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 PittsburghIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsFP Merrill announces laser-targeted advisor bonus incentives for 2027WM State Regulators Fear SEC Crypto Proposals Put 'Thumb On The Scale'

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Coldwater, MI

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

12 registered advisors work in Coldwater; the most are at Edward Jones (7). 0 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Coldwater

FirmAdvisors in Coldwater
Edward Jones news7
Ae Wealth Management, LLC2
LPL Financial LLC news1
Spc1
Tiaa-Cref Individual & Institutional Services, LLC1

Advisors in Coldwater, 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 Coldwater, MI?

12 investment adviser representatives are registered at firm offices in Coldwater, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Coldwater?

Edward Jones, with 7 registered advisors in Coldwater, followed by Ae Wealth Management, LLC with 2.

How do I check a financial advisor in Coldwater?

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.