In the News
Advance Capital Management is frequently featured in local and national media. Here are some recent media mentions and industry recognitions.
Industry Recognition & Awards
- CNBC Financial Advisor Top 100 [2025]
- CNBC Financial Advisor Top 100 was awarded 10/1/2025 based on a survey in 2025 on the time period 9/1/2024-9/1/-2025. Data provider AccuPoint Solutions analyzes core data points from its proprietary database of registered investment advisors, or RIAs, as well as the U.S. Securities and Exchange Commission’s regulatory database.
- CNBC Financial Advisor Top 100 was awarded 10/1/2025 based on a survey in 2025 on the time period 9/1/2024-9/1/-2025. Data provider AccuPoint Solutions analyzes core data points from its proprietary database of registered investment advisors, or RIAs, as well as the U.S. Securities and Exchange Commission’s regulatory database.
- Barrons Top 100 RIA Firms [2020-2021, 2023-2024]
- Barron’s Top 100 RIA Firm 2020-2021, 2023-2024 ranking has been awarded September of that year based on the time period of 9/1 of the previous year to 9/1 of the current year. Raking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
- Barron’s Top 100 RIA Firm 2020-2021, 2023-2024 ranking has been awarded September of that year based on the time period of 9/1 of the previous year to 9/1 of the current year. Raking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
- Forbes Top RIA Firms [2023-2025]
- Forbes Best in State [2018-2026]
- Forbes Top Next-Gen Wealth Advisers [2018-2024]
- Forbes’s 2018 – 2024 Top Nex-Gen Wealth Advisers has been awarded in August of that year based on the time period of 8/1 of the previous year to 8/1 of the current year by third party Shook Research.
- Forbes’s 2018 – 2024 Top Nex-Gen Wealth Advisers has been awarded in August of that year based on the time period of 8/1 of the previous year to 8/1 of the current year by third party Shook Research.
- Forbes Top Women Wealth Advisers Best in State [2020-2024, 2026]
- Financial Advisers America's Top RIAs [2020-2026]
- Financial Advisers’ 2020-2026 America’s Top RIAs has been awarded from a ranking determined by comparing firms' year-end assets under management to year-end AUM, based on data provided in surveys completed by participating firms. Awards were received on August 1, 2020, July 16, 2021, July 20, 2022, July 14, 2023, July 12, 2024, July 11, 2025, and July 20, 2026. The award methodology does not evaluate the quality of services provided.
- Financial Advisers’ 2020-2026 America’s Top RIAs has been awarded from a ranking determined by comparing firms' year-end assets under management to year-end AUM, based on data provided in surveys completed by participating firms. Awards were received on August 1, 2020, July 16, 2021, July 20, 2022, July 14, 2023, July 12, 2024, July 11, 2025, and July 20, 2026. The award methodology does not evaluate the quality of services provided.
- Financial Planning Top RIA Leaders [2021-2025]
- Financial Planning’s 2021 – 2025 Top RIA Leaders recognition has been awarded from a ranking based on six criteria derived from the firms’ SEC Form ADV filings of that year. Awards were received on September 27, 2021, October 3, 2022, November 22, 2023, November 20, 2024, and November 18, 2025. The award methodology does not evaluate the quality of services provided.
- Financial Planning’s 2021 – 2025 Top RIA Leaders recognition has been awarded from a ranking based on six criteria derived from the firms’ SEC Form ADV filings of that year. Awards were received on September 27, 2021, October 3, 2022, November 22, 2023, November 20, 2024, and November 18, 2025. The award methodology does not evaluate the quality of services provided.
- Investment News Top Fee Only RIA [2019-2023]
- Investment News’s 2019-2023 Top Fee Only RIA award has been selected in November each year by region based on data reported to the Securities Exchange Commission on form ADV on or after August 1 of that year of the award given. The award methodology does not evaluate the quality of services provided.
- Investment News’s 2019-2023 Top Fee Only RIA award has been selected in November each year by region based on data reported to the Securities Exchange Commission on form ADV on or after August 1 of that year of the award given. The award methodology does not evaluate the quality of services provided.
- Crain’s Detroit Business Largest Money Managers [2014-2018, 2023]
- Crain’s Detroit Business’s 2014-2018, 2023 Largest Money Manager List recognizes the firms ranked by assets under management as of Dec. 31 of that year. Awards were received on September 1, 2014, September 21, 2015, September 23, 2016, September 24, 2017, September 24, 2018, and April 3, 2023. The leaders featured in this report were nominated by their peers. The award methodology does not evaluate the quality of services provided.
- Crain’s Detroit Business’s 2014-2018, 2023 Largest Money Manager List recognizes the firms ranked by assets under management as of Dec. 31 of that year. Awards were received on September 1, 2014, September 21, 2015, September 23, 2016, September 24, 2017, September 24, 2018, and April 3, 2023. The leaders featured in this report were nominated by their peers. The award methodology does not evaluate the quality of services provided.
