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Best Financial Planners in Ann Arbor, Michigan

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Claimed listings first, then by BizScore. How we score

12Financial Planners scored in Ann Arbor
57Average BizScore
70Top BizScore
33%AI Visibility 50 or higher
71Average SEO score
4.7Average Google rating (7 rated)

Top Financial Planners in Ann Arbor

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Showing 1-12 of 12 Financial Planners listings in Ann Arbor, MI · page 1 of 1

#1Fineberg Wealth Management of Ann Arbor

4.8 Google rating

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Fineberg Wealth Management of Ann Arbor website

Score breakdown

AI Visibility60
AI Ready-
SEO85
Freshness-
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 230-7900
  • entrepreneur.com

Fineberg Wealth Management of Ann Arbor: Fineberg Wealth Management is a Financial Planner in Ann Arbor, MI. It holds a rating of 4.80 based on 4.80 reviews. The office is located at 1528 Golden Ave, Ann Arbor, MI. It sits in the Lower Burns Park neighborhood, about a mile from East Stadium...

Category rank by BizScore: #2 of 18 Financial Planner listings in Ann ArborScores updated Sep 20, 2026
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Credent Wealth Management - Ann Arbor website

Score breakdown

AI Visibility64
AI Ready37
SEO74
Freshness100
  • Financial Planner
  • Ann Arbor, Michigan
  • (248) 724-0090
  • credentwealth.com
Category rank by BizScore: #3 of 18 Financial Planner listings in Ann ArborScores updated Oct 22, 2026
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M

Score breakdown

AI Visibility56
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 827-0524
  • morganstanley.com
Category rank by BizScore: #4 of 18 Financial Planner listings in Ann ArborScores updated Jun 7, 2026

#4Arbor Financial

5.0 Google rating

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Arbor Financial website

Score breakdown

AI Visibility50
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 761-6626
  • arborfcu.org

Arbor Financial is a Financial Planner in Ann Arbor, MI. It offers a range of banking services including checking and savings accounts, with specific products like Free Checking, Momentum Checking, Premier Checking, and Select Checking. The institution...

Category rank by BizScore: #5 of 18 Financial Planner listings in Ann ArborScores updated Sep 20, 2026

#5Raymond James & Associates of Ann Arbor

3.2 Google rating · 22 reviews

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Raymond James & Associates of Ann Arbor website

Score breakdown

AI Visibility40
AI Ready25
SEO76
Freshness100
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 930-0555
  • raymondcorp.com

Raymond James & Associates of Ann Arbor: Raymond James & Associates is a financial planner in Ann Arbor, Michigan, serving individuals and families with personalized financial strategies. Based at 350 S Main St #100, the firm offers services including retirement planning, investment management...

Category rank by BizScore: #8 of 18 Financial Planner listings in Ann ArborScores updated Oct 22, 2026
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L

Score breakdown

AI Visibility42
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 477-5229
  • laurakellmann.com

Laura Kellmann is an Ameriprise Private Wealth Advisor serving the Ann Arbor, MI area. Get the personal financial advice you need to achieve your goals.

Category rank by BizScore: #10 of 18 Financial Planner listings in Ann ArborScores updated Sep 27, 2026

#7Advanced Wealth Strategies

5.0 Google rating

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A

Score breakdown

AI Visibility46
AI Ready0
SEO65
Freshness-
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 888-4305
  • shop.advanceautoparts.com
Category rank by BizScore: #7 of 18 Financial Planner listings in Ann ArborScores updated Oct 23, 2026
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Murray, McCumons & Associates - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility43
AI Ready15
SEO69
Freshness-
  • Financial Planner
  • Ann Arbor, Michigan
  • (805) 684-8393
  • murrays.com

Murray, McCumons & Associates, Ameriprise Financial Services, LLC is a financial planner in Ann Arbor, Michigan, serving individuals and families with personalized financial planning, retirement planning, investment management, and estate planning services...

Category rank by BizScore: #11 of 18 Financial Planner listings in Ann ArborScores updated Oct 28, 2026
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Sage Hill Capital website

Score breakdown

AI Visibility37
AI Ready20
SEO71
Freshness40
  • Financial Planner
  • Ann Arbor, Michigan
  • (888) 988-5623
  • sagehillcapital.com

Sage Hill Capital is a Financial Planner in Ann Arbor, MI. As an SEC-registered investment advisor and independent boutique investment manager, the firm provides comprehensive investment advice and portfolio management services. The firm operates in a...

Category rank by BizScore: #14 of 18 Financial Planner listings in Ann ArborScores updated Oct 24, 2026

#10Costello Financial Planning

5.0 Google rating · 1 review

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Costello Financial Planning website

Score breakdown

AI Visibility38
AI Ready14
SEO75
Freshness100
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 619-0543
  • costellofinancialplanning.com

Costello Financial Planning is a financial planner in Ann Arbor, Michigan. The firm provides time-tested financial advice to successful families across the country, specializing in investment management, proactive tax planning, and retirement planning. Their...

Category rank by BizScore: #12 of 18 Financial Planner listings in Ann ArborScores updated Oct 24, 2026
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Boardwalk Wealth Management - Financial Advising of Ann Arbor website

Score breakdown

AI Visibility38
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 476-0320
  • boardwalkwm.com

Boardwalk Wealth Management - Financial Advising is a financial planner in Ann Arbor, Michigan. The firm provides personalized planning, investment management, and financial confidence to individuals, families, and business owners both locally and virtually...

Category rank by BizScore: #13 of 18 Financial Planner listings in Ann ArborScores updated Sep 24, 2026

#12Imber Wealth Advisors, Inc.

5.0 Google rating

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Imber Wealth Advisors, Inc. website

Score breakdown

AI Visibility10
AI Ready-
SEO45
Freshness-
  • Financial Planner
  • Ann Arbor, Michigan
  • (734) 769-1719
  • imber.info
Category rank by BizScore: #17 of 18 Financial Planner listings in Ann ArborScores updated Sep 20, 2026
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What the Data Shows for Financial Planners in Ann Arbor

33% of the 12 financial planners we measured in Ann Arbor reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 44, compared with an average SEO score of 71.

The average Google rating across 7 rated financial planners is 4.7, and the median listing has 12 reviews.

None of the 12 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 12 financial planners in Ann Arbor, Michigan by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Ann Arbor ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Ann Arbor, Michigan does BizScoreAI track?

12 financial planners in Ann Arbor currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 70.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 33% of measured financial planners in Ann Arbor score 50 or higher.

Is being listed free?

Yes. Every financial planner in Ann Arbor is listed and scored for free, and claiming a listing is free too.