Rialytix insights
Top RIA Firms in Ann Arbor, Michigan
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Ann Arbor, Michigan. This hub covers 15 matching 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
Spc
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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 Mar 2026 | +$120.0M+17.3% | — | — | — | +7 employees+175.0% over 1Y | 0 accounts+0.0% over 1Y |
| 5. Arbor Trust Wealth Advisors, LLC CRD 169611 · Limited Liability Company | ANN ARBOR, MI | $611.4M Feb 2026 | +$83.8M+15.9% | +$160.8M+35.7% | +$245.3M+67.0% | — | +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 Mar 2026 | +$203.2M+51.4% | +$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 Mar 2026 | +$180.8M+120.9% | +$328.2M+15967.3% | — | — | +2 employees+100.0% over 3Y | +103 accounts+3433.3% 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. Arbor Financial CRD 281317 · Limited Liability Company | ANN ARBOR, MI | $214.7M Mar 2026 | +$39.5M+22.5% | — | — | +$47.4M+28.4% | 0 employees+0.0% over 1Y | +56 accounts+10.9% over 1Y |
| 11. 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 |
| 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. Vision Capital Partners CRD 175147 · Corporation | ANN ARBOR, MI | $146.6M Apr 2026 | +$19.1M+15.0% | +$12.7M+9.5% | +$20.3M+16.1% | — | -1 employees-20.0% over 3Y | -240 accounts-39.6% over 3Y |
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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.