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Financial Advisors in Romulus, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Romulus: Peak Wealth Management, LLC, RFA Score 72/100; 5.0★ from 144 Google reviews.

  2. 18

    Most-reviewed: Bank of America (with Drive-thru ATM), 422 Google reviews at 4.1★, the most of 384 ranked; ranked #18.

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

384 Romulus financial advisors are ranked here by RFA Score, from eight published factors. 73 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 4.9★ across 384 rated firms.

Top 10 financial advisors in Romulus 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 Romulus at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Peak Wealth Management, LLC725.0★ (144)Ann Arbor, 10 mi away—Top score
2Singh Tax & Accounting Services725.0★ (105)Westland, 7 mi awaySat · Evenings—
3Blue Chip Partners725.0★ (304)Farmington Hills, 19 mi away——
4Credit Union ONE724.6★ (295)Westland, 9 mi awaySat—
5Sapphire Accounting & Tax Solutions724.9★ (180)Dearborn, 12 mi away——
6GreenLine Retirement714.9★ (165)Livonia, 13 mi away——
7Tax Avenger, CPA714.9★ (103)Canton, 9 mi away——
8Foguth Financial Group715.0★ (97)Canton, 11 mi away——
9Bank of America (with Drive-thru ATM)714.5★ (227)Canton, 8 mi awaySat—
10Godfroy Financial Limited705.0★ (295)Windsor, 25 mi away——

All 384 financial advisors in Romulus, 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 Romulus

    Based in Ann Arbor, 10 mi away

    72/100RFA Score

    Ranked #1 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–Thu 8 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    41011 Ann Arbor Rd, Plymouth, MI 48170
  2. Based in Farmington Hills, 19 mi away

    72/100RFA Score

    Ranked #3 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
  3. Based in Westland, 9 mi away

    72/100RFA Score

    Ranked #4 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
  4. Based in Livonia, 13 mi away

    71/100RFA Score

    Ranked #6 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
  5. Based in Canton, 9 mi away

    71/100RFA Score

    Ranked #7 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
  6. Based in Canton, 11 mi away

    71/100RFA Score

    Ranked #8 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
  7. Based in Ann Arbor, 18 mi away

    70/100RFA Score

    Ranked #11 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
  8. Based in Detroit, 17 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 176 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 176 Google reviews
    Hours
    Mon–Thu 9:30 AM–4:30 PM · Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    1545 Junction Ave, Detroit, MI 48209
  9. Based in Berkley, 23 mi away

    69/100RFA Score

    Ranked #16 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
  10. Based in Ypsilanti, 11 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 53 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 53 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat closed · Sun 8 AM–8 PM
    Address
    215 W Michigan Ave, Ypsilanti, MI 48197
  11. Based in Berkley, 21 mi away

    68/100RFA Score

    Ranked #21 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
  12. Based in Southgate, 9 mi away

    68/100RFA Score

    Ranked #22 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
  13. Based in Beverly Hills, 21 mi away

    68/100RFA Score

    Ranked #23 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
  14. Based in Ann Arbor, 15 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2512 Carpenter Rd Ste 202B 2nd Floor, Ann Arbor, MI 48108

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

financial advisors in Romulus, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Brandon Tramper - Financial Advisor, Ameriprise Financial Services, LLC685.0★ (62)17 mi
27TDK Financial Center684.7★ (50)11 mi
28Sure Life Financial675.0★ (46)16 mi
29Celestine Josiah - Advisor, Sun Life674.9★ (89)22 mi
30C2 Private Wealth674.9★ (73)20 mi
31Spider Investments674.7★ (52)13 mi
32Bankers Life674.4★ (72)11 mi
33Waldo Wealth Partners675.0★ (41)16 mi
34Dynamite Tax & Financial Service LLC675.0★ (53)20 mi
35Bank of America (with Drive-thru ATM)674.0★ (355)14 mi
36LSP Canada665.0★ (53)20 mi
37Foguth Financial Group665.0★ (46)19 mi
38Wolverine Tax and Financial664.8★ (58)19 mi
39Foguth Financial Group665.0★ (22)11 mi
40Foguth Financial Group664.9★ (52)20 mi
41VFG Associates664.2★ (58)10 mi
42Bespoke Financial Planning LLC665.0★ (11)5 mi
43AFS Financial Group665.0★ (31)16 mi
44THOMAS & ASSOCIATES665.0★ (33)17 mi
45Co-operators - Tatomir Insurance & Financial Inc.664.9★ (36)17 mi
46Spectre Financial664.9★ (67)24 mi
47Richard W. Paul & Associates, LLC664.9★ (31)15 mi
48Alliance Catholic Credit Union664.0★ (43)7 mi
49Kelly Capital Partners664.9★ (55)22 mi
50Alliance Catholic Credit Union664.5★ (25)10 mi

Also serving Romulus

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.

How we ranked Romulus financial advisors

We scored 384 Romulus 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 Romulus 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 Romulus: frequently asked questions

Which financial advisor has the highest RFA Score in Romulus?

By RFA Score, the highest-ranked financial advisor in Romulus, MI is Peak Wealth Management, LLC with an RFA Score of 72/100. It has 5.0★ from 144 Google reviews. Singh Tax & Accounting Services (#2) and Blue Chip Partners (#3) follow. We ranked 384 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Romulus?

RankedFinancialAdvisors ranks 384 financial advisors serving Romulus, MI. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Romulus work on weekends?

73 of 384 ranked financial advisors post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are Singh Tax & Accounting Services (#2), Credit Union ONE (#4) and Bank of America (with Drive-thru ATM) (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Romulus financial advisors have?

The median Google rating among 384 rated financial advisors in Romulus is 4.9★, with a median of 10 reviews. Bank of America (with Drive-thru ATM) has the most, 422 reviews, and ranks #18. 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 Romulus count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 384 financial advisors serving Romulus.
  2. November 2026: 6 duplicate listings merged.