Top Financial Advisors in Traverse City, Michigan
Finding the right financial advisor in Traverse City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Traverse City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Traverse City, MI.
Find the Best Financial Advisor Firms in Traverse City:
OLD MISSION INVESTMENT COMPANY, LLC
CRD#: 140381
Address: 880 Munson Avenue Suite B, Traverse City, MI 49686
Clients: 828
Average Clients per Advisor: 138
AUM: $ 602M
LEJEUNE PUETZ INVESTMENT COUNSEL
CRD#: 108738
Address: 13721 West Bay Shore Drive, Traverse City, MI 49684
Clients: 8
Average Clients per Advisor: 8
AUM: $ 342M
HEMMING& WEALTH MANAGEMENT, INC.
CRD#: 300918
Address: 600 E. Front Street Suite 201, Traverse City, MI 49686
Clients: 579
Average Clients per Advisor: 193
AUM: $ 178M
BLUEPRINT PARTNERS LLC
CRD#: 312902
Address: 10238 E Cherry Bend Rd, Traverse City, MI 49684
Clients: 221
Average Clients per Advisor: 55
AUM: $ 155M
INDEPENDENT WEALTH MANAGEMENT, LLC
CRD#: 124242
Address: 236 1/2 E. Front St, Traverse City, MI 49684
Clients: 144
Average Clients per Advisor: 48
AUM: $ 139M
UP NORTH FINANCIAL, LLC
CRD#: 150996
Address: 223 East State Street Suite 200, Traverse City, MI 49684
Clients: 283
Average Clients per Advisor: 141
AUM: $ 129M
How We Chose the Top Financial Advisors in Traverse City, Michigan
To create this list of top financial advisor firms in Traverse City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Traverse City has to offer.
Search Financial Advisors in Traverse City, Michigan
James Peter Olesnavage
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew Scott Doran
Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC
Branko Gegich
Registered Affiliation(s):MORGAN STANLEY
Jerry Ralph Pearson
Registered Affiliation(s):MORGAN STANLEY
Renee Ann Egelski
Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.
William Joseph Stone
Registered Affiliation(s):46 AND 2 INVESTMENT ADVISORS, LLC
Jeffrey Allen Johnson
Registered Affiliation(s):OLD MISSION INVESTMENT COMPANY, LLC
Jeffrey Mark Spencer
Registered Affiliation(s):WEDBUSH SECURITIES INC.
Damian William Lockhart
Registered Affiliation(s):MORGAN STANLEY
Derek Pilade Dall Olmo
Registered Affiliation(s):TREMONTE FINANCIAL CONSULTANTS
Peter M Braden
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Andrew Vito Maniaci
Registered Affiliation(s):CUSO FINANCIAL SERVICES, L.P.
William Jon Grombala
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Michael Dohm
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Matthew Scott Quinter
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Bryan Keith Poirier
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Michelle Ann Burch
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Shelley Ann Stefanits
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Jonathan B. Ricks JR.
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Christopher Andre Radu
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Bari Walter Bell
Registered Affiliation(s):REGAL INVESTMENT ADVISORS LLC
Eric Henry Palo
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Neil Edward Witkowski
Registered Affiliation(s):ISADORE RETIREMENT GROUP, LLC
Matthew Thomas Golba
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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