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CRAIN'S LIST: LARGEST MONEY MANAGERSRanked by assets under management

Assets undermanagement

RankCompanyAddressWebsite Client contact

Total assetsunder

management($000,000)Jan. 1 2017/

2016Percentchange

Non-discretionary($000,000)Jan. 1, 2017/

2016

Withdiscretion

($000,000)Jan. 1, 2017/

2016Analysts

July 1

Portfoliomanagers

July 1 Advisory activities

1Comerica Asset Management Group411 W. Lafayette, 5th Floor, Detroit 48275www.comerica.com

PeterSorrentino(214) 462-6690

$22,059.5$21,214.1

4.0% NANA

$22,059.5$21,214.1

3 7 Financial planning; portfolio management for individuals and/or smallbusinesses, investment companies, businesses or institutional clients;selection of other advisers; publication of periodicals or newsletters

2Plante Moran Financial Advisors LLC27400 Northwestern Highway, Southfield48034wealth.plantemoran.com

NANA

13,208.111,671.1

13.2 6,054.35,637.5

7,153.96,033.6

NA NA Financial planning; portfolio management for individuals and/or smallbusinesses, and businesses or institutional clients

3INCORE Capital Management B

480 Pierce St., 3rd Floor, Birmingham 48009www.vcm.com

Paul G.Pasicznyk,Head ofInstitutional(216) 898-2454

6,261.84,897.6

27.9 85.0266.7

6,176.84,630.9

4 10 Portfolio management for individuals and/or small businesses,investment companies, businesses or institutional clients

4Munder Capital Management B



6,095.58,099.8

-24.7 230.6278.3

5,864.97,821.5


5Heber Fuger Wendin Inc.36700 Woodward Ave., Suite 201, BloomfieldHills 48304www.heberinvestments.com

David G.Barnes(248) 258-6866

4,502.64,560.2

-1.3 4,346.24,452.8

156.3107.4

2 5 Portfolio management for individuals and/or small businesses,businesses or institutional clients, pension consulting services,publication of periodicals or newsletters, other

6McQueen Financial Advisors26676 Woodward Ave., Royal Oak 48067www.m-f-a.com

CharlesMcQueen(248) 548-8400

3,671.23,641.8

0.8 3,668.73,639.5

2.52.3

4 6 Portfolio management for individuals and/or small businesses,portfolio management for businesses or institutional clients

7LSIA C

39533 Woodward Ave., Suite 302, BloomfieldHills 48304www.myLSIA.com

William F.Camp(248) 430-0262

3,550.33,312.9

7.2 0.20.0

3,550.13,312.9

NA 10 Financial planning, portfolio management for individuals and/or smallbusinesses and businesses or institutional clients

8Seizert Capital Partners LLC185 Oakland Ave., Suite 100, Birmingham48009www.seizertcapital.com

Paul Seizert(248) 593-1514

2,974.63,419.7

-13.0 0.00.0

2,974.63,419.7

0 7 Portfolio management for individuals and/or small businesses,investment companies, and businesses or institutional clients

9Clarkston Capital Partners LLC91 W. Long Lake Road, Bloomfield Hills 48304clarkstoncapital.com

NANA

2,855.12,032.7

40.5 6.9NA

2,848.32,032.7

NA NA Portfolio management for individuals and/or small businesses,portfolio management for businesses or institutional clients

10Sigma Planning Corp.4261 Park Road, Ann Arbor 48103www.sigmafinancial.com

Amy Holzer(734) 663-1611

2,808.81,987.4

41.3 5.75.7

2,803.11,981.7

NA NA Financial planning; portfolio management for individuals and/or smallbusinesses, businesses or institutional clients; selection of otheradvisers; other

11Gregory J. Schwartz & Co.3707 W. Maple, Bloomfield Hills 48301www.gjsco.com

NANA

2,406.12,774.3

-13.3 2,258.22,650.3

147.9124.0

NA NA Financial planning, portfolio management for individuals and/or smallbusinesses, businesses or institutional clients, pension consultingservices, publication of periodicals or newsletters

12Advance Capital Management Inc.1 Towne Square, Suite 444, Southfield 48076www.acadviser.com

ChristopherKostiz(248) 350-8543

2,148.52,307.7

-6.9 11.3478.6

2,137.21,829.1

1 3 Financial planning; portfolio management for individuals and/or smallbusinesses, investment companies, and businesses or institutionalclients

13Telemus Capital LLC2 Towne Square, Suite 800, Southfield 48076www.telemus.com

RobertSchlagheck(248) 827-0111

2,060.42,221.8

-7.3 680.4788.6

1,380.01,433.2

4 5 Financial planning; portfolio management for individuals and/or smallbusinesses, investment companies, businesses or institutional clients;selection of other advisers

14Mainstay Capital Management LLC100 E. Big Beaver Road, Troy 48083www.mainstaycapital.com

David Kudla(866) 444-6246

2,057.51,930.3

6.6 206.00.0

1,851.51,930.3

5 7 Financial planning; portfolio management for individuals and/or smallbusinesses and businesses or institutional clients; pension consultingservices

15Schwartz Investment Counsel Inc.801 W. Ann Arbor Trail, Suite 244, Plymouth48170www.schwartzinvest.com

Bob Schwartz(734) 455-7777

1,919.11,752.9

9.5 0.0NA

1,919.11,752.9

NA NA Portfolio management for individuals and/or small businesses,investment companies, and businesses or institutional clients

16Azimuth Capital Management LLC200 E. Long Lake Road, Suite 160, BloomfieldHills 48304www.azimuthcap.com

Managementteam(248) 433-4000

1,900.11,662.4

14.3 220.1132.2

1,680.01,530.2

NA NA Portfolio management for individuals and/or small businesses andbusinesses or institutional clients

17Flexible Plan Investments Ltd.3883 Telegraph Road, Suite 100, BloomfieldHills 48302-1432www.flexibleplan.com

Len Durso(412) 225-4936

1,678.61,851.0

-9.3 0.0NA

1,678.61,851.0

4 3 Portfolio management for individuals and/or small businesses,investment companies, businesses or institutional clients; publicationof periodicals or newsletters; security ratings or pricing services

18Retirement Income Solutions Inc.455 E. Eisenhower Parkway, Suite 300, AnnArbor 48108www.risadvisory.com

NANA

1,532.11,416.1

8.2 0.00.0

1,532.11,416.1

NA NA Financial planning; portfolio management for individuals and/or smallbusinesses and businesses or institutional clients; other

19Portfolio Solutions LLC900 Wilshire Drive, Suite 200, Troy 48084www.portfoliosolutions.com

NANA

1,438.11,350.5

6.5 0.00.0

1,438.11,350.5


20IPEX Inc.156 W. Liberty St., Plymouth 48170www.ipexusa.com

Shale Lapping(734) 451-0777

1,383.61,270.3

8.9 1,149.71,053.3

234.0217.0

2 2 Portfolio management for individuals and/or small businesses,businesses or institutional clients, pension consulting services,selection of other advisers, other

This list is a compilation of the largest money managers in Wayne, Oakland, Macomb, Washtenaw and Livingston counties. Assets under management with discretion gives a firm the authorityto manage assets and to decide which securities to purchase and sell, and decide which investment advisers to retain. Assets under management non-discretionary requires clients to approvetransactions before they can occur and may include advisory services, analysis and monitoring of accounts and investments. Unless otherwise noted, information is reported from the FormADV, which is used to register an investment adviser with the U.S. Securities and Exchange Commission. It is not a complete listing but the most comprehensive available. NA = not available.

B Owned by Victory Capital Management Inc. (Ohio) and operates as a Victory Capital investment franchise.

C Formerly LS Investment Advisors LLC.

LIST RESEARCHED BY SONYA D. HILL

Reprinted with permission from the Crain’s Detroit Business. © 2018 Crain Communications Inc. All Rights reserved.Further duplication without permission is prohibited. Visit www.crainsdetroit.com. #CD622



