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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bay City, MI

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

68 registered advisors work in Bay City; the most are at Hantz Financial Services, Inc. (12). 13 list the CFP designation and 59 are also registered broker representatives.

Firms with the most advisors in Bay City

FirmAdvisors in Bay City
Hantz Financial Services, Inc.12
LPL Financial LLC news8
Edward Jones news7
Raymond James & Associates, Inc. news6
State Farm Investment Management Corp.5
Thrivent Investment Management Inc.4
Ameriprise Financial Services, LLC news3
Dbs Investment Advisers, LLC3
LPL Enterprise, LLC news3
Osaic Wealth, Inc. news3
Brown Financial Planning LLC2
Cambridge Investment Research Advisors, Inc. news2
Raymond James Financial Services Advisors, Inc. news2
Cetera Investment Advisers LLC news1
Commonwealth Financial Network news1
Mid Michigan Insurance And Financial Services LLC1
Professional Analysts, LLC1
Recker Financial LLC1
Schwab Wealth Advisory, Inc. news1
Strategic Advisers LLC1
Wealth Enhancement Advisory Services, LLC news1

Advisors in Bay City, A to Z

CFP advisors in Bay City →

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 Bay City, MI?

68 investment adviser representatives are registered at firm offices in Bay City, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 59 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Bay City?

Hantz Financial Services, Inc., with 12 registered advisors in Bay City, followed by LPL Financial LLC with 8.

How do I check a financial advisor in Bay City?

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.