City
Independent RIAs in Ann Arbor, Michigan
As of October 2, 2026, 33 independent wealth management RIAs with their main office in Ann Arbor, Michigan reported $6.4 billion in regulatory assets under management; the largest by assets was Retirement Income Solutions, Inc., with $3.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 33
- Regulatory assets under management
- $6.4 billion
- Average per firm
- $193.5 million
- SEC-registered, of those listed
- 9 of 33 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Retirement Income Solutions, Inc. | SEC | $3.0 billion | 1,274 |
| 2 | Columbia Asset Management, L.L.C. | SEC | $1.2 billion | 1,295 |
| 3 | Arbor Trust Wealth Advisors, LLC | SEC | $611.4 million | 1,295 |
| 4 | Darden Wealth Group | SEC | $379.6 million | 1,151 |
| 5 | Sage Hill Capital | SEC | $214.3 million | 330 |
| 6 | Vision Capital Partners | SEC | $168.3 million | 382 |
| 7 | Arbor Investment Management | SEC | $162.0 million | 96 |
| 8 | Arborfi Advisors, LLC | SEC | $148.4 million | 362 |
| 9 | Imber Financial Group, LLC | SEC | $106.0 million | 518 |
| 10 | Horizons Planning Corporation | State | $87.9 million | 361 |
| 11 | Pinnacle Investment Advisors, LLC | State | $71.8 million | 50 |
| 12 | George Papadopoulos, CPA/Pfs,cfp | State | $69.8 million | 17 |
| 13 | Coriander Financial Group LLC | State | $63.5 million | 44 |
| 14 | A B L E Wealth Management Solutions LLC | State | $31.7 million | 109 |
| 15 | Security Financial Advisors,llc | State | $18.7 million | 50 |
| 16 | Wealth Management Partners of Michigan, LLC | State | $15.6 million | 50 |
| 17 | Hardy Financial Planning | State | $15.0 million | 11 |
| 18 | Fineberg Wealth Management, LLC | State | $10.9 million | 55 |
| 19 | Grand Street Wealth Management, LLC | State | $7.5 million | 18 |
| 20 | Whale Shark Financial LLC | State | $7.4 million | 55 |
| 21 | MGC Capital | State | $6.9 million | 21 |
| 22 | Kraft Capital | State | $6.2 million | 41 |
| 23 | Vedanta Sentinel Investment Advisors | State | $3.9 million | 35 |
| 24 | Geddi Capital LLC | State | $3.1 million | 76 |
| 25 | Pierce Financial LLC | State | $2.0 million | 6 |
| 26 | Boardwalk Wealth Management | State | $1.8 million | 8 |
| 27 | Milieu Personal Finance LLC | State | $386,910 | 2 |
| 28 | Engler Financial | State | $0 | 0 |
| 29 | Greydog Financial | State | $0 | 0 |
| 30 | Iron Branch Wealth LLC | State | $0 | 0 |
| 31 | Oliver Financial Planning LLC | State | $0 | 0 |
| 32 | Select Financial Services Group, Inc. | State | $0 | 0 |
| 33 | Tribble Financial Planning | State | $0 | 0 |
Independent RIAs in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.