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 Caledonia, MI

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

24 registered advisors work in Caledonia; the most are at Cetera Investment Advisers LLC (6). 0 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Caledonia

FirmAdvisors in Caledonia
Cetera Investment Advisers LLC news6
Advisor 123 LLC3
Aspire Wealth3
LPL Financial LLC news3
Vanderpol Investments L.L.c.3
Fifth Third Securities, Inc.2
Mutual Advisors, LLC2
Edward Jones news1
Founders Financial Securities LLC1
J.P. Morgan Securities LLC news1
Pearl Wealth Group1
T. Rowe Price Associates, Inc.1

Advisors in Caledonia, A to Z

Search all of Michigan →

Other cities in Michigan

All of Michigan →

Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108

Questions

How many financial advisors are in Caledonia, MI?

24 investment adviser representatives are registered at firm offices in Caledonia, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Caledonia?

Cetera Investment Advisers LLC, with 6 registered advisors in Caledonia, followed by Advisor 123 LLC with 3.

How do I check a financial advisor in Caledonia?

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.