RIA Intel›Advisers›Michigan›AFFINITY FINANCIAL ADVISORY, LLC

AFFINITY FINANCIAL ADVISORY, LLC

Advisory

ALLEN PARK, MI

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in MI
#445
of 521 advisers by AUM
Average account
$149K
across 485 accounts
AUM per adviser
$72M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$72M
Discretionary %
100%
Clients
121
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$72M
Discretionary AUM$72M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients121
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

PINNACLE INVESTMENT ADVISORS, LLC
ANN ARBOR, MI
$72M
FERN CAPITAL INC.
$71M
ATARAXIS WEALTH MANAGEMENT LLC
LANSING, MI
$71M
ASPIRE WEALTH ADVISORY, LLC
CALEDONIA, MI
$74M
PAPADOPOULOS, GEORGE
$70M
MAINSTREET FINANCIAL ADVISORS, LLC
KALAMAZOO, MI
$69M
+0.1% 1Y

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