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
FP 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 saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Harbor Springs, MI

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

12 registered advisors work in Harbor Springs; the most are at Edward Jones (3). 0 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Harbor Springs

FirmAdvisors in Harbor Springs
Edward Jones news3
Equitable Advisors, LLC news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Meridian Asset Management1
Pfs Investments Inc.1
Success Wealth Management LLC1
The Ryan Group Portfolio Design LLC1
UBS Financial Services Inc. news1
William Mack & Associates Inc.1

Advisors in Harbor Springs, A to Z

Search all of Michigan →

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 142Grand Blanc 124Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99

Questions

How many financial advisors are in Harbor Springs, MI?

12 investment adviser representatives are registered at firm offices in Harbor Springs, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Harbor Springs?

Edward Jones, with 3 registered advisors in Harbor Springs, followed by Equitable Advisors, LLC with 1.

How do I check a financial advisor in Harbor Springs?

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.