Company lists · Data refreshed September 2026

Top 16 Asset and wealth management consulting firms based in Ann Arbor, United States

Name: Asset and wealth management consulting firms based in Ann Arbor, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 26 companies tracked

RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Ann Arbor, United States as of September 2026 and tracks 570 professional contacts across them, including 51 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Ann Arbor has 26.

This list covers company matches for asset and wealth management consulting firms associated with Ann Arbor, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

26Companies

570Contacts tracked

51Verified emails

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The 16 largest asset and wealth management consulting firms based in Ann Arbor, United States

Ranked by team size

Top 16 of 26 company matches for asset and wealth management consulting firms based in Ann Arbor, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Evangelista & Associates	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	11-50	27 contacts →
	Exact match “Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Arbor Trust Wealth Advisors	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"), based in Ann Arbor, providing financial planning, investment and estate and trust…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Shope Associates, LLC	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “Shope & Associates, LLC recognizes that every family’s situation is unique.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Four Financial Management	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “At Four Financial Management, our goal is to provide a financial consulting practice that best suits the unique circumstances and objectives of our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Palatine Hill Wealth Management	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “At Palatine Hill Wealth Management we have the client-and only the client-in mind.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	RFC Financial Planners	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Comprehensive financial planning and investment management are our areas of focus.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Legacy Wealth Partners	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “We help our clients identify and achieve their financial goals and dreams.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Diversified, LLC	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Pollock Investment Advisors, LLC is an independent, employee-owned, S.E.C.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Insight Financial Partners	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “For over 20 years, Insight Financial has been helping clients navigate important decisions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Cypress Capital Wealth Management	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Cypress Capital Wealth Management was created after a long history of working with some of the most comprehensive family offices in the world and is now offering its suite of…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Lakewood Wealth Management	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “At Lakewood Wealth, we understand that achieving your financial goals requires more than just wishful thinking – it demands thoughtful planning, expert insight, and a dedicated…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	A NEW Path Financial	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “At New Path Financial we help you navigate your own financial life path.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Pilot Wealth Management	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Pilot Wealth Management is a fee-based only financial advisory and investment management firm that has a vision of being a leading provider of wealth management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Affinity Wealth Solutions	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “We are an independent financial planning firm specializing in wealth management, retirement income strategies, and comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	C&d Wealth Advisors, INC	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Parros Financial Group	Exact match	Ann Arbor, MI, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “What distinguishes our service at Parros Financial Group is our personal emphasis.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 16 of 26 asset and wealth management consulting firms based in Ann Arbor, United States

See the full list, filter by size, metro and specialty, and access 51 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in Ann Arbor, United States at a glance

As of Sep 21, 2026

8.9%Verified-email coverage

21.9Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Ann Arbor, so it is reported there. Company counts and contact totals on this page are exact for Ann Arbor, over 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Ann Arbor, United States whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 51 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Ann Arbor, United States?

RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Ann Arbor, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Evangelista & Associates tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Ann Arbor has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 51 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.