| Jesse Geary | Geddi Capital | Ann Arbor | Not listed | Percentage of assets |
| Lawrence Zimbler | 4square Advisory Services | Fenton | Not listed | Percentage of assets, Hourly |
| Lisa Carey | GEM Asset Management, LLC | Plymouth | AWMA, CFP, CRPC, MS | Percentage of assets, Fixed fees |
| Mark Fetterolf | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Mark Minder | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Mark Wojno | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Martin Lee | Church Organizers Foundation | Mason | Not listed | Percentage of assets |
| Nelson Knill | Rochester Wealth Strategies | Rochester | CFP | Percentage of assets |
| Paul Day | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Regan Duperon | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Richard Arbury | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Robert Roper | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Sara Brubaker | RFM Financial Solutions | Midland | ChFC | Percentage of assets, Hourly |
| Shad Thomas | Stamford Bridge Wealth Management | East Grand Rapids | CFP | Percentage of assets |
| Sophit Lee | Docsa Capital Management, Inc. | Portage | CFP | Percentage of assets, Hourly |
| Spencer Lademan | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Steven O'Mara | Brown Financial Planning | Bay City | Not listed | Percentage of assets |
| Thaddeus Phelps | Advance Wealth Management Service | Grand Rapids | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Anderton | 626 Financial | Portage | CFP | Percentage of assets |
| Tyler Rayman | StreamSong Advisors | Grand Rapids | CFP | Percentage of assets |
| Zachary Smith | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Adam Minor | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Beth Price | Beck Bode | Traverse City | Not listed | Percentage of assets, Fixed fees |
| Billie Paveglio | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Carl Bradley | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Dane Nelson | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| David Richmond | Richmond Brothers | Jackson | ChFC | Percentage of assets, Hourly |
| Dimitri Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Edward Ledermann | Whale Shark Financial | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| John Benedict | J2 Capital Management | Troy | Not listed | Percentage of assets, Hourly |
| Kenneth Wittenberg | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Kevin Weingarden | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Kingshook Ghosh | USAWorld Capital | Canton | CFA | Hourly |
| Logan Metcalf | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Matthew Sumnicht | Bowline Financial | Grosse Pointe Woods | Not listed | Percentage of assets, Fixed fees |
| Michael Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Philip Devries | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Ryan Stephen | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Tanner Carriere | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Thomas Mazza | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Adam McLaughlin | River Raisin Investment Partners | Monroe | Not listed | Percentage of assets |
| Alysia Harrick | StackStone Wealth | Marquette | Not listed | Percentage of assets, Fixed fees |
| Austin Cavanaugh | Paragon Investing | Royal Oak | Not listed | Percentage of assets |
| Brent Bowen | Bowen Financial Planning | Holland | Not listed | Percentage of assets, Hourly |
| Chase Poulson | Kaydan Wealth Management | Fenton | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Lamb | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Corey Wangler | Paragon Investing | Detroit | Not listed | Percentage of assets |