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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grand Blanc, MI

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

124 registered advisors work in Grand Blanc; the most are at Mainstay Capital Management, LLC (20). 22 list the CFP designation and 90 are also registered broker representatives.

Firms with the most advisors in Grand Blanc

FirmAdvisors in Grand Blanc
Mainstay Capital Management, LLC20
Merrill Lynch, Pierce, Fenner & Smith Incorporated news18
Strategic Advisers LLC14
Ameriprise Financial Services, LLC news13
Morgan Stanley news9
Raymond James & Associates, Inc. news9
LPL Financial LLC news7
Acorn Wealth Advisors, LLC5
Fifth Third Securities, Inc.5
Edward Jones news3
Oppenheimer & Co. Inc. news3
Raymond James Financial Services Advisors, Inc. news3
Wealth For You Financial, LLC3
Quayle Financial Group, LLC2
Savant Wealth Management news2
Spc2
Cg Advisory Services1
J.P. Morgan Securities LLC news1
Kestra Advisory Services, LLC news1
Retirement Capital Services LLC1
State Farm Investment Management Corp.1
The Patriot Financial Group, LLC1

Advisors in Grand Blanc, A to Z

CFP advisors in Grand Blanc →

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 142Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99Grandville 96

Questions

How many financial advisors are in Grand Blanc, MI?

124 investment adviser representatives are registered at firm offices in Grand Blanc, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 90 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Grand Blanc?

Mainstay Capital Management, LLC, with 20 registered advisors in Grand Blanc, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 18.

How do I check a financial advisor in Grand Blanc?

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.