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 Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Birmingham, MI

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

486 registered advisors work in Birmingham; the most are at UBS Financial Services Inc. (104). 0 list the CFP designation and 413 are also registered broker representatives.

Firms with the most advisors in Birmingham

FirmAdvisors in Birmingham
UBS Financial Services Inc. news104
Morgan Stanley news77
Raymond James & Associates, Inc. news59
J.P. Morgan Securities LLC news48
Wells Fargo Clearing Services, LLC news23
Oppenheimer & Co. Inc. news20
Robert W. Baird & Co. Incorporated news19
Charles Schwab & Co., Inc. news8
Corient news8
Seizert Capital Partners8
Arax Advisory Partners7
Q3 Asset Management Corporation7
Raymond James Financial Services Advisors, Inc. news7
Rockefeller Financial LLC news7
Osaic Wealth, Inc. news6
Solyco Wealth LLC6
LPL Financial LLC news4
Planning Alternatives Ltd.4
Ameriprise Financial Services, LLC news3
Citizens Securities, Inc.3
Edward Jones news3
Fortis Capital Advisors, LLC news3
Liberty Capital Management Inc.3
Motive Wealth Advisors, LLC3
Private Advisor Group, LLC3

Advisors in Birmingham, A to Z (first 300 of 486)

Search all of Michigan →

Other cities in Michigan

All of Michigan →

Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108Okemos 94

Questions

How many financial advisors are in Birmingham, MI?

486 investment adviser representatives are registered at firm offices in Birmingham, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 413 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Birmingham?

UBS Financial Services Inc., with 104 registered advisors in Birmingham, followed by Morgan Stanley with 77.

How do I check a financial advisor in Birmingham?

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.