Find Top Financial Advisors in Ann Arbor, Michigan

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Ann Arbor, Michigan
Last Updated - 22-Mar-2023

Ann Arbor has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 54 non-vetted advisors in your local area. These financial advisors in Ann Arbor, Michigan have an average of 16 years of experience.

NOTE: The list of financial advisors in Ann Arbor, Michigan mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Ann Arbor, Michigan.

Qualified Financial Advisors in Ann Arbor, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
135 W North Street Ste 1,
Brighton, MI 48116
16 Not Specified $250,000 Fee-Based
Karla Stanton
1645 Indian Wood Circle,
Maumee, OH 43537
16 Not Specified $100,000 Fee-Based

Information on Qualified Financial Advisors in Ann Arbor

Qualifications CRD# 5795799
Firm CRD# 140736

Compensation/Fee Fee-Based, Based on Assets

Office Location 135 W North Street Ste 1,
Phone Number 810-229-6446

Todd joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todd's background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans". Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP® certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.

About Executive Wealth Management

Each EWM advisor leveraging every skill we have to change lives, that's the Executive Wealth Management difference. Our passion for our clients combined with our industry expertise has allowed us to become one of the largest independent wealth management firms in the country over the last 30 years and clients in over 40 states. As full-service private wealth advisors we build trusting relationships by meeting with our clients regularly to understand their evolving goals and implementing customized strategies to achieve their needs. At Executive Wealth Management, Todd serves as a Private Wealth Advisor working directly with clients to develop and implement comprehensive financial plans that address their evolving goals and financial needs. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, family office wealth management, and charitable planning. At Executive Wealth Management each person in our firm is dedicated to our clients. As a CERTIFIED FINANCIAL PLANNER (TM) professional and over 15 years of industry experience, Todd understands the diverse wealth planning needs of high net-worth individuals and families. As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful relationships, build actionable plans and customized portfolios, allowing you to both protect and grow your wealth as you navigate complex markets and transitions in life.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

Qualifications CRD# 4885960
Firm CRD# 14303
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 1645 Indian Wood Circle,
Phone Number 419-794-0550

As the mother of three active children, Karla understands the challenges families face in balancing daily life while saving for the future, and she believes that developing a financial plan can be the roadmap every family needs to gain confidence in driving their financial future. Karla provides clients with comprehensive financial planning, investment management programs, and insurance-related services.
As an active member of the Lenawee County community for over twenty years, Karla currently resides with her family at Devils Lake. She holds a Bachelor of Arts degree in Marketing from Siena Heights University where she served as president of Student Senate.
Karla is licensed as a registered representative of Sigma Financial Corporation and as an investment advisor representative of Sigma Planning Corporation.

About Engler, Garrow & Roth, Ltd

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER and an Accredited Investment Fiduciary®.
John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation.
The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations.
Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans.
You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning

Top Financial Advisor Firms in Ann Arbor, Michigan (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
300 Parkland Plaza,
Ann Arbor, MI 48103
$6,859,365,285 36841 A percentage of AUM
Hourly charges
Fixed fees
2301 Platt Road , Suite 300,
Ann Arbor, MI 48104
$2,403,823,289 1244 A percentage of AUM
Hourly charges
Fixed fees
2373 Oak Valley Drive Suite 110,
Ann Arbor, MI 48103
$923,410,000 530 A percentage of AUM
Fixed fees
924 N Main Street , Suite 1,
Ann Arbor, MI 48104
$858,842,967 1125 A percentage of AUM
Hourly charges
Fixed fees
303 Detroit Street , Suite 203,
Ann Arbor, MI 48104
$704,734,966 1007 A percentage of AUM
24 Frank Lloyd Wright Drive , Suite H3225,
Ann Arbor, MI 48106
$487,108,000 4 A percentage of AUM
Performance Based
825 Victors Way , Suite 150,
Ann Arbor, MI 48108
$486,871,670 1352 A percentage of AUM
Hourly charges
Fixed fees
201 South Main Street , 10th Floor,
Ann Arbor, MI 48104-2113
$402,609,798 4 A percentage of AUM
Performance Based
412 East Huron,
Ann Arbor, MI 48104
$292,746,586 630 A percentage of AUM
Hourly charges
Fixed fees
2723 S State Street , Suite 117,
Ann Arbor, MI 48104
$277,731,776 840 A percentage of AUM
Fixed fees
310 Miller Ave. , #147,
Ann Arbor, MI 48103
$166,224,266 178 A percentage of AUM
Hourly charges
Fixed fees
2211 Old Earhart Rd. , Suite 155,
Ann Arbor, MI 48105
$160,372,150 589 A percentage of AUM
Hourly charges
Fixed fees
333 S. Main St. , Suite 200,
Ann Arbor, MI 48104
$158,202,436 275 A percentage of AUM
Hourly charges
Fixed fees
229 Depot Street,
Ann Arbor, MI 48104
$148,387,044 252 A percentage of AUM
Hourly charges
Fixed fees
135 Underdown Road,
Ann Arbor, MI 48105
$2,055,240 3 A percentage of AUM

    List of Additional Advisors in Ann Arbor, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    A New Path Financial
    Inquire with A
    2311 East Stadium Boulevard, Suite 202, Ann Arbor, MI  48104 734-330-2266
    Alexander E Freiberg
    Inquire with Alexander
    2001 Commonwealth Blvd, Ann Arbor, MI  48105 734-827-0547
    The Voyage Wealth Advisory Group
    Inquire with Voyage
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5231
    Matthew Cunningham
    Inquire with Matthew
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5231
    Murray, McCumons & Associates
    Inquire with Murray,
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5280
    Matthew McCumons
    Inquire with Matthew
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5227
    Kristen Roy
    Inquire with Kristen
    2800 S State St, Ste 205, Ann Arbor, MI  48104 734-477-5235
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    2001 Commonwealth Blvd, Ann Arbor, MI  48105 734-827-0524
    Jeffrey Radford
    Inquire with Jeffrey
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5285
    Drew Fitzmorris
    Inquire with Drew
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5280
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