Saturday, October 24, 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 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

Sym Financial Advisors financial advisors in Midland, MI

Every SEC-registered investment adviser representative at a Sym Financial Advisors office in Midland, A to Z.

3 registered advisors work at Sym Financial Advisors in Midland, out of 30 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Sym Financial Advisors advisors in Midland, A to Z

Every Sym Financial Advisors advisor →

Sym Financial Advisors advisors in every city and state →Sym Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sym Financial Advisors advisors in other cities

Winona Lake, IN 16Fort Wayne, IN 5Indianapolis, IN 3Mishawaka, IN 3

Other firms in Midland

All Midland advisors →

Hantz Financial Services, Inc. 28Edward Jones 14Ameriprise Financial Services, LLC 13Robert W. Baird & Co. Incorporated 9Wells Fargo Clearing Services, LLC 6LPL Financial LLC 5Stifel, Nicolaus & Company, Incorporated 5Cetera Investment Advisers LLC 3My Financial Coach, LLC 3

Questions

How many financial advisors does Sym Financial Advisors have in Midland?

3 investment adviser representatives are registered at Sym Financial Advisors offices in Midland, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 30 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Sym Financial Advisors one of the largest advisor employers in Midland?

Sym Financial Advisors ranks number 10 in Midland by registered advisors; Hantz Financial Services, Inc. has the most, with 28.

How do I check a Sym Financial Advisors advisor in Midland?

Each advisor below links to a profile with their registrations, exams, designations 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 Sym Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.