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Financial Advisors in Shelby, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Shelby: National Senior Insurance Services, RFA Score 75/100; 5.0★ from 321 Google reviews.

  2. 45

    Most-reviewed: Credit Union ONE, 480 Google reviews at 4.1★, the most of 375 ranked; ranked #45.

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

375 Shelby financial advisors are ranked here by RFA Score, from eight published factors. 64 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.9★ across 375 rated firms.

Top 10 financial advisors in Shelby 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 Shelby at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1National Senior Insurance Services755.0★ (321)Clinton Township, 9 mi away—Top score
2Aquest Wealth Strategies745.0★ (166)Rochester, 5 mi away——
3Summit Financial Consulting745.0★ (155)Sterling Heights, 5 mi away——
4Credit Union ONE724.5★ (336)Clinton Township, 5 mi awaySat—
5Foguth Financial Group725.0★ (57)Clinton Township, 3 mi away——
6Credit Union ONE724.7★ (359)Berkley, 14 mi awaySat—
7Cvetkovski Financial LLC715.0★ (46)Rochester Hills, 1 mi away——
8Credit Union ONE714.6★ (231)Sterling Heights, 8 mi away——
9Orfin & Associates714.9★ (126)Auburn Hills, 11 mi away——
10Credit Union ONE714.5★ (209)Troy, 7 mi awaySat—

All 375 financial advisors in Shelby, 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.

  4. #4 Credit Union ONE

    Based in Clinton Township, 5 mi away

    72/100RFA Score

    Ranked #4 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
    View profile for Credit Union ONE(800) 451-4292

  5. #5 Foguth Financial Group

    Based in Clinton Township, 3 mi away

    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
    View profile for Foguth Financial Group(586) 884-7501

  6. #6 Credit Union ONE

    Based in Berkley, 14 mi away

    72/100RFA Score

    Ranked #6 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

  7. #7 Cvetkovski Financial LLC

    Based in Rochester Hills, 1 mi away

    71/100RFA Score

    Ranked #7 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
    View profile for Cvetkovski Financial LLC(586) 477-4983

  8. #8 Credit Union ONE

    Based in Sterling Heights, 8 mi away

    71/100RFA Score

    Ranked #8 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
    View profile for Credit Union ONE(800) 451-4292

  9. #9 Orfin & Associates

    Based in Auburn Hills, 11 mi away

    71/100RFA Score

    Ranked #9 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

  10. #10 Credit Union ONE

    Based in Troy, 7 mi away

    71/100RFA Score

    Ranked #10 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
    View profile for Credit Union ONE(800) 451-4292

  12. #12 Blue Chip Partners

    Based in Farmington Hills, 23 mi away

    71/100RFA Score

    Ranked #12 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

  13. #13 Rochester Wealth

    Based in Rochester, 5 mi away

    71/100RFA Score

    Ranked #13 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
    View profile for Rochester Wealth(248) 434-6550

  14. #14 Credit Union ONE

    Based in Saint Clair Shores, 14 mi away

    71/100RFA Score

    Ranked #14 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
    View profile for Credit Union ONE(800) 451-4292

  19. #19 SGH Wealth Management

    Based in Berkley, 16 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

  20. #20 Wealth Trac Financial

    Based in Beverly Hills, 17 mi away

    69/100RFA Score

    Ranked #20 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

  23. #23 Verde Capital Management

    Based in Waterford, 21 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 119 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 119 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    8031 Ortonville Rd Ste 210, Village of Clarkston, MI 48348
    View profile for Verde Capital Management(248) 528-1870

  24. #24 Panic Proof Retirement

    Based in West Bloomfield Township, 12 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 58 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 58 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    40900 Woodward Ave Ste 150, Bloomfield Hills, MI 48304
    View profile for Panic Proof Retirement(844) 447-2642

