Top Financial Advisors in Ann Arbor, Michigan
Finding the right financial advisor in Ann Arbor is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Ann Arbor, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Ann Arbor, MI.
Find the Best Financial Advisor Firms in Ann Arbor:
SPC
CRD#: 110692
Address: 300 Parkland Plaza, Ann Arbor, MI 48103
Clients: 31,654
Average Clients per Advisor: 51
AUM: $ 6.0B
RETIREMENT INCOME SOLUTIONS, INC.
CRD#: 110145
Address: 2301 Platt Road Suite 300, Ann Arbor, MI 48104
Clients: 566
Average Clients per Advisor: 33
AUM: $ 2.1B
COLUMBIA ASSET MANAGEMENT, L.L.C.
CRD#: 124174
Address: 924 N Main Street Suite 1, Ann Arbor, MI 48104
Clients: 208
Average Clients per Advisor: 41
AUM: $ 795M
VINTAGE FINANCIAL SERVICES LLC
CRD#: 105271
Address: 2373 Oak Valley Drive Suite 110, Ann Arbor, MI 48103
Clients: 514
Average Clients per Advisor: 73
AUM: $ 771M
EXCHANGE CAPITAL MANAGEMENT INC
CRD#: 104875
Address: 303 Detroit Street Suite 203, Ann Arbor, MI 48104
Clients: 160
Average Clients per Advisor: 17
AUM: $ 610M
ARBOR TRUST WEALTH ADVISORS, LLC
CRD#: 169611
Address: 825 Victors Way Suite 150, Ann Arbor, MI 48108
Clients: 319
Average Clients per Advisor: 79
AUM: $ 451M
How We Chose the Top Financial Advisors in Ann Arbor, Michigan
To create this list of top financial advisor firms in Ann Arbor, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Ann Arbor has to offer.
Search Financial Advisors in Ann Arbor, Michigan
David Neil Goldberg
Registered Affiliation(s):SPC
Dianne Szabla
Registered Affiliation(s):LINCOLN INVESTMENT
Harold George Wendelken
Registered Affiliation(s):MORGAN STANLEY
Eric Thomas Nichols
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Donald Gary Vliet
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Loutvig Mooradian
Registered Affiliation(s):MORGAN STANLEY
Rickie Steven Sherline
Registered Affiliation(s):SPC
John Martin Ross
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Gary Alan Meharg
Registered Affiliation(s):LPL FINANCIAL LLC
Paul Richard Aubrey
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Charles Wendland
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Scott Ernest Wooster
Registered Affiliation(s):SPC
Thomas Arther Maxey
Registered Affiliation(s):LINCOLN INVESTMENT
Bruce Donald Dunbar
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Frank John Fazekas
Registered Affiliation(s):MORGAN STANLEY
Florence Elaine Pangborn
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Bruce Blase Palen
Registered Affiliation(s):GREAT LAKES WEALTH, LLC
David Hal Aulie
Registered Affiliation(s):SPC
Mark A Rhodes
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Carol Lynn Pope
Registered Affiliation(s):MORGAN STANLEY
Jim Peter Moutzalias
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kevin John Stemberger
Registered Affiliation(s):REGAL ADVISORY SERVICES, INC.
Roy Jeffrey Stewart
Registered Affiliation(s):LPL FINANCIAL LLC
Bruce Alexander Pickard
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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