Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Leland, MI

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

The short answer

2 registered advisors work in Leland; the most are at Aza Capital Management (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Leland

FirmAdvisors in Leland
Aza Capital Management1
Cetera Investment Advisers LLC news1

Advisors in Leland, A to Z

Search all of Michigan →

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 Leland, MI?

2 investment adviser representatives are registered at firm offices in Leland, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Leland?

Aza Capital Management, with 1 registered advisors in Leland, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in Leland?

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.