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Find The Best Financial Advisors in Ann Arbor, Michigan
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!
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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 6 vetted financial advisors and 17 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 12 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
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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 | $5,562,939,194 | 30541 | 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 | $2,421,756,308 | 1267 | A percentage of AUM, Fixed fees |
| COLUMBIA ASSET MANAGEMENT, L.L.C. 924 N Main Street, Suite 1 Ann Arbor, MI, 48104 | 124174 | $979,856,441 | 1324 | A percentage of AUM, Hourly charges, Fixed fees |
| EXCHANGE CAPITAL MANAGEMENT INC 110 N. Miller Ave., 1st Floor Ann Arbor, MI, 48104 | 104875 | $832,809,325 | 1337 | A percentage of AUM |
| SPEYSIDE EQUITY ADVISERS LLC 24 Frank Lloyd Wright Drive, Suite H3225, Ann Arbor, MI, 48105 | 325765 | $622,442,355 | 2 | A percentage of AUM, Performance Based |
| ARBOR TRUST WEALTH ADVISORS, LLC 825 Victors Way, Suite 150 Ann Arbor, MI, 48108 | 169611 | $611,719,592 | 1463 | A percentage of AUM, Hourly charges, Fixed fees |
| CONCORDE ASSET MANAGEMENT, LLC 3909 Research Park Drive, Suite 200 Ann Arbor, MI, 48108 | 140367 | $395,111,243 | 2510 | A percentage of AUM, Hourly charges, Fixed fees, Other (PROMOTER FEES FROM OTHER ADVISORS) |
| RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. 201 South Main Street, 10th Floor Ann Arbor, MI, 48104-2113 | 162268 | $308,848,758 | 5 | A percentage of AUM, Performance Based |
| DARDEN WEALTH GROUP 415 Detroit St., Ste 100 Ann Arbor, MI, 48104 | 294926 | $302,096,323 | 1124 | A percentage of AUM, Hourly charges, Fixed fees |
| POLLOCK INVESTMENT ADVISORS, LLC 412 East Huron, Ann Arbor, MI, 48104 | 153350 | $290,417,938 | 686 | A percentage of AUM, Hourly charges, Fixed fees |
| ARBOR FINANCIAL 116 E. Washington St. Suite 210, Ann Arbor, MI, 48104 | 281317 | $175,184,882 | 512 | Fixed fees |
| SAGE HILL CAPITAL 333 S. Main St., Suite 200 Ann Arbor, MI, 48104 | 155016 | $153,079,197 | 291 | A percentage of AUM, Hourly charges, Fixed fees |
| CYPRESS CAPITAL WEALTH MANAGEMENT LLC 3040 Lohr Road, Ann Arbor, MI, 48108 | 312340 | $149,469,276 | 27 | A percentage of AUM, Fixed fees, Performance Based |
| FOUR FINANCIAL MANAGEMENT 777 E. Eisenhower Pkwy, Suite 740 Ann Arbor, MI, 48108 | 284251 | $148,170,000 | 575 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL COMPENSATION) |
| VISION CAPITAL PARTNERS 2211 Old Earhart Rd., Suite 155 Ann Arbor, MI, 48105 | 175147 | $127,441,060 | 341 | A percentage of AUM, Hourly charges, Fixed fees |
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