Firms by city
Registered investment advisers in Traverse City, MI
10 SEC-registered advisers headquartered in Traverse City, listed by regulatory assets under management as reported on Form ADV.
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10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Old Mission Investment | Traverse City, MI | $929M |
| Centennial Wealth Advisory | Traverse City, MI | $397M |
| SPWM Advisors | Traverse City, MI | $299M |
| Blueprint Partners | Traverse City, MI | $293M |
| Hemming& Wealth Management | Traverse City, MI | $293M |
| Up North Financial | Traverse City, MI | $204M |
| Independent Wealth Management | Traverse City, MI | $203M |
| Black Walnut Wealth Management | Traverse City, MI | $137M |
| Legacy Financial Services Group | Traverse City, MI | $123M |
| Optimal Capital Advisors | Traverse City, MI | $120M |
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $929M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $397M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $299M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $293M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $293M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $204M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $203M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $137M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $123M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $120M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Traverse City on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Michigan.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.