Top 10 advisors in Ann Arbor
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.
1. Retirement Income Solutions, Inc.
Assets under management
$2,145,728,163
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
2. Columbia Asset Management, L.l.c.
Assets under management
$731,281,333
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Exchange Capital Management Inc
Assets under management
$608,190,079
Fee structure
A percentage of assets under your management
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)
4. Speyside Fund Advisers LLC
Assets under management
$541,867,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Arbor Trust Wealth Advisors, LLC
Assets under management
$445,204,317
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
6. Greenup Street Wealth Management LLC
Assets under management
$346,228,684
Fee structure
A percentage of assets under your management
Fixed fees
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
7. Renaissance Venture Capital Management, Inc.
Assets under management
$326,397,027
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Darden Wealth Group
Assets under management
$207,799,048
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. Sage Hill Capital
Assets under management
$143,124,511
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
10. Four Financial Management
Assets under management
$114,600,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REFERRAL COMPENSATION
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.