Best Investors Account Sign in

Best financial advisors in Traverse City, MI

Registered advisers within 25 miles of Traverse City, MI.

Offices
134
Firms
78
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,634,347 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FALCONER GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DYNAMIC
TREMONTE FINANCIAL CONSULTANTS
LAURENTINE INVESTMENTS LLC
WELLS FARGO CLEARING SERVICES, LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
BLACK WALNUT WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

HENRY DON CONLEY
Jamie Keillor
ERIK JASON FALCONER
DAVID WILLARD SCHWEITZER
Megan Elizabeth Pegan-Naylor
MATTHEW JOHN DESMOND
ZACHARY PAUL LIGGETT
DEREK PILADE DALL OLMO
Warren Theodore Schaub
JAMES RICHARD JULIAN
RYAN MICHAEL BLACK
BENJAMIN DREW WATTS
TERRY LEE KNOTT
MARK LAWRENCE STACKABLE
MATTHEW WILLIAM RUSSELL
GWENDOLYN RACHELLE FLEES
KERI LYNN SABATINI
MARISSA C VANDENBERG
HANNAH BURDEK SWEENEY
ALLEN MARK OLENDER
MATTHEW SCOTT LIGON
KATHERINE ANN KARTSIMAS MILLER
KELLI HAMILTON
AMY SUE TRAVIS
LUBNA BATHISH JONES
DERON JAY HACKNEY
DONALD WILLIAM STELLIN
BLAIR ALAN ANDERSON
William Waldemar Johnson
CARY BRENDAN STAMP
DEVIN MIKEL GRAHAM
CARLY ANN ELLIS
DAVID ROBERT APPLEFORD
Jonathan R Wheatley
Coleman K Schindler
Karla V Taylor
EDWARD WILLIAM SCHINDLER
CHRISTINE MAE POPP
WILLIAM ARNOLD CORBETT
KURT ALLEN RIVARD
JOHN GOOKINS COLLIER
ERICKSON RICHARD BRAUND
PAUL MARK BONACCINI
WILLIAM THOMAS KILDEE
JAMES WELLINGTON STOOPS
JENNIFER ANNE YOUKER
Cole Thomas Blades
HAROLD TODD JANDRESKI
Susan L Stepka
JEFFREY KIRK PASCHE
TODD ROBERT HART
HAROLD ANDREW KRANICK
WILLIAM ALLAN VAN VREEDE

Within 25 miles of Traverse City, MI, Best Investors lists 78 registered investment advisory firms with 134 offices nearby, managing about $11.1T in combined regulatory AUM across 2,634,347 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Traverse City

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM