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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sterling Heights, MI

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

76 registered advisors work in Sterling Heights; the most are at Osaic Wealth, Inc. (15). 12 list the CFP designation and 66 are also registered broker representatives.

Firms with the most advisors in Sterling Heights

FirmAdvisors in Sterling Heights
Osaic Wealth, Inc. news15
LPL Financial LLC news10
J.P. Morgan Securities LLC news9
Summit Financial Working With People You Trust5
Thrivent Investment Management Inc.4
Edward Jones news3
Oppenheimer & Co. Inc. news3
State Farm Investment Management Corp.3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Pfs Investments Inc.2
Trinity Wealth Solutions LLC2
Wealthy Intentions2
30,000 Ft Wealth Management1
Birmingham Capital LLC1
Citizens Securities, Inc.1
Domain Money Advisors, LLC1
Equitable Advisors, LLC news1
Fifth Third Securities, Inc.1
Mangotree Capital, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Packerland Brokerage Services, Inc.1
Schuchard Capital Management Inc.1
Smart Money Financial Advisors, LLC1
Spc1

Advisors in Sterling Heights, A to Z

CFP advisors in Sterling Heights →

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 Sterling Heights, MI?

76 investment adviser representatives are registered at firm offices in Sterling Heights, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 66 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Sterling Heights?

Osaic Wealth, Inc., with 15 registered advisors in Sterling Heights, followed by LPL Financial LLC with 10.

How do I check a financial advisor in Sterling Heights?

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.