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Data / Investment advisers / Michigan / Ann Arbor

Investment advisers in Ann Arbor, MI: 20 firms, $14.3 billion in AUM

20 investment advisers have their main office in Ann Arbor, Michigan: 15 SEC registered and 5 exempt reporting. The registered advisers report $14.3 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is SPC with $6.1 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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  • 20Advisers
  • 15SEC registered
  • 5Exempt reporting
  • $14.3 billionTotal AUM
  • 15Advisers over $100 million
  • 7Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
SPCAnn Arbor$6.10 billion26,433471Not listed(734) 663-1611adviserinfo.sec.gov
Retirement Income Solutions, Inc.Ann Arbor$2.97 billion1,27426Not listed(734) 769-7727adviserinfo.sec.gov
Columbia Asset Management, L.L.C.Ann Arbor$1.20 billion1,2957Not listed(734) 665-1455columbiaasset.comadviserinfo.sec.gov
Speyside Equity Advisers LLCAnn Arbor$811.4 million2112(616) 502-7731speysideequityllc.comadviserinfo.sec.gov
Arbor Trust Wealth Advisors, LLCAnn Arbor$611.4 million1,29513Not listed(734) 389-7794adviserinfo.sec.gov
Concorde Asset Management, LLCAnn Arbor$598.4 million3,70576Not listed(248) 824-6710adviserinfo.sec.gov
Darden Wealth GroupAnn Arbor$379.6 million1,1515Not listed(734) 294-0100dardenwealth.comadviserinfo.sec.gov
Cypress Capital Wealth Management LLCAnn Arbor$330.2 million1064Not listed(734) 228-0460adviserinfo.sec.gov
Renaissance Venture Capital Management, Inc.Ann Arbor$292.7 million545(734) 997-8661renvcf.comadviserinfo.sec.gov
Sage Hill CapitalAnn Arbor$214.3 million3302Not listed(888) 988-5623sagehillcapital.comadviserinfo.sec.gov
Vision Capital PartnersAnn Arbor$168.3 million3824Not listed(734) 356-3250adviserinfo.sec.gov
Four Financial ManagementAnn Arbor$162.7 million6007Not listed(734) 272-4322adviserinfo.sec.gov
Arbor Investment ManagementAnn Arbor$162 million962Not listed(734) 645-3622arborim.comadviserinfo.sec.gov
Arborfi Advisors, LLCAnn Arbor$148.4 million3622Not listed(734) 345-6980adviserinfo.sec.gov
Imber Financial Group, LLCAnn Arbor$106 million5188Not listed(734) 769-1719imberwealth.comadviserinfo.sec.gov
RPM Ventures III Management, L.L.C.Ann ArborNot listedNot listedNot listed11(734) 332-1700rpmvc.comadviserinfo.sec.gov
Arboretum Ventures, LLCAnn ArborNot listedNot listedNot listed6(734) 998-3688arboretumvc.comadviserinfo.sec.gov
Straylight Capital ManagementAnn ArborNot listedNot listedNot listed5(734) 747-9401adviserinfo.sec.gov
Brock Pond Capital Partners LLCAnn ArborNot listedNot listedNot listed1(734) 707-1113adviserinfo.sec.gov
Topiary Capital Management, LLCAnn ArborNot listedNot listedNot listed1(650) 469-3008topiarycapital.comadviserinfo.sec.gov

Advisers in Ann Arbor that manage private funds

7 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
RPM Ventures III Management, L.L.C.Ann ArborMI11Not listedNot listed11Not listed$919.5 millionNot listedadviserinfo.sec.gov
Arboretum Ventures, LLCAnn ArborMI6Not listedNot listed6Not listed$605.5 millionNot listedadviserinfo.sec.gov
Renaissance Venture Capital Management, Inc.Ann ArborMI5Not listedNot listedNot listedNot listed$292.7 million$292.7 millionadviserinfo.sec.gov
Straylight Capital ManagementAnn ArborMI5Not listedNot listed5Not listed$234.4 millionNot listedadviserinfo.sec.gov
Speyside Equity Advisers LLCAnn ArborMI2Not listed2Not listedNot listed$511 million$811.4 millionadviserinfo.sec.gov
Brock Pond Capital Partners LLCAnn ArborMI11Not listedNot listedNot listed$25 millionNot listedadviserinfo.sec.gov
Topiary Capital Management, LLCAnn ArborMI1Not listed1Not listedNot listed$33.7 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Ann Arbor

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Imber Financial Group, LLCAnn ArborMIAugust 7, 2026$106 millionimberwealth.comadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.