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Wealth Managers | High Net Worth

Michigan

The Wealth Managers category covers firms whose main business is in helping wealthy individuals and families to manage their investments, organise their affairs, plan for the future and manage income, capital gains and wealth transfer taxes. Many of these firms will offer additional services, including advice on family governance and mediation of family disputes, concierge services and management of external professional advisers. 

Rankings overview for Departments

  1. Plante Moran 6 Years Ranked
  2. Greenleaf Trust
  3. Northern Trust
  4. Oxford Financial Group

All Departments profiles

Spotlight

  1. Plante Moran
    Wealth Managers
    2025 | Spotlight | 6 Years Ranked
    Plante Moran is a major player in the Michigan market. The firm assists clients from ten offices across the state and is well known for its tax and accounting services, but also for providing a comprehensive range of wealth management and investment services.
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  2. Greenleaf Trust
    Wealth Managers
    2025 | Spotlight
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  3. Northern Trust
    Wealth Managers
    2025 | Spotlight
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  4. Oxford Financial Group
    Wealth Managers
    2025 | Spotlight
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