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Financial Advisors in Monroe, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Monroe: SD Capital, RFA Score 73/100; 5.0★ from 244 Google reviews.

  2. 28

    Most-reviewed: Witness Riches, 505 Google reviews at 4.8★, the most of 72 ranked; ranked #28.

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

72 Monroe financial advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 72 rated firms.

Top 10 financial advisors in Monroe 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 Monroe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1SD Capital735.0★ (244)Oregon, 20 mi away—Top score
2Lotus Financial Partners724.9★ (33)Monroe——
3Trowbridge Financial Services694.7★ (15)Monroe——
4Riverbank Wealth Management LLC685.0★ (9)Monroe——
5First Merchants Bank683.7★ (25)Monroe——
6Croak Capital675.0★ (42)Toledo, 20 mi away——
7Ryan Sopko: Primerica - Financial Services675.0★ (34)Toledo, 18 mi awaySat—
8Edward Jones - Financial Advisor: Fred G Swank Jr675.0★ (5)Monroe——
9Mack Financial LLC675.0★ (5)Monroe——
10Co-operators - Tatomir Insurance & Financial Inc.674.9★ (36)Amherstburg, 20 mi away——

All 72 financial advisors in Monroe, 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. Ranked #1 in Monroe

    #1 SD Capital

    Based in Oregon, 20 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 244 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 244 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    3150 Dustin Rd #2, Oregon, OH 43616
    View profile for SD Capital(419) 693-9000

  5. #5 First Merchants Bank

    Based in Monroe

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.7★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 25 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10 Washington St, Monroe, MI 48161
    View profile for First Merchants Bank(734) 242-1991

  6. #6 Croak Capital

    Based in Toledo, 20 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    432 N Superior St, Toledo, OH 43604
    View profile for Croak Capital(419) 464-7000

  9. #9 Mack Financial LLC

    Based in Monroe

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    990 S Telegraph Rd, Monroe, MI 48161
    View profile for Mack Financial LLC(734) 242-0500

  11. #11 Arc Private Wealth

    Based in Oregon, 20 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    2815 Dustin Rd Ste a, Oregon, OH 43616
    View profile for Arc Private Wealth(419) 556-4022

  12. #12 Cousino Wealth Advisors

    Based in Southgate, 22 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Heritage Pl Ste 510, Southgate, MI 48195
    View profile for Cousino Wealth Advisors(734) 720-0275

  13. #13 TDK Financial Center

    Based in Southgate, 22 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.7★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 50 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri–Sun closed
    Address
    13628 Eureka Rd, Southgate, MI 48195
    View profile for TDK Financial Center(734) 285-6008

  16. #16 Foguth Financial Group

    Based in Riverview, 20 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    14500 King Rd, Riverview, MI 48193
    View profile for Foguth Financial Group

  18. #18 Serious Money Ohio

    Based in Sylvania, 25 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    View profile for Serious Money Ohio(419) 495-8700

  25. #25 WFCU Banking Centre

    Based in Amherstburg, 20 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.2★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 19 Google reviews
    Hours
    Mon–Wed 9:30 AM–5 PM · Thu 9:30 AM–6 PM · Fri 9:30 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    322 Sandwich St S, Amherstburg, ON N9V 0C7
    View profile for WFCU Banking Centre(866) 500-9328

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 72 ranked financial advisors here; the rest are on their profiles.

financial advisors in Monroe, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bull Moose Retirement Planning Co.634.9★ (12)21 mi
27Stirling Capital, Ltd.635.0★ (9)20 mi
28Witness Riches634.8★ (505)20 mi
29Alliance Catholic Credit Union634.0★ (43)23 mi
30Croghan Colonial Bank634.0★ (15)19 mi
31SJS Investment Services625.0★ (8)21 mi
32Wright Financial Group, LLC625.0★ (8)21 mi
33BMO Bank of Montreal624.1★ (10)20 mi
34Marvelous Retirement Planners, LLC625.0★ (7)21 mi
35Individual Financial Planning625.0★ (4)17 mi
36Whetro Wealth Management625.0★ (7)22 mi
37JFR Financial Services Inc625.0★ (4)18 mi
38Robinson Insurance & Financial Services625.0★ (5)20 mi
39First Merchants Bank623.8★ (23)23 mi
40First Merchants Bank624.3★ (15)25 mi
41Bank of America (with Drive-thru ATM)613.3★ (66)18 mi
42Dan Dickhudt - Thrivent615.0★ (6)23 mi
43Scotiabank613.3★ (27)20 mi
44Key Concerns Inc615.0★ (6)23 mi
45Merrill Lynch Wealth Management615.0★ (6)24 mi
46Financial Design Group614.8★ (5)23 mi
47Edward Jones - Financial Advisor: Aaron M Stark, CFP®|CPWA®|CEPA®|AAMS®|CRPS™615.0★ (6)25 mi
48Edward Jones - Financial Advisor: Lori M Cannon, AAMS®615.0★ (5)23 mi
49Proverbs Financial Advisory615.0★ (3)20 mi
50Michigan Debt Relief Help | Debt Consolidation Company615.0★ (4)22 mi

Also serving Monroe

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 Monroe
BusinessGoogle ratingDistance
Christopher Rennert - Financial Advisor, Ameriprise Financial Services, LLCIn Monroe
Counting ConsultantsIn Monroe
Daniel Byars: Primerica - Financial Services5.0★ (2)14 mi
Edward Jones - Financial Advisor: Monica M Wagner, CFP®|AAMS®In Monroe
Fifth Third Securities - Vera JohnsonIn Monroe
Franz Financial ServicesIn Monroe
Harwood Investment Strategies, LLCIn Monroe
Kim Dwyer - ThriventIn Monroe
Kyle Kuykendall - ThriventIn Monroe
Lighthouse Tax & Investment Planning3.0★ (2)20 mi
McDonald Financial Group5.0★ (2)19 mi
Monroe County Employees Retirement System5.0★ (2)In Monroe
Northwestern Mutual5.0★ (1)In Monroe
Reviresco Financial Planning & Wealth Management5.0★ (2)In Monroe
River Raisin Investment PartnersIn Monroe
Salem Financial Group5.0★ (2)20 mi
Seegert & Seegert FinancialIn Monroe
Sigma Financial5.0★ (1)In Monroe
Vantage Financial Group - Toledo5.0★ (2)20 mi
Venture Visionary Partners5.0★ (2)20 mi

How we ranked Monroe financial advisors

We scored 72 Monroe 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 Monroe 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 Monroe: frequently asked questions

Which financial advisor has the highest RFA Score in Monroe?

By RFA Score, the highest-ranked financial advisor in Monroe, MI is SD Capital with an RFA Score of 73/100. It has 5.0★ from 244 Google reviews. Lotus Financial Partners (#2) and Trowbridge Financial Services (#3) follow. We ranked 72 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Monroe?

RankedFinancialAdvisors ranks 72 financial advisors serving Monroe, MI. 9 of them are based in Monroe; 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 Monroe work on weekends?

10 of 72 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Ryan Sopko: Primerica - Financial Services (#7), Safe Haven Wealth Management (#24) and WFCU Banking Centre (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Monroe financial advisors have?

The median Google rating among 72 rated financial advisors in Monroe is 5.0★, with a median of 8 reviews. Witness Riches has the most, 505 reviews, and ranks #28. 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 Monroe count in this ranking?

Yes, if they are within 25 mi of the Monroe 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 Monroe 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 Monroe 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 Monroe

  1. November 2026: RFA Scores recalculated for 72 financial advisors serving Monroe.

More financial advisors and Monroe pages