Investment advisers in Traverse City, MI
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Old Mission Investment Company, LLC | $929.0 million | 10 | 0 |
| Centennial Wealth Advisory, LLC | $397.1 million | 15 | 0 |
| Stonepath Wealth Management | $299.5 million | 13 | 0 |
| Blueprint Partners LLC | $292.9 million | 4 | 0 |
| Hemming& Wealth Management, Inc. | $292.6 million | 9 | 0 |
| Up North Financial, LLC | $203.8 million | 4 | 0 |
| Independent Wealth Management, LLC | $203.0 million | 3 | 0 |
| Black Walnut Wealth Management | $136.8 million | 2 | 0 |
| Legacy Financial Services Group, Inc. | $122.8 million | 2 | 0 |
| Optimal Capital Advisors, LLC | $119.9 million | 2 | 0 |