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Advance Capital Advisors Named to Forbes 2025 List

April 14th, 2025 | 2 min. read

By Advance Capital Team

four advisors forbes list

We’re proud to announce that four Advance Capital Management financial advisors have been named to the 2025 Forbes Best-in-State Wealth Advisors list:

We feel this honor reflects the strong relationships we’ve built with our clients and our commitment to helping them plan for a more confident financial future.

Why It Matters for You

The Forbes Best-in-State Wealth Advisors list, developed in partnership with SHOOK Research, recognizes top advisors based on a rigorous review of experience, client service, assets under management and industry best practices. Earning a place on this list isn’t about popularity or payment – it’s a reflection of trusted guidance and meaningful client engagement.

Ryan-Sheffer-450x225As Ryan Sheffer, financial advisor in Grand Rapids, shares:

“We’re grateful for the opportunity to help clients in Grand Rapids and beyond navigate the complexities of financial planning. Being recognized is an honor, but the real reward is helping people feel more confident about their future.”

Mike-Hohf-450x225Similarly, Michael Hohf, who provides financial planning in metro Detroit and nationwide, says:

“This is a reflection of the support of our clients. We’re proud to offer personalized advice that puts clients first, helping them stay on track toward their financial goals.”

Dan-McHugh-450x225Daniel McHugh, also a metro Detroit financial advisor, adds:

“We work hard to build strong relationships based on communication, trust and transparency. Being named to the Best-in-State list is a reminder of how important that personal connection is.”

Kurt-Mears-450x225Highlighting the difference they can make in people’s lives, Kurt Mears, Cleveland financial advisor, says:

“It’s a privilege to help our clients in Cleveland and across the country make smart, confident financial decisions. This recognition motivates us to raise the bar in everything we do.”

Personalized Financial Guidance, National Reach

Advance Capital Management is an independent, employee-owned registered investment adviser (RIA) that has been helping people pursue their financial goals since 1986. As a fee-only fiduciary, we provide personalized financial planning, retirement planning and investment management services.

We proudly serve clients from offices in Michigan, Ohio, Illinois and Texas – and work with individuals and families across the country, both in-person and remotely.

Looking for a Financial Advisor You Can Trust?

Let’s start a conversation about building a plan tailored to your goals.

To help you get started, download our free guide on “Choosing a Financial Advisor” – so you can find the right partner for your needs.

When you’re ready, our award-winning team is here to help you create a personalized financial plan and move forward with confidence. Schedule a free financial consultation right now here.

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. Forbes’s 2025 Best In State Wealth Advisors ranking awarded Apr. 8, 2025, for period 1/1/24 – 1/1/25. No compensation was given for this award.

Advance Capital Team

Advance Capital Management is a fee-only RIA serving clients across the country. The Advance Capital Team includes financial advisers, investment managers, client service professionals and more -- all dedicated to helping people pursue their financial goals.