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
Mark Lawrence Stackable
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Steven Austin Yenshaw
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Patrick Rodger Dewey
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Harold Todd Jandreski
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Teresa Jann Iacovoni
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jon Michael Sepeshy
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Kelly Lynn Kazmierski
Registered Affiliation(s):LEGACY FINANCIAL SERVICES GROUP, INC.
Paul Mark Bonaccini
Registered Affiliation(s):WEDBUSH SECURITIES INC.
Kim Marie Scherrer
Registered Affiliation(s):HIGHTOWER SECURITIES, LLC
Thomas Warren Jacobs
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Susan K Hartley
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Karen Sue Lundy
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Jonathan Erik Gruber
Registered Affiliation(s):BLUEPRINT PARTNERS LLC
Dawn Marie Moses
Registered Affiliation(s):SENSIBLE FINANCIAL SOLUTIONS, LLC
John Anthony Ehardt
Registered Affiliation(s):LPL FINANCIAL LLC
Jennifer Sue Root
Registered Affiliation(s):LPL FINANCIAL LLC
Lezlie K Garvin
Registered Affiliation(s):THE HUNTINGTON INVESTMENT COMPANY
Scott Andrew Seamon
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
David Franklin Ventura
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Edward Polack
Registered Affiliation(s):THE HUNTINGTON INVESTMENT COMPANY
Joseph Patrick Batcha Iii
Registered Affiliation(s):OPTIMAL CAPITAL ADVISORS, LLC
Mark Donald Herman
Registered Affiliation(s):UP NORTH FINANCIAL, LLC
Michael Darby Mccarty
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Matthew Wayne Wetmore
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
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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