- Crain's Cleveland Business Investment Advisers [2022]
- Crain’s Cleveland Business Investment Adviser was awarded in May 2022 based on a survey of the prior calendar year, completed and submitted by Advance Capital Management about our office team and investment practice and was selected and ranked by Crain’s Cleveland Business based on regulatory assets under local management.
- Crain’s Cleveland Business Investment Adviser was awarded in May 2022 based on a survey of the prior calendar year, completed and submitted by Advance Capital Management about our office team and investment practice and was selected and ranked by Crain’s Cleveland Business based on regulatory assets under local management.
- Crain’s Cleveland Business Notables in Finance [2022]
- Crain’s Cleveland Business Notable in Finance was awarded on 4/23/2022 based on peer nominations of action from the prior calendar year for recognition of top Cleveland-area executives in finance for their success and accomplishments.
No compensation was provided by ACM in connection with these ratings. Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.
In the Media
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Gen X is Facing A Retirement Crisis, CNBC, Nov. 4, 2025
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Tariff uncertainty leads to stock market losses; why financial advisers say not to panic, Channel 7 WXYZ Detroit, March 10, 2025
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Facts Not Fear | Coronavirus impacting your finances, ABC13 Grand Rapids, March 5, 2020
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Money Resolutions for 2020, Fox2 Detroit, January 11, 2020
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Financial Friday: Start off the decade on the right foot, ABC13 Grand Rapids, Jan. 10, 2020
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Financial Friday: Keep yourself in check during the holidays, ABC13 Grand Rapids, Nov. 15, 2019
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Financial Friday: Avoid that holiday shopping hangover this year, ABC13 Grand Rapids, Nov. 1, 2019
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Financial Implications of the UAW-GM Deal, Fox 2 Detroit, October 2019
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How to Prepare for a Recession, Fox 2 Detroit, September 2019
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How to Prepare for a Recession, ABC 13 Grand Rapids, September 2019
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On the Cusp of a Market Downturn? What to Do (and Not Do) When Retiring, Kiplingers, August 2019
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Millennials' Financial Milestones, Advisors Magazine, June 2019
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How to Prepare for Ford Layoffs, Fox 2 Detroit, May 2019
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When I'm 65: Womens Finances, Easy Money/Detroit Public Television, April 2019
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Future of Social Security and Medicare, Fox 2 Detroit, April 2019
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Financial adviser cautions federal workers from panicking during shutdown, Fox 2 Detroit, January 2019
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End of the Year Volatility, Fox 2 Detroit, December 2018
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End of the Year Tax Tips, Fox 2 Detroit, December 2018
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End of the Year Financial Planning, Fox 2 Detroit, November 2018
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How to Live Frugally Without Skipping Starbucks, Kiplinger, October 2018
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Is There A Right Way to Make a Roth Conversion?, Kiplinger, September 2018
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Financial Planning for Retirement, Fox 2 Detroit, June 2018
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The Biggest Social Security Mistake You Can Make, Kiplinger, June 2018
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10 Questions to Fire at Financial Advisers, Kiplinger, May 2018
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How to Spot a Scam, Kiplinger, February 2018
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Why the 4% Withdrawal Rule is Wrong, Kiplinger, January 2018
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Why Women Should Have Their Own Investments, Yahoo! Finance, December 2017
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The Backdoor Way for High Earners to Get Into a Roth, US News & World Report, October 2017
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Q&A about the Stock Market, Fox 2 Detroit, September 2017
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What You Should Know About Inherited IRAs, US News & World Report, September 2017
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Layoff Guidance, Fox 2 Detroit, June 2017
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9 Michigan investment firms make Financial Times' top 300 list, M Live, June 2017
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7 Retirement Investing Lessons to Master for Financial Literacy Month, Yahoo! Finance, April 2017
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Should You Keep Target-Date Funds Once You Retire?, US News & World Report, April 2017
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Are REITs Right for Your Retirement Portfolio?, Yahoo! Finance, February 2017
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Financial planning for couples, Fox 2 Detroit, February 2017
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What Women Need to Know about Planning for Health in Retirement, US News & World Report, January 2017
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Factoring a Serious Illness Into Your Retirement Plans, US News & World Report, January 2017
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4 Things Millennials Should Know About Mutual Funds and Retirement, US News & World Report, December 2016
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5 Ways to Transition Your Portfolio for Retirement, US News & World Report, November 2016
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Are Republicans or Democrats Better for the Economy?, Fox 2 Detroit, October 2016
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What's Your Plan B for Retirement?, US News & World Report, August 2016
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How to Set Up an Online Brokerage Account, US News & World Report, July 2016
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Three strategies to plug the retiree healthcare gap, Newsday, June 2016
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