Financial advisers in Traverse City, MI

10 registered investment adviser firms in Traverse City managing $3.0B in assets, based on public SEC Form ADV filings.

Old Mission Investment Company, LLC

Traverse City, MI · Est. 2006

Local

Fee-based

AUM: $929M
Per adviser: $155M
Advisers: 6

No reported disclosures

Centennial Wealth Advisory, LLC

Traverse City, MI · Est. 2018

Regional

Fee-based

AUM: $397M
Per adviser: $44M
Advisers: 9

No reported disclosures

Stonepath Wealth Management

Traverse City, MI · Est. 2024

Regional

Fee-based

AUM: $299M
Per adviser: $33M
Advisers: 9

No reported disclosures

Blueprint Partners LLC

Traverse City, MI · Est. 2021

Local

Fee-based

AUM: $293M
Per adviser: $98M
Advisers: 3

No reported disclosures

Hemming& Wealth Management, INC.

Traverse City, MI · Est. 2019

Local

Fee-based

AUM: $293M
Per adviser: $73M
Advisers: 4

No reported disclosures

Up North Financial, LLC

Traverse City, MI · Est. 2021

Local

Fee-based

AUM: $204M
Per adviser: $102M
Advisers: 2

No reported disclosures

Independent Wealth Management, LLC

Traverse City, MI · Est. 2021

Local

Fee-based

AUM: $203M
Per adviser: $68M
Advisers: 3

No reported disclosures

Black Walnut Wealth Management

Traverse City, MI · Est. 2025

Local

Fee-based

AUM: $137M
Per adviser: $137M
Advisers: 1

No reported disclosures

Legacy Financial Services Group, INC.

Traverse City, MI · Est. 2026

Local

Fee-only

AUM: $123M
Per adviser: $61M
Advisers: 2

No reported disclosures

Optimal Capital Advisors, LLC

Traverse City, MI · Est. 2007

Local

Fee-based

AUM: $120M
Per adviser: $60M
Advisers: 2

No reported disclosures