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: 29,745
Average Clients per Advisor: 64
AUM: $ 5.7B
RETIREMENT INCOME SOLUTIONS, INC.
CRD#: 110145
Address: 2301 Platt Road Suite 300, Ann Arbor, MI 48104
Clients: 460
Average Clients per Advisor: 38
AUM: $ 2.7B
COLUMBIA ASSET MANAGEMENT, L.L.C.
CRD#: 124174
Address: 924 N Main Street Suite 1, Ann Arbor, MI 48104
Clients: 199
Average Clients per Advisor: 49
AUM: $ 1.1B
ARBOR TRUST WEALTH ADVISORS, LLC
CRD#: 169611
Address: 825 Victors Way Suite 150, Ann Arbor, MI 48108
Clients: 352
Average Clients per Advisor: 70
AUM: $ 612M
CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367
Address: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Clients: 3,207
Average Clients per Advisor: 50
AUM: $ 490M
POLLOCK INVESTMENT ADVISORS, LLC
CRD#: 153350
Address: 412 East Huron, Ann Arbor, MI 48104
Clients: 111
Average Clients per Advisor: 37
AUM: $ 322M
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
Makram N Talia
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Shawn Patrick Kelly
Registered Affiliation(s):MORGAN STANLEY
Lyndon L Davis
Registered Affiliation(s):LIGHTSQUARE WEALTH MANAGEMENT, LLC
Donald Paul Steve
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Charles Bruce Milliken
Registered Affiliation(s):SPC
David Hal Aulie
Registered Affiliation(s):SPC
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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