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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Muskegon, MI

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

75 registered advisors work in Muskegon; the most are at Raymond James & Associates, Inc. (11). 4 list the CFP designation and 65 are also registered broker representatives.

Firms with the most advisors in Muskegon

FirmAdvisors in Muskegon
Raymond James & Associates, Inc. news11
Edward Jones news10
LPL Financial LLC news8
Morgan Stanley news7
UBS Financial Services Inc. news7
Osaic Wealth, Inc. news5
Lfn Advisors Inc.4
Braeburn Wealth Management, LLC3
Cetera Planning Partners news3
State Farm Investment Management Corp.3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Fifth Third Securities, Inc.2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Ameriprise Financial Services, LLC news1
Capital Analysts1
Embark Financial Partners1
Empower Advisory Group, LLC1
PNC Wealth Management LLC1
Pfs Investments Inc.1
Strategic Advisers LLC1

Advisors in Muskegon, A to Z

CFP advisors in Muskegon →

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 Muskegon, MI?

75 investment adviser representatives are registered at firm offices in Muskegon, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 65 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Muskegon?

Raymond James & Associates, Inc., with 11 registered advisors in Muskegon, followed by Edward Jones with 10.

How do I check a financial advisor in Muskegon?

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.