# Financial advisors in Ann Arbor, MI

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/ann-arbor

## At a glance

- Investment advisory firms: 51
- Registration: SEC-registered investment adviser: 18, State-registered investment adviser: 20, Exempt reporting adviser: 13
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 18 (47%); Percentage of assets 33 (87%); Hourly charges 20 (53%); Fixed fees 23 (61%); Commissions 1 (3%); Performance-based fees 3 (8%); Other 4 (11%); No compensation arrangements reported 13
- Regulatory assets under management (Item 5.F): Under $25 million 12 (24%); $25 million to $100 million 5 (10%); $100 million to $500 million 12 (24%); $500 million to $1 billion 3 (6%); $1 billion to $5 billion 2 (4%); Over $5 billion 1 (2%); Not reported 16 (31%)
- Years registered: Under 5 years 24 (47%); 5 to 9 years 7 (14%); 10 to 19 years 13 (25%); 20 years or more 6 (12%); Not reported 1 (2%)

## Firms (page 1 of 2, 1 to 50 of 51, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [A B L E Wealth Management Solutions LLC](https://advisorcensus.com/firm/a-b-l-e-wealth-management-solutions-llc-ann-arbor-mi-301257) ([md](https://advisorcensus.com/firm/a-b-l-e-wealth-management-solutions-llc-ann-arbor-mi-301257.md)) | 301257 | Ann Arbor, MI | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Arbor Investment Management](https://advisorcensus.com/firm/arbor-investment-management-ann-arbor-mi-154735) ([md](https://advisorcensus.com/firm/arbor-investment-management-ann-arbor-mi-154735.md)) | 154735 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Arbor Trust Wealth Advisors, LLC](https://advisorcensus.com/firm/arbor-trust-wealth-advisors-llc-ann-arbor-mi-169611) ([md](https://advisorcensus.com/firm/arbor-trust-wealth-advisors-llc-ann-arbor-mi-169611.md)) | 169611 | Ann Arbor, MI | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [Arboretum Ventures, LLC](https://advisorcensus.com/firm/arboretum-ventures-llc-ann-arbor-mi-325307) ([md](https://advisorcensus.com/firm/arboretum-ventures-llc-ann-arbor-mi-325307.md)) | 325307 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Arborfi Advisors, LLC](https://advisorcensus.com/firm/arborfi-advisors-llc-ann-arbor-mi-305009) ([md](https://advisorcensus.com/firm/arborfi-advisors-llc-ann-arbor-mi-305009.md)) | 305009 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Boardwalk Wealth Management](https://advisorcensus.com/firm/boardwalk-wealth-management-ann-arbor-mi-310308) ([md](https://advisorcensus.com/firm/boardwalk-wealth-management-ann-arbor-mi-310308.md)) | 310308 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Brock Pond Capital Partners LLC](https://advisorcensus.com/firm/brock-pond-capital-partners-llc-ann-arbor-mi-340414) ([md](https://advisorcensus.com/firm/brock-pond-capital-partners-llc-ann-arbor-mi-340414.md)) | 340414 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Columbia Asset Management, L.L.C.](https://advisorcensus.com/firm/columbia-asset-management-l-l-c-ann-arbor-mi-124174) ([md](https://advisorcensus.com/firm/columbia-asset-management-l-l-c-ann-arbor-mi-124174.md)) | 124174 | Ann Arbor, MI | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Concorde Asset Management, LLC](https://advisorcensus.com/firm/concorde-asset-management-llc-ann-arbor-mi-140367) ([md](https://advisorcensus.com/firm/concorde-asset-management-llc-ann-arbor-mi-140367.md)) | 140367 | Ann Arbor, MI | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [Creo Global Capital LLC](https://advisorcensus.com/firm/creo-global-capital-llc-ann-arbor-mi-159771) ([md](https://advisorcensus.com/firm/creo-global-capital-llc-ann-arbor-mi-159771.md)) | 159771 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Cypress Capital Wealth Management LLC](https://advisorcensus.com/firm/cypress-capital-wealth-management-llc-ann-arbor-mi-312340) ([md](https://advisorcensus.com/firm/cypress-capital-wealth-management-llc-ann-arbor-mi-312340.md)) | 312340 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Darden Wealth Group](https://advisorcensus.com/firm/darden-wealth-group-ann-arbor-mi-294926) ([md](https://advisorcensus.com/firm/darden-wealth-group-ann-arbor-mi-294926.md)) | 294926 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Elab Ventures](https://advisorcensus.com/firm/elab-ventures-ann-arbor-mi-336115) ([md](https://advisorcensus.com/firm/elab-ventures-ann-arbor-mi-336115.md)) | 336115 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Foresight Capital Management Advisors, Inc.](https://advisorcensus.com/firm/foresight-capital-management-advisors-inc-saline-mi-147014) ([md](https://advisorcensus.com/firm/foresight-capital-management-advisors-inc-saline-mi-147014.md)) | 147014 | Saline, MI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Four Financial Management](https://advisorcensus.com/firm/four-financial-management-ann-arbor-mi-284251) ([md](https://advisorcensus.com/firm/four-financial-management-ann-arbor-mi-284251.md)) | 284251 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Greydog Financial](https://advisorcensus.com/firm/greydog-financial-ann-arbor-mi-341196) ([md](https://advisorcensus.com/firm/greydog-financial-ann-arbor-mi-341196.md)) | 341196 | Ann Arbor, MI | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Hardy Financial Planning](https://advisorcensus.com/firm/hardy-financial-planning-ann-arbor-mi-145071) ([md](https://advisorcensus.com/firm/hardy-financial-planning-ann-arbor-mi-145071.md)) | 145071 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 18 | Hourly, Fixed fee |
| [Horizons Planning Corporation](https://advisorcensus.com/firm/horizons-planning-corporation-ann-arbor-mi-115179) ([md](https://advisorcensus.com/firm/horizons-planning-corporation-ann-arbor-mi-115179.md)) | 115179 | Ann Arbor, MI | State-registered investment adviser | $25 million to $100 million | 40 | % of assets, Hourly |
| [Imber Financial Group, LLC](https://advisorcensus.com/firm/imber-financial-group-llc-ann-arbor-mi-144846) ([md](https://advisorcensus.com/firm/imber-financial-group-llc-ann-arbor-mi-144846.md)) | 144846 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Iron Branch Wealth LLC](https://advisorcensus.com/firm/iron-branch-wealth-llc-ann-arbor-mi-338597) ([md](https://advisorcensus.com/firm/iron-branch-wealth-llc-ann-arbor-mi-338597.md)) | 338597 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Kraft Capital](https://advisorcensus.com/firm/kraft-capital-ann-arbor-mi-332355) ([md](https://advisorcensus.com/firm/kraft-capital-ann-arbor-mi-332355.md)) | 332355 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [MD Wealth Management, LLC](https://advisorcensus.com/firm/md-wealth-management-llc-chelsea-mi-297823) ([md](https://advisorcensus.com/firm/md-wealth-management-llc-chelsea-mi-297823.md)) | 297823 | Chelsea, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Michigan Angel Fund Managing Member LLC](https://advisorcensus.com/firm/michigan-angel-fund-managing-member-llc-ann-arbor-mi-309869) ([md](https://advisorcensus.com/firm/michigan-angel-fund-managing-member-llc-ann-arbor-mi-309869.md)) | 309869 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Michigan Elab](https://advisorcensus.com/firm/michigan-elab-ann-arbor-mi-169374) ([md](https://advisorcensus.com/firm/michigan-elab-ann-arbor-mi-169374.md)) | 169374 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Millennium Personal Finance, LLC](https://advisorcensus.com/firm/millennium-personal-finance-llc-ypsilanti-mi-338275) ([md](https://advisorcensus.com/firm/millennium-personal-finance-llc-ypsilanti-mi-338275.md)) | 338275 | Ypsilanti, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Commissions |
| [Narrow Gauge Ventures Fund Management, LLC](https://advisorcensus.com/firm/narrow-gauge-ventures-fund-management-llc-ann-arbor-mi-309136) ([md](https://advisorcensus.com/firm/narrow-gauge-ventures-fund-management-llc-ann-arbor-mi-309136.md)) | 309136 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Necessity & Chance, L.L.C.](https://advisorcensus.com/firm/necessity-and-chance-l-l-c-ann-arbor-mi-341259) ([md](https://advisorcensus.com/firm/necessity-and-chance-l-l-c-ann-arbor-mi-341259.md)) | 341259 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Oliver Financial Planning LLC](https://advisorcensus.com/firm/oliver-financial-planning-llc-ann-arbor-mi-135430) ([md](https://advisorcensus.com/firm/oliver-financial-planning-llc-ann-arbor-mi-135430.md)) | 135430 | Ann Arbor, MI | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee |
| [Pearl Planning](https://advisorcensus.com/firm/pearl-planning-dexter-mi-336568) ([md](https://advisorcensus.com/firm/pearl-planning-dexter-mi-336568.md)) | 336568 | Dexter, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Pierce Financial LLC](https://advisorcensus.com/firm/pierce-financial-llc-ann-arbor-mi-293590) ([md](https://advisorcensus.com/firm/pierce-financial-llc-ann-arbor-mi-293590.md)) | 293590 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Pinnacle Investment Advisors, LLC](https://advisorcensus.com/firm/pinnacle-investment-advisors-llc-ann-arbor-mi-149495) ([md](https://advisorcensus.com/firm/pinnacle-investment-advisors-llc-ann-arbor-mi-149495.md)) | 149495 | Ann Arbor, MI | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Provizr](https://advisorcensus.com/firm/provizr-ann-arbor-mi-284252) ([md](https://advisorcensus.com/firm/provizr-ann-arbor-mi-284252.md)) | 284252 | Ann Arbor, MI | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Renaissance Venture Capital Management, Inc.](https://advisorcensus.com/firm/renaissance-venture-capital-management-inc-ann-arbor-mi-162268) ([md](https://advisorcensus.com/firm/renaissance-venture-capital-management-inc-ann-arbor-mi-162268.md)) | 162268 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Retirement Income Solutions, Inc.](https://advisorcensus.com/firm/retirement-income-solutions-inc-ann-arbor-mi-110145) ([md](https://advisorcensus.com/firm/retirement-income-solutions-inc-ann-arbor-mi-110145.md)) | 110145 | Ann Arbor, MI | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [Rickstar Financial, LLC](https://advisorcensus.com/firm/rickstar-financial-llc-ypsilanti-mi-340844) ([md](https://advisorcensus.com/firm/rickstar-financial-llc-ypsilanti-mi-340844.md)) | 340844 | Ypsilanti, MI | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [RPM Ventures](https://advisorcensus.com/firm/rpm-ventures-ann-arbor-mi-163696) ([md](https://advisorcensus.com/firm/rpm-ventures-ann-arbor-mi-163696.md)) | 163696 | Ann Arbor, MI | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [RPM Ventures III Management, L.L.C.](https://advisorcensus.com/firm/rpm-ventures-iii-management-l-l-c-ann-arbor-mi-283398) ([md](https://advisorcensus.com/firm/rpm-ventures-iii-management-l-l-c-ann-arbor-mi-283398.md)) | 283398 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Sage Hill Capital](https://advisorcensus.com/firm/sage-hill-capital-ann-arbor-mi-155016) ([md](https://advisorcensus.com/firm/sage-hill-capital-ann-arbor-mi-155016.md)) | 155016 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Security Financial Advisors,llc](https://advisorcensus.com/firm/security-financial-advisors-llc-ann-arbor-mi-124107) ([md](https://advisorcensus.com/firm/security-financial-advisors-llc-ann-arbor-mi-124107.md)) | 124107 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [Select Financial Services Group, Inc.](https://advisorcensus.com/firm/select-financial-services-group-inc-ann-arbor-mi-123613) ([md](https://advisorcensus.com/firm/select-financial-services-group-inc-ann-arbor-mi-123613.md)) | 123613 | Ann Arbor, MI | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [SPC](https://advisorcensus.com/firm/spc-ann-arbor-mi-110692) ([md](https://advisorcensus.com/firm/spc-ann-arbor-mi-110692.md)) | 110692 | Ann Arbor, MI | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Hourly, Fixed fee, Other |
| [Speyside Equity Advisers LLC](https://advisorcensus.com/firm/speyside-equity-advisers-llc-ann-arbor-mi-325765) ([md](https://advisorcensus.com/firm/speyside-equity-advisers-llc-ann-arbor-mi-325765.md)) | 325765 | Ann Arbor, MI | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Straylight Capital Management](https://advisorcensus.com/firm/straylight-capital-management-ann-arbor-mi-163181) ([md](https://advisorcensus.com/firm/straylight-capital-management-ann-arbor-mi-163181.md)) | 163181 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Tappan Hill Venture Partners, LLC](https://advisorcensus.com/firm/tappan-hill-venture-partners-llc-ann-arbor-mi-308632) ([md](https://advisorcensus.com/firm/tappan-hill-venture-partners-llc-ann-arbor-mi-308632.md)) | 308632 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Tappan Hill, LLC](https://advisorcensus.com/firm/tappan-hill-llc-ann-arbor-mi-319772) ([md](https://advisorcensus.com/firm/tappan-hill-llc-ann-arbor-mi-319772.md)) | 319772 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Topiary Capital Management, LLC](https://advisorcensus.com/firm/topiary-capital-management-llc-ann-arbor-mi-309488) ([md](https://advisorcensus.com/firm/topiary-capital-management-llc-ann-arbor-mi-309488.md)) | 309488 | Ann Arbor, MI | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Vedanta Sentinel Investment Advisors](https://advisorcensus.com/firm/vedanta-sentinel-investment-advisors-ann-arbor-mi-335058) ([md](https://advisorcensus.com/firm/vedanta-sentinel-investment-advisors-ann-arbor-mi-335058.md)) | 335058 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Vision Capital Partners](https://advisorcensus.com/firm/vision-capital-partners-ann-arbor-mi-175147) ([md](https://advisorcensus.com/firm/vision-capital-partners-ann-arbor-mi-175147.md)) | 175147 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Wealth Management Partners of Michigan, LLC](https://advisorcensus.com/firm/wealth-management-partners-of-michigan-llc-ann-arbor-mi-127387) ([md](https://advisorcensus.com/firm/wealth-management-partners-of-michigan-llc-ann-arbor-mi-127387.md)) | 127387 | Ann Arbor, MI | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Other |
| [Wolakota Financial Advisors](https://advisorcensus.com/firm/wolakota-financial-advisors-ypsilanti-mi-143218) ([md](https://advisorcensus.com/firm/wolakota-financial-advisors-ypsilanti-mi-143218.md)) | 143218 | Ypsilanti, MI | State-registered investment adviser | Under $25 million | 18 | Hourly, Other |

- Next page: https://advisorcensus.com/advisors/mi/ann-arbor/page/2.md

## Questions people ask

**How many financial advisory firms are there in Ann Arbor, MI?**
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.

**How many fee-only financial advisors are in Ann Arbor, MI?**
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.

**How many financial advisors in Ann Arbor, MI offer financial planning?**
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.

**Are the financial advisors in Ann Arbor, MI fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/mi/ann-arbor.csv

Cite as: AdvisorCensus. Financial advisors in Ann Arbor, MI: 51 firms from Form ADV filings as of October 2026.