Skip to content

Wealth Managers in West Bloomfield Township, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in West Bloomfield Township: Aquest Wealth Strategies, RFA Score 71/100; 5.0★ from 166 Google reviews.

  2. 3

    Most-reviewed: Peak Wealth Management, LLC, 144 Google reviews at 5.0★, the most of 83 ranked after Aquest Wealth Strategies; ranked #3.

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

83 West Bloomfield Township 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 83 rated firms.

Top 10 wealth managers 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 wealth managers in West Bloomfield Township at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Aquest Wealth Strategies715.0★ (166)Rochester, 15 mi away—Top score
2Wealth Trac Financial715.0★ (96)Beverly Hills, 6 mi away——
3Peak Wealth Management, LLC715.0★ (144)Ann Arbor, 15 mi away—Most reviews
4SGH Wealth Management715.0★ (94)Berkley, 10 mi away——
5C2 Private Wealth704.9★ (73)Novi, 5 mi away——
6Guardian Partners Wealth Management705.0★ (40)West Bloomfield Township——
7Hinkson Wealth Management, LLC695.0★ (65)Troy, 12 mi away——
8Redwood Wealth Management695.0★ (47)Auburn Hills, 10 mi away——
9Waldo Wealth Partners695.0★ (41)Farmington Hills, 9 mi awaySat · Evenings—
10360 Financial Group & 360 Wealth Management684.9★ (65)Livonia, 14 mi away——

All 83 wealth managers 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 Aquest Wealth Strategies

    Based in Rochester, 15 mi away

    71/100RFA 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 Wealth Trac Financial

    Based in Beverly Hills, 6 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

  4. #4 SGH Wealth Management

    Based in Berkley, 10 mi away

    71/100RFA Score

    Ranked #4 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 C2 Private Wealth

    Based in Novi, 5 mi away

    70/100RFA Score

    Ranked #5 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 Waldo Wealth Partners

    Based in Farmington Hills, 9 mi away

    69/100RFA Score

    Ranked #9 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

  12. #12 Rochester Wealth

    Based in Rochester, 15 mi away

    68/100RFA Score

    Ranked #12 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

  13. #13 Ecos Wealth Advisors

    Based in Pontiac, 11 mi away

    68/100RFA Score

    Ranked #13 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

  14. #14 Ohana Wealth Advisory

    Based in Royal Oak, 14 mi away

    68/100RFA Score

    Ranked #14 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

  17. #17 Great Lakes Wealth

    Based in Farmington Hills, 9 mi away

    67/100RFA Score

    Ranked #17 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

  18. #18 Sherman Private Wealth

    Based in Southfield, 7 mi away

    67/100RFA 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

  21. #21 ELE Wealth Management

    Based in Southfield, 10 mi away

    66/100RFA Score

    Ranked #21 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

  25. #25 Cousino Wealth Advisors

    Based in Southgate, 26 mi away

    65/100RFA Score

    Ranked #25 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

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

wealth managers in West Bloomfield Township, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Puzzuoli Wealth Management - Sterling Mutuals Inc.655.0★ (33)27 mi
27Merrill Lynch Wealth Management655.0★ (9)7 mi
28Polaris Private Wealth655.0★ (10)9 mi
29Hilltop Wealth and Tax Solutions655.0★ (13)13 mi
30Deller Wealth Management644.8★ (13)13 mi
31Agile Wealth645.0★ (9)11 mi
32Strategic Wealth Advisors Group644.8★ (18)19 mi
33Vitale Wealth Management644.9★ (27)26 mi
34Boardwalk Wealth Management - Financial Advising644.9★ (27)27 mi
35Carson Wealth645.0★ (9)12 mi
36Center for Wealth Management645.0★ (7)9 mi
37Imber Wealth Advisors, Inc.645.0★ (26)30 mi
38Hoover Private Wealth645.0★ (8)12 mi
39Landis Wealth Management645.0★ (12)18 mi
40V8 Wealth Management645.0★ (8)12 mi
41Acorn Wealth Advisors645.0★ (15)23 mi
42Jen Bessen - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (5)8 mi
43Tenured Wealth Management of Raymond James635.0★ (4)5 mi
44Fineberg Wealth Management634.8★ (23)28 mi
45Alliance Advisors Wealth Management LLC635.0★ (5)9 mi
46OnTrack Wealth Management635.0★ (8)16 mi
47Savant Wealth Management635.0★ (14)26 mi
48Safe Haven Wealth Management635.0★ (15)28 mi
49Spartan Wealth Management635.0★ (3)6 mi
50Merrill Lynch Wealth Management633.0★ (8)6 mi

Also serving West Bloomfield Township

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 West Bloomfield Township
BusinessGoogle ratingDistance
Azimuth Capital Management5.0★ (3)In West Bloomfield Township
Beacon Pointe AdvisorsIn West Bloomfield Township
Bob Cline - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)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
Lawrence S Stillwater - Morgan StanleyIn West Bloomfield Township
Manning Street Group - Morgan StanleyIn 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
Money Evolution5.0★ (1)In West Bloomfield Township
Patrick Martin - Morgan StanleyIn 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
Sculati Wealth Management, LLC.In West Bloomfield Township
Stifel5.0★ (1)In West Bloomfield Township
The Bell and Stillwater Group - Morgan StanleyIn West Bloomfield Township
The Demps Wealth Management Group - Ameriprise Financial Services, LLC5.0★ (1)In West Bloomfield Township
Vision Wealth ManagementIn West Bloomfield Township
William Cole - Morgan StanleyIn West Bloomfield Township

How we ranked West Bloomfield Township wealth managers

We scored 83 West Bloomfield Township 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 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 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 West Bloomfield Township: frequently asked questions

Which wealth manager has the highest RFA Score in West Bloomfield Township?

By RFA Score, the highest-ranked wealth manager in West Bloomfield Township, MI is Aquest Wealth Strategies with an RFA Score of 71/100. It has 5.0★ from 166 Google reviews. Wealth Trac Financial (#2) and Peak Wealth Management, LLC (#3) follow. We ranked 83 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in West Bloomfield Township?

RankedFinancialAdvisors ranks 83 wealth managers serving West Bloomfield Township, MI. 1 of them is based in West Bloomfield Township; 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 West Bloomfield Township work on weekends?

6 of 83 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Waldo Wealth Partners (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do West Bloomfield Township wealth managers have?

The median Google rating among 83 rated wealth managers in West Bloomfield Township 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 West Bloomfield Township count in this ranking?

Yes, if they are within 40 mi of the West Bloomfield Township 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 West Bloomfield Township 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 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 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 West Bloomfield Township

  1. November 2026: RFA Scores recalculated for 83 wealth managers serving West Bloomfield Township.

More wealth managers and West Bloomfield Township pages