Falists

Michigan · 40 advisers

Financial Advisors in Ann Arbor, Michigan

Looking for a financial advisor in Ann Arbor, Michigan? Falists indexes 40 SEC-registered and state-registered investment advisers in Ann Arbor — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 33 firms list a website you can visit directly. Firms in this directory manage up to $6.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

40

With website

33

Largest AUM

$6.10B

Financial planning

21

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth26Planning21Trusts25Retirement12Institutional12

Top advisors in Ann Arbor

Ranked by AUM · Fees, team & specialties at a glance

View all 40 →

SPC

Ann Arbor, MI

AUM

$6.10B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

471 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

734-663-1611

Full profileVisit site →

PROVIZR

Ann Arbor, MI

AUM

$76.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

734-272-4322

Full profileVisit site →
View all 40 advisors in Ann Arbor

More cities in Michigan

Grand Rapids (56)Troy (46)Bloomfield Hills (45)Southfield (26)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)Detroit (12)

Common questions

How many financial advisors are in Ann Arbor, Michigan?
40 registered investment advisers are listed in our Ann Arbor directory, sourced from public SEC filings.
What types of advisors are in Ann Arbor?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Ann Arbor?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.