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Wealth Managers in Shelby, MI: 2026 rankings

79 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Shelby: Aquest Wealth Strategies, RFA Score 73/100; 5.0★ from 166 Google reviews.

  2. 7

    Most-reviewed: Peak Wealth Management, LLC, 144 Google reviews at 5.0★, the most of 79 ranked after Aquest Wealth Strategies; ranked #7.

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

79 Shelby wealth managers are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 79 rated firms.

Top 10 wealth managers 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 wealth managers in Shelby at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Aquest Wealth Strategies735.0★ (166)Rochester, 5 mi awayTop score
2Rochester Wealth704.9★ (62)Rochester, 5 mi away—
3SGH Wealth Management705.0★ (94)Berkley, 16 mi away—
4Hinkson Wealth Management, LLC705.0★ (65)Troy, 10 mi away—
5Wealth Trac Financial705.0★ (96)Beverly Hills, 17 mi away—
6Redwood Wealth Management695.0★ (47)Auburn Hills, 10 mi away—
7Peak Wealth Management, LLC685.0★ (144)Ann Arbor, 30 mi awayMost reviews
8Modern Wealth Management - Troy684.8★ (40)Troy, 5 mi away—
9Guardian Partners Wealth Management685.0★ (40)West Bloomfield Township, 12 mi away—
10Ohana Wealth Advisory685.0★ (38)Royal Oak, 11 mi away—

All 79 wealth managers 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 Aquest Wealth Strategies

    Based in Rochester, 5 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 166 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 166 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    414 East St, Rochester, MI 48307
    View profile for Aquest Wealth Strategies(586) 731-6020

  2. #2 Rochester Wealth

    Based in Rochester, 5 mi away

    70/100RFA Score

    Ranked #2 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

  3. #3 SGH Wealth Management

    Based in Berkley, 16 mi away

    70/100RFA Score

    Ranked #3 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

  5. #5 Wealth Trac Financial

    Based in Beverly Hills, 17 mi away

    70/100RFA Score

    Ranked #5 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

  10. #10 Ohana Wealth Advisory

    Based in Royal Oak, 11 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3315 N Campbell Rd, Royal Oak, MI 48073
    View profile for Ohana Wealth Advisory(248) 246-8080

  11. #11 C2 Private Wealth

    Based in Novi, 23 mi away

    67/100RFA 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
    View profile for C2 Private Wealth(866) 211-1904

  14. #14 Ecos Wealth Advisors

    Based in Pontiac, 20 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9 AM–6:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5900 Lorac Dr Ste 103, Village of Clarkston, MI 48346
    View profile for Ecos Wealth Advisors(248) 942-4842

  16. #16 Waldo Wealth Partners

    Based in Farmington Hills, 26 mi away

    66/100RFA Score

    Ranked #16 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
    View profile for Waldo Wealth Partners(248) 504-0553

  18. #18 Sherman Private Wealth

    Based in Southfield, 18 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    28411 Northwestern Hwy Ste 1200, Southfield, MI 48034
    View profile for Sherman Private Wealth(248) 805-1123

  22. #22 Vitale Wealth Management

    Based in Burton, 24 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 27 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 27 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    3778 S Lapeer Rd, Metamora, MI 48455
    View profile for Vitale Wealth Management(833) 566-9563

  23. #23 Polaris Private Wealth

    Based in Auburn Hills, 10 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    3250 Auburn Rd Ste 102, Auburn Hills, MI 48326
    View profile for Polaris Private Wealth(248) 230-8100

  25. #25 ELE Wealth Management

    Based in Southfield, 17 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    18700 W 10 Mile Rd #100, Southfield, MI 48075
    View profile for ELE Wealth Management(248) 356-6555

Wealth managers 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 79 ranked wealth managers here; the rest are on their profiles.

wealth managers in Shelby, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Carson Wealth645.0★ (9)10 mi
27Deller Wealth Management644.8★ (13)14 mi
28Wealth Strategies Financial Group644.8★ (16)17 mi
29Great Lakes Wealth644.6★ (41)25 mi
30Atticus Wealth Management645.0★ (6)4 mi
31OWL Private Wealth Advisors645.0★ (10)12 mi
32V8 Wealth Management645.0★ (8)10 mi
33Merrill Lynch Wealth Management645.0★ (9)12 mi
34Cousino Wealth Advisors645.0★ (33)33 mi
35Center for Wealth Management645.0★ (7)10 mi
36Hoover Private Wealth645.0★ (8)13 mi
37Legacy Wealth Management Group635.0★ (5)7 mi
38Masen Paich Wealth Management Group635.0★ (4)7 mi
39Credent Wealth Management - Auburn Hills, MI625.0★ (4)10 mi
40Michael Coffield - Private Wealth Advisor, Ameriprise Financial Services, LLC624.2★ (5)10 mi
41Safe Haven Wealth Management625.0★ (15)33 mi
42Merrill Lynch Wealth Management624.0★ (4)10 mi
43Tuscan Wealth Financial Group Ltd / Hub Capital Inc624.7★ (12)27 mi
44Advantage Wealth Benefit and Retirement Services LLC624.8★ (4)14 mi
45Savant Wealth Management625.0★ (14)33 mi
46Esser & Associates - IG Private Wealth Management625.0★ (21)40 mi
47Acorn Wealth Advisors615.0★ (15)35 mi
48Agile Wealth615.0★ (9)28 mi
49Landis Wealth Management615.0★ (12)33 mi
50Spartan Wealth Management615.0★ (3)16 mi

Also serving Shelby

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Shelby
BusinessGoogle ratingDistance
30,000 Ft. Wealth Management5.0★ (2)8 mi
Baird Private Wealth Management3.0★ (2)13 mi
Bernier Wealth Management5.0★ (2)17 mi
David Evola - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
Eternal Global Wealth5.0★ (2)17 mi
Great Lakes Private Wealth5.0★ (2)20 mi
Gunder Wealth Management, LLC4.5★ (2)18 mi
Hart Wealth Advisory Group - Ameriprise Financial Services, LLC5.0★ (2)15 mi
Legacy Wealth Advisors5.0★ (2)6 mi
Merrill Lynch Private Wealth Advisor Derek Ashcraft5.0★ (2)12 mi
MKD Wealth5.0★ (2)9 mi
MOOSHI Wealth Planning & Management5.0★ (2)23 mi
North Star Wealth Management of Raymond James5.0★ (2)10 mi
Old Woodward Wealth Management5.0★ (2)13 mi
Ralph Bryant - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)17 mi
Russell Winkler Private Wealth Management of Raymond James5.0★ (2)23 mi
Sawchuk Wealth3.0★ (2)10 mi
SSB Financial Services5.0★ (1)In Shelby
Titan Wealth Advisors5.0★ (2)15 mi
United Wealth Education5.0★ (2)11 mi

How we ranked Shelby wealth managers

We scored 79 Shelby wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Shelby: frequently asked questions

Which wealth manager has the highest RFA Score in Shelby?

By RFA Score, the highest-ranked wealth manager in Shelby, MI is Aquest Wealth Strategies with an RFA Score of 73/100. It has 5.0★ from 166 Google reviews. Rochester Wealth (#2) and SGH Wealth Management (#3) follow. We ranked 79 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Shelby?

RankedFinancialAdvisors ranks 79 wealth managers serving Shelby, MI. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Shelby work on weekends?

6 of 79 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Waldo Wealth Partners (#16) and Puzzuoli Wealth Management - Sterling Mutuals Inc. (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Shelby wealth managers have?

The median Google rating among 79 rated wealth managers in Shelby is 5.0★, with a median of 9 reviews. Aquest Wealth Strategies has the most, 166 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Shelby count in this ranking?

Yes, if they are within 40 mi of the Shelby city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Shelby ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 79 wealth managers serving Shelby.

More wealth managers and Shelby pages