Best Financial Advisors in TRAVERSE CITY, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in TRAVERSE CITY
OLD MISSION INVESTMENT COMPANY, LLC
TRAVERSE CITY, MI · Since 2006
OPTIMAL CAPITAL ADVISORS, LLC
TRAVERSE CITY, MI · Since 2007
INDEPENDENT WEALTH MANAGEMENT, LLC
TRAVERSE CITY, MI · Since 2021
BLUEPRINT PARTNERS LLC
TRAVERSE CITY, MI · Since 2021
BLACK WALNUT WEALTH MANAGEMENT
TRAVERSE CITY, MI · Since 2025
CENTENNIAL WEALTH ADVISORY, LLC
TRAVERSE CITY, MI · Since 2018
HEMMING& WEALTH MANAGEMENT, INC.
TRAVERSE CITY, MI · Since 2019
UP NORTH FINANCIAL, LLC
TRAVERSE CITY, MI · Since 2021
STONEPATH WEALTH MANAGEMENT
TRAVERSE CITY, MI · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in TRAVERSE CITY?
The median advisory fee in TRAVERSE CITY, MI is 0.95% of assets under management per year, based on Form ADV filings from 9 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.