Fee-only adviser · Brighton, MI
Ridge Investment Advisors
Ridge Investment Advisors is a fee-only investment adviser registered with the securities regulators of Illinois, Michigan, with its main office in Brighton, Michigan. On its latest Form ADV, filed July 17, 2026, it reports $38M in regulatory assets under management, 25 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois, Michigan |
|---|---|
| Firm CRD number | 111997 · SEC file 801-46239 |
| Office | 748 W. Grand River Ave Suite D Brighton, MI 48116 |
| Phone | (312) 944-3400 |
| Website | www.ridgeinvestors.com |
| Regulatory assets under management | $38M |
| Individual clients | 9 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Brighton
- Pinnacle Wealth Management, Inc. $118M
- Old Oak Financial Planning, Inc. $160M
- Wealth & Wellness Group, LLC $65M
- Forever Young Integrated Wealth $62M
- Precision Vector Financial $569K
See all 6 fee-only advisers in Brighton →
Nearby
- South Lyon 1 firm
- Dexter 2 firms
- Highland 1 firm
- Northville 5 firms
- Plymouth 7 firms
- Novi 6 firms
- Ann Arbor 20 firms
- Fenton 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Ridge Investment Advisors? Update this listing.