{ "path": "/advisors/mi/ann-arbor", "url": "https://advisorcensus.com/advisors/mi/ann-arbor", "page_type": "metro", "title": "Financial advisors in Ann Arbor, MI", "filters": {}, "scope_total": 51, "faq": [ { "q": "How many financial advisory firms are there in Ann Arbor, MI?", "a": "AdvisorCensus lists 51 investment advisory firms with a principal office in the Ann Arbor metro area, from Form ADV filings as of October 2026: 18 SEC-registered, 20 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Ann Arbor, MI?", "a": "18 of the 51 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Ann Arbor, MI offer financial planning?", "a": "28 of the 38 firms in Ann Arbor, MI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Ann Arbor, MI fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 18 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 51 investment advisory firms with a principal office in the Ann Arbor metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Ann Arbor has 51 investment advisory firms with a principal office in the metro area as of October 2026: 18 SEC-registered, 20 state-registered, and 13 exempt reporting advisers. 18 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 17 report under $100 million in regulatory assets under management. The metro area has 150,550 households, 25,841 of them with income of $200,000 or more, or 507 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Ann Arbor, MI: 51 firms from Form ADV filings as of October 2026.", "total_firms": 51, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 18, "state": 20, "exempt": 13 }, "fee_model_mix": [ { "code": "fee-only", "count": 18 }, { "code": "percentage_of_aum", "count": 33 }, { "code": "hourly", "count": 20 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 23 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 4 }, { "code": "not_reported", "count": 13 } ], "years_registered_distribution": [ { "code": "under_5", "count": 24 }, { "code": "5_to_9", "count": 7 }, { "code": "10_to_19", "count": 13 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 12 }, { "code": "25m_100m", "count": 5 }, { "code": "100m_500m", "count": 12 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 16 } ], "firms": [ { "crd_number": 301257, "name": "A B L E Wealth Management Solutions LLC", "name_as_filed": "A B L E WEALTH MANAGEMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/a-b-l-e-wealth-management-solutions-llc-ann-arbor-mi-301257", "city": "Ann Arbor", "state": "MI", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154735, "name": "Arbor Investment Management", "name_as_filed": "ARBOR INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/arbor-investment-management-ann-arbor-mi-154735", "city": "Ann Arbor", "state": "MI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169611, "name": "Arbor Trust Wealth Advisors, LLC", "name_as_filed": "ARBOR TRUST WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arbor-trust-wealth-advisors-llc-ann-arbor-mi-169611", "city": "Ann Arbor", "state": "MI", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325307, "name": "Arboretum Ventures, LLC", "name_as_filed": "ARBORETUM VENTURES, LLC", "url": "https://advisorcensus.com/firm/arboretum-ventures-llc-ann-arbor-mi-325307", "city": "Ann Arbor", "state": "MI", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305009, "name": "Arborfi Advisors, LLC", "name_as_filed": "ARBORFI ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arborfi-advisors-llc-ann-arbor-mi-305009", "city": "Ann Arbor", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310308, "name": "Boardwalk Wealth Management", "name_as_filed": "BOARDWALK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/boardwalk-wealth-management-ann-arbor-mi-310308", "city": "Ann Arbor", "state": "MI", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340414, "name": "Brock Pond Capital Partners LLC", "name_as_filed": "BROCK POND CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/brock-pond-capital-partners-llc-ann-arbor-mi-340414", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124174, "name": "Columbia Asset Management, L.L.C.", "name_as_filed": "COLUMBIA ASSET MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/columbia-asset-management-l-l-c-ann-arbor-mi-124174", "city": "Ann Arbor", "state": "MI", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140367, "name": "Concorde Asset Management, LLC", "name_as_filed": "CONCORDE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/concorde-asset-management-llc-ann-arbor-mi-140367", "city": "Ann Arbor", "state": "MI", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 159771, "name": "Creo Global Capital LLC", "name_as_filed": "CREO GLOBAL CAPITAL LLC", "url": "https://advisorcensus.com/firm/creo-global-capital-llc-ann-arbor-mi-159771", "city": "Ann Arbor", "state": "MI", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312340, "name": "Cypress Capital Wealth Management LLC", "name_as_filed": "CYPRESS CAPITAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cypress-capital-wealth-management-llc-ann-arbor-mi-312340", "city": "Ann Arbor", "state": "MI", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 294926, "name": "Darden Wealth Group", "name_as_filed": "DARDEN WEALTH GROUP", "url": "https://advisorcensus.com/firm/darden-wealth-group-ann-arbor-mi-294926", "city": "Ann