Falists

Michigan · 17 advisers

Financial Advisors in Traverse City, Michigan

Looking for a financial advisor in Traverse City, Michigan? Falists indexes 17 SEC-registered and state-registered investment advisers in Traverse City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $929.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

17

With website

15

Largest AUM

$929.0M

Financial planning

14

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth17Planning14Trusts17Retirement7Institutional5

Top advisors in Traverse City

Ranked by AUM · Fees, team & specialties at a glance

View all 17 →

FALCONER GROUP

Traverse City, MI

AUM

$36.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

231-392-1710

Full profileNo website

More cities in Michigan

Grand Rapids (56)Troy (46)Bloomfield Hills (45)Ann Arbor (40)Southfield (26)Birmingham (24)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)Detroit (12)

Common questions

How many financial advisors are in Traverse City, Michigan?
17 registered investment advisers are listed in our Traverse City directory, sourced from public SEC filings.
What types of advisors are in Traverse City?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Traverse City?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.