RIA Intel›Advisers›Michigan›EQUITY PLANNING GROUP, INC.

EQUITY PLANNING GROUP, INC.

Advisory

WEST BLOOMFIELD, MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in MI

#513

of 521 advisers by AUM

Average account

$192K

across 245 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$46M

Non-Discretionary AUM$692K

Discretionary %98.5%

Total Clients157

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

157 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

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

DFC FINANCIAL GROUP INC

$47M

MITTRA FINNIGAN & KIRKMAN LLC

ROCHESTER HILLS, MI

$48M

THE CADEZ GROUP, LTD.

$48M

STONEY CREEK ADVISORS LLC

ROCHESTER HILLS, MI

$48M

WEALTH ADVISORY ASSET MANAGEMENT LLC

$48M

MUELLER ASSET MANAGEMENT, INC.

$45M

Get the full picture on EQUITY PLANNING GROUP, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EQUITY PLANNING GROUP, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans