Adviser Record

Investment advisers in Ann Arbor, MI

15 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MI

FirmAssetsEmployeesDisclosures
Spc$6.10 billion4717
Retirement Income Solutions, Inc.$2.97 billion260
Columbia Asset Management, L.L.C.$1.20 billion70
Speyside Equity Advisers LLC$811.4 million110
Arbor Trust Wealth Advisors, LLC$611.4 million130
Concorde Asset Management, LLC$598.4 million766
Darden Wealth Group$379.6 million50
Cypress Capital Wealth Management LLC$330.2 million40
Renaissance Venture Capital Management, Inc.$292.7 million40
Sage Hill Capital$214.3 million20
Four Financial Management$162.7 million70
Arbor Investment Management$162.0 million20
Arborfi Advisors, LLC$148.4 million20
Vision Capital Partners$146.6 million40
Imber Financial Group, LLC$106.0 million80