Licensed · Ann Arbor
Licensed & Insured Financial Advisors in Ann Arbor, MI
Every financial advisors listed here carries proper licensing and insurance in MI. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Ann Arbor, MI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Peak Wealth Management, LLC with a 5.0-star rating from 138 Google reviews and an RNM Score of 85/100. Also in the top tier: Brandon Tramper - Financial Advisor, Ameriprise Financial Services, LLC and Two Bird Wealth Strategies. The average rating across all listed financial advisors in Ann Arbor is 4.9 stars from 21 reviews per business on average.
Financial advisors in Ann Arbor typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Mission Wealth
Mission Wealth stands out as the top-ranked advisor due to its comprehensive financial planning services and strong reputation for client-centered wealth management.
Most Reviewed
Foguth Financial Group
A high review count indicates broad client experience and trust, making it easier for prospective clients to gauge service quality and reliability.
When choosing a financial advisor in Ann Arbor, verify their fiduciary status and fee structure, and consider scheduling initial consultations with at least two firms to compare their approach and compatibility with your financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
21
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating from over 130 local client reviews.
41011 Ann Arbor Rd, Plymouth, MI 48170, USA5.0-star rating from 60 reviews, reflecting exceptional client trust and satisfaction.
4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA5.0-star rating from 45 Google reviews reflects exceptional client satisfaction.
5263 Plymouth Rd, Ann Arbor, MI 48105, USAFinancial Advisors Rankings in Ann Arbor, MI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Peak Wealth Management, LLC41011 Ann Arbor Rd, Plymouth, MI 48170, USA | 5.0★ | 138 |
| #2 | Brandon Tramper - Financial Advisor, Ameriprise Financial Services, LLC4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA | 5.0★ | 60 |
| #3 | Two Bird Wealth Strategies5263 Plymouth Rd, Ann Arbor, MI 48105, USA | 5.0★ | 45 |
| #4 | Advanced Wealth Strategies3005 Boardwalk Dr Suite 101, Ann Arbor, MI 48108, USA | 5.0★ | 22 |
| #5 | Darden Wealth Group415 Detroit St #100, Ann Arbor, MI 48104, USA | 5.0★ | 3 |
| #6 | Boardwalk Wealth Management - Financial Advising341 E Huron St Suite 3, Ann Arbor, MI 48104, USA | 4.9★ | 27 |
| #7 | Fineberg Wealth Management1528 Golden Ave, Ann Arbor, MI 48104, USA | 4.8★ | 24 |
| #8 | Imber Wealth Advisors, Inc.955 W Eisenhower Cir a, Ann Arbor, MI 48103, USA | 5.0★ | 21 |
| #9 | Legacy Wealth Partners3053 Miller Rd, Ann Arbor, MI 48103, USA | 5.0★ | 3 |
| #10 | Merrill Lynch Wealth Management777 E Eisenhower Pkwy, Ann Arbor, MI 48108, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Ann Arbor
5.0 stars from 22 reviews, reflecting exceptional client satisfaction in Ann Arbor.
3005 Boardwalk Dr Suite 101, Ann Arbor, MI 48108, USA
5.0★ rating from 3 reviews for a financial advisor in Ann Arbor.
415 Detroit St #100, Ann Arbor, MI 48104, USA
Trusted by clients with a stellar 4.9-star rating from 27 reviews.
341 E Huron St Suite 3, Ann Arbor, MI 48104, USA
4.8 stars from 24 reviews, reflecting strong client trust and satisfaction.
1528 Golden Ave, Ann Arbor, MI 48104, USA
5.0 stars from 21 reviews, reflecting exceptional client satisfaction in Ann Arbor.
955 W Eisenhower Cir a, Ann Arbor, MI 48103, USA
Rated 5.0 stars from 3 Google reviews, this Ann Arbor financial advisor is highly regarded.
3053 Miller Rd, Ann Arbor, MI 48103, USA
Exceptional 5.0-star rating from three local client reviews.
777 E Eisenhower Pkwy, Ann Arbor, MI 48108, USA
5.0 stars from 1 Google review for this Ann Arbor financial advisor.
116 E Washington St #210, Ann Arbor, MI 48104, USA
Rated 5.0 stars from a small number of Google reviews.
825 Victors Way UNIT 150, Ann Arbor, MI 48108, USA
Rated 4.9 stars from 50 Google reviews, this Ann Arbor financial advisor is highly trusted.
2275 W Stadium Blvd Suite 4, Ann Arbor, MI 48103, USA
Trusted by locals with a solid 4.3-star rating from 12 reviews.
2723 S State St Suite 450, Ann Arbor, MI 48104, USA
Rated a perfect 5.0 stars from several local Google reviews.
455 E Eisenhower Pkwy Suite 220, Ann Arbor, MI 48108, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional early client satisfaction.
2723 S State St UNIT 150, Ann Arbor, MI 48104, USA
Rated 5.0 stars from a handful of Google reviews.
229 Depot St, Ann Arbor, MI 48104, USA
Rated 5.0 stars from a small number of Google reviews.
350 S Main St #100, Ann Arbor, MI 48104, USA
Rated 5.0 stars from a small number of Google reviews.
2950 S State St Suite 250, Ann Arbor, MI 48104, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
2301 Platt Rd #300, Ann Arbor, MI 48104, USA
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Financial Advisors in Ann Arbor, MI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Peak Wealth Management, LLC | 85/100 | 5.0 ★ | 138 |
| 2 | Brandon Tramper - Financial Advisor, Ameriprise Financial Services, LLC | 81/100 | 5.0 ★ | 60 |
| 3 | Two Bird Wealth Strategies | 79/100 | 5.0 ★ | 45 |
| 4 | Advanced Wealth Strategies | 75/100 | 5.0 ★ | 22 |
| 5 | Darden Wealth Group | 66/100 | 5.0 ★ | 3 |
| 6 | Boardwalk Wealth Management - Financial Advising | 75/100 | 4.9 ★ | 27 |
| 7 | Fineberg Wealth Management | 72/100 | 4.8 ★ | 24 |
| 8 | Imber Wealth Advisors, Inc. | 75/100 | 5.0 ★ | 21 |
| 9 | Legacy Wealth Partners | 66/100 | 5.0 ★ | 3 |
| 10 | Merrill Lynch Wealth Management | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Ann Arbor
What is a fiduciary financial advisor and why does it matter in Ann Arbor?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Ann Arbor, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Ann Arbor?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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