AdvisorRanked

Best Financial Advisors in ANN ARBOR, Michigan

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

15
Registered Firms
0.95%
Median Fee
of assets/year
$330M
Median AUM
15
Firms Listed
in our database

Top-Ranked Advisors in ANN ARBOR

#1
100

COLUMBIA ASSET MANAGEMENT, L.L.C.

ANN ARBOR, MI · Since 2003

$1.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100

ARBOR INVESTMENT MANAGEMENT

ANN ARBOR, MI · Since 2024

$162M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.

ANN ARBOR, MI · Since 2018

$293M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100

ARBOR FINANCIAL

ANN ARBOR, MI · Since 2024

$215M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

ANN ARBOR, MI · Since 2023

$330M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
95

RETIREMENT INCOME SOLUTIONS, INC.

ANN ARBOR, MI · Since 2010

$3.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#7
95

SAGE HILL CAPITAL

ANN ARBOR, MI · Since 2010

$214M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
95

ARBOR TRUST WEALTH ADVISORS, LLC

ANN ARBOR, MI · Since 2014

$611M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
95

VISION CAPITAL PARTNERS

ANN ARBOR, MI · Since 2015

$147M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
95

FOUR FINANCIAL MANAGEMENT

ANN ARBOR, MI · Since 2024

$163M AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
95

DARDEN WEALTH GROUP

ANN ARBOR, MI · Since 2021

$380M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
95

ARBORFI ADVISORS, LLC

ANN ARBOR, MI · Since 2025

$148M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
95

SPEYSIDE EQUITY ADVISERS LLC

ANN ARBOR, MI · Since 2023

$811M AUM11 clientsFee: 0%
FiduciaryFee-Only
#14
80

SPC

ANN ARBOR, MI · Since 1984

$6.1B AUM471 clientsFee: 0%
FiduciaryFee-Only
#15
46

CONCORDE ASSET MANAGEMENT, LLC

ANN ARBOR, MI · Since 2012

$598M AUM67 clientsFee: 0%
FiduciaryFee-Only3 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in ANN ARBOR?

The median advisory fee in ANN ARBOR, MI is 0.95% of assets under management per year, based on Form ADV filings from 15 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.