Company lists · Data refreshed September 2026

Top 21 Investment consulting firms based in Ann Arbor, United States

RevenueBase identified 36 investment consulting firms headquartered in Ann Arbor, United States as of September 2026 and tracks 640 professional contacts across them, including 91 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Ann Arbor has 36.

This list covers investment consulting firms 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 26, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 26, 2026 86% judged on-target in blind review
36Companies
640Contacts tracked
91Verified emails
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The 21 largest investment consulting firms based in Ann Arbor, United States

Ranked by team size
Top 21 of 36 investment consulting firms based in Ann Arbor, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 202611-5034 contacts →

Indirect 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 26, 2026
2Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 202611-5027 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 26, 2026
3Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 202611-5012 contacts →

Partial 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 26, 2026
4Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-1010 contacts →

Indirect 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 26, 2026
5Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-1010 contacts →

Indirect evidence

“Shope & Associates, LLC recognizes that every family’s situation is unique.”

Source: RevenueBase Database · checked Sep 26, 2026
6Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-1010 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 26, 2026
7Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-108 contacts →

Indirect evidence

“At Palatine Hill Wealth Management we have the client-and only the client-in mind.”

Source: RevenueBase Database · checked Sep 26, 2026
8Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-108 contacts →

Indirect evidence

“At Advanced Wealth Strategies, it is our mission to partner with our clients to achieve their financial goals.”

Source: RevenueBase Database · checked Sep 26, 2026
9Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-105 contacts →

Partial evidence

“Comprehensive financial planning and investment management are our areas of focus.”

Source: RevenueBase Database · checked Sep 26, 2026
10Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“We help our clients identify and achieve their financial goals and dreams.”

Source: RevenueBase Database · checked Sep 26, 2026
11Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-105 contacts →

Partial evidence

“Pollock Investment Advisors, LLC is an independent, employee-owned, S.E.C.”

Source: RevenueBase Database · checked Sep 26, 2026
12Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“For over 20 years, Insight Financial has been helping clients navigate important decisions.”

Source: RevenueBase Database · checked Sep 26, 2026
13Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-104 contacts →

Partial evidence

“Columbia Asset Management, LLC matches client objectives and profiles with customized investment portfolios.”

Source: RevenueBase Database · checked Sep 26, 2026
14Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-104 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 26, 2026
15Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect 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 26, 2026
16Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“At New Path Financial we help you navigate your own financial life path.”

Source: RevenueBase Database · checked Sep 26, 2026
17Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-103 contacts →

Partial 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 26, 2026
18Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-102 contacts →

Indirect evidence

“We are an independent financial planning firm specializing in wealth management, retirement income strategies, and comprehensive financial planning.”

Source: RevenueBase Database · checked Sep 26, 2026
19Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-102 contacts →

Partial evidence

“ArborFi Advisors is a fee-only, boutique, Registered Investment Advisor (RIA) located in Ann Arbor, MI.”

Source: RevenueBase Database · checked Sep 26, 2026
20Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 26, 2026
21Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

“What distinguishes our service at Parros Financial Group is our personal emphasis.”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 21 of 36 investment consulting firms based in Ann Arbor, United States

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Investment consulting firms based in Ann Arbor, United States at a glance

As of Sep 26, 2026
14.2%Verified-email coverage
17.8Average contacts per company
1-10Median size (employees)
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
4

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 36 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 investment consulting firms, 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 “investment consulting firms”. 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 investment consulting firms), 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 investment consulting firms, 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, 91 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 26, 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.

Investment consulting firms by metro in the United States

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 investment consulting firms, 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 investment consulting firms are there based in Ann Arbor, United States?

RevenueBase identified 36 investment consulting firms 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 in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Ann Arbor has 36.

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 91 verified decision-maker contacts tracked across these 36 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 26, 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 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.