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

financial advisors in Shelby, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26IPX1031: Margo Rosenthal, Esq.695.0★ (92)19 mi
27Foguth Financial Group694.9★ (40)9 mi
28Financial Services of America684.4★ (98)10 mi
29Horizon Advisers - Troy (Headquarters)685.0★ (33)10 mi
30Warsaw Capital Partners685.0★ (34)10 mi
31KAIZEN FINANCIAL INCORPORATED685.0★ (15)2 mi
32Mutual of Omaha Mortgage684.8★ (123)20 mi
33Kelly Capital Partners684.9★ (55)14 mi
34Ohana Wealth Advisory685.0★ (38)11 mi
35Kayla Lynnay Ajini: Primerica - Financial Services684.8★ (20)3 mi
36Guardian Partners Wealth Management685.0★ (40)12 mi
37BridgeWise Financial Partners684.8★ (26)6 mi
38Edelman Financial Engines684.8★ (38)10 mi
39Fortified Financial Group of Thrivent684.8★ (37)9 mi
40Strategic Wealth Advisors Group684.8★ (18)3 mi
41Formula Financial Investments685.0★ (28)10 mi
42Credit Union ONE684.8★ (176)25 mi
43Bowline Financial685.0★ (51)17 mi
44Dynamite Tax & Financial Service LLC685.0★ (53)17 mi
45Credit Union ONE674.1★ (480)15 mi
46Grant Cobb Financial Advisor675.0★ (23)10 mi
47Josh Christian: Primerica - Financial Services674.9★ (15)5 mi
48Lenhard Financial Services675.0★ (49)18 mi
49The Burzynski Group674.9★ (22)9 mi
50Credit Union ONE674.4★ (178)18 mi

Also serving Shelby

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 Shelby
BusinessGoogle ratingDistance
30,000 Ft. Wealth Management5.0★ (2)8 mi
American Retirement Advisors, Inc.5.0★ (2)4 mi
Asset Preservation Tax and Retirement Services5.0★ (2)5 mi
Barclay Planning Group, LLC3.0★ (2)5 mi
CKS Summit Group5.0★ (2)8 mi
David Evola - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
Edward Jones4.5★ (2)7 mi
Edward Jones - Financial Advisor: Chris Hines, CRPC™5.0★ (2)3 mi
EPI Financial Group3.0★ (2)8 mi
EverythingHR3.0★ (2)5 mi
Legacy Wealth Advisors5.0★ (2)6 mi
Mark Kaiser - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
Morgan Stanley Financial Advisors3.0★ (2)5 mi
Premier Estate Planners5.0★ (2)6 mi
Reno Frazzitta, CFP5.0★ (2)4 mi
Roberto Rizza3.0★ (2)6 mi
Rochester Certified PA5.0★ (2)6 mi
SSB Financial Services5.0★ (1)In Shelby
Strategic Investment Consulting5.0★ (2)9 mi
Tom Oswald - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)9 mi

How we ranked Shelby financial advisors

We scored 375 Shelby 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 Shelby 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 Shelby: frequently asked questions

Which financial advisor has the highest RFA Score in Shelby?

By RFA Score, the highest-ranked financial advisor in Shelby, MI is National Senior Insurance Services with an RFA Score of 75/100. It has 5.0★ from 321 Google reviews. Aquest Wealth Strategies (#2) and Summit Financial Consulting (#3) follow. We ranked 375 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Shelby?

RankedFinancialAdvisors ranks 375 financial advisors serving Shelby, MI. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Shelby work on weekends?

64 of 375 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Credit Union ONE (#4), Credit Union ONE (#6) and Credit Union ONE (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Shelby financial advisors have?

The median Google rating among 375 rated financial advisors in Shelby is 4.9★, with a median of 10 reviews. Credit Union ONE has the most, 480 reviews, and ranks #45. 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 Shelby count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 375 financial advisors serving Shelby.
  2. November 2026: 9 duplicate listings merged.

More financial advisors and Shelby pages