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Investment Advisors in Shelby, MI: 2026 rankings

119 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Shelby: Cvetkovski Financial LLC, RFA Score 73/100; 5.0★ from 46 Google reviews.

  2. 5

    Most-reviewed: Sistar Mortgage, 415 Google reviews at 4.8★, the most of 119 ranked; ranked #5.

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

119 Shelby investment advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 119 rated firms.

Top 10 investment 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 investment advisors in Shelby at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cvetkovski Financial LLC735.0★ (46)Rochester Hills, 1 mi away—Top score
2Panic Proof Retirement704.9★ (58)West Bloomfield Township, 12 mi awaySat · Sun · Evenings—
3IPX1031: Margo Rosenthal, Esq.705.0★ (92)West Bloomfield Township, 19 mi away——
4Spider Investments664.7★ (52)Detroit, 23 mi away——
5Sistar Mortgage664.8★ (415)Sterling Heights, 8 mi away—Most reviews
6Western & Southern Life664.1★ (14)Troy, 8 mi away——
7Bricks + Mortar Commercial Real Estate665.0★ (16)Pontiac, 16 mi away——
8Summit Financial Consulting665.0★ (155)Sterling Heights, 5 mi away——
9Moran & Company Investment Consulting Group655.0★ (4)Rochester, 5 mi away——
10Verde Capital Management655.0★ (119)Waterford, 21 mi away——

All 119 investment 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.

  1. Ranked #1 in Shelby

    #1 Cvetkovski Financial LLC

    Based in Rochester Hills, 1 mi away

    73/100RFA Score

    Ranked #1 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

  2. #2 Panic Proof Retirement

    Based in West Bloomfield Township, 12 mi away

    70/100RFA Score

    Ranked #2 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

  5. #5 Sistar Mortgage

    Based in Sterling Heights, 8 mi away

    66/100RFA Score

    Ranked #5 because of its Google rating and review volume: 4.8★ from 415 Google reviews, the most in Shelby.

    • 4.8★ from 415 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    35871 Mound Rd, Sterling Heights, MI 48310
    View profile for Sistar Mortgage(888) 841-4238

  10. #10 Verde Capital Management

    Based in Waterford, 21 mi away

    65/100RFA Score

    Ranked #10 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

  13. #13 Azimuth Capital Management

    Based in West Bloomfield Township, 12 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    200 E Long Lake Rd #160, Bloomfield Hills, MI 48304
    View profile for Azimuth Capital Management(248) 433-4000

  14. #14 Orfin & Associates

    Based in Auburn Hills, 11 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and review volume: 4.9★ from 126 Google reviews.

    • 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

  15. #15 Blue Chip Partners

    Based in Farmington Hills, 23 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and review volume: 5.0★ from 304 Google reviews.

    • 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

  18. #18 Rochester Wealth

    Based in Rochester, 5 mi away

    62/100RFA Score

    Ranked #18 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

  19. #19 Simon Group Holdings

    Based in Birmingham, 13 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    335 E Maple Rd, Birmingham, MI 48009
    View profile for Simon Group Holdings(313) 662-3605

  20. #20 Midwest Capital Group

    Based in Royal Oak, 14 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.2★ from 5 Google reviews, listed on Google as “Investment company”.

    • 3.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    25600 Woodward Ave #111, Royal Oak, MI 48067
    View profile for Midwest Capital Group(844) 326-0700

  21. #21 Wittenberg Investments

    Based in Southfield, 17 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment company”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Two Towne Square Ste 950, Southfield, MI 48076
    View profile for Wittenberg Investments(248) 655-6555

Investment 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 119 ranked investment advisors here; the rest are on their profiles.

investment advisors in Shelby, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Cash Flow Detroit614.2★ (5)21 mi
27Redwood Wealth Management615.0★ (47)10 mi
28Pratik Shah - Prudential Financial605.0★ (3)22 mi
29Techstars Detroit605.0★ (3)23 mi
30Horizon Advisers - Troy (Headquarters)605.0★ (33)10 mi
31Edelman Financial Engines594.8★ (38)10 mi
32KAIZEN FINANCIAL INCORPORATED595.0★ (15)2 mi
33Sold By Em - Emily DeYonker594.8★ (22)5 mi
34I-Wize Group592.3★ (6)24 mi
35Wells Fargo Advisors591.6★ (10)20 mi
36Arrowroot Advisors - Rochester Hills585.0★ (13)5 mi
37Creative Planning585.0★ (21)11 mi
38C2 Private Wealth584.9★ (73)23 mi
39Oxford Capital Management575.0★ (3)10 mi
40Frank DiLorenzo - Financial Advisor, Ameriprise Financial Services, LLC574.4★ (14)5 mi
41RESSCO572.5★ (168)18 mi
42LSP Canada575.0★ (53)25 mi
43Dominic Fazzolari - Financial Advisor, Ameriprise Financial Services, LLC574.6★ (11)5 mi
44Mark Ivezaj - Financial Advisor, Ameriprise Financial Services, LLC575.0★ (13)10 mi
45First Merchants Bank565.0★ (7)5 mi
46Edward Jones - Financial Advisor: Kelly M Lawrence, CEPA®|CRPS™565.0★ (10)9 mi
47Carson Wealth565.0★ (9)10 mi
48Edward Jones - Financial Advisor: Channing D Pritchett, ChFC®|CRPC™565.0★ (5)4 mi
49Integrated Fiduciary Advisory Services565.0★ (12)12 mi
50First Merchants Bank563.5★ (13)4 mi

Also serving Shelby

20 more investment 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 investment advisors serving Shelby
BusinessGoogle ratingDistance
Alidade Capital, LLC5.0★ (2)12 mi
Baird Private Wealth Management3.0★ (2)13 mi
Bone Asset Management4.5★ (2)12 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
Edward Jones - Financial Advisor: Jason S Victor, AAMS®5.0★ (2)10 mi
Gleba & Associates5.0★ (2)9 mi
GPM Growth Investors, Inc.5.0★ (2)12 mi
Integrated Capital Management5.0★ (2)12 mi
KRS Capital Management, LLC2.5★ (2)13 mi
M1 Capital Management5.0★ (2)13 mi
Mark Kaiser - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
Morgan Stanley Financial Advisors3.0★ (2)5 mi
Oakland Standard Co.3.0★ (2)13 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
Valstone Partners, LLC1.0★ (2)13 mi
Vlasic Investments5.0★ (2)12 mi

How we ranked Shelby investment advisors

We scored 119 Shelby investment 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Shelby: frequently asked questions

Which investment advisor has the highest RFA Score in Shelby?

By RFA Score, the highest-ranked investment advisor in Shelby, MI is Cvetkovski Financial LLC with an RFA Score of 73/100. It has 5.0★ from 46 Google reviews. Panic Proof Retirement (#2) and IPX1031: Margo Rosenthal, Esq. (#3) follow. We ranked 119 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Shelby?

RankedFinancialAdvisors ranks 119 investment advisors serving Shelby, MI. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Shelby work on weekends?

11 of 119 ranked investment advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays is Panic Proof Retirement (#2). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Shelby investment advisors have?

The median Google rating among 119 rated investment advisors in Shelby is 4.9★, with a median of 8 reviews. Sistar Mortgage has the most, 415 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Shelby count in this ranking?

Yes, if they are within 25 mi of the Shelby city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Shelby ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment 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 investment 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 119 investment advisors serving Shelby.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Shelby pages