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 Alan Paskievitch
Registered Affiliation(s):SPC
Aleia Kristy Macdonald
Registered Affiliation(s):CG ADVISORY SERVICES
James Robert Duffy
Registered Affiliation(s):PNC INVESTMENTS
David Richard Vanderhovel
Registered Affiliation(s):LPL FINANCIAL LLC
Shannon Scott Gaskin
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jennifer Leigh Stacey
Registered Affiliation(s):CONCORDE ASSET MANAGEMENT, LLC
Brent Alan Richards
Registered Affiliation(s):LPL FINANCIAL LLC
Andrew Hale Slankster
Registered Affiliation(s):LPL FINANCIAL LLC
Julie Ann Bozich
Registered Affiliation(s):MORGAN STANLEY
Robert Gary Hendrian
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daniel R Mooradian
Registered Affiliation(s):MORGAN STANLEY
Christian James Nieman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Craig Alan Felhandler
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Tricia Ann Fitzsimons
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Miles Michael Logothetis
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Andrew Thomas Bageris
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Michael Scott Rosen
Registered Affiliation(s):IC ADVISORY SERVICES, INC.
Jeffrey Bruce Fleischman
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Ernest Patrick Moosherr
Registered Affiliation(s):CANOPY WEALTH MANAGEMENT
Lisa Michelle Wright
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Clifton F Powell
Registered Affiliation(s):LPL FINANCIAL LLC
Peter Francis Schwartz
Registered Affiliation(s):GREGORY J. SCHWARTZ & CO., INC.
Pamela Ann Loduca-massa
Registered Affiliation(s):RETIREMENT INCOME SOLUTIONS, INC.
Angela Marie Bourgeois
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
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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