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Financial Advisors in Clinton Township, MI: 2026 rankings

400 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Clinton Township: National Senior Insurance Services, RFA Score 77/100; 5.0★ from 321 Google reviews.

  2. 34

    Most-reviewed: Credit Union ONE, 480 Google reviews at 4.1★, the most of 400 ranked; ranked #34.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

400 Clinton Township financial advisors are ranked here by RFA Score, from eight published factors. 76 open Saturdays and 17 open Sundays, based on posted hours. The median Google rating is 4.9★ across 400 rated firms.

Top 10 financial advisors in Clinton Township at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Clinton Township at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1National Senior Insurance Services775.0★ (321)Clinton Township—Top score
2Summit Financial Consulting745.0★ (155)Sterling Heights, 4 mi away——
3Credit Union ONE744.5★ (336)Clinton TownshipSat—
4Credit Union ONE734.6★ (330)Saint Clair Shores, 6 mi awaySat—
5Foguth Financial Group725.0★ (57)Clinton Township——
6Credit Union ONE724.6★ (231)Sterling Heights, 6 mi away——
7Aquest Wealth Strategies725.0★ (166)Rochester, 13 mi away——
8Godfroy Financial Limited725.0★ (295)Windsor, 18 mi away——
9Credit Union ONE714.7★ (359)Berkley, 14 mi awaySat—
10First Command Financial Advisor - Anthony Bloink715.0★ (35)Clinton Township——

All 400 financial advisors in Clinton Township, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Based in Clinton Township

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.5★ from 336 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 336 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat 10 AM–12:30 PM · Sun closed
    Address
    16255 Hall Rd, Macomb, MI 48044
  2. Based in Saint Clair Shores, 6 mi away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.6★ from 330 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 330 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat 10 AM–12:30 PM · Sun closed
    Address
    28201 Harper Ave, St Clair Shores, MI 48081
  3. Based in Clinton Township

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    45958 Schoenherr Rd, Shelby Township, MI 48315
  4. Based in Sterling Heights, 6 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.6★ from 231 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 231 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9000 15 Mile Rd, Sterling Heights, MI 48312
  5. Based in Berkley, 14 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.7★ from 359 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 359 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat 10 AM–12:30 PM · Sun closed
    Address
    28845 Woodward Ave, Berkley, MI 48072
  6. Based in Grosse Pointe Park, 13 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 123 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 123 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    17108 Mack Ave Ste 201, Grosse Pointe, MI 48230
  7. Based in Troy, 11 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.5★ from 209 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 209 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat 10 AM–12:30 PM · Sun closed
    Address
    6010 Rochester Rd, Troy, MI 48085
  8. Based in Auburn Hills, 16 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 126 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 126 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    3120 South Blvd, Bloomfield Township, MI 48304
  9. Based in Rochester Hills, 8 mi away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    49136 Van Dyke Ave, Shelby Township, MI 48317
  10. Based in Berkley, 17 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 94 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 94 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    17550 W Eleven Mile Rd, Lathrup Village, MI 48076
  11. Based in Grosse Pointe Woods, 10 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    20916 Mack Ave Ste 200, Grosse Pointe Woods, MI 48236
  12. Based in Rochester, 13 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 62 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    439 S Main St Suite 250, Rochester, MI 48307
  13. Based in Beverly Hills, 19 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    30777 Telegraph Rd, Franklin, MI 48025

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 400 ranked financial advisors here; the rest are on their profiles.

financial advisors in Clinton Township, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Credit Union ONE694.8★ (176)21 mi
27Strategic Wealth Advisors Group694.8★ (18)In Clinton Township
28KAIZEN FINANCIAL INCORPORATED695.0★ (15)In Clinton Township
29Bultynck & Co., P.L.L.C.684.9★ (15)In Clinton Township
30Kelly Capital Partners684.9★ (55)14 mi
31Ohana Wealth Advisory685.0★ (38)12 mi
32Modern Wealth Management - Troy684.8★ (40)10 mi
33Foguth Financial Group684.9★ (40)12 mi
34Credit Union ONE684.1★ (480)14 mi
35IPX1031: Margo Rosenthal, Esq.685.0★ (92)23 mi
36Financial Services of America684.4★ (98)12 mi
37Horizon Advisers - Troy (Headquarters)685.0★ (33)12 mi
38Warsaw Capital Partners685.0★ (34)12 mi
39Celestine Josiah - Advisor, Sun Life674.9★ (89)21 mi
40Panic Proof Retirement674.9★ (58)17 mi
41Edward Jones - Financial Advisor: Kelly M Lawrence, CEPA®|CRPS™675.0★ (10)In Clinton Township
42Redwood Wealth Management675.0★ (47)16 mi
43Edelman Financial Engines674.8★ (38)12 mi
44Frank DiLorenzo - Financial Advisor, Ameriprise Financial Services, LLC674.4★ (14)In Clinton Township
45Faith Investment Services675.0★ (9)In Clinton Township
46Josh Christian: Primerica - Financial Services674.9★ (15)4 mi
47Hantz Financial Services, Inc. - Clinton Township, Michigan674.6★ (11)In Clinton Township
48Dominic Fazzolari - Financial Advisor, Ameriprise Financial Services, LLC674.6★ (11)In Clinton Township
49Guardian Partners Wealth Management675.0★ (40)16 mi
50Dynamite Tax & Financial Service LLC675.0★ (53)19 mi

Also serving Clinton Township

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Clinton Township
BusinessGoogle ratingDistance
Asset Preservation Tax & Retirement Services - MichiganIn Clinton Township
CKS Summit Group5.0★ (2)In Clinton Township
Dave Collins - Thrivent1.0★ (1)In Clinton Township
David Evola - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Clinton Township
Edward Jones - Financial Advisor: Jason S Victor, AAMS®5.0★ (2)In Clinton Township
Edward Jones - Financial Advisor: Kevin Ott, ChFC®|AAMS®4.0★ (1)In Clinton Township
FINANCIAL HUB INFO4.0★ (1)In Clinton Township
Godlan Inc5.0★ (1)In Clinton Township
Integrity Wealth Consultants5.0★ (1)In Clinton Township
Legacy Wealth Advisors5.0★ (2)In Clinton Township
Lexington Financial5.0★ (1)In Clinton Township
Lpl Financial: Howard, David3.0★ (2)In Clinton Township
Pilot Financial Group of Raymond James5.0★ (1)In Clinton Township
Premier Estate Planners5.0★ (2)In Clinton Township
Provision Financial5.0★ (1)In Clinton Township
Regional Midwest Investments LLC1.0★ (1)In Clinton Township
Thomas J VanDoorne Jr - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Clinton Township
UHY5.0★ (1)In Clinton Township
visionaryIn Clinton Township
Wealth Reimagined Group & MyLTC1235.0★ (1)In Clinton Township

How we ranked Clinton Township financial advisors

We scored 400 Clinton Township financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Clinton Township data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Clinton Township: frequently asked questions

Which financial advisor has the highest RFA Score in Clinton Township?

By RFA Score, the highest-ranked financial advisor in Clinton Township, MI is National Senior Insurance Services with an RFA Score of 77/100. It has 5.0★ from 321 Google reviews. Summit Financial Consulting (#2) and Credit Union ONE (#3) follow. We ranked 400 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Clinton Township?

RankedFinancialAdvisors ranks 400 financial advisors serving Clinton Township, MI. 13 of them are based in Clinton Township; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Clinton Township work on weekends?

76 of 400 ranked financial advisors post Saturday hours and 17 post Sunday hours. The highest-ranked open Saturdays are Credit Union ONE (#3), Credit Union ONE (#4) and Credit Union ONE (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Clinton Township financial advisors have?

The median Google rating among 400 rated financial advisors in Clinton Township is 4.9★, with a median of 10 reviews. Credit Union ONE has the most, 480 reviews, and ranks #34. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Clinton Township count in this ranking?

Yes, if they are within 25 mi of the Clinton Township city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Clinton Township ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Clinton Township a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Clinton Township

  1. November 2026: RFA Scores recalculated for 400 financial advisors serving Clinton Township.
  2. November 2026: 9 duplicate listings merged.