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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Ann Arbor, MI

Every SEC-registered investment adviser representative at a firm office in Ann Arbor, with the firms that employ the most of them.

The short answer

649 registered advisors work in Ann Arbor; the most are at Spc (196). 117 list the CFP designation and 534 are also registered broker representatives.

Firms with the most advisors in Ann Arbor

FirmAdvisors in Ann Arbor
Spc196
Hantz Financial Services, Inc.54
Concorde Asset Management, LLC41
Merrill Lynch, Pierce, Fenner & Smith Incorporated news27
Ameriprise Financial Services, LLC news19
LPL Financial LLC news19
Edward Jones news18
Retirement Income Solutions, Inc.16
Strategic Advisers LLC16
Morgan Stanley news13
Tiaa-Cref Individual & Institutional Services, LLC13
Wells Fargo Clearing Services, LLC news12
J.P. Morgan Securities LLC news11
Raymond James Financial Services Advisors, Inc. news11
Plante Moran Financial Advisors10
Raymond James & Associates, Inc. news9
Robert W. Baird & Co. Incorporated news9
Cg Advisory Services7
State Farm Investment Management Corp.7
Commonwealth Financial Network news6
LPL Enterprise, LLC news6
Thrivent Investment Management Inc.6
Cambridge Investment Research Advisors, Inc. news5
Charles Schwab & Co., Inc. news5
Darden Wealth Group5

Advisors in Ann Arbor, A to Z (first 300 of 649)

CFP advisors in Ann Arbor →

Other cities in Michigan

All of Michigan →

Grand Rapids 951Troy 761Bloomfield Hills 576Southfield 479Birmingham 453Farmington Hills 393Traverse City 230Holland 203Novi 200Portage 193Brighton 161Kalamazoo 159East Lansing 157Plymouth 154Rochester 153Saginaw 142Grand Blanc 124Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99Grandville 96

Questions

How many financial advisors are in Ann Arbor, MI?

649 investment adviser representatives are registered at firm offices in Ann Arbor, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 534 of them are also registered as broker representatives, and 117 list the CFP designation.

Which firm has the most financial advisors in Ann Arbor?

Spc, with 196 registered advisors in Ann Arbor, followed by Hantz Financial Services, Inc. with 54.

How do I check a financial advisor in Ann Arbor?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.