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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Plymouth, MI

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

154 registered advisors work in Plymouth; the most are at UBS Financial Services Inc. (25). 28 list the CFP designation and 117 are also registered broker representatives.

Firms with the most advisors in Plymouth

FirmAdvisors in Plymouth
UBS Financial Services Inc. news25
Raymond James & Associates, Inc. news16
J.P. Morgan Securities LLC news15
Edward Jones news7
LPL Financial LLC news7
Ameriprise Financial Services, LLC news5
Cetera Investment Advisers LLC news5
Equitable Advisors, LLC news4
Gem Asset Management, LLC4
Oppenheimer & Co. Inc. news4
Raymond James Financial Services Advisors, Inc. news4
Thrivent Investment Management Inc.4
Waldron Private Wealth4
B. Riley Wealth Advisors, Inc.3
Custom Wealth Management3
Ipex, Inc.3
Jlb & Associates Inc.3
Pinnacle Wealth Management Group, Inc.3
Schwartz Investment Counsel Inc.3
Spc3
Affinity Wealth Management, LLC2
Autumn Financial Advisors, LLC2
Cambridge Investment Research Advisors, Inc. news2
Osaic Wealth, Inc. news2
Peak Wealth Management, LLC2

Advisors in Plymouth, A to Z

CFP advisors in Plymouth →

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 157Rochester 153Saginaw 142Grand Blanc 124Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99Grandville 96

Questions

How many financial advisors are in Plymouth, MI?

154 investment adviser representatives are registered at firm offices in Plymouth, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 117 of them are also registered as broker representatives, and 28 list the CFP designation.

Which firm has the most financial advisors in Plymouth?

UBS Financial Services Inc., with 25 registered advisors in Plymouth, followed by Raymond James & Associates, Inc. with 16.

How do I check a financial advisor in Plymouth?

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.