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

  2. 5

    Most-reviewed: Peak Wealth Management, LLC, 144 Google reviews at 5.0★, the most of 84 ranked after Aquest Wealth Strategies; ranked #5.

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

84 Troy 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 Troy 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 Troy at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Aquest Wealth Strategies735.0★ (166)Rochester, 5 mi awayTop score
2Hinkson Wealth Management, LLC715.0★ (65)Troy—
3SGH Wealth Management715.0★ (94)Berkley, 9 mi away—
4Wealth Trac Financial715.0★ (96)Beverly Hills, 9 mi away—
5Peak Wealth Management, LLC695.0★ (144)Ann Arbor, 23 mi awayMost reviews
6Rochester Wealth694.9★ (62)Rochester, 5 mi away—
7Redwood Wealth Management695.0★ (47)Auburn Hills, 5 mi away—
8Modern Wealth Management - Troy694.8★ (40)Troy—
9Guardian Partners Wealth Management695.0★ (40)West Bloomfield Township, 5 mi away—
10Ohana Wealth Advisory685.0★ (38)Royal Oak, 6 mi away—

All 84 wealth managers in Troy, 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 Troy

    #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

  3. #3 SGH Wealth Management

    Based in Berkley, 9 mi away

    71/100RFA 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

  4. #4 Wealth Trac Financial

    Based in Beverly Hills, 9 mi away

    71/100RFA 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

  6. #6 Rochester Wealth

    Based in Rochester, 5 mi away

    69/100RFA Score

    Ranked #6 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

  10. #10 Ohana Wealth Advisory

    Based in Royal Oak, 6 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, 16 mi away

    68/100RFA 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 Waldo Wealth Partners

    Based in Farmington Hills, 18 mi away

    67/100RFA Score

    Ranked #14 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

  16. #16 Ecos Wealth Advisors

    Based in Pontiac, 16 mi away

    66/100RFA Score

    Ranked #16 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

  17. #17 Sherman Private Wealth

    Based in Southfield, 11 mi away

    66/100RFA Score

    Ranked #17 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

  21. #21 Carson Wealth

    Based in Troy

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    101 W Big Beaver Rd Suit 1400, Troy, MI 48084
    View profile for Carson Wealth(248) 747-9688

  23. #23 Great Lakes Wealth

    Based in Farmington Hills, 18 mi away

    65/100RFA Score

    Ranked #23 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

  25. #25 ELE Wealth Management

    Based in Southfield, 10 mi away

    65/100RFA 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 84 ranked wealth managers here; the rest are on their profiles.

wealth managers in Troy, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26V8 Wealth Management655.0★ (8)In Troy
27Polaris Private Wealth655.0★ (10)4 mi
28Hilltop Wealth and Tax Solutions655.0★ (13)8 mi
29Wealth Strategies Financial Group654.8★ (16)10 mi
30OWL Private Wealth Advisors655.0★ (10)5 mi
31Deller Wealth Management654.8★ (13)8 mi
32Center for Wealth Management655.0★ (7)In Troy
33Merrill Lynch Wealth Management645.0★ (9)5 mi
34Cousino Wealth Advisors645.0★ (33)28 mi
35Hoover Private Wealth645.0★ (8)6 mi
36Legacy Wealth Management Group645.0★ (5)In Troy
37Vitale Wealth Management644.9★ (27)25 mi
38Michael Coffield - Private Wealth Advisor, Ameriprise Financial Services, LLC634.2★ (5)In Troy
39Atticus Wealth Management635.0★ (6)10 mi
40Credent Wealth Management - Auburn Hills, MI625.0★ (4)6 mi
41Safe Haven Wealth Management625.0★ (15)28 mi
42Agile Wealth625.0★ (9)21 mi
43Landis Wealth Management625.0★ (12)26 mi
44Boardwalk Wealth Management - Financial Advising624.9★ (27)38 mi
45Merrill Lynch Wealth Management624.0★ (4)6 mi
46Masen Paich Wealth Management Group625.0★ (4)10 mi
47Tuscan Wealth Financial Group Ltd / Hub Capital Inc624.7★ (12)24 mi
48Imber Wealth Advisors, Inc.625.0★ (26)40 mi
49Acorn Wealth Advisors625.0★ (15)31 mi
50Savant Wealth Management615.0★ (14)31 mi

Also serving Troy

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 Troy
BusinessGoogle ratingDistance
Advisor Legacy, Inc5.0★ (12)In Troy
Asset Preservation Capital, LTD4.5★ (26)In Troy
BridgeWise Financial Partners4.8★ (26)In Troy
Charles Schwab3.1★ (17)In Troy
Creative Planning5.0★ (21)In Troy
Edelman Financial Engines4.8★ (38)In Troy
Fidelity Investments3.2★ (41)In Troy
Financial Services of America4.4★ (98)In Troy
Foguth Financial Group4.9★ (40)In Troy
Formula Financial Investments5.0★ (28)In Troy
Grant Cobb Financial Advisor5.0★ (23)In Troy
Horizon Advisers - Troy (Headquarters)5.0★ (33)In Troy
Kennedy Financial Group4.9★ (10)In Troy
Mark Ivezaj - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (13)In Troy
Mission Point Planning and Retirement5.0★ (14)In Troy
Paragon Retirement Planning Inc.4.8★ (23)In Troy
Sequoia Financial Group4.1★ (12)In Troy
Stonebridge Financial Partners5.0★ (18)In Troy
The Burzynski Group4.9★ (22)In Troy
Thomas Roland Whitmore: Primerica - Financial Services5.0★ (10)In Troy

How we ranked Troy wealth managers

We scored 84 Troy 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 Troy 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 Troy: frequently asked questions

Which wealth manager has the highest RFA Score in Troy?

By RFA Score, the highest-ranked wealth manager in Troy, MI is Aquest Wealth Strategies with an RFA Score of 73/100. It has 5.0★ from 166 Google reviews. Hinkson Wealth Management, LLC (#2) and SGH Wealth Management (#3) follow. We ranked 84 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Troy?

RankedFinancialAdvisors ranks 84 wealth managers serving Troy, MI. 8 of them are based in Troy; 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 Troy 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 (#14) and Puzzuoli Wealth Management - Sterling Mutuals Inc. (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Troy wealth managers have?

The median Google rating among 84 rated wealth managers in Troy 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 Troy count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 84 wealth managers serving Troy.

More wealth managers and Troy pages