Top 10 financial advisor firms in Ann Arbor

10 SEC-registered financial advisor firms are headquartered in Ann Arbor, MI, with $6.12B in combined regulatory assets under management. The largest by assets are Retirement Income Solutions ($2.97B), Columbia Asset Management ($1.2B) and Arbor Trust Wealth Advisors ($611M).

10
Financial advisor firms: $6.12B
Their combined AUM: $191M
Median firm AUM: 3,393
Clients of the top 10

The 10 largest by assets

1
Retirement Income Solutions
RIA
$2.97B
0.60% to 1.00% a year
2
Columbia Asset Management
RIA
$1.2B
Up to 1.00% a year
3
Arbor Trust Wealth Advisors
RIA
$611M
0.80% to 1.75% a year
4
Darden Wealth Group
RIA
$380M
Regulatory AUM
5
Sage Hill Capital
RIA
$214M
Up to 1.10% a year
6
Vision Capital Partners
RIA
$168M
Regulatory AUM
7
Morman, Kaplan, Brilliant and Fransko
RIA
$163M
0.25% to 1.50% a year
8
Arbor Investment Management
RIA
$162M
Regulatory AUM
9
ArborFi Advisors
RIA
$148M
0.50% to 1.00% a year
10
Imber Financial Group
RIA
$106M
0.50% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Retirement Income Solutions

Retirement Income Solutions is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.97 billion, as filed on 13 May 2026.

Retirement Income Solutions charges 0.60%–1.00% a year for its Asset Management and Review.

Regulatory AUM: $2.97B
Clients: 1,274
Advisory staff: 13
Founded: 1992
Fee schedule: 0.60% to 1.00% a year
Minimum account: $750,000
Custodians: Pershing, Tiaa-Cref Individual & Institutional Services
Headquarters: 2301 Platt Road, Suite 300, Ann Arbor, MI 48104
Phone: 734-769-7727
Website: retirementincomesolutions.com

No. 2 · RIA

Columbia Asset Management

Columbia Asset Management is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.2 billion, as filed on 12 March 2026.

Columbia Asset Management charges up to 1.00% a year for its Wealth Management Services.

Regulatory AUM: $1.2B
Clients: 431
Advisory staff: 6
Founded: 1997
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 924 N Main Street, Suite 1, Ann Arbor, MI 48104
Phone: 734-665-1455
Website: columbiaasset.com

No. 3 · RIA

Arbor Trust Wealth Advisors

Arbor Trust Wealth Advisors is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $611 million, as filed on 26 June 2026.

Arbor Trust Wealth Advisors charges 0.80%–1.75% a year for its Investment management services.

Regulatory AUM: $611M
Clients: 441
Advisory staff: 3
Founded: 2014
Fee schedule: 0.80% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 825 Victors Way, Suite 150, Ann Arbor, MI 48108
Phone: 734-389-7794
Website: arbortrust.com

No. 4 · RIA

Darden Wealth Group

Darden Wealth Group is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $380 million, as filed on 26 March 2026.

Regulatory AUM: $380M
Clients: 273
Advisory staff: 4
Custodians: Fidelity
Headquarters: 415 Detroit St., Ste 100, Ann Arbor, MI 48104
Phone: 734-294-0100
Website: dardenwealth.com

No. 5 · RIA

Sage Hill Capital

Sage Hill Capital is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $214 million, as filed on 4 March 2026.

Sage Hill Capital charges up to 1.10% a year for its Portfolio management services.

Regulatory AUM: $214M
Clients: 79
Advisory staff: 2
Founded: 2010
Fee schedule: Up to 1.10% a year
Custodians: Charles Schwab
Headquarters: 220 S. Main St., Suite 301, Ann Arbor, MI 48104
Phone: 888-988-5623
Website: sagehillcapital.com

No. 6 · RIA

Vision Capital Partners

Vision Capital Partners is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $168 million, as filed on 18 September 2026.

Regulatory AUM: $168M
Clients: 145
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 2211 Old Earhart RD., Suite 155, Ann Arbor, MI 48105
Phone: 734-356-3250
Website: visioncapitalpartners.com

No. 7 · RIA

Morman, Kaplan, Brilliant and Fransko

Morman, Kaplan, Brilliant and Fransko is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $163 million, as filed on 18 March 2026.

Morman, Kaplan, Brilliant and Fransko charges 0.25%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $163M
Clients: 353
Advisory staff: 6
Fee schedule: 0.25% to 1.50% a year
Custodians: LPL Financial
Headquarters: 777 E. Eisenhower Pkwy, Suite 740, Ann Arbor, MI 48108
Phone: 734-272-4322
Website: fourfinancial.com

No. 8 · RIA

Arbor Investment Management

Arbor Investment Management is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $162 million, as filed on 6 March 2026.

Regulatory AUM: $162M
Clients: 96
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 3400 Travis Pointe RD., Suite E, Ann Arbor, MI 48108
Phone: 734-645-3622
Website: arborim.com

No. 9 · RIA

ArborFi Advisors

ArborFi Advisors is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $148 million, as filed on 16 February 2026.

ArborFi Advisors charges 0.50%–1.00% a year for its Comprehensive Portfolio Management and Financial Planning.

Regulatory AUM: $148M
Clients: 101
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2395 S Huron Pkwy, Suite 101, Ann Arbor, MI 48104
Phone: 734-345-6980
Website: arborfi.com

No. 10 · RIA

Imber Financial Group

Imber Financial Group is an investment adviser based in Ann Arbor, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $106 million, as filed on 25 August 2026.

Imber Financial Group charges 0.50%–1.50% a year for its Asset management.

Regulatory AUM: $106M
Clients: 200
Advisory staff: 4
Fee schedule: 0.50% to 1.50% a year
Headquarters: 955 W Eisenhower Cir, Ste A, Ann Arbor, MI 48103
Phone: 734-769-1719
Website: imberwealth.com

Questions about financial advisors in Ann Arbor

How many financial advisor firms are headquartered in Ann Arbor?

10 SEC-registered financial advisor firms report their principal office in Ann Arbor, MI, managing $6.12B in regulatory assets between them. The other 5 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Ann Arbor?

Retirement Income Solutions, with $2.97B in regulatory assets under management on its latest Form ADV. The next largest are Columbia Asset Management ($1.2B) and Arbor Trust Wealth Advisors ($611M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Ann Arbor?

The median firm manages $191M in regulatory assets. That is the midpoint of the 10 firms headquartered in Ann Arbor.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Ann Arbor charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Ann Arbor?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Ann Arbor has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Ann Arbor

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