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Wealth Managers in Southfield, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Southfield: SGH Wealth Management, RFA Score 72/100; 5.0★ from 94 Google reviews.

  2. 3

    Most-reviewed: Aquest Wealth Strategies, 166 Google reviews at 5.0★, the most of 84 ranked; ranked #3.

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

84 Southfield 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 84 rated firms.

Top 10 wealth managers in Southfield 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 Southfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1SGH Wealth Management725.0★ (94)Berkley, 1 mi awayTop score
2Wealth Trac Financial715.0★ (96)Beverly Hills, 4 mi away—
3Aquest Wealth Strategies715.0★ (166)Rochester, 15 mi awayMost reviews
4Peak Wealth Management, LLC715.0★ (144)Ann Arbor, 14 mi away—
5Hinkson Wealth Management, LLC705.0★ (65)Troy, 7 mi away—
6C2 Private Wealth694.9★ (73)Novi, 11 mi away—
7Guardian Partners Wealth Management685.0★ (40)West Bloomfield Township, 6 mi away—
8360 Financial Group & 360 Wealth Management684.9★ (65)Livonia, 12 mi away—
9Ohana Wealth Advisory685.0★ (38)Royal Oak, 6 mi away—
10Redwood Wealth Management685.0★ (47)Auburn Hills, 12 mi away—

All 84 wealth managers in Southfield, 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 Southfield

    #1 SGH Wealth Management

    Based in Berkley, 1 mi away

    72/100RFA Score

    Ranked #1 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

  2. #2 Wealth Trac Financial

    Based in Beverly Hills, 4 mi away

    71/100RFA Score

    Ranked #2 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

  6. #6 C2 Private Wealth

    Based in Novi, 11 mi away

    69/100RFA Score

    Ranked #6 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 Ohana Wealth Advisory

    Based in Royal Oak, 6 mi away

    68/100RFA Score

    Ranked #9 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 Rochester Wealth

    Based in Rochester, 15 mi away

    68/100RFA Score

    Ranked #11 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

  12. #12 Waldo Wealth Partners

    Based in Farmington Hills, 11 mi away

    67/100RFA Score

    Ranked #12 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

  13. #13 Sherman Private Wealth

    Based in Southfield

    67/100RFA Score

    Ranked #13 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

  17. #17 ELE Wealth Management

    Based in Southfield

    66/100RFA Score

    Ranked #17 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

  20. #20 Great Lakes Wealth

    Based in Farmington Hills, 11 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 41 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    22260 Haggerty Rd #160, Northville, MI 48167
    View profile for Great Lakes Wealth(248) 378-1200

  23. #23 Cousino Wealth Advisors

    Based in Southgate, 18 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Heritage Pl Ste 510, Southgate, MI 48195
    View profile for Cousino Wealth Advisors(734) 720-0275

  24. #24 Ecos Wealth Advisors

    Based in Pontiac, 20 mi away

    65/100RFA Score

    Ranked #24 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

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

wealth managers in Southfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Deller Wealth Management654.8★ (13)4 mi
27W.C. Bird Private Wealth Management655.0★ (60)33 mi
28Hoover Private Wealth645.0★ (8)4 mi
29OWL Private Wealth Advisors645.0★ (10)8 mi
30Strategic Wealth Advisors Group644.8★ (18)15 mi
31Carson Wealth645.0★ (9)7 mi
32Merrill Lynch Wealth Management645.0★ (9)8 mi
33V8 Wealth Management635.0★ (8)7 mi
34Polaris Private Wealth635.0★ (10)11 mi
35Safe Haven Wealth Management635.0★ (15)19 mi
36Landis Wealth Management635.0★ (12)17 mi
37Boardwalk Wealth Management - Financial Advising634.9★ (27)30 mi
38Center for Wealth Management635.0★ (7)9 mi
39Agile Wealth635.0★ (9)14 mi
40Imber Wealth Advisors, Inc.635.0★ (26)32 mi
41Vitale Wealth Management624.9★ (27)33 mi
42Tuscan Wealth Financial Group Ltd / Hub Capital Inc624.7★ (12)19 mi
43Fineberg Wealth Management624.8★ (23)30 mi
44OnTrack Wealth Management625.0★ (8)16 mi
45Legacy Wealth Management Group625.0★ (5)9 mi
46Michael Coffield - Private Wealth Advisor, Ameriprise Financial Services, LLC624.2★ (5)7 mi
47Alliance Advisors Wealth Management LLC615.0★ (5)11 mi
48Spartan Wealth Management615.0★ (3)5 mi
49Jen Bessen - Private Wealth Advisor, Ameriprise Financial Services, LLC615.0★ (5)13 mi
50Tenured Wealth Management of Raymond James615.0★ (4)10 mi

Also serving Southfield

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 Southfield
BusinessGoogle ratingDistance
Accelerated Advisors5.0★ (10)In Southfield
Advance Capital Management, Inc.4.9★ (39)In Southfield
Carter,Reddy & Associates, Inc.4.2★ (5)In Southfield
Center for Financial Planning, Inc.®5.0★ (10)In Southfield
Cornerstone Financial Services, LLC4.1★ (8)In Southfield
Goldcrest Financial Services5.0★ (15)In Southfield
Lifetime Financial Growth3.8★ (10)In Southfield
MassMutual Great Lakes3.8★ (10)In Southfield
MDR Financial4.9★ (29)In Southfield
Michigan Financial Companies3.9★ (17)In Southfield
Motor City Funding3.7★ (7)In Southfield
P&P CPA5.0★ (9)In Southfield
Plante Moran4.2★ (13)In Southfield
QT Business Solutions - Grant Writing, Business Plan Writing, Microloans and more!5.0★ (249)In Southfield
Quest Commonwealth5.0★ (21)In Southfield
RESSCO2.5★ (168)In Southfield
Sound Management, Inc.5.0★ (8)In Southfield
Southwell, Smith & Schimmel Beck - LPL Financial Advisors5.0★ (5)In Southfield
TM Originals3.0★ (6)In Southfield
Wipfli3.4★ (5)In Southfield

How we ranked Southfield wealth managers

We scored 84 Southfield 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 Southfield 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 Southfield: frequently asked questions

Which wealth manager has the highest RFA Score in Southfield?

By RFA Score, the highest-ranked wealth manager in Southfield, MI is SGH Wealth Management with an RFA Score of 72/100. It has 5.0★ from 94 Google reviews. Wealth Trac Financial (#2) and Aquest Wealth Strategies (#3) follow. We ranked 84 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Southfield?

RankedFinancialAdvisors ranks 84 wealth managers serving Southfield, MI. 3 of them are based in Southfield; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Southfield work on weekends?

6 of 84 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Waldo Wealth Partners (#12) and Puzzuoli Wealth Management - Sterling Mutuals Inc. (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Southfield wealth managers have?

The median Google rating among 84 rated wealth managers in Southfield is 5.0★, with a median of 9 reviews. Aquest Wealth Strategies has the most, 166 reviews, and ranks #3. 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 Southfield count in this ranking?

Yes, if they are within 40 mi of the Southfield 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 Southfield 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 Southfield 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 Southfield

  1. November 2026: RFA Scores recalculated for 84 wealth managers serving Southfield.
  2. November 2026: 2 duplicate listings merged.

More wealth managers and Southfield pages