City
Wealth management firms in Traverse City, Michigan
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Traverse City, Michigan reported $3.4 billion in regulatory assets under management; the largest by assets was Old Mission Investment Company, LLC, with $929.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $3.4 billion
- Average per firm
- $153.4 million
- SEC-registered, of those listed
- 10 of 22 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Old Mission Investment Company, LLC | SEC | $929.0 million | 2,002 |
| 2 | Centennial Wealth Advisory, LLC | SEC | $397.1 million | 3,164 |
| 3 | Stonepath Wealth Management | SEC | $299.5 million | 608 |
| 4 | Blueprint Partners LLC | SEC | $292.9 million | 337 |
| 5 | Hemming& Wealth Management, Inc. | SEC | $292.6 million | 1,614 |
| 6 | Up North Financial, LLC | SEC | $203.8 million | 1,065 |
| 7 | Independent Wealth Management, LLC | SEC | $203.0 million | 510 |
| 8 | Black Walnut Wealth Management | