Best Value · Ann Arbor
Affordable Financial Advisors in Ann Arbor, MI
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Ann Arbor, MI by verified customer ratings and review volume. The highest-rated is Peak Wealth Management, LLC with a 5.0-star rating from 138 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
21
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Peak Wealth Management, LLC
41011 Ann Arbor Rd, Plymouth, MI 48170, USA
Brandon Tramper - Financial Advisor, Ameriprise Financial Services, LLC
4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA
Two Bird Wealth Strategies
5263 Plymouth Rd, Ann Arbor, MI 48105, USA
Financial 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 | Boardwalk Wealth Management - Financial Advising341 E Huron St Suite 3, Ann Arbor, MI 48104, USA | 4.9★ | 27 |
| #5 | Imber Wealth Advisors, Inc.955 W Eisenhower Cir a, Ann Arbor, MI 48103, USA | 5.0★ | 21 |
| #6 | Darden Wealth Group415 Detroit St #100, Ann Arbor, MI 48104, USA | 5.0★ | 3 |
| #7 | Fineberg Wealth Management1528 Golden Ave, Ann Arbor, MI 48104, USA | 4.8★ | 24 |
| #8 | Legacy Wealth Partners3053 Miller Rd, Ann Arbor, MI 48103, USA | 5.0★ | 3 |
| #9 | Advanced Wealth Strategies3005 Boardwalk Dr Suite 101, Ann Arbor, MI 48108, USA | 5.0★ | 22 |
| #10 | Arbor Trust Wealth Advisors825 Victors Way UNIT 150, Ann Arbor, MI 48108, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Ann Arbor
Boardwalk Wealth Management - Financial Advising
341 E Huron St Suite 3, Ann Arbor, MI 48104, USA
Imber Wealth Advisors, Inc.
955 W Eisenhower Cir a, Ann Arbor, MI 48103, USA
Darden Wealth Group
415 Detroit St #100, Ann Arbor, MI 48104, USA
Fineberg Wealth Management
1528 Golden Ave, Ann Arbor, MI 48104, USA
Legacy Wealth Partners
3053 Miller Rd, Ann Arbor, MI 48103, USA
Advanced Wealth Strategies
3005 Boardwalk Dr Suite 101, Ann Arbor, MI 48108, USA
Arbor Trust Wealth Advisors
825 Victors Way UNIT 150, Ann Arbor, MI 48108, USA
Retirement Income Solutions
2301 Platt Rd #300, Ann Arbor, MI 48104, USA
Arbor Financial
116 E Washington St #210, Ann Arbor, MI 48104, USA
Merrill Lynch Wealth Management
777 E Eisenhower Pkwy, Ann Arbor, MI 48108, USA
Evangelista & Associates
2723 S State St Suite 450, Ann Arbor, MI 48104, USA
Edelman Financial Engines
2950 S State St Suite 250, Ann Arbor, MI 48104, USA
Raymond James & Associates
350 S Main St #100, Ann Arbor, MI 48104, USA
Foguth Financial Group
2275 W Stadium Blvd Suite 4, Ann Arbor, MI 48103, USA
A New Path Financial Services
455 E Eisenhower Pkwy Suite 220, Ann Arbor, MI 48108, USA
Mission Wealth
2723 S State St UNIT 150, Ann Arbor, MI 48104, USA
Palatine Hill Wealth Management
229 Depot St, Ann Arbor, MI 48104, USA
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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: May 17, 2026.
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