| B•••••••• L•• CRD 161803 | Farmington Hills, MI | asset manager | $270M | 0.0% | 0 | n/a | 0 | 4 |
| G••••••••• F••••••••• I••• CRD 150890 | Spring Arbor, MI | independent RIA | $263M | 79% | 5 | $52.7M | 0 | 0 |
| N•••••••• M•••• M•••••••• L•• CRD 129024 | Bloomfield Hills, MI | asset manager | $260M | 0.0% | 0 | n/a | 0 | 3 |
| R•• F•••••••• S••••••••• L•• CRD 124468 | Mt. Pleasant, MI | independent RIA | $260M | 95% | 3 | $86.7M | 1 | 0 |
| B••••••• W••••• M••••••••• L•• CRD 158007 | Muskegon, MI | independent RIA | $259M | 96% | 3 | $86.5M | 0 | 0 |
| P•• • V• A•••• M••••••••• C••••••••• I•• CRD 110491 | Portage, MI | independent RIA | $254M | 95% | 3 | $84.6M | 0 | 0 |
| D• • C• A•••••••• L•• CRD 155645 | Holland, MI | independent RIA | $252M | 84% | 10 | $25.2M | 1 | 0 |
| E•••••••• W••••• M••••••••• L•• CRD 174090 | Williamston, MI | independent RIA | $249M | 100% | 6 | $41.5M | 2 | 0 |
| N••••••• E••• W••••• M••••••••• CRD 338102 | Marquette, MI | independent RIA | $247M | 100% | 4 | $61.7M | 0 | 0 |
| C•••• R•••• W••••• M••••••••• L•• CRD 172689 | Kalamazoo, MI | independent RIA | $245M | 100% | 3 | $81.5M | 0 | 0 |
| P••••••• W••••• M••••••••• G••••• I••• CRD 281935 | Plymouth, MI | independent RIA | $244M | 100% | 4 | $60.9M | 0 | 0 |
| P••••• M•••• R••• E••••• I••••••••• A••••••• CRD 323718 | Southfield, MI | asset manager | $243M | 0.0% | 5 | $48.6M | 2 | 0 |
| E•••••• C•••••• M••••••••• L•• CRD 234790 | Bloomfield Hills, MI | asset manager | $241M | 0.0% | 0 | n/a | 0 | 1 |
| R••••••• B•••••••• I••• CRD 158916 | Jackson, MI | independent RIA | $241M | 97% | 4 | $60.2M | 0 | 0 |
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306 advisers match.