Clients per advisor for Independent firms serving clients in Michigan

In Michigan, independent financial advisors tend to serve more clients per advisor than the typical national independent firm, with a median of 34 clients compared to the national median of 25. This suggests that Michigan advisors may be balancing personalized service with a somewhat larger client base, possibly reflecting a mix of advisors who are both growing their practices and those maintaining a moderate scale. With 268 independent firms in the state, clients can expect a range of service models—from advisors focused on deeper, relationship-driven approaches to those managing a broader client roster for efficiency. This diversity allows for varied options depending on the level of attention and service desired.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

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

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
Milieu Personal Finance LLC	Very Low 1	1	1	1
Wellspring Investing	Very Low 1	1	1	1
Nylrem Asset Management, LLC	Very Low 1	1	1	1
Innermost Wealth Management, LLC	Very Low 1	1	1	1
Noble Street Wealth Management	Very Low 2	2	1	1
Scout Financial Planning	Very Low 2	2	1	1
Institute of Trade Management	Very Low 2	2	1	1
Ballers and Associates	Very Low 3	3	1	1
Sensible Financial Solutions, LLC	Very Low 3	3	1	1
Daniel Ryan Financial LLC	Very Low 3	3	1	1
Socrates Financial Planning	Very Low 4	4	1	1
Laurentine Investments LLC	Very Low 4	4	1	1
Jamerson-Crosby Investment Advisors LLC	Very Low 4	4	1	1
Glass Retirement Strategies, Inc.	Very Low 4	4	1	2
Dobbins Capital Management	Very Low 5	5	1	1
Mirror Lake Wealth Management, LLC	Very Low 5	5	1	1
Planvesting, LLC	Very Low 5	5	1	1
Grad Wealth Management PLLC	Very Low 5	5	1	1
Fountaindale, LLC	Very Low 5	0	1	2
Asset Architects, LLC	Very Low 5	5	1	1
Orcus Investment Advisors, LLC	Very Low 5	5	1	1
Kastler Financial Planning	Very Low 5	5	1	1
Planpath Financial	Very Low 5	5	1	2
Brookwood Financial Services	Very Low 5	5	1	1
Griffon Investment Advisors Incorporated	Very Low 5	5	1	1
Kennedy Investment Counsel LLC	Very Low 6	6	1	1
Efficient Planning Solutions LLC	Very Low 6	6	1	1
Pierce Financial LLC	Very Low 6	6	1	1
Sullivan Dunn Wealth Management	Very Low 7	7	1	2
Tetra Wealth Management	Very Low 7	7	1	1
Fuleihan, Camille, Farid	Very Low 7	7	1	1
RJB Investment Advisory Services, LLC	Very Low 7	7	1	1
Select Financial Services Group, Inc.	Very Low 7	7	1	1
Fiducial Partners LLC	Very Low 7	7	1	1
Precision Vector Financial	Very Low 7	7	1	1
Whistle Stop Financial Advice	Very Low 8	8	1	1
Blumberg B+V Advisors, LLC	Very Low 8	8	1	1
Calado Capital	Very Low 8	8	1	1
Scale Investment Group	Very Low 8	0	1	1
Grand Street Wealth Management, LLC	Very Low 8	8	1	1
Fountainhead Financial Management, Inc.	Very Low 8	0	1	1
Full Bloom Financial	Very Low 8	8	1	1
Boardwalk Wealth Management	Very Low 8	8	1	1
Grit and Lavender Financial Planning	Very Low 8	8	1	1
Cole Investment Advisors, Inc.	Very Low 8	8	1	1
Haven Financial Partners LLC	Low 9	9	1	1
Paycheck to Wealth, LLC	Low 9	9	1	1
KB Wealth Management, LLC	Low 9	9	1	1
Bowen Financial Planning LLC	Low 10	10	1	1
Henchmen Partners	Low 10	10	1	1
Action Point Retirement Group LLC	Low 10	10	1	1
Adestella Investment Management LLC	Low 11	11	1	1
MJS Capital Inc.	Low 11	11	1	1
Vedanta Sentinel Investment Advisors	Low 11	11	1	1
Hardy Financial Planning	Low 11	11	1	1
Alpha Investment Management, Inc.	Low 11	11	1	1
Neville Wealth Management	Low 12	12	1	1
Weather Eye Advisors, Inc.	Very Low 12	12	1	2
Donner's Financial Services Inc.	Low 12	12	1	1
Tribble Financial Planning	Low 12	12	1	1
Abram Asset Management	Low 13	13	1	1
Conklin Financial Management, LLC	Low 13	13	1	1
Glass City Capital Management, LLC	Low 13	13	1	1
Falconer Group	Low 14	14	1	1
Dishow Wealth Management LLC	Low 14	14	1	1
Kaunisto Capital L.L.C.	Low 14	14	1	1
Whale Shark Financial LLC	Low 14	14	1	1
Meridian Asset Management	Low 14	14	1	1
Objective Investments, LLC	Low 15	15	1	1
Belle Eve Financial	Low 15	15	1	1
Spartan Capital Management, LLC	Very Low 15	15	1	2
Freedom Financial Planning Solutions, LLC	Low 16	16	1	1
Advosion	Low 16	16	1	1
AverTrust Wealth LLC	Low 16	16	1	1
Newage Advisors LLC	Low 16	16	1	1
Personal Wealth Management, LLC	Low 17	17	1	1
George Papadopoulos, Cpa/Pfs,Cfp	Low 17	17	1	1
Vartanian Capital Management	Low 17	17	1	1
Golden Goose Wealth Planning	Low 17	17	1	1
Chessie Advisors, LLC	Low 18	18	1	1
Namesake Group	Low 18	18	1	1
Cornerstone Asset Management, LLC	Low 18	18	1	1
Creo Global Capital LLC	Low 18	18	1	1
Physicians' Financial L.C.	Low 18	18	1	1
Underhill Investments, LLC	Low 18	18	1	1
Reinhart Asset Management LLC	Low 18	18	1	1
Global Portfolio Services LLC	Typical 19	19	1	1
Olive Tree Asset Management	Typical 19	19	1	1
Martin W. Rosenzveig & Co., LLC	Typical 19	19	1	1
Hallgren Financial LLC	Typical 20	20	1	1
Investors Management Services Inc	Low 20	20	1	2
GilliKin Advisors Limited	Typical 20	20	1	1
Cultivate Financial Wellness, LLC	Typical 20	20	1	1
Pointe Equity Partners LLC	Typical 20	20	1	1
State Street Financial Advisors, LLC	Typical 20	20	1	1
Richard A. Stebbins CPA CFP CMFC	Typical 20	20	1	1
Conway Asset Management, Inc.	Typical 21	21	1	1
Pathway Financial Planning	Typical 22	22	1	1
True Wealth Retirement Partners, LLC	Typical 22	22	1	1
Weil Enterprises, Inc.	Low 22	22	1	2
MGC Capital	Typical 22	22	1	1
Retirement & Investment Planning, Inc.	Low 22	22	1	2
Soo Financial L.L.C.	Typical 23	23	1	1
CES Investment Strategies	Typical 23	23	1	1
IAM Financial	Typical 23	23	1	1
Third Coast Securities LLC	Typical 23	23	1	1
Security Financial Advisors,LLC	Typical 24	24	1	1
Investment Initiatives, LLC	Typical 24	24	1	1
Clearview Capital	Typical 24	24	1	1
Maxwell Investment Advisory Services	Typical 24	24	1	1
Personal Financial Advice & Insights, LLC	Typical 24	24	1	1
XLM Capital Management	Typical 24	24	1	1
Heath Capital Management, Inc.	Typical 25	25	1	1
