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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Monroe, MI

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

The short answer

28 registered advisors work in Monroe; the most are at LPL Financial LLC (4). 3 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Monroe

FirmAdvisors in Monroe
LPL Financial LLC news4
Raymond James Financial Services Advisors, Inc. news4
Edward Jones news3
State Farm Investment Management Corp.3
Regal Investment Advisors LLC2
River Raisin Investment Partners, Inc.2
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
Harwood Investment Strategies, L.L.C.1
Northwestern Mutual Investment Services, LLC1
PNC Wealth Management LLC1
Raymond James & Associates, Inc. news1
Robert W. Baird & Co. Incorporated news1
Spc1
Strategic Advisers LLC1
Thrivent Investment Management Inc.1

Advisors in Monroe, A to Z

CFP advisors in Monroe →

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 Monroe, MI?

28 investment adviser representatives are registered at firm offices in Monroe, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Monroe?

LPL Financial LLC, with 4 registered advisors in Monroe, followed by Raymond James Financial Services Advisors, Inc. with 4.

How do I check a financial advisor in Monroe?

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.