AdvisorGrade

Financial advisers in Marquette, MI

2 registered investment adviser firms in Marquette managing $621M in assets, based on public SEC Form ADV filings.

B.A. Roberts Financial Services, INC.

Marquette, MI · Est. 2018

Local
Fee-based
AUM
$374M
Per adviser
$125M
Advisers
3

No reported disclosures

Northern Edge Wealth Management

Marquette, MI · Est. 2025

Local
Fee-based
AUM
$247M
Per adviser
$62M
Advisers
4

No reported disclosures