Company lists · Data refreshed September 2026
Top 21 Financial advisors for high net worth based in Ann Arbor, United States
RevenueBase identified 32 financial advisors for high net worth headquartered in Ann Arbor, United States as of September 2026 and tracks 624 professional contacts across them, including 89 with verified work emails. New York is the largest hub.
This list covers financial advisors for high net worth headquartered in Ann Arbor, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 21 largest financial advisors for high net worth based in Ann Arbor, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34 contacts → | ||||
Strong evidence “Retirement Income Solutions is a locally-owned, fee-only, independent financial advisory firm serving Ann Arbor, southeastern Michigan, and the surrounding area.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 27 contacts → | ||||
Indirect evidence “Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Strong evidence “Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"), based in Ann Arbor, providing financial planning, investment and estate and trust…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10 contacts → | ||||
Partial evidence “Imber Wealth Advisors is a relationship-driven firm helping good people make great decisions so they can enjoy an amazing retirement.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Indirect evidence “Shope & Associates, LLC recognizes that every family’s situation is unique.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Partial evidence “At Four Financial Management, our goal is to provide a financial consulting practice that best suits the unique circumstances and objectives of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Indirect evidence “At Palatine Hill Wealth Management we have the client-and only the client-in mind.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “At Advanced Wealth Strategies, it is our mission to partner with our clients to achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “Comprehensive financial planning and investment management are our areas of focus.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “We help our clients identify and achieve their financial goals and dreams.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “Pollock Investment Advisors, LLC is an independent, employee-owned, S.E.C.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “For over 20 years, Insight Financial has been helping clients navigate important decisions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “At New Path Financial we help you navigate your own financial life path.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “At Darden Wealth Group, we understand the unique challenges and opportunities that business owners face when it comes to managing their wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “We are an independent financial planning firm specializing in wealth management, retirement income strategies, and comprehensive financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Wolverine Tax and Financial offers a rare blend of tax and financial expertise.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “What distinguishes our service at Parros Financial Group is our personal emphasis.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisors for high net worth. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisors for high net worth.
- Partial evidence
- Its own public description names part of financial advisors for high net worth, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisors for high net worth. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 21 of 32 financial advisors for high net worth based in Ann Arbor, United States
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Financial advisors for high net worth based in Ann Arbor, United States at a glance
As of Sep 20, 2026Companies by employee count
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 32 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisors for high net worth, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Ann Arbor, United States whose own description of what they do matches “financial advisors for high net worth”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisors for high net worth), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial advisors for high net worth, and records with no verified work email. Companies headquartered outside Ann Arbor are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 89 across the full list. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial advisors for high net worth by metro in the United States
- Financial advisors for high net worth in New York434
- Financial advisors for high net worth in Atlanta249
- Financial advisors for high net worth in Houston237
- Financial advisors for high net worth in Dallas228
- Financial advisors for high net worth in San Diego201
- Financial advisors for high net worth in Chicago199
- Financial advisors for high net worth in Scottsdale175
- Financial advisors for high net worth in Austin173
- Financial advisors for high net worth in Charlotte157
- Financial advisors for high net worth in Denver148
- Financial advisors for high net worth in San Francisco147
- Financial advisors for high net worth in Boston131
- Financial advisors for high net worth in Los Angeles130
- Financial advisors for high net worth in Tampa128
- Financial advisors for high net worth in Miami127
- Financial advisors for high net worth in Cincinnati110
- Financial advisors for high net worth in Portland105
- Financial advisors for high net worth in Columbus98
- Financial advisors for high net worth in Overland Park97
- Financial advisors for high net worth in Phoenix97
- Financial advisors for high net worth in Irvine95
- Financial advisors for high net worth in Newport Beach94
- Financial advisors for high net worth in Indianapolis93
- Financial advisors for high net worth in Raleigh92
- Financial advisors for high net worth in Seattle91
- Financial advisors for high net worth in Minneapolis84
- Financial advisors for high net worth in San Antonio84
- Financial advisors for high net worth in Boca Raton82
