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Financial Planners in West Bloomfield Township, MI: 2026 rankings

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

The short answer

  1. 1

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

  2. 31

    Most-reviewed: Credit Union ONE, 480 Google reviews at 4.1★, the most of 292 ranked; ranked #31.

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

292 West Bloomfield Township financial planners are ranked here by RFA Score, from eight published factors. 58 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.8★ across 292 rated firms.

Top 10 financial planners in West Bloomfield Township 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 West Bloomfield Township at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Blue Chip Partners775.0★ (304)Farmington Hills, 5 mi away—Top score
2Dallo Estate Planning, PLLC755.0★ (140)Farmington Hills, 4 mi awaySat · Evenings—
3Credit Union ONE734.7★ (359)Berkley, 12 mi awaySat—
4Wealth Trac Financial735.0★ (96)Beverly Hills, 6 mi away——
5Orfin & Associates734.9★ (126)Auburn Hills, 9 mi away——
6Peak Wealth Management, LLC725.0★ (144)Ann Arbor, 15 mi away——
7Verde Capital Management725.0★ (119)Waterford, 13 mi away——
8C2 Private Wealth724.9★ (73)Novi, 5 mi away——
9SGH Wealth Management725.0★ (94)Berkley, 10 mi away——
10Credit Union ONE714.4★ (178)Waterford, 6 mi away——

All 292 financial planners in West Bloomfield Township, 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 West Bloomfield Township

    #1 Blue Chip Partners

    Based in Farmington Hills, 5 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
    View profile for Blue Chip Partners(248) 848-1111

  3. #3 Credit Union ONE

    Based in Berkley, 12 mi away

    73/100RFA Score

    Ranked #3 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

  4. #4 Wealth Trac Financial

    Based in Beverly Hills, 6 mi away

    73/100RFA Score

    Ranked #4 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

  5. #5 Orfin & Associates

    Based in Auburn Hills, 9 mi away

    73/100RFA Score

    Ranked #5 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

  7. #7 Verde Capital Management

    Based in Waterford, 13 mi away

    72/100RFA Score

    Ranked #7 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

  8. #8 C2 Private Wealth

    Based in Novi, 5 mi away

    72/100RFA Score

    Ranked #8 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

  9. #9 SGH Wealth Management

    Based in Berkley, 10 mi away

    72/100RFA Score

    Ranked #9 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

  10. #10 Credit Union ONE

    Based in Waterford, 6 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.4★ from 178 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 178 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5129 Highland Rd, Waterford Township, MI 48327
    View profile for Credit Union ONE(800) 451-4292

  11. #11 Credit Union ONE

    Based in Westland, 16 mi away

    71/100RFA Score

    Ranked #11 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 Foguth Financial Group

    Based in Canton, 15 mi away

    71/100RFA Score

    Ranked #14 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

  15. #15 Foguth Financial Group

    Based in Farmington Hills, 5 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

  17. #17 Credit Union ONE

    Based in Troy, 13 mi away

    70/100RFA Score

    Ranked #17 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

  20. #20 Credit Union ONE

    Based in Sterling Heights, 19 mi away

    70/100RFA Score

    Ranked #20 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

  21. #21 Tax Avenger, CPA

    Based in Canton, 16 mi away

    70/100RFA Score

    Ranked #21 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

  22. #22 Bloom Advisors, Inc.

    Based in Farmington Hills, 4 mi away

    70/100RFA Score

    Ranked #22 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–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    31275 Northwestern Hwy, Farmington Hills, MI 48334
    View profile for Bloom Advisors, Inc.(248) 932-5200

  23. #23 Sure Life Financial

    Based in Novi, 9 mi away

    70/100RFA Score

    Ranked #23 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

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 292 ranked financial planners here; the rest are on their profiles.

