Top 10 financial advisors in Ann Arbor, MI
We’ve curated a list of the best financial advisors in Ann Arbor, take a look at it below
Find an advisor in Ann Arbor| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,145,728,163 | 20 advisors | ||
| 2 | $731,281,333 | 6 advisors | ||
| 3 | $608,190,079 | 13 advisors | ||
| 4 | $541,867,000 | 5 advisors | ||
| 5 | $445,204,317 | 10 advisors | ||
| 6 | $346,228,684 | 12 advisors | ||
| 7 | $326,397,027 | 4 advisors | ||
| 8 | $207,799,048 | 5 advisors | ||
| 9 | $143,124,511 | 2 advisors | ||
| 10 | $114,600,000 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Ann Arbor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ann Arbor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Retirement Income Solutions, Inc.
Retirement Income Solutions, Inc. is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $2,145,728,163 of assets under management and employs about 20 people. Retirement Income Solutions, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$2,145,728,163
Headcount
20 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-71319
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Columbia Asset Management, L.l.c.
Columbia Asset Management, L.l.c. is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $731,281,333 of assets under management and employs about 6 people. Columbia Asset Management, L.l.c. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$731,281,333
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-62115
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Exchange Capital Management Inc
Exchange Capital Management Inc is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $608,190,079 of assets under management and employs about 13 people. Exchange Capital Management Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$608,190,079
Headcount
13 advisors
Fee structure
A percentage of assets under your management
SEC number
801-36104
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Speyside Fund Advisers LLC
Speyside Fund Advisers LLC is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $541,867,000 of assets under management and employs about 5 people. Speyside Fund Advisers LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$541,867,000
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-113709
Services offered
Portfolio Management For Pooled Investment Vehicles
Arbor Trust Wealth Advisors, LLC
Arbor Trust Wealth Advisors, LLC is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $445,204,317 of assets under management and employs about 10 people. Arbor Trust Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$445,204,317
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-78929
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Greenup Street Wealth Management LLC
Greenup Street Wealth Management LLC is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $346,228,684 of assets under management and employs about 12 people. Greenup Street Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$346,228,684
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-122080
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Renaissance Venture Capital Management, Inc.
Renaissance Venture Capital Management, Inc. is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $326,397,027 of assets under management and employs about 4 people. Renaissance Venture Capital Management, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$326,397,027
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-112763
Services offered
Portfolio Management For Pooled Investment Vehicles
Darden Wealth Group
Darden Wealth Group is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $207,799,048 of assets under management and employs about 5 people. Darden Wealth Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$207,799,048
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120167
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Sage Hill Capital
Sage Hill Capital is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $143,124,511 of assets under management and employs about 2 people. Sage Hill Capital uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$143,124,511
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71852
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Four Financial Management
Four Financial Management is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $114,600,000 of assets under management and employs about 6 people. Four Financial Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and referral compensation.
Assets under management
$114,600,000
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REFERRAL COMPENSATION
SEC number
801-129305
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.