Michigan · 3 advisers
Financial Advisors in Ypsilanti, Michigan
Looking for a financial advisor in Ypsilanti, Michigan? Falists indexes 3 SEC-registered and state-registered investment advisers in Ypsilanti — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $8.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$8.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Ypsilanti
Ranked by AUM · Fees, team & specialties at a glance
WOLAKOTA FINANCIAL ADVISORS
Ypsilanti, MI
AUM
$8.5M
Team
1 advisors
Clients
26-50
Fees
Hourly charges; FORMULA BASED ON INCOME AND NETWORTH
734-480-2611
MILLENNIUM PERSONAL FINANCE, LLC
Ypsilanti, MI
AUM
$485K
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
734-219-0981
RICKSTAR FINANCIAL, LLC
Ypsilanti, MI
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM
734-996-7345
More cities in Michigan
Common questions
- How many financial advisors are in Ypsilanti, Michigan?
- 3 registered investment advisers are listed in our Ypsilanti directory, sourced from public SEC filings.
- What types of advisors are in Ypsilanti?
- 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 Ypsilanti?
- 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.