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

Planning Alternatives Ltd. financial advisors in Birmingham, MI

Every SEC-registered investment adviser representative at a Planning Alternatives Ltd. office in Birmingham, A to Z.

5 registered advisors work at Planning Alternatives Ltd. in Birmingham, out of 9 at the firm nationwide; it ranks number 14 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Planning Alternatives Ltd. advisors in Birmingham, A to Z

Every Planning Alternatives Ltd. advisor →

Planning Alternatives Ltd. advisors in every city and state →Planning Alternatives Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Planning Alternatives Ltd. advisors in other cities

Jackson, WY 2Naples, FL 2

Other firms in Birmingham

All Birmingham advisors →

UBS Financial Services Inc. 106Morgan Stanley 70Raymond James & Associates, Inc. 53J.P. Morgan Securities LLC 47Oppenheimer & Co. Inc. 21Wells Fargo Clearing Services, LLC 21Robert W. Baird & Co. Incorporated 19Corient 8Seizert Capital Partners 8Arax Advisory Partners 7Raymond James Financial Services Advisors, Inc. 7Charles Schwab & Co., Inc. 6

Questions

How many financial advisors does Planning Alternatives Ltd. have in Birmingham?

5 investment adviser representatives are registered at Planning Alternatives Ltd. offices in Birmingham, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Planning Alternatives Ltd. one of the largest advisor employers in Birmingham?

Planning Alternatives Ltd. ranks number 14 in Birmingham by registered advisors; UBS Financial Services Inc. has the most, with 106.

How do I check a Planning Alternatives Ltd. advisor in Birmingham?

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 Planning Alternatives Ltd. 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.