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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI, ANN ARBOR
26 advisers found
RETIREMENT INCOME SOLUTIONS, INC.
Ann Arbor, MI
AUM
$2.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
734-769-7727
COLUMBIA ASSET MANAGEMENT, L.L.C.
Ann Arbor, MI
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-665-1455
SPEYSIDE EQUITY ADVISERS LLC
Ann Arbor, MI
AUM
$811.4M
Wealth Mgmt
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
616-502-7731
ARBOR TRUST WEALTH ADVISORS, LLC
Ann Arbor, MI
AUM
$611.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(734) 389-7794
CONCORDE ASSET MANAGEMENT, LLC
Ann Arbor, MI
AUM
$598.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
248-824-6710
DARDEN WEALTH GROUP
Ann Arbor, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-294-0100
CYPRESS CAPITAL WEALTH MANAGEMENT LLC
Ann Arbor, MI
AUM
$330.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(734) 228-0460
RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.
Ann Arbor, MI
AUM
$292.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
734-997-8661
SAGE HILL CAPITAL
Ann Arbor, MI
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
888-988-5623
FOUR FINANCIAL MANAGEMENT
Ann Arbor, MI
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-272-4322
ARBOR INVESTMENT MANAGEMENT
Ann Arbor, MI
AUM
$162.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
734-6453622
ARBORFI ADVISORS, LLC
Ann Arbor, MI
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
734-345-6980
VISION CAPITAL PARTNERS
Ann Arbor, MI
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
734-356-3250
IMBER FINANCIAL GROUP, LLC
Ann Arbor, MI
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
734-769-1719
HORIZONS PLANNING CORPORATION
Ann Arbor, MI
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-761-3155
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
PINNACLE INVESTMENT ADVISORS, LLC
Ann Arbor, MI
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-662-1746
A B L E WEALTH MANAGEMENT SOLUTIONS LLC
Ann Arbor, MI
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-786-3875
KRAFT CAPITAL
Ann Arbor, MI
AUM
$6.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
734-717-1047
VEDANTA SENTINEL INVESTMENT ADVISORS
Ann Arbor, MI
AUM
$3.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
734-234-8742
PIERCE FINANCIAL LLC
Ann Arbor, MI
AUM
$2.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
734-975-8750
BOARDWALK WEALTH MANAGEMENT
Ann Arbor, MI
AUM
$1.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
734-476-0320
OLIVER FINANCIAL PLANNING LLC
Ann Arbor, MI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
734-926-0022
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