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Largest RIA Firms in Ann Arbor, Michigan by AUM
Explore registered investment advisers headquartered in Ann Arbor, Michigan, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 15 firms with $14.3B in total reported AUM and median AUM of $330.2M.
Firms
15
Matching current profiles
Total AUM
$14.3B
Reported regulatory AUM
Median AUM
$330.2M
Across firms with AUM
Largest firm
$6.1B
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Spc CRD 110692 · Corporation | ANN ARBOR, MI | $6.1B May 2026 | +$446.8M+7.9% | +$138.2M+2.3% | +$514.3M+9.2% | +$4.7B+335.9% | -139 employees-22.8% over 3Y | -8,161 accounts-23.6% over 3Y |
| 2. Retirement Income Solutions, INC. CRD 110145 · Corporation | ANN ARBOR, MI | $3.0B May 2026 | +$315.6M+11.9% | +$826.6M+38.5% | +$841.6M+39.5% | +$2.2B+267.9% | +6 employees+30.0% over 3Y | +11 accounts+0.9% over 3Y |
| 3. Columbia Asset Management, L.l.c. CRD 124174 · Limited Liability Company | ANN ARBOR, MI | $1.2B Mar 2026 | +$220.2M+22.5% | +$341.2M+39.7% | +$557.4M+86.7% | +$901.7M+302.3% | +1 employees+16.7% over 3Y | +170 accounts+15.1% over 3Y |
| 4. Speyside Equity Advisers LLC CRD 325765 · Limited Liability Company | ANN ARBOR, MI | $811.4M Aug 2026 | +$120.0M+17.3% | — | — | — | +8 employees+266.7% over 3Y | 0 accounts+0.0% over 1Y |
| 5. Arbor Trust Wealth Advisors, LLC CRD 169611 · Limited Liability Company | ANN ARBOR, MI | $611.4M Jun 2026 | -$317.1K-0.1% | +$160.8M+35.7% | +$193.9M+46.4% | — | +3 employees+30.0% over 3Y | -5 accounts-0.4% over 3Y |
| 6. Concorde Asset Management, LLC CRD 140367 · Limited Liability Company | ANN ARBOR, MI | $598.4M Jul 2026 | +$108.5M+22.1% | +$292.7M+95.7% | +$191.2M+47.0% | +$562.2M+1555.6% | +2 employees+2.7% over 3Y | +1,334 accounts+56.3% over 3Y |
| 7. Darden Wealth Group CRD 294926 · Corporation | ANN ARBOR, MI | $379.6M Mar 2026 | +$77.5M+25.6% | +$167.1M+78.6% | +$245.9M+184.1% | +$250.5M+194.2% | 0 employees+0.0% over 3Y | +898 accounts+354.9% over 3Y |
| 8. Cypress Capital Wealth Management LLC CRD 312340 · Limited Liability Company | ANN ARBOR, MI | $330.2M Oct 2026 | +$95.6M+40.8% | +$200.9M+155.4% | +$195.8M+145.6% | — | 0 employees+0.0% over 3Y | +89 accounts+523.5% over 3Y |
| 9. Renaissance Venture Capital Management, INC. CRD 162268 · Corporation | ANN ARBOR, MI | $292.7M Jan 2026 | -$33.7M-10.3% | -$109.9M-27.3% | +$47.0M+19.1% | +$98.8M+51.0% | 0 employees+0.0% over 3Y | +1 accounts+25.0% over 3Y |
| 10. Sage Hill Capital CRD 155016 · Limited Liability Company | ANN ARBOR, MI | $214.3M Mar 2026 | +$61.2M+40.0% | +$56.1M+35.4% | +$44.4M+26.1% | +$105.9M+97.7% | 0 employees+0.0% over 3Y | +55 accounts+20.0% over 3Y |
| 11. Vision Capital Partners CRD 175147 · Corporation | ANN ARBOR, MI | $168.3M Sep 2026 | +$21.7M+14.8% | +$34.4M+25.7% | +$42.0M+33.3% | — | -1 employees-20.0% over 3Y | -224 accounts-37.0% over 3Y |
| 12. Four Financial Management CRD 284251 · Limited Liability Company | ANN ARBOR, MI | $162.7M Mar 2026 | +$14.5M+9.8% | — | — | +$48.1M+41.9% | +1 employees+16.7% over 1Y | +25 accounts+4.3% over 1Y |
| 13. Arbor Investment Management CRD 154735 · Limited Liability Company | ANN ARBOR, MI | $162.0M Mar 2026 | +$40.0M+32.8% | +$112.0M+224.0% | +$112.0M+224.0% | +$112.0M+224.0% | 0 employees+0.0% over 1Y | +6 accounts+6.7% over 3Y |
| 14. Arborfi Advisors, LLC CRD 305009 · Limited Liability Company | ANN ARBOR, MI | $148.4M Feb 2026 | +$34.2M+29.9% | +$121.9M+460.8% | +$121.9M+460.8% | — | 0 employees+0.0% over 3Y | +275 accounts+316.1% over 3Y |
| 15. Imber Financial Group, LLC CRD 144846 · Limited Liability Company | ANN ARBOR, MI | $106.0M Aug 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.