Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Horizons Planning Corporation financial advisors in Ann Arbor, MI

Every SEC-registered investment adviser representative at a Horizons Planning Corporation office in Ann Arbor, A to Z.

The short answer

4 registered advisors work at Horizons Planning Corporation in Ann Arbor, out of 4 at the firm nationwide; it ranks number 29 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Horizons Planning Corporation advisors in Ann Arbor, A to Z

Every Horizons Planning Corporation advisor →

Horizons Planning Corporation advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Ann Arbor

All Ann Arbor advisors →

Spc 196Hantz Financial Services, Inc. 54Concorde Asset Management, LLC 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 27Ameriprise Financial Services, LLC 19LPL Financial LLC 19Edward Jones 18Retirement Income Solutions, Inc. 16Strategic Advisers LLC 16Morgan Stanley 13Tiaa-Cref Individual & Institutional Services, LLC 13Wells Fargo Clearing Services, LLC 12

Questions

How many financial advisors does Horizons Planning Corporation have in Ann Arbor?

4 investment adviser representatives are registered at Horizons Planning Corporation offices in Ann Arbor, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Horizons Planning Corporation one of the largest advisor employers in Ann Arbor?

Horizons Planning Corporation ranks number 29 in Ann Arbor by registered advisors; Spc has the most, with 196.

How do I check a Horizons Planning Corporation advisor in Ann Arbor?

Each advisor below links to a profile with their registrations, exams, designations 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 Horizons Planning Corporation office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.