Arbor", "state": "MI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336115, "name": "Elab Ventures", "name_as_filed": "ELAB VENTURES", "url": "https://advisorcensus.com/firm/elab-ventures-ann-arbor-mi-336115", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 147014, "name": "Foresight Capital Management Advisors, Inc.", "name_as_filed": "FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/foresight-capital-management-advisors-inc-saline-mi-147014", "city": "Saline", "state": "MI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284251, "name": "Four Financial Management", "name_as_filed": "FOUR FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/four-financial-management-ann-arbor-mi-284251", "city": "Ann Arbor", "state": "MI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341196, "name": "Greydog Financial", "name_as_filed": "GREYDOG FINANCIAL", "url": "https://advisorcensus.com/firm/greydog-financial-ann-arbor-mi-341196", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145071, "name": "Hardy Financial Planning", "name_as_filed": "HARDY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/hardy-financial-planning-ann-arbor-mi-145071", "city": "Ann Arbor", "state": "MI", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115179, "name": "Horizons Planning Corporation", "name_as_filed": "HORIZONS PLANNING CORPORATION", "url": "https://advisorcensus.com/firm/horizons-planning-corporation-ann-arbor-mi-115179", "city": "Ann Arbor", "state": "MI", "years_registered": 40, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144846, "name": "Imber Financial Group, LLC", "name_as_filed": "IMBER FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/imber-financial-group-llc-ann-arbor-mi-144846", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338597, "name": "Iron Branch Wealth LLC", "name_as_filed": "IRON BRANCH WEALTH LLC", "url": "https://advisorcensus.com/firm/iron-branch-wealth-llc-ann-arbor-mi-338597", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332355, "name": "Kraft Capital", "name_as_filed": "KRAFT CAPITAL", "url": "https://advisorcensus.com/firm/kraft-capital-ann-arbor-mi-332355", "city": "Ann Arbor", "state": "MI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297823, "name": "MD Wealth Management, LLC", "name_as_filed": "MD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/md-wealth-management-llc-chelsea-mi-297823", "city": "Chelsea", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309869, "name": "Michigan Angel Fund Managing Member LLC", "name_as_filed": "MICHIGAN ANGEL FUND MANAGING MEMBER LLC", "url": "https://advisorcensus.com/firm/michigan-angel-fund-managing-member-llc-ann-arbor-mi-309869", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169374, "name": "Michigan Elab", "name_as_filed": "MICHIGAN ELAB", "url": "https://advisorcensus.com/firm/michigan-elab-ann-arbor-mi-169374", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338275, "name": "Millennium Personal Finance, LLC", "name_as_filed": "MILLENNIUM PERSONAL FINANCE, LLC", "url": "https://advisorcensus.com/firm/millennium-personal-finance-llc-ypsilanti-mi-338275", "city": "Ypsilanti", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 309136, "name": "Narrow Gauge Ventures Fund Management, LLC", "name_as_filed": "NARROW GAUGE VENTURES FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/narrow-gauge-ventures-fund-management-llc-ann-arbor-mi-309136", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341259, "name": "Necessity & Chance, L.L.C.", "name_as_filed": "NECESSITY & CHANCE, L.L.C.", "url": "https://advisorcensus.com/firm/necessity-and-chance-l-l-c-ann-arbor-mi-341259", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 135430, "name": "Oliver Financial Planning LLC", "name_as_filed": "OLIVER FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/oliver-financial-planning-llc-ann-arbor-mi-135430", "city": "Ann Arbor", "state": "MI", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336568, "name": "Pearl Planning", "name_as_filed": "PEARL PLANNING", "url": "https://advisorcensus.com/firm/pearl-planning-dexter-mi-336568", "city": "Dexter", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293590, "name": "Pierce Financial LLC", "name_as_filed": "PIERCE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/pierce-financial-llc-ann-arbor-mi-293590", "city": "Ann Arbor", "state": "MI", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149495, "name": "Pinnacle Investment Advisors, LLC", "name_as_filed": "PINNACLE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pinnacle-investment-advisors-llc-ann-arbor-mi-149495", "city": "Ann Arbor", "state": "MI", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284252, "name": "Provizr", "name_as_filed": "PROVIZR", "url": "https://advisorcensus.com/firm/provizr-ann-arbor-mi-284252", "city": "Ann Arbor", "state": "MI", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162268, "name": "Renaissance Venture Capital Management, Inc.", "name_as_filed": "RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/renaissance-venture-capital-management-inc-ann-arbor-mi-162268", "city": "Ann Arbor", "state": "MI", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110145, "name": "Retirement Income Solutions, Inc.", "name_as_filed": "RETIREMENT INCOME SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/retirement-income-solutions-inc-ann-arbor-mi-110145", "city": "Ann Arbor", "state": "MI", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340844, "name": "Rickstar Financial, LLC", "name_as_filed": "RICKSTAR FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/rickstar-financial-llc-ypsilanti-mi-340844", "city": "Ypsilanti", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163696, "name": "RPM Ventures", "name_as_filed": "RPM VENTURES", "url": "https://advisorcensus.com/firm/rpm-ventures-ann-arbor-mi-163696", "city": "Ann Arbor", "state": "MI", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283398, "name": "RPM Ventures III Management, L.L.C.", "name_as_filed": "RPM VENTURES III MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/rpm-ventures-iii-management-l-l-c-ann-arbor-mi-283398", "city": "Ann Arbor", "state": "MI", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155016, "name": "Sage Hill Capital", "name_as_filed": "SAGE HILL CAPITAL", "url": "https://advisorcensus.com/firm/sage-hill-capital-ann-arbor-mi-155016", "city": "Ann Arbor", "state": "MI", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124107, "name": "Security Financial Advisors,llc", "name_as_filed": "SECURITY FINANCIAL ADVISORS,LLC", "url": "https://advisorcensus.com/firm/security-financial-advisors-llc-ann-arbor-mi-124107", "city": "Ann Arbor", "state": "MI", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123613, "name": "Select Financial Services Group, Inc.", "name_as_filed": "SELECT FINANCIAL SERVICES GROUP, INC.", "url": "https://advisorcensus.com/firm/select-financial-services-group-inc-ann-arbor-mi-123613", "city": "Ann Arbor", "state": "MI", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110692, "name": "SPC", "name_as_filed": "SPC", "url": "https://advisorcensus.com/firm/spc-ann-arbor-mi-110692", "city": "Ann Arbor", "state": "MI", "years_registered": 42, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 325765, "name": "Speyside Equity Advisers LLC", "name_as_filed": "SPEYSIDE EQUITY ADVISERS LLC", "url": "https://advisorcensus.com/firm/speyside-equity-advisers-llc-ann-arbor-mi-325765", "city": "Ann Arbor", "state": "MI", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163181, "name": "Straylight Capital Management", "name_as_filed": "STRAYLIGHT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/straylight-capital-management-ann-arbor-mi-163181", "city": "Ann Arbor", "state": "MI", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308632, "name": "Tappan Hill Venture Partners, LLC", "name_as_filed": "TAPPAN HILL VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/tappan-hill-venture-partners-llc-ann-arbor-mi-308632", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319772, "name": "Tappan Hill, LLC", "name_as_filed": "TAPPAN HILL, LLC", "url": "https://advisorcensus.com/firm/tappan-hill-llc-ann-arbor-mi-319772", "city": "Ann Arbor", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309488, "name": "Topiary Capital Management, LLC", "name_as_filed": "TOPIARY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/topiary-capital-management-llc-ann-arbor-mi-309488", "city": "Ann Arbor", "state": "MI", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335058, "name": "Vedanta Sentinel Investment Advisors", "name_as_filed": "VEDANTA SENTINEL INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/vedanta-sentinel-investment-advisors-ann-arbor-mi-335058", "city": "Ann Arbor", "state": "MI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 175147, "name": "Vision Capital Partners", "name_as_filed": "VISION CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/vision-capital-partners-ann-arbor-mi-175147", "city": "Ann Arbor", "state": "MI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127387, "name": "Wealth Management Partners of Michigan, LLC", "name_as_filed": "WEALTH MANAGEMENT PARTNERS OF MICHIGAN, LLC", "url": "https://advisorcensus.com/firm/wealth-management-partners-of-michigan-llc-ann-arbor-mi-127387", "city": "Ann Arbor", "state": "MI", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 143218, "name": "Wolakota Financial Advisors", "name_as_filed": "WOLAKOTA FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/wolakota-financial-advisors-ypsilanti-mi-143218", "city": "Ypsilanti", "state": "MI", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "hourly", "other" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mi", "label": "Financial advisors in Michigan" }, "metro": { "path": "/advisors/mi/ann-arbor", "label": "Financial advisors in Ann Arbor, MI" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/mi/ann-arbor/fee-only", "label": "Fee-only financial advisors in Ann Arbor, MI", "firm_count": 18 }, { "path": "/advisors/mi/ann-arbor/flat-fee", "label": "Flat-fee financial advisors in Ann Arbor, MI", "firm_count": 23 }, { "path": "/advisors/mi/ann-arbor/hourly", "label": "Hourly financial advisors in Ann Arbor, MI", "firm_count": 20 } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/mi/ann-arbor.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 2, "sec_registered_at_start": 20, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 2 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }