AdvisorCensus / Financial advisors / Michigan / Ann Arbor, MI / Branch offices
Advisory firms with an office in Ann Arbor, MI, headquartered elsewhere
35 investment advisory firms with a principal office outside the Ann Arbor, MI metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Ann Arbor, MI | Nashville, TN | SEC-registered investment adviser |
| Advance Capital Management Inc | Ann Arbor, MI | Southfield, MI | SEC-registered investment adviser |
| Advice and Planning Services | Ann Arbor, MI | New York, NY | SEC-registered investment adviser |
| Altitude Capital Management LLC | Ann Arbor, MI | Des Moines, IA | SEC-registered investment adviser |
| C2 Private Wealth | Ann Arbor, MI | Novi, MI | SEC-registered investment adviser |
| CG Advisory Services | Ann Arbor, MI | Williamston, MI | SEC-registered investment adviser |
| Corecap Advisors | Ann Arbor, MI | Southfield, MI | SEC-registered investment adviser |
| CX Institutional, LLC | Ann Arbor, MI | Auburn, IN | SEC-registered investment adviser |
| Diversified, LLC | Ann Arbor, MI | Wilmington, DE | SEC-registered investment adviser |
| Duet Advisory Services LLC | Ann Arbor, MI | Bingham Farms, MI | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Ann Arbor, MI | Ontario, CA | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | Ann Arbor, MI | Lake St. Louis, MO | SEC-registered investment adviser |
| Foguth Wealth Management, LLC. | Ann Arbor, MI | Brighton, MI | SEC-registered investment adviser |
| Galvin, Gaustad & Stein, LLC | Ann Arbor, MI | Scottsdale, AZ | SEC-registered investment adviser |
| Greenup Street Wealth Management LLC | Ann Arbor, MI | Overland Park, KS | SEC-registered investment adviser |
| Hantz Financial Services, Inc. | Ann Arbor, MI | Southfield, MI | SEC-registered investment adviser |
| Lido | Ann Arbor, MI | Los Angeles, CA | SEC-registered investment adviser |
| LVZ, Inc. | Ann Arbor, MI | Holland, MI | SEC-registered investment adviser |
| MAI Capital Management, LLC | Ann Arbor, MI | Cleveland, OH | SEC-registered investment adviser |
| Mainstay Capital Management, LLC | Ann Arbor, MI | Grand Blanc, MI | SEC-registered investment adviser |
| Mariner Independent | Ann Arbor, MI | Overland Park, KS | SEC-registered investment adviser |
| Maripau Wealth Management LLC | Ann Arbor, MI | Fort Wayne, IN | SEC-registered investment adviser |
| McDonald Partners LLC | Ann Arbor, MI | Cleveland, OH | SEC-registered investment adviser |
| Mission Wealth Management, LP | Ann Arbor, MI | Santa Barbara, CA | SEC-registered investment adviser |
| Plante Moran Financial Advisors | Ann Arbor, MI | Southfield, MI | SEC-registered investment adviser |
| Rehmann Wealth | Ann Arbor, MI | Lansing, MI | SEC-registered investment adviser |
| Richard W. Paul & Associates, LLC | Ann Arbor, MI | Novi, MI | SEC-registered investment adviser |
| SAX Wealth Advisors, LLC | Ann Arbor, MI | Parsippany, NJ | SEC-registered investment adviser |
| Stellex Capital | Ann Arbor, MI | New York, NY | SEC-registered investment adviser |
| Thrivent Advisor Network, LLC | Ann Arbor, MI | Minneapolis, MN | SEC-registered investment adviser |
| TLG Advisors, Inc. | Ann Arbor, MI | Summit, NJ | SEC-registered investment adviser |
| Valeo Financial Advisors, LLC | Ann Arbor, MI | Carmel, IN | SEC-registered investment adviser |
| Venture Investors LLC | Ann Arbor, MI | Madison, WI | Exempt reporting adviser |
| Wealth Enhancement Advisory Services, LLC | Ann Arbor, MI | Plymouth, MN | SEC-registered investment adviser |
| Zhang Financial | Ann Arbor, MI | Portage, MI | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Ann Arbor, MI, headquartered elsewhere. https://advisorcensus.com/advisors/mi/ann-arbor/branch-offices https://advisorcensus.com/advisors/mi/ann-arbor/branch-offices