Ridge Investment Advisors	Typical 25	25	1	1
Compound Value Advisers, LLC	Typical 25	25	1	1
MNM Vested, LLC	Typical 25	25	1	1
Convert Financial Services LLC	Typical 26	26	1	1
3A Financial Group, LLC	Typical 26	26	1	1
Core Financial Planning	Typical 26	26	1	1
Magna Advisors	Typical 27	27	1	1
Fintentional LLC	Typical 27	27	1	1
West Loop Financial LLC	Typical 27	27	1	1
Lakeview Investment Advisors, LLC	Typical 27	27	1	1
Independent Financial Services	Low 27	27	1	2
Dushane Management, Inc.	Typical 27	27	1	1
Wolakota Financial Advisors	Typical 28	28	1	1
Vermeulen Capital Management	Typical 28	28	1	1
DCO Capital Management LLC	Typical 28	28	1	1
Horton Financial Planning LLC	Typical 29	29	1	1
Stamford Bridge Wealth Management LLC	Typical 29	29	1	1
Park Investments and Consulting LLC	Typical 29	29	1	1
Ferris Financial Services, L.L.C.	Typical 30	30	1	1
PDM Investment Services, LLC	Typical 30	30	1	1
Banyan Asset Management, Inc.	Typical 30	30	1	1
The Financial Planning Company	Typical 31	31	1	1
Black Diamond Investment Group,Inc.	Typical 32	32	1	1
Verdura Wealth Management, LLC	Typical 32	32	1	1
Dorchester Advisors LLC	Typical 32	32	1	1
Simmons Financial Services, Inc.	Low 32	32	1	2
Side-By-Side Financial Planning, LLC	Typical 32	32	1	1
Haas Financial Services Inc	Typical 32	32	1	1
Tailwind Wealth Management, LLC	Typical 32	32	1	1
SkySail Wealth Management LLC	High 33	33	1	1
Calvert Planning Corporation	High 33	33	1	1
Taylor Strategic Wealth Management, LLC	High 34	34	1	1
Sequence Analytix, LLC	High 34	34	1	1
DrivenWealth, LLC	High 34	34	1	1
Colloquium Asset Management, Inc.	High 35	35	1	1
Reliance Capital Holdings, LLC	High 35	35	1	1
ARK Advisors, LLC	High 36	36	1	1
46 and 2 Investment Advisors, LLC	High 37	37	1	1
University Wealth Advisors LLC	High 38	38	1	1
Brigman Wealth Management	High 38	38	1	1
4Square Advisory Services, Inc.	High 39	39	1	1
Marin Financial LLC	High 40	40	1	1
Long Lake Capital Management, LLC	High 40	40	1	1
Wendt Financial Advisors, LLC	High 40	40	1	1
R.J. Sutts & Company	High 40	40	1	1
JDV Wealth Advisors, LLC	High 40	40	1	1
Oliver Financial Planning LLC	High 40	40	1	1
Rich Michaels Investments, LLC	High 41	41	1	1
KRS Capital Management, LLC	Typical 42	42	1	2
Lamberson Knight Wealth Management LLC	High 42	42	1	1
Robert Charles Capital Management	High 42	42	1	1
Ford Financial Fitness	High 43	43	1	1
Straightgate Financial LLC	Typical 43	43	1	2
Coriander Financial Group LLC	High 44	44	1	1
Don A. Slabaugh, LLC	High 44	44	1	1
GK Private Wealth Partners LLC	High 44	44	1	1
Alliance Advisors Wealth Management LLC	High 45	45	1	1
RAPIDS FINANCIAL LLC	High 45	45	1	1
Bespoke Financial Planning, LLC	High 47	47	1	1
Waterford Financial Management, LLC	High 47	47	1	1
UsaWorld Capital LLC	High 47	47	1	1
I Am, Inc.	High 48	48	1	1
Mangotree Capital, LLC	Typical 48	48	1	2
Daniel Investments, Inc.	High 49	49	1	1
Sterling Advisory Group LLC	High 49	49	1	1
Diversified Consumer Planning LLC	Typical 50	50	1	2
