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Financial Advisors in Novi, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Novi: Blue Chip Partners, RFA Score 76/100; 5.0★ from 304 Google reviews.

  2. 12

    Most-reviewed: Credit Union ONE, 359 Google reviews at 4.7★, the most of 464 ranked; ranked #12.

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

464 Novi financial advisors are ranked here by RFA Score, from eight published factors. 76 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 4.9★ across 464 rated firms.

Top 10 financial advisors in Novi 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 Novi at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Blue Chip Partners765.0★ (304)Farmington Hills, 3 mi away—Top score
2GreenLine Retirement734.9★ (165)Livonia, 5 mi away——
3Dallo Estate Planning, PLLC735.0★ (140)Farmington Hills, 7 mi awaySat · Evenings—
4Peak Wealth Management, LLC735.0★ (144)Ann Arbor, 9 mi away——
5C2 Private Wealth734.9★ (73)Novi——
6IPX1031: Margo Rosenthal, Esq.725.0★ (92)West Bloomfield Township, 7 mi away——
7Foguth Financial Group725.0★ (97)Canton, 8 mi away——
8Sure Life Financial725.0★ (46)Novi——
9Wealth Trac Financial715.0★ (96)Beverly Hills, 10 mi away——
10Jeffrey R. Saunders, J.D., CFP714.9★ (72)Livonia, 5 mi away——

All 464 financial advisors in Novi, 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 Novi

    #1 Blue Chip Partners

    Based in Farmington Hills, 3 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 304 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 304 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    38505 Country Club Dr Ste 150, Farmington Hills, MI 48331
    View profile for Blue Chip Partners(248) 848-1111

  2. #2 GreenLine Retirement

    Based in Livonia, 5 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 165 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 165 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    17199 N Laurel Park Dr, Livonia, MI 48152
    View profile for GreenLine Retirement(248) 921-2156

  5. #5 C2 Private Wealth

    Based in Novi

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 73 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    29409 Haggerty Rd #200, Novi, MI 48377
    View profile for C2 Private Wealth(866) 211-1904

  7. #7 Foguth Financial Group

    Based in Canton, 8 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 97 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 97 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1007 W Ann Arbor Trail Ste 200, Plymouth, MI 48170
    View profile for Foguth Financial Group(810) 522-5650

  8. #8 Sure Life Financial

    Based in Novi

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    39500 Orchard Hill Pl Ste 115, Novi, MI 48375
    View profile for Sure Life Financial(248) 266-5757

  9. #9 Wealth Trac Financial

    Based in Beverly Hills, 10 mi away

    71/100RFA Score

    Ranked #9 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
    View profile for Wealth Trac Financial(248) 385-2385

  12. #12 Credit Union ONE

    Based in Berkley, 16 mi away

    71/100RFA Score

    Ranked #12 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
    View profile for Credit Union ONE(800) 451-4292

  13. #13 Credit Union ONE

    Based in Westland, 12 mi away

    71/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.6★ from 295 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 295 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat 10 AM–12:30 PM · Sun closed
    Address
    29450 Warren Rd, Westland, MI 48185
    View profile for Credit Union ONE(800) 451-4292

  14. #14 Tax Avenger, CPA

    Based in Canton, 10 mi away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 103 Google reviews
    Hours
    Mon–Fri 10 AM–3 PM · Sat–Sun closed
    Address
    7365 N Lilley Rd, Canton Township, MI 48187
    View profile for Tax Avenger, CPA(248) 234-8404

  15. #15 Foguth Financial Group

    Based in Farmington Hills, 4 mi away

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    36400 W 12 Mile Rd, Farmington Hills, MI 48331
    View profile for Foguth Financial Group(810) 522-5650

  16. #16 Waldo Wealth Partners

    Based in Farmington Hills, 3 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Sat 12 AM–12 AM · Sun closed
    Address
    21500 Haggerty Rd Ste 150, Northville, MI 48167
    View profile for Waldo Wealth Partners(248) 504-0553

  19. #19 SGH Wealth Management

    Based in Berkley, 13 mi away

    70/100RFA 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
    View profile for SGH Wealth Management(248) 731-0029

  21. #21 THOMAS & ASSOCIATES

    Based in Farmington Hills, 3 mi away

    70/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Sat 10 AM–6 PM · Sun closed
    Address
    38345 W 10 Mile Rd Ste 320, Farmington Hills, MI 48335
    View profile for THOMAS & ASSOCIATES(248) 470-2200