- Financial advisors for high net worth in Bellevue81
- Financial advisors for high net worth in Omaha81
- Financial advisors for high net worth in Birmingham79
- Financial advisors for high net worth in Pittsburgh79
- Financial advisors for high net worth in Columbia77
- Financial advisors for high net worth in Grand Rapids77
- Financial advisors for high net worth in Greenville72
- Financial advisors for high net worth in Las Vegas71
- Financial advisors for high net worth in Louisville69
- Financial advisors for high net worth in Richmond68
- Financial advisors for high net worth in Rochester67
- Financial advisors for high net worth in Jacksonville66
- Financial advisors for high net worth in Fort Worth65
- Financial advisors for high net worth in Greenwood Village65
- Financial advisors for high net worth in Madison64
- Financial advisors for high net worth in Nashville64
- Financial advisors for high net worth in Colorado Springs63
- Financial advisors for high net worth in Sarasota62
- Financial advisors for high net worth in Wilmington62
- Financial advisors for high net worth in Plano61
- Financial advisors for high net worth in Springfield60
- Financial advisors for high net worth in Lexington59
- Financial advisors for high net worth in Troy59
- Financial advisors for high net worth in Salt Lake City58
- Financial advisors for high net worth in Tulsa57
- Financial advisors for high net worth in Orlando56
- Financial advisors for high net worth in Fort Lauderdale52
- Financial advisors for high net worth in Washington52
- Financial advisors for high net worth in Alpharetta50
- Financial advisors for high net worth in Cleveland50
- Financial advisors for high net worth in Memphis50
- Financial advisors for high net worth in Pasadena50
- Financial advisors for high net worth in Tucson50
- Financial advisors for high net worth in Walnut Creek50
- Financial advisors for high net worth in Franklin49
- Financial advisors for high net worth in Naples47
- Financial advisors for high net worth in Philadelphia47
- Financial advisors for high net worth in San Jose46
- Financial advisors for high net worth in Coral Gables44
- Financial advisors for high net worth in Knoxville44
- Financial advisors for high net worth in Lake Oswego43
- Financial advisors for high net worth in Melville43
- Financial advisors for high net worth in Plymouth43
- Financial advisors for high net worth in Baton Rouge42
- Financial advisors for high net worth in Oklahoma City42
- Financial advisors for high net worth in Charleston41
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- Financial advisors for high net worth in The Woodlands40
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- Financial advisors for high net worth in Lincoln39
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- Financial advisors for high net worth in Frisco38
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- Financial advisors for high net worth in Bloomington37
- Financial advisors for high net worth in Greensboro36
- Financial advisors for high net worth in Jackson36
- Financial advisors for high net worth in Kansas City36
- Financial advisors for high net worth in Mclean36
- Financial advisors for high net worth in Minnetonka35
- Financial advisors for high net worth in Buffalo34
- Financial advisors for high net worth in Sacramento34
- Financial advisors for high net worth in Chesterfield33
- Financial advisors for high net worth in Englewood33
- Financial advisors for high net worth in Fort Wayne33
- Financial advisors for high net worth in Lancaster33
- Financial advisors for high net worth in Little Rock33
- Financial advisors for high net worth in Ann Arbor32
- Financial advisors for high net worth in Beverly Hills32
- Financial advisors for high net worth in Boulder32
- Financial advisors for high net worth in Chattanooga32
- Financial advisors for high net worth in Red Bank32
- Financial advisors for high net worth in Reston32
- Financial advisors for high net worth in West Chester32
- Financial advisors for high net worth in Westport32
- Financial advisors for high net worth in Woodbury32
- Financial advisors for high net worth in Annapolis31
- Financial advisors for high net worth in Littleton31
- Financial advisors for high net worth in Naperville31
- Financial advisors for high net worth in Rockville31
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- Financial advisors for high net worth in San Ramon27
- Financial advisors for high net worth in Wayne27
- Financial advisors for high net worth in Albuquerque26
- Financial advisors for high net worth in Bend26
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- Financial advisors for high net worth in Concord25
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- Financial advisors for high net worth in Huntsville25
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- Financial advisors for high net worth in Spokane25
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- Financial advisors for high net worth in Westlake25
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Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial advisors for high net worth, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial advisors for high net worth are there based in Ann Arbor, United States?
RevenueBase identified 32 financial advisors for high net worth headquartered in Ann Arbor, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Retirement Income Solutions, INC, headquartered in Ann Arbor, tops this list with the largest team on record.
Which city has the most financial advisors for high net worth?
New York leads with 434 headquartered companies, followed by Atlanta (249) and Houston (237).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 89 verified decision-maker contacts tracked across these 32 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 32 financial advisors for high net worth based in Ann Arbor, United States. Start with a free account, no credit card.
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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 Smart Search, 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.
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