Wealth Management Partners of Michigan, LLC	High 50	50	1	1
1st Securities Management, Inc	High 50	50	1	1
Kuli Capital Management	High 50	50	1	1
Summit Wealth Strategies Group, LLC	High 51	51	1	1
Salehi Wealth Management, LLC	High 51	51	1	1
Diversified Consumer Planning	High 52	52	1	1
John M. Leonard, LLC	High 52	52	1	1
Lineguard Investments, LLC	High 53	53	1	1
Geddi Capital LLC	Typical 53	53	1	2
Voorman Investment Counsel LLC	High 53	53	1	1
Face 2 Face Financial Planning, LLC	High 54	54	1	1
Cwpim	High 54	54	1	1
RK Asset Management	High 57	57	1	1
Fitzpatrick Financial Solutions, LLC	High 58	58	1	1
Professional Analysts, LLC	Typical 58	58	1	2
RMG Advisory Services	Typical 58	58	1	2
Isadore Private Wealth, LLC	High 58	58	1	1
C&D Wealth Advisors	Typical 59	59	1	2
Randazzo Capital Management, LLC	High 59	59	1	1
Bakalis Financial Inc.	High 60	60	1	1
Antonio Stokes Advisors	High 60	60	1	1
Naylor Asset Management, LLC	Typical 60	60	1	2
DC & Associates	High 60	60	1	1
Genfi LLC	Very High 62	62	1	1
Armor Wealth Strategies, LLC	Typical 62	62	1	2
Simple Portfolio Management, Inc.	Very High 63	63	1	1
SW Advisors, LLC	Very High 63	63	1	1
Retirement Capital Services LLC	Very High 63	63	1	1
Liberty Financial Planning, Inc.	Very High 64	64	1	1
DV Kill Advisory Services, LLC	Very High 64	64	1	1
Association Financial Services, LLC	High 64	64	1	2
Schmerge Executive Planning Services, Inc.	Very High 65	65	1	1
Wolverine Wealth Advisory Services Inc.	Very High 65	65	1	1
Mcn Investment Management Co.	Very High 65	65	1	1
Saunders Financial LLC	Very High 66	66	1	1
MMI Asset Management Services, LLC	High 66	66	1	2
MSDR Partners, LLC	Very High 66	66	1	1
Zephyr Advisers	Very High 67	67	1	1
Rollingwave Capital	Very High 67	67	1	1
Front Street Wealth Management	High 68	68	1	2
Confidential Management Advisors, Inc.	Very High 69	69	1	1
Behlke Financial	Very High 69	69	1	1
Watershed Wealth	Very High 71	71	1	1
MarketStrats, LLC	Very High 71	71	1	1
Northpointe Investment Advisory, LLC	Very High 71	71	1	1
Faithful Steward Wealth Management, Inc.	Very High 71	71	1	1
Harbor Light Planning	Very High 72	72	1	1
Tamma Capital LLC	Very High 72	72	1	1
Lake Jericho, LLC	Very High 73	73	1	1
Global Wealth Advisors LLC	Very High 74	74	1	1
NGP Financial Planning, LLC	Very High 75	75	1	1
Recker Financial LLC	Very High 76	76	1	1
Able Wealth Management Solutions LLC	Very High 77	77	1	1
Morter Investment Management LLC	Very High 79	79	1	1
Deller Wealth Management LLC	Very High 79	79	1	1
Mueller Asset Management	Very High 80	80	1	1
Villaire Financial, LLC	Very High 80	80	1	1
Phibbs Financial	Very High 80	80	1	1
Upbeat Financial	Very High 83	83	1	1
Macino Financial, LLC	High 83	83	1	2
Cardinal Financial Consultants, LLC	Very High 84	84	1	1
Core Wealth Consultants, LLC	Very High 85	85	1	1
Black Walnut Wealth Management	High 86	86	1	2
Forward Financial LLC	Very High 88	88	1	1
Bullseye Investment Group	Very High 89	89	1	1
Heal Financial LLC	Very High 89	89	1	1
