New Advisers Weekly

Newly registered investment advisers in Michigan

8 adviser firms in Michigan had a first registration approved in the last 30 days, 18 in the last 90 and 96 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

7G MULTI-FAMILY OFFICE LLC

Bloomfield Hills · approved 2026-11-10

State-registered

RETIRE WEALTH STRATEGIES LLC

MI · city not in the state feed · approved 2026-11-09

State-registered

ZEN HORIZON

Okemos · approved 2026-11-05

State-registered

CREATIVE INVESTMENT ADVISORS, LLC

MI · city not in the state feed · approved 2026-11-02

State-registered

SEICHE CAPITAL

MI · city not in the state feed · approved 2026-10-30

Exempt reporting

DEMULL FINANCIAL

Lansing · approved 2026-10-27

State-registered

PAROUSIA WEALTH STEWARDS

MI · city not in the state feed · approved 2026-10-27

State-registered

NOYA INVESTMENT ADVISORS LLC

Birmingham · approved 2026-10-20

State-registered

The paid lists

The 8 above are the last 30 days in Michigan, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (88)

FirmCitySegmentApproved
ROYAL WEALTH MANAGEMENT LLC—State-registered2026-10-13
STEEL TOE WEALTHOkemosState-registered2026-10-12
HUNDRED FINANCIAL PLANNINGGrand RapidsState-registered2026-09-25
LEONARD ADVISORY GROUP LLCSaint JosephSEC-registered2026-09-16
ASTRAEA WEALTH MANAGEMENT—State-registered2026-09-10
AFS WEALTH MANAGEMENT, LLCFarmington HillsSEC-registered2026-08-28
INERTIAL FRAMEFlintState-registered2026-08-27
ENTRUSTED STEWARDSHIP LLC—State-registered2026-08-26
HURDLE6 CAPITAL, LLC—Exempt reporting2026-08-24
FAIRWAY INVESTMENT GROUP, LLCEast LansingSEC-registered2026-08-18
RAM LEGACY WEALTH MANAGEMENTHighlandState-registered2026-08-10
IMBER FINANCIAL GROUP, LLCAnn ArborSEC-registered2026-08-07
C RESERVE CAPITAL, LLCTroyExempt reporting2026-08-06
30,000 FT WEALTH MANAGEMENTSterling HeightsState-registered2026-07-30
MARNELL MANAGEMENT LLCFarmington HillsSEC-registered2026-07-23
NECESSITY & CHANCE, L.L.C.—Exempt reporting2026-07-15
RIVER RAISIN INVESTMENT PARTNERS, INC.MonroeSEC-registered2026-07-14
CHRIST CAPITAL ADVISORS—State-registered2026-07-09
MARRAM VENTURESSaugatuckExempt reporting2026-07-08
LAKEPOINT WEALTH PARTNERSHighlandState-registered2026-06-30
RED CAR WEALTH MANAGEMENT INC—State-registered2026-06-29
ENGLER FINANCIAL—State-registered2026-06-25
LEGACY FINANCIAL SERVICES GROUP, INC.Traverse CitySEC-registered2026-06-18
STAR WEALTH MANAGEMENT CORPORATIONBingham FarmsSEC-registered2026-06-18
HOWARD FIDUCIARY INVESTMENTS—State-registered2026-06-15
ONTRACK WEALTH MANAGEMENTCantonSEC-registered2026-06-15
BG ADVISORS, INC.Bloomfield HillsState-registered2026-06-11
1885 CAPITALHancockExempt reporting2026-06-05
BAY POINTE FINANCIALNew BaltimoreSEC-registered2026-05-28
QUARTON CAPITAL PARTNERSBirminghamState-registered2026-05-22
WEALTH PERSONALElk RapidsState-registered2026-05-19