financial planners in West Bloomfield Township, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Credit Union ONE694.8★ (176)23 mi
27Waldo Wealth Partners695.0★ (41)9 mi
28Credit Union ONE694.5★ (336)22 mi
29Sano (Retirement & Wealth Strategies)695.0★ (28)5 mi
30Horizon Advisers - Plymouth695.0★ (60)15 mi
31Credit Union ONE694.1★ (480)15 mi
32THOMAS & ASSOCIATES695.0★ (33)7 mi
33Kelly Capital Partners694.9★ (55)13 mi
34Rochester Wealth694.9★ (62)15 mi
35Senior Financial Center694.8★ (37)7 mi
36AFS Financial Group685.0★ (31)8 mi
37Foguth Financial Group684.9★ (48)13 mi
38Financial Freedom House684.9★ (30)7 mi
39Bank of America (with Drive-thru ATM)684.1★ (422)18 mi
40OUR Credit Union684.2★ (112)11 mi
41Financial Education Services684.6★ (31)6 mi
42Foguth Financial Group684.9★ (40)12 mi
43Richard W. Paul & Associates, LLC684.9★ (31)9 mi
44Great Lakes Wealth684.6★ (41)9 mi
45Warsaw Capital Partners685.0★ (34)12 mi
46TAMMA Capital685.0★ (23)7 mi
47Horizon Advisers - Troy (Headquarters)685.0★ (33)12 mi
48Sherman Private Wealth675.0★ (21)7 mi
49Campbell Retirement Planning Centers, Inc.675.0★ (25)9 mi
50Edelman Financial Engines674.8★ (38)12 mi

Also serving West Bloomfield Township

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.

Unranked financial planners serving West Bloomfield Township
BusinessGoogle ratingDistance
Bob Cline - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In West Bloomfield Township
BuyBack Analytics LLCIn West Bloomfield Township
Edward Jones - Financial Advisor: Norman Jadan5.0★ (1)In West Bloomfield Township
Edward Jones - Financial Advisor: Stephen S Yono, CFP®|CEPA®5.0★ (5)In West Bloomfield Township
Guardian Partners Wealth Management5.0★ (40)In West Bloomfield Township
Heritage Private Wealth LLCIn West Bloomfield Township
Integrated Capital Management5.0★ (2)In West Bloomfield Township
Kevin Doyle5.0★ (1)In West Bloomfield Township
Lifetime Financial LLCIn West Bloomfield Township
Merrill Lynch Financial Advisor Samuel Impastato5.0★ (1)In West Bloomfield Township
Merrill Lynch Private Wealth Advisor Derek Ashcraft5.0★ (2)In West Bloomfield Township
MI Tax CPA5.0★ (2)In West Bloomfield Township
Money Evolution5.0★ (1)In West Bloomfield Township
Quality ExportIn West Bloomfield Township
Raymond James Financial Services5.0★ (1)In West Bloomfield Township
RBC Wealth Management Branch - Bloomfield Hills5.0★ (1)In West Bloomfield Township
Safe Money MixIn West Bloomfield Township
Stifel5.0★ (1)In West Bloomfield Township
The Demps Wealth Management Group - Ameriprise Financial Services, LLC5.0★ (1)In West Bloomfield Township
Vasani RatnathilakaIn West Bloomfield Township

How we ranked West Bloomfield Township financial planners

We scored 292 West Bloomfield Township 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 West Bloomfield Township 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 West Bloomfield Township: frequently asked questions

Which financial planner has the highest RFA Score in West Bloomfield Township?

By RFA Score, the highest-ranked financial planner in West Bloomfield Township, 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 Credit Union ONE (#3) follow. We ranked 292 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in West Bloomfield Township?

RankedFinancialAdvisors ranks 292 financial planners serving West Bloomfield Township, MI. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in West Bloomfield Township work on weekends?

58 of 292 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 (#3) and Credit Union ONE (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do West Bloomfield Township financial planners have?

The median Google rating among 292 rated financial planners in West Bloomfield Township is 4.8★, with a median of 13 reviews. Credit Union ONE has the most, 480 reviews, and ranks #31. 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 West Bloomfield Township count in this ranking?

Yes, if they are within 25 mi of the West Bloomfield Township 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 West Bloomfield Township 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 West Bloomfield Township 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 West Bloomfield Township

  1. November 2026: RFA Scores recalculated for 292 financial planners serving West Bloomfield Township.
  2. November 2026: 1 duplicate listing merged.

More financial planners and West Bloomfield Township pages