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
Nicole Gopoian Wirick
Registered Affiliation(s):PROSPERITY WEALTH STRATEGIES LLC
William Michael Birkle
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
John James Turcotte
Registered Affiliation(s):STRATOS WEALTH PARTNERS, LTD
David Gerard Robertson
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Julie Ann Van Gemert
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daniel Avery Reese
Registered Affiliation(s):CWM, LLC
David James Boor
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Anthony Roselli
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Diana Marie Freeburg
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Daniel B Shub
Registered Affiliation(s):OCTO CAPITAL, LLC
Brigid Mulroy
Registered Affiliation(s):DUET ADVISORY SERVICES LLC
Mark Bradley Doremus
Registered Affiliation(s):HINES SECURITIES, INC.
Sanford H Finsilver
Registered Affiliation(s):BROOKLIGHT PLACE SECURITIES, INC.
Kevin William Murphy
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Molly Elizabeth Shope
Registered Affiliation(s):SPC
Danielle Leigh Delongchamp
Registered Affiliation(s):CONCORDE ASSET MANAGEMENT, LLC
Alan Lee Crouse
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Matthew David Sitarski
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Neil Andrew Weissman
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kyle Joseph Barclay
Registered Affiliation(s):GREENUP STREET WEALTH MANAGEMENT LLC
Ryan Thomas Racine
Registered Affiliation(s):HANTZ FINANCIAL SERVICES, INC.
Ryan Christopher Hoff
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Molly Ann Berner
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Megan Lynn Heaton
Registered Affiliation(s):PNC INVESTMENTS
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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