WENTWORTH WEALTH GROUP—State-registered2026-05-19
KAVA FINANCIAL LLC—State-registered2026-05-08
CUSTOM WEALTH MANAGEMENTPlymouthSEC-registered2026-05-01
VEGA WEALTH LLC—State-registered2026-04-27
SOLYCO WEALTH LLCBirminghamSEC-registered2026-04-24
ASSEMBLY VENTURES SELECT MANAGEMENT, LLCDetroitExempt reporting2026-04-17
MBX INVESTORS LLCFarmington HillsSEC-registered2026-04-08
PENSTOCK EQUITY MANAGEMENT LLCBirminghamExempt reporting2026-04-07
RIVER OAK CAPITAL MANAGEMENT, LLCTroyExempt reporting2026-04-07
FITSHA CONSULTING—State-registered2026-04-06
STREAMSONG ADVISORS, LLCGrand RapidsSEC-registered2026-04-02
BIRMINGHAM CAPITAL LLC—State-registered2026-03-26
RELIANCE ASSET MANAGEMENT LLCDavisonState-registered2026-03-26
UHY WEALTH MANAGEMENT RIA LLCSterling HeightsSEC-registered2026-03-26
GREYDOG FINANCIALAnn ArborState-registered2026-03-23
MEASURED PATH CAPITAL, LLC.—State-registered2026-03-23
MUDITA VENTURE PARTNERS LLCBingham FarmsExempt reporting2026-03-20
THATCHER WEALTH MANAGEMENTGrand RapidsState-registered2026-03-20
DGB MANAGEMENT LLCTroyExempt reporting2026-03-19
ROSENBERG WEALTH ADVISORSBirminghamSEC-registered2026-03-19
RYZOME INVESTMENT ADVISORSOkemosSEC-registered2026-03-18
GREAT LAKES BAY FINANCIALSaginawState-registered2026-03-06
STRICKLER INVESTMENT SERVICES, LLCBrightonSEC-registered2026-03-06
ADVISORY ADVOCATES LLCGrand RapidsSEC-registered2026-03-04
IM WEALTHAdaState-registered2026-03-03
TOWER RIDGE INVESTMENT MANAGEMENT LLC—State-registered2026-03-03
FREEDOM FINANCIAL CONSULTING—State-registered2026-03-02
SOLYCO CAPITAL LLCRochesterSEC-registered2026-02-25
FREEDOM FORMULA WEALTH MANAGEMENT—State-registered2026-02-19
WEALTH EASE WEALTH MANAGEMENTMarshallSEC-registered2026-02-18
BOSTWICK INVESTMENT CONSULTINGGrand RapidsState-registered2026-02-12
BROCK POND CAPITAL PARTNERS LLCAnn ArborExempt reporting2026-02-06
CONNECTED FINANCIAL STRATEGIES LLC—State-registered2026-02-06
FORD FINANCIAL FITNESS—State-registered2026-01-29
INSPIRE WEALTH ADVISORY LLCBrightonState-registered2026-01-29
DELTA FINANCIAL, INC.EscanabaState-registered2026-01-16
HUGHES FAMILY CAPITAL, LLCGrand RapidsState-registered2026-01-16
MITCH LYONS WEALTH LLCRockfordState-registered2026-01-16
CEDAR GROVE CAPITAL MANAGEMENT—State-registered2026-01-07
FUTR WEALTH MANAGEMENT LLC—State-registered2026-01-07
BROHL FINANCIAL LLCGrand RapidsState-registered2026-01-06
CRESTLAND CAPITAL MANAGEMENT, LLC—Exempt reporting2026-01-05
GREENSVIEW WEALTH—State-registered2026-01-05
NORTHERN SHORE CAPITAL LLCBloomfield HillsExempt reporting2025-12-19
VERTRIX WEALTH MANAGEMENT, LLCTroySEC-registered2025-12-19
MD WEALTH MANAGEMENT, LLCChelseaSEC-registered2025-12-15
MODELL CAPITAL MANAGEMENT LLCBloomfield HillsSEC-registered2025-12-15
APEPA ADVISORS LLC—State-registered2025-12-09
TAMARISK CAPITAL MANAGEMENTGrand RapidsSEC-registered2025-12-04

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.