DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > michigan > ann arbor

Find The Best Financial Advisors in Ann Arbor, Michigan

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Ann Arbor is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Ann Arbor & pick the one as per your needs

How To Find The Best Financial Advisors in Ann Arbor, Michigan
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Ann Arbor, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Ann Arbor, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Ann Arbor, Michigan have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Ann Arbor, Michigan

Todd Perry

Executive Wealth Management

810-229-6446

Address

135 W North Street Ste 1,
Brighton, MI 48116 See Details

Michael Jergens

Edelman Financial Engines, LLC

248-581-3078

Address

201 West Big Beaver Road,
Suite 950,
Troy, MI 48084 See Details

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

248-365-8822

Address

2050 Livernois Rd., Suite B,
Troy, MI 48083 See Details

Top Financial Advisor Firms in Ann Arbor, Michigan (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SPC 300 Parkland Plaza, Ann Arbor, MI, 48103	110692	$5,964,256,852	34594	A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR ATTENDANCE FEES)
RETIREMENT INCOME SOLUTIONS, INC. 2301 Platt Road, Suite 300 Ann Arbor, MI, 48104	110145	$2,145,728,163	1263	A Percentage of AUM, Fixed Fees
COLUMBIA ASSET MANAGEMENT, L.L.C. 924 N Main Street, Suite 1 Ann Arbor, MI, 48104	124174	$794,811,645	1176	A Percentage of AUM, Hourly charges, Fixed Fees
SPEYSIDE EQUITY ADVISERS LLC 24 Frank Lloyd Wright Drive, Suite H3225, Ann Arbor, MI, 48105	325765	$622,442,355	1	A Percentage of AUM, Performance Based
EXCHANGE CAPITAL MANAGEMENT INC 303 Detroit Street, Suite 203 Ann Arbor, MI, 48104	104875	$609,916,706	1042	A Percentage of AUM
ARBOR TRUST WEALTH ADVISORS, LLC 825 Victors Way, Suite 150 Ann Arbor, MI, 48108	169611	$450,554,537	1300	A Percentage of AUM, Hourly charges, Fixed Fees
GREENUP STREET WEALTH MANAGEMENT LLC 2723 S State Street, Suite 117 Ann Arbor, MI, 48104	311391	$359,407,070	1301	A Percentage of AUM, Fixed Fees
RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. 201 South Main Street, 10th Floor Ann Arbor, MI, 48104-2113	162268	$325,579,090	4	A Percentage of AUM, Performance Based
POLLOCK INVESTMENT ADVISORS, LLC 412 East Huron, Ann Arbor, MI, 48104	153350	$268,909,273	670	A Percentage of AUM, Hourly charges, Fixed Fees
DARDEN WEALTH GROUP 415 Detroit St., Ste 100 Ann Arbor, MI, 48104	294926	$212,465,274	253	A Percentage of AUM, Hourly charges, Fixed Fees
PALATINE HILL WEALTH MANAGEMENT 229 Depot Street, Ann Arbor, MI, 48104	305619	$156,358,967	598	A Percentage of AUM, Hourly charges, Fixed Fees
SAGE HILL CAPITAL 333 S. Main St., Suite 200 Ann Arbor, MI, 48104	155016	$143,124,511	289	A Percentage of AUM, Hourly charges, Fixed Fees
CYPRESS CAPITAL WEALTH MANAGEMENT LLC 2800 S State St., Suite 110 Ann Arbor, MI, 48104	312340	$129,287,793	17	A Percentage of AUM
VISION CAPITAL PARTNERS 2211 Old Earhart Rd., Suite 155 Ann Arbor, MI, 48105	175147	$106,331,295	431	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (COMPENSATION AGREEMENTS)

Select other cities around Ann Arbor, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Ann Arbor, Michigan

How To Find The Best Financial Advisors in Ann Arbor, MichiganLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Ann Arbor, Michigan

Todd Perry

Executive Wealth Management

Address

Michael Jergens

Edelman Financial Engines, LLC

Address

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

Address

Top Financial Advisor Firms in Ann Arbor, Michigan (Ranked by AUM)

Select other cities around Ann Arbor, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Ann Arbor, Michigan
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy