This article showcases our top picks for the best Michigan based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Michigan Wealth Management Startups
Data sourced from Crunchbase and SemRush.
pocketnest
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Pocketnest provides comprehensive financial planning to genx and millennials in a digital methodical platform.
Chemical Bank
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Chemical Bank is a community bank that has served Michigan for over 95 years. Member FDIC. Equal Housing Lender.
The 4100 Group
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The 4100 Group offers investment and wealth management services.
Greenleaf Trust
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Despite our firm’s name, you do not need a trust to work with us.
Investment Link
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Investment Link® is a platform for Financial Advisors and Self-Directed Users to manage retirement income branded under Retirement Buckets®.
Clayton & McKervey
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Clayton & McKervey helps businesses in the areas of accounting, tax, business consulting and advice.
Isabella Community Credit Union
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Isabella Community Credit Union is a non-profit financial cooperative that offers financial products and personal service to its members.
Bloomfield Hills Financial
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Bloomfield Hills Financial is an independent financial planning and wealth management advisory firm.
Retirement Resources
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Retirement Resources specializes in retirement planning strategies and wealth management consulting services.
Bredeweg & Zylstra
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Bredeweg & Zylstra is an accounting firm that delivers bookkeeping, taxation, consultation and wealth management.
Thumb Bank & Trust
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Thumb Bank & Trust deals with financial solutions that offer personal banking, wealth management, business and agribusiness loans.
Capital Analysts of Jacksonville Florida, Inc
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Capital Analysts is an investment company that focuses on wealth management, wealth management services, and financial advise.
Starr Commonwealth MI
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Starr Commonwealth is internationally recognized as a leader in transformational programs for children, families, schools and communities.
AMDG Financial
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Fee-only, fiduciary Registered Investment Adviser
Dynamic Wealth Solutions LLC
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Registered Investment Advisory Firm
Riverbank Wealth Management
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Riverbank Wealth Management is a financial service company that specializes in wealth transfer & health insurance advisory services.
Schwartz & Co
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Schwartz & Co provides wealth management and investment banking services.
GEM Asset Management
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GEM Asset Management provides financial planning & investment management services to individuals, businesses, and non-profit organizations.
Kaplan Merzlak
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Kaplan Merzlak is a full accounting service provider that offers cash flow, budget analysis, tax planning, merger and acquisition services.
Shope & Associates
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Shope & Associates provides a comprehensive suite of investment management & wealth planning services for business owners, divorced women.
University Lending Group
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University Lending Group is a mortgage provider company that provides Conventional, FHA loans, VA loans, Renovation Loans, and many more.
Planning Alternatives
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Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.
Parkland Securities
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Parkland Securities offers financial brokerage services.
Horizon Advisers
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Horizon Advisers offers financial planning solutions, risk management, tax planning, asset and wealth management services.
Croskey Lanni
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Croskey Lanni expertise in taxation, auditing, assurance, business accounting and wealth management services.
Freeman Tax Law
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International Tax, Offshore Banking and Wealth Management Attorneys
Lake-Osceola State Bank
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Lake-Osceola State Bank offers a range of personal banking, business banking, loans and credit services as well as online banking services.
Braeburn Wealth Management
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Braeburn Wealth Management is a wealth management and investment advisory firm.
SHA Retirement Group
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SHA Retirement Group specializes in offering financial planning, taxation, insurance, wealth and investment management services
Gabridge & Co
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Gabridge & Co offers accounting, auditing, assurance, financial statements, tax & wealth management services to individuals and businesses.
Calcite Credit Union
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Calcite Credit Union provides a wide range of financial products and services include mortgages, cards and wealth management services.