Friday, October 23, 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

Financial advisors in Battle Creek, MI

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

58 registered advisors work in Battle Creek; the most are at Raymond James & Associates, Inc. (10). 8 list the CFP designation and 56 are also registered broker representatives.

Firms with the most advisors in Battle Creek

FirmAdvisors in Battle Creek
Raymond James & Associates, Inc. news10
Edward Jones news6
Janney Montgomery Scott LLC news5
LPL Financial LLC news5
State Farm Investment Management Corp.5
Ameriprise Financial Services, LLC news4
Robert W. Baird & Co. Incorporated news4
Wells Fargo Clearing Services, LLC news3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Commonwealth Financial Network news2
Eagle Strategies LLC1
First Command Advisory Services1
Fourstar Wealth Advisors, LLC1
Global Retirement Partners LLC1
Harbour Investments, Inc.1
Kestra Advisory Services, LLC news1
PNC Wealth Management LLC1
Thrivent Investment Management Inc.1
Voya Retirement Advisors, LLC1
Wendt Financial Advisors, LLC1

Advisors in Battle Creek, A to Z

CFP advisors in Battle Creek →

Other cities in Michigan

All of Michigan →

Grand Rapids 951Troy 761Ann Arbor 649Bloomfield 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 99

Questions

How many financial advisors are in Battle Creek, MI?

58 investment adviser representatives are registered at firm offices in Battle Creek, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 56 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Battle Creek?

Raymond James & Associates, Inc., with 10 registered advisors in Battle Creek, followed by Edward Jones with 6.

How do I check a financial advisor in Battle Creek?

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.