Best Financial Advisors in TRAVERSE CITY, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in TRAVERSE CITY
INDEPENDENT WEALTH MANAGEMENT, LLC
TRAVERSE CITY, MI · Since 2021
OLD MISSION INVESTMENT COMPANY, LLC
TRAVERSE CITY, MI · Since 2006
OPTIMAL CAPITAL ADVISORS, LLC
TRAVERSE CITY, MI · Since 2007
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
UP NORTH FINANCIAL, LLC
TRAVERSE CITY, MI · Since 2021
HEMMING& WEALTH MANAGEMENT, INC.
TRAVERSE CITY, MI · Since 2019
STONEPATH WEALTH MANAGEMENT
TRAVERSE CITY, MI · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.