The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

86. Retirement Income Solutions

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Retirement Income Solutions, based in Ann Arbor, Michigan, is ranked No. 86 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.6 billion
Accounts Under Management: 1,268
Years in Business: 16

  • $750,000 minimum asset threshold

Leadership and Contact Information:
Brock Hastie, managing partner
H. Todd Kephart, managing partner
Karen Chapell, managing partner

risadvisory.com
2301 Platt Road, Suite 300, Ann Arbor, MI 48104
(734) 769-7727

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