City
Wealth management firms in Ann Arbor, Michigan
As of October 2, 2026, 37 wealth management firms, including broker-dealer firms, with their main office in Ann Arbor, Michigan reported $13.3 billion in regulatory assets under management; the largest by assets was SPC, with $6.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 37
- Regulatory assets under management
- $13.3 billion
- Average per firm
- $360.2 million
- SEC-registered, of those listed
- 12 of 37 (32.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | SPC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $6.1 billion | 26,433 |
| 2 | Retirement Income Solutions, Inc. | SEC | $3.0 billion | 1,274 |
| 3 | Columbia Asset Management, L.L.C. | SEC | $1.2 billion | 1,295 |
| 4 | Arbor Trust Wealth Advisors, LLC | SEC | $611.4 million | 1,295 |
| 5 | Concorde Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $598.4 million | 3,705 |
| 6 | Darden Wealth Group | SEC | $379.6 million | 1,151 |
| 7 | Sage Hill Capital | SEC | $214.3 million | 330 |
| 8 | Vision Capital Partners | SEC | $168.3 million | 382 |
| 9 | Four Financial Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $162.7 million | 600 |
| 10 | Arbor Investment Management | SEC | $162.0 million | 96 |
| 11 | Arborfi Advisors, LLC | SEC | $148.4 million | 362 |
| 12 | Imber Financial Group, LLC | SEC | $106.0 million | 518 |
| 13 | Horizons Planning Corporation | State | $87.9 million | 361 |
| 14 | Provizr Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $76.5 million | 517 |
| 15 | Pinnacle Investment Advisors, LLC | State | $71.8 million | 50 |
| 16 | George Papadopoulos, CPA/Pfs,cfp | State | $69.8 million | 17 |
| 17 | Coriander Financial Group LLC | State | $63.5 million | 44 |
| 18 | A B L E Wealth Management Solutions LLC | State | $31.7 million | 109 |
| 19 | Security Financial Advisors,llc | State | $18.7 million | 50 |
| 20 | Wealth Management Partners of Michigan, LLC | State | $15.6 million | 50 |
| 21 | Hardy Financial Planning | State | $15.0 million | 11 |
| 22 | Fineberg Wealth Management, LLC | State | $10.9 million | 55 |
| 23 | Grand Street Wealth Management, LLC | State | $7.5 million | 18 |
| 24 | Whale Shark Financial LLC | State | $7.4 million | 55 |
| 25 | MGC Capital | State | $6.9 million | 21 |
| 26 | Kraft Capital | State | $6.2 million | 41 |
| 27 | Vedanta Sentinel Investment Advisors | State | $3.9 million | 35 |
| 28 | Geddi Capital LLC | State | $3.1 million | 76 |
| 29 | Pierce Financial LLC | State | $2.0 million | 6 |
| 30 | Boardwalk Wealth Management | State | $1.8 million | 8 |
| 31 | Milieu Personal Finance LLC | State | $386,910 | 2 |
| 32 | Engler Financial | State | $0 | 0 |
| 33 | Greydog Financial | State | $0 | 0 |
| 34 | Iron Branch Wealth LLC | State | $0 | 0 |
| 35 | Oliver Financial Planning LLC | State | $0 | 0 |
| 36 | Select Financial Services Group, Inc. | State | $0 | 0 |
| 37 | Tribble Financial Planning | State | $0 | 0 |
Wealth management firms 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.