  24. #24 Orfin & Associates

    Based in Auburn Hills, 16 mi away

    70/100RFA Score

    Ranked #24 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
    View profile for Orfin & Associates(248) 918-5100

  25. #25 First Merchants Bank

    Based in Ann Arbor, 20 mi away

    70/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 144 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    125 W William St, Ann Arbor, MI 48104
    View profile for First Merchants Bank(734) 761-1475

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

financial advisors in Novi, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Chris Davidson - Edelman Financial Engines695.0★ (22)In Novi
27Senior Financial Center694.8★ (37)3 mi
28Verde Capital Management695.0★ (119)19 mi
29Aquest Wealth Strategies695.0★ (166)22 mi
30Retirement Planning Solutions of Michigan694.8★ (24)In Novi
31Dynamite Tax & Financial Service LLC695.0★ (53)11 mi
32AFS Financial Group695.0★ (31)5 mi
33Great Lakes Wealth694.6★ (41)3 mi
34Edelman Financial Engines694.9★ (18)In Novi
35Two Bird Wealth Strategies695.0★ (64)15 mi
36Bloom Advisors, Inc.695.0★ (33)8 mi
37Sano (Retirement & Wealth Strategies)695.0★ (28)6 mi
38Financial Education Services684.6★ (31)3 mi
39Credit Union ONE684.8★ (176)22 mi
40Panic Proof Retirement684.9★ (58)14 mi
41Credit Union ONE684.4★ (178)13 mi
42Ashley Kremhelmer - Edelman Financial Engines685.0★ (13)In Novi
43Great Lakes Pension Associates, Inc.684.8★ (21)3 mi
44Financial Architects, Inc.684.8★ (25)4 mi
45Hinkson Wealth Management, LLC685.0★ (65)18 mi
46Brian Sites - Edelman Financial Engines685.0★ (12)In Novi
47Spider Investments684.7★ (52)11 mi
48Advance Capital Management, Inc.684.9★ (39)11 mi
49Bankers Life684.4★ (72)9 mi
50Guardian Partners Wealth Management675.0★ (40)14 mi

Also serving Novi

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 Novi
BusinessGoogle ratingDistance
Amy L Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Novi
Aubrey Lee, Jr. and Associates5.0★ (1)In Novi
Carmen Haag - Thrivent2.5★ (2)In Novi
David Browne - Associate Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Novi
Dunn Financial Services Corporation5.0★ (1)In Novi
EverNorth Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (1)In Novi
Ferhadson & Associates - Ameriprise Financial Services, LLC5.0★ (1)In Novi
Generational Wealth Group5.0★ (2)In Novi
Genesis Financial Group - Ameriprise Financial Services, LLC4.0★ (1)In Novi
George Papadopoulos CPA/PFS, CFP3.0★ (2)In Novi
Griffith & Kilgren - Ameriprise Financial Services, LLC5.0★ (1)In Novi
Insight Financial Group5.0★ (1)In Novi
Integrated Financial Strategies5.0★ (1)In Novi
Integrity Investment Planning Group5.0★ (1)In Novi
Jennifer A. Walker, CFP5.0★ (2)In Novi
Kevin Ferhadson - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Novi
Kim Dwyer - Thrivent Financial5.0★ (1)In Novi
Rajendra Patel - Prudential Financial5.0★ (2)In Novi
SRIMAHA FINANCIAL SERVICES LLC5.0★ (1)In Novi
Tenille Messina Zuykov - Insight Loans Michigan & Florida Mortgage Broker5.0★ (2)In Novi

How we ranked Novi financial advisors

We scored 464 Novi 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 Novi 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 Novi: frequently asked questions

Which financial advisor has the highest RFA Score in Novi?

By RFA Score, the highest-ranked financial advisor in Novi, MI is Blue Chip Partners with an RFA Score of 76/100. It has 5.0★ from 304 Google reviews. GreenLine Retirement (#2) and Dallo Estate Planning, PLLC (#3) follow. We ranked 464 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Novi?

RankedFinancialAdvisors ranks 464 financial advisors serving Novi, MI. 8 of them are based in Novi; 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 Novi work on weekends?

76 of 464 ranked financial advisors post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are Dallo Estate Planning, PLLC (#3), Singh Tax & Accounting Services (#11) and Credit Union ONE (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Novi financial advisors have?

The median Google rating among 464 rated financial advisors in Novi is 4.9★, with a median of 10 reviews. Credit Union ONE has the most, 359 reviews, and ranks #12. 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 Novi count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 464 financial advisors serving Novi.
  2. November 2026: 8 duplicate listings merged.

More financial advisors and Novi pages