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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Harbert, MI

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

The short answer

2 registered advisors work in Harbert; the most are at B. Riley Wealth Advisors, Inc. (1). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Harbert

FirmAdvisors in Harbert
B. Riley Wealth Advisors, Inc.1
Robert W. Baird & Co. Incorporated news1

Advisors in Harbert, A to Z

CFP advisors in Harbert →

Other cities in Michigan

All of Michigan →

Grand Rapids 938Troy 748Ann Arbor 649Bloomfield Hills 600Southfield 484Birmingham 455Farmington Hills 391Traverse City 232Holland 203Novi 198Portage 184Kalamazoo 168Plymouth 161Brighton 160East Lansing 157Rochester 157Saginaw 148Ada 129Auburn Hills 124Grand Blanc 121Lansing 114Livonia 105Midland 105Northville 104

Questions

How many financial advisors are in Harbert, MI?

2 investment adviser representatives are registered at firm offices in Harbert, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Harbert?

B. Riley Wealth Advisors, Inc., with 1 registered advisors in Harbert, followed by Robert W. Baird & Co. Incorporated with 1.

How do I check a financial advisor in Harbert?

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.