Family Office Real Estate Daily · Family Office Directory

Michigan Family Offices

11
Firms
$34.8B
Total tracked AUM
$26.9B
Largest single firm
10 / 1
Multi / Single

Largest by reported AUM in Michigan: Plante Moran Financial Advisors.

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FirmAUMContactSite
Plante Moran Financial AdvisorsVerified9 Form D
Multi-Family Office · Southfield
Last private placement: Belmere Capital Fund LLC · 2026-06-30
$26.9B Phone—
Innovia Wealth, LLC
Multi-Family Office · Grand Rapids
$3.3B Email + phone—
Financial Advisory CorporationActive · 12 in 90d
Multi-Family Office · Grand Rapids
$1.1B Phonevisit
Mcmillan Office, Inc.
Multi-Family Office · St. Clair Shores
$914M Phone—
Cambient Family Office, LLC
Multi-Family Office · Ada
$858M Email + phonevisit
Skyoak Wealth
Multi-Family Office · Southfield
$693M Email + phonevisit
Family Capital Management
Multi-Family Office · Grand Rapids
$435M Email + phone—
Plante Moran Real Estate Investment AdvisorsVerified
Multi-Family Office · Southfield
$261M Phonevisit
Pinnacle Wealth Management Group, Inc.
Multi-Family Office · Plymouth
$244M Email + phonevisit
Optimal Capital Advisors, LLC
Multi-Family Office · Traverse City
$120M Email + phone—
Family Capital Management, Inc.
Single-Family Office · Grand Rapids
n/d Phone—

Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.

Michigan Family Offices — Directory — Family Office Real Estate Daily