Firms by city
Registered investment advisers in Ann Arbor, MI
15 SEC-registered advisers headquartered in Ann Arbor, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
15 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Sigma Planning | Ann Arbor, MI | $6.1B |
| Retirement Income Solutions | Ann Arbor, MI | $2.97B |
| Columbia Asset Management | Ann Arbor, MI | $1.2B |
| Speyside Equity Advisers | Ann Arbor, MI | $811M |
| Arbor Trust Wealth Advisors | Ann Arbor, MI | $611M |
| Concorde Asset Management | Ann Arbor, MI | $598M |
| Darden Wealth Group | Ann Arbor, MI | $380M |
| Cypress Capital Wealth Management | Ann Arbor, MI | $330M |
| Renaissance Venture Capital Management | Ann Arbor, MI | $293M |
| Sage Hill Capital | Ann Arbor, MI | $214M |
| Vision Capital Partners | Ann Arbor, MI | $168M |
| Morman, Kaplan, Brilliant and Fransko | Ann Arbor, MI | $163M |
| Arbor Investment Management | Ann Arbor, MI | $162M |
| ArborFi Advisors | Ann Arbor, MI | $148M |
| Imber Financial Group | Ann Arbor, MI | $106M |
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $6.1B
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $2.97B
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $1.2B
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $811M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $611M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $598M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $380M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $330M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $293M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $214M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $168M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $163M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $162M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $148M
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $106M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Ann Arbor on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Michigan.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.