AdvisorGrade

Financial advisers in Ann Arbor, MI

14 registered investment adviser firms in Ann Arbor managing $14.1B in assets, based on public SEC Form ADV filings.

Spc

Ann Arbor, MI · Est. 1984

National
Fee-based
AUM
$6.1B
Per adviser
$13M
Advisers
471

Retirement Income Solutions, INC.

Ann Arbor, MI · Est. 2010

Regional
Fee-based
AUM
$3.0B
Per adviser
$229M
Advisers
13

No reported disclosures

Columbia Asset Management, L.L.C.

Ann Arbor, MI · Est. 2003

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$200M
Advisers
6

No reported disclosures

Speyside Equity Advisers LLC

Ann Arbor, MI · Est. 2023

Local
Fee-only
AUM
$811M
Per adviser
$74M
Advisers
11

No reported disclosures

Arbor Trust Wealth Advisors, LLC

Ann Arbor, MI · Est. 2014

Local
Fee-based
AUM
$611M
Per adviser
$204M
Advisers
3

No reported disclosures

Concorde Asset Management, LLC

Ann Arbor, MI · Est. 2012

National
Fee-based
AUM
$598M
Per adviser
$9M
Advisers
67

Darden Wealth Group

Ann Arbor, MI · Est. 2021

Local
Fee-based
AUM
$380M
Per adviser
$95M
Advisers
4

No reported disclosures

Cypress Capital Wealth Management LLC

Ann Arbor, MI · Est. 2023

Local
Fee-based
AUM
$330M
Per adviser
$165M
Advisers
2

No reported disclosures

Renaissance Venture Capital Management, INC.

Ann Arbor, MI · Est. 2018

Local
Fee-only
AUM
$293M
Per adviser
$73M
Advisers
4

No reported disclosures

Sage Hill Capital

Ann Arbor, MI · Est. 2010

LocalInternational
Fee-only
AUM
$214M
Per adviser
$107M
Advisers
2

No reported disclosures

Four Financial Management

Ann Arbor, MI · Est. 2024

LocalInternational
Fee-based
AUM
$163M
Per adviser
$27M
Advisers
6

No reported disclosures

Arbor Investment Management

Ann Arbor, MI · Est. 2024

Local
Fee-only
AUM
$162M
Per adviser
$81M
Advisers
2

No reported disclosures

Arborfi Advisors, LLC

Ann Arbor, MI · Est. 2025

Local
Fee-only
AUM
$148M
Per adviser
$74M
Advisers
2

No reported disclosures

Vision Capital Partners

Ann Arbor, MI · Est. 2015

Local
Fee-based
AUM
$147M
Per adviser
$73M
Advisers
2

No reported disclosures