Skip to content

Financial Planners in Farmington, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Farmington: Blue Chip Partners, RFA Score 77/100; 5.0★ from 304 Google reviews.

  2. 30

    Most-reviewed: Credit Union ONE, 480 Google reviews at 4.1★, the most of 375 ranked; ranked #30.

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

375 Farmington financial planners are ranked here by RFA Score, from eight published factors. 72 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.8★ across 375 rated firms.

Top 10 financial planners in Farmington 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 planners in Farmington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Blue Chip Partners775.0★ (304)Farmington Hills, 3 mi away—Top score
2Dallo Estate Planning, PLLC755.0★ (140)Farmington Hills, 4 mi awaySat · Evenings—
3Peak Wealth Management, LLC745.0★ (144)Ann Arbor, 8 mi away——
4Credit Union ONE744.7★ (359)Berkley, 11 mi awaySat—
5Credit Union ONE734.6★ (295)Westland, 9 mi awaySat—
6Wealth Trac Financial735.0★ (96)Beverly Hills, 6 mi away——
7Sapphire Accounting & Tax Solutions734.9★ (180)Dearborn, 13 mi away——
8Foguth Financial Group725.0★ (97)Canton, 8 mi away——
9Singh Tax & Accounting Services725.0★ (105)Westland, 10 mi awaySat · Evenings—
10SGH Wealth Management725.0★ (94)Berkley, 8 mi away——

All 375 financial planners in Farmington, 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 Farmington

    Based in Farmington Hills, 3 mi away

    77/100RFA 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
  2. Based in Berkley, 11 mi away

    74/100RFA Score

    Ranked #4 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
  3. Based in Westland, 9 mi away

    73/100RFA Score

    Ranked #5 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 Beverly Hills, 6 mi away

    73/100RFA Score

    Ranked #6 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
  5. Based in Canton, 8 mi away

    72/100RFA 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
  6. Based in Berkley, 8 mi away

    72/100RFA Score

    Ranked #10 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
  7. Based in Novi, 5 mi away

    72/100RFA Score

    Ranked #11 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
  8. Based in Canton, 10 mi away

    72/100RFA 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
  9. Based in Auburn Hills, 13 mi away

    71/100RFA Score

    Ranked #15 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
  10. Based in Farmington Hills, 3 mi away

    71/100RFA Score

    Ranked #17 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
  11. Based in Novi, 3 mi away

    71/100RFA Score

    Ranked #18 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
  12. Based in Farmington Hills, 3 mi away

    71/100RFA Score

    Ranked #20 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
  13. Based in Detroit, 17 mi away

    71/100RFA Score

    Ranked #22 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
  14. Based in Farmington Hills, 1 mi away

    70/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    22029 Farmington Rd, Farmington Hills, MI 48336
  15. Based in Farmington Hills, 3 mi away

    70/100RFA Score

    Ranked #25 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

Financial planners 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 planners here; the rest are on their profiles.

financial planners in Farmington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Verde Capital Management705.0★ (119)20 mi
27Bank of America (with Drive-thru ATM)704.1★ (422)11 mi
28Senior Financial Center704.8★ (37)2 mi
29First Merchants Bank705.0★ (144)23 mi
30Credit Union ONE704.1★ (480)13 mi
31Credit Union ONE704.6★ (231)19 mi
32Bloom Advisors, Inc.705.0★ (33)4 mi
33Credit Union ONE704.5★ (209)16 mi
34Sano (Retirement & Wealth Strategies)695.0★ (28)3 mi
35Richard W. Paul & Associates, LLC694.9★ (31)3 mi
36Credit Union ONE694.4★ (178)14 mi
37Great Lakes Wealth694.6★ (41)3 mi
38Credit Union ONE694.6★ (330)25 mi
39Bankers Life694.4★ (72)6 mi
40Kelly Capital Partners694.9★ (55)11 mi
41Credit Union ONE694.5★ (336)24 mi
42Financial Education Services684.6★ (31)3 mi
43Two Bird Wealth Strategies685.0★ (64)18 mi
44Chris Davidson - Edelman Financial Engines685.0★ (22)3 mi
45Mutual of Omaha Mortgage684.8★ (123)24 mi
46Sherman Private Wealth685.0★ (21)5 mi
47Redwood Wealth Management685.0★ (47)15 mi
48Bank of America (with Drive-thru ATM)684.0★ (355)14 mi
49OUR Credit Union684.2★ (112)11 mi
50Edelman Financial Engines674.9★ (18)3 mi

Also serving Farmington

20 more financial planners 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 Farmington financial planners

We scored 375 Farmington financial planners 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 Farmington 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Farmington: frequently asked questions

Which financial planner has the highest RFA Score in Farmington?

By RFA Score, the highest-ranked financial planner in Farmington, MI is Blue Chip Partners with an RFA Score of 77/100. It has 5.0★ from 304 Google reviews. Dallo Estate Planning, PLLC (#2) and Peak Wealth Management, LLC (#3) follow. We ranked 375 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Farmington?

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

Which financial planners in Farmington work on weekends?

72 of 375 ranked financial planners post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Dallo Estate Planning, PLLC (#2), Credit Union ONE (#4) and Credit Union ONE (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Farmington financial planners have?

The median Google rating among 375 rated financial planners in Farmington is 4.8★, with a median of 12 reviews. Credit Union ONE has the most, 480 reviews, and ranks #30. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Farmington count in this ranking?

Yes, if they are within 25 mi of the Farmington city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Farmington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Farmington 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 planners 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 Farmington

  1. November 2026: RFA Scores recalculated for 375 financial planners serving Farmington.
  2. November 2026: 2 duplicate listings merged.