Local Pros · Pontiac
Local Financial Advisors in Pontiac, MI
Locally owned and operated financial advisors serving Pontiac and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Pontiac, MI by verified customer ratings and review volume. The highest-rated is Orfin & Associates with a 4.9-star rating from 106 verified reviews. Also in the top tier: Integrated Fiduciary Advisory Services and Polaris Private Wealth. The average rating across all listed financial advisors in Pontiac is 5 stars from 10 reviews per business on average.
Financial advisors in Pontiac typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
10
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Orfin & Associates
3120 South Blvd, Bloomfield Hills, MI 48304, USA
Integrated Fiduciary Advisory Services
40950 Woodward Ave # 350, Bloomfield Hills, MI 48304, USA
Polaris Private Wealth
3250 Auburn Rd Suite 102, Auburn Hills, MI 48326, USA
Financial Advisors Rankings in Pontiac, MI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Orfin & Associates3120 South Blvd, Bloomfield Hills, MI 48304, USA | 4.9★ | 106 |
| #2 | Integrated Fiduciary Advisory Services40950 Woodward Ave # 350, Bloomfield Hills, MI 48304, USA | 5.0★ | 12 |
| #3 | Polaris Private Wealth3250 Auburn Rd Suite 102, Auburn Hills, MI 48326, USA | 5.0★ | 10 |
| #4 | InvestWise Financial LLC3883 Telegraph Rd Suite 204, Bloomfield Township, MI 48302, USA | 5.0★ | 7 |
| #5 | Greystone Financial Group, LLC665 Hulet Dr, Bloomfield Hills, MI 48302, USA | 5.0★ | 1 |
| #6 | Credent Wealth Management - Auburn Hills, MI3121 University Dr # 100, Auburn Hills, MI 48326, USA | 5.0★ | 4 |
| #7 | JMB Financial Services Group42714 Woodward Ave, Bloomfield Hills, MI 48304, USA | 5.0★ | 2 |
| #8 | Titan Wealth Advisors1668 S Telegraph Rd #100, Bloomfield Township, MI 48302, USA | 5.0★ | 2 |
| #9 | Redwood Wealth Management691 N Squirrel Rd Suite 175, Auburn Hills, MI 48326, USA | 5.0★ | 10 |
| #10 | Bridgeriver Advisors LLC40900 Woodward Ave, Bloomfield Hills, MI 48304, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Pontiac
InvestWise Financial LLC
3883 Telegraph Rd Suite 204, Bloomfield Township, MI 48302, USA
Greystone Financial Group, LLC
665 Hulet Dr, Bloomfield Hills, MI 48302, USA
Credent Wealth Management - Auburn Hills, MI
3121 University Dr # 100, Auburn Hills, MI 48326, USA
JMB Financial Services Group
42714 Woodward Ave, Bloomfield Hills, MI 48304, USA
Titan Wealth Advisors
1668 S Telegraph Rd #100, Bloomfield Township, MI 48302, USA
Redwood Wealth Management
691 N Squirrel Rd Suite 175, Auburn Hills, MI 48326, USA
Bridgeriver Advisors LLC
40900 Woodward Ave, Bloomfield Hills, MI 48304, USA
Michigan Retirement Advisors
33 Bloomfield Hills Pkwy Ste. 280, Bloomfield Hills, MI 48304, USA
Herbert Financial Group
2701 Cambridge Ct Suite 530, Auburn Hills, MI 48326, USA
Michigan Financial Advisors
40900 Woodward Ave # 330, Bloomfield Hills, MI 48304, USA
Financial Independence, LLC
40900 Woodward Ave # 300, Bloomfield Hills, MI 48304, USA
Blue River Financial Group
1668 S Telegraph Rd #250, Bloomfield Hills, MI 48302, USA
Retirement Resources
1625 N Opdyke Rd, Auburn Hills, MI 48326, USA
Financial Benefits Group
2601 Cambridge Ct Suite #121, Auburn Hills, MI 48326, USA
Cobblestone Financial Services
2701 Cambridge Ct #220, Auburn Hills, MI 48326, USA
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Frequently Asked Questions — Financial Advisors in Pontiac
What is a fiduciary financial advisor and why does it matter in Pontiac?
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 Pontiac, 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 Pontiac?
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: June 1, 2026.
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