RIAs in Traverse City, Michigan
Explore 10 RIAs headquartered in Traverse City, with $3B in combined reported AUM.
RIAs10Headquartered here
Total AUM$3BReported regulatory AUM
Total Employees64Reported by these RIAs
% of Total State AUM0.5%% Of total State AUM Reported
All RIAs in Traverse City
10 RIAsShowing 1–10 of 10 RIAs
Old Mission Investment Company, LLC
TRAVERSE CITY, MIReported AUM$929M
Employees10
31.0% of city AUMView RIA ↗
Centennial Wealth Advisory, LLC
TRAVERSE CITY, MIReported AUM$397.1M
Employees15
13.2% of city AUMView RIA ↗
Stonepath Wealth Management
TRAVERSE CITY, MIReported AUM$299.5M
Employees13
10.0% of city AUMView RIA ↗
Blueprint Partners LLC
TRAVERSE CITY, MIReported AUM$292.9M
Employees4
9.8% of city AUMView RIA ↗
Hemming& Wealth Management, Inc.
TRAVERSE CITY, MIReported AUM$292.6M
Employees9
9.8% of city AUMView RIA ↗
Up North Financial, LLC
TRAVERSE CITY, MIReported AUM$203.8M
Employees4
6.8% of city AUMView RIA ↗
Independent Wealth Management, LLC
TRAVERSE CITY, MIReported AUM$203M
Employees3
6.8% of city AUMView RIA ↗
Black Walnut Wealth Management
TRAVERSE CITY, MIReported AUM$136.8M
Employees2
4.6% of city AUMView RIA ↗
Legacy Financial Services Group, Inc.
TRAVERSE CITY, MIReported AUM$122.8M
Employees2
4.1% of city AUMView RIA ↗
Optimal Capital Advisors, LLC
TRAVERSE CITY, MIReported AUM$119.9M
Employees2
4.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.