$22,059.5$21,214.1

4.0% NANA

$22,059.5$21,214.1

3 7 Financial planning; portfolio management for individuals and/or small businesses, investment companies, businesses or institutional clients; selection of other advisers; publication of periodicals or newsletters

crainsdetroit.com

December 25, 2017




Total assetsunder


2016Percentchange


2016

Withdiscretion

($000,000)Jan. 1, 2017/

2016Analysts

July 1

Portfoliomanagers




$22,059.5$21,214.1

4.0% NANA

$22,059.5$21,214.1



NANA

13,208.111,671.1

13.2 6,054.35,637.5

7,153.96,033.6





6,261.84,897.6

27.9 85.0266.7

6,176.84,630.9





6,095.58,099.8

-24.7 230.6278.3

5,864.97,821.5




4,502.64,560.2

-1.3 4,346.24,452.8

156.3107.4




3,671.23,641.8

0.8 3,668.73,639.5

2.52.3


7LSIA C



3,550.33,312.9

7.2 0.20.0

3,550.13,312.9




2,974.63,419.7

-13.0 0.00.0

2,974.63,419.7



NANA

2,855.12,032.7

40.5 6.9NA

2,848.32,032.7



Amy Holzer(734) 663-1611

2,808.81,987.4

41.3 5.75.7

2,803.11,981.7



NANA

2,406.12,774.3

-13.3 2,258.22,650.3

147.9124.0




2,148.52,307.7

-6.9 11.3478.6

2,137.21,829.1




2,060.42,221.8

-7.3 680.4788.6

1,380.01,433.2




2,057.51,930.3

6.6 206.00.0

1,851.51,930.3




1,919.11,752.9

9.5 0.0NA

1,919.11,752.9




1,900.11,662.4

14.3 220.1132.2

1,680.01,530.2



Len Durso(412) 225-4936

1,678.61,851.0

-9.3 0.0NA

1,678.61,851.0



NANA

1,532.11,416.1

8.2 0.00.0

1,532.11,416.1



NANA

1,438.11,350.5

6.5 0.00.0

1,438.11,350.5




1,383.61,270.3

8.9 1,149.71,053.3

234.0217.0









$22,059.5$21,214.1

4.0% NANA

$22,059.5$21,214.1


crainsdetroit.com

December 25, 2017

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2020

LIST NAME HERE

# Ranked

Firm name here

Crain’s List Name: ___________________________________________________________________________________________________




Total assetsunder


2016Percentchange


2016

Withdiscretion

($000,000)Jan. 1, 2017/

2016Analysts

July 1

Portfoliomanagers




$22,059.5$21,214.1

4.0% NANA

$22,059.5$21,214.1



NANA

13,208.111,671.1

13.2 6,054.35,637.5

7,153.96,033.6





6,261.84,897.6

27.9 85.0266.7

6,176.84,630.9





6,095.58,099.8

-24.7 230.6278.3

5,864.97,821.5




4,502.64,560.2

-1.3 4,346.24,452.8

156.3107.4




3,671.23,641.8

0.8 3,668.73,639.5

2.52.3


7LSIA C



3,550.33,312.9

7.2 0.20.0

3,550.13,312.9




2,974.63,419.7

-13.0 0.00.0

2,974.63,419.7



NANA

2,855.12,032.7

40.5 6.9NA

2,848.32,032.7



Amy Holzer(734) 663-1611

2,808.81,987.4

41.3 5.75.7

2,803.11,981.7



NANA

2,406.12,774.3

-13.3 2,258.22,650.3

147.9124.0




2,148.52,307.7

-6.9 11.3478.6

2,137.21,829.1




2,060.42,221.8

-7.3 680.4788.6

1,380.01,433.2




2,057.51,930.3

6.6 206.00.0

1,851.51,930.3




1,919.11,752.9

9.5 0.0NA

1,919.11,752.9




1,900.11,662.4

14.3 220.1132.2

1,680.01,530.2



Len Durso(412) 225-4936

1,678.61,851.0

-9.3 0.0NA

1,678.61,851.0



NANA

1,532.11,416.1

8.2 0.00.0

1,532.11,416.1



NANA

1,438.11,350.5

6.5 0.00.0

1,438.11,350.5




1,383.61,270.3

8.9 1,149.71,053.3

234.0217.0









$22,059.5$21,214.1

4.0% NANA

$22,059.5$21,214.1


crainsdetroit.com

December 25, 2017

Crain’s Lists 2020 Recognition and Reprint ProductsTo place your order, contact Laura Picariello, Reprint Sales Manager, 732.723.0569, [email protected]

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