Cook & Associates	Very High 89	89	1	1
Simplified Financial Partners	High 89	89	1	2
Thomas Jones Financial LLC	Very High 90	90	1	1
J Wilson Wealth Management	Very High 91	91	1	1
Summitview Advisors	Very High 93	93	1	1
Patriot Wealth Planners LLC	Very High 95	95	1	1
Clarity Wealth Management LLC	Very High 95	95	1	1
Castle Wealth Group Investments LLC	Very High 96	96	1	1
Plaisier Financial Group LLC	Very High 97	97	1	1
New View Financial, LLC	Very High 98	98	1	1
Asset Preservation Capital, LTD	Very High 100	100	1	1
Retirement Investment Advisors Inc.	Very High 100	100	1	1
Visionquest Financial Planning LLC	Very High 100	100	1	1
Greenrock Wealth Management, LLC	Very High 101	101	1	1
Reitz Capital Advisors LLC	Very High 101	101	1	1
M.A. Global Investment Advisor, LLC	Very High 106	106	1	1
ECF Wealth, Inc.	Very High 109	109	1	1
Trinity Wealth Solutions LLC	Very High 109	109	1	1
Derrin Leigh LLC	Very High 110	110	1	1
Impact Investment Strategies, Inc	Very High 113	113	1	1
Liberty Wealth Managers	Very High 114	114	1	2
Equivest Financial Advisors LLC	Very High 123	123	1	1
Effective Assets	Very High 124	124	1	2
Ydream Financial Services, Inc.	Very High 125	125	1	1
Elevation Financial LLC	Very High 125	125	1	1
Octo Capital, LLC	Very High 135	135	1	1
TreMonte Financial Consultants	Very High 136	136	1	2
Domo Capital Management, LLC	Very High 137	137	1	1
A J Feldman Financial, LLC	Very High 140	140	1	1
Jim Roberts Investment Advisors LLC	Very High 144	144	1	1
Loyd Financial Management Inc.	Very High 149	149	1	2
Integrated Financial Planning Solutions, LLC	Very High 150	150	1	1
Sullivan Investment Management LLC	Very High 151	151	1	1
Richwood Investment Advisors, LLC	Very High 156	156	1	1
Equity Planning Group, Inc.	Very High 157	157	1	1
Our Investment Guy	Very High 162	162	1	1
LIFEGOALS FINANCIAL GROUP	Very High 163	163	1	1
FinancialMD, LLC	Very High 164	164	1	1
Tim Crawford CPA	Very High 175	175	1	1
Fitbux RIA LLC	Very High 180	180	1	1
Advanced Financial Management, Inc.	Very High 184	184	1	2
Advance Wealth Management Service, LLC	Very High 191	191	1	1
Bridgeriver Advisors LLC	Very High 200	200	1	2
SunRift Capital Partners LLC	Very High 205	205	1	1
Wealth & Wellness Group, LLC	Very High 218	218	1	1
Skiver Investment Services	Very High 239	239	1	1
Affluent Solutions, LLC	Very High 240	240	1	1
The Brock Group, LLC	Very High 253	253	1	1
Wealth Management Partners LLC	Very High 260	260	1	1
Allen Financial Management	Very High 288	288	1	1
Structured Investment Advisors, LLC	Very High 299	299	1	1
Koehler Financial Services, Inc.	Very High 329	329	1	1
Vitale Wealth Management	Very High 370	370	1	1
Worldwide Capital Advisors, LLC	Very High 380	380	1	2
Fineberg Wealth Management, LLC	Very High 390	390	1	1
Legacy Cornerstone Wealth	Very High 441	441	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
Patrick Financial Group LLC.	Very High 603	603	1	2
LendingRobot	Very High 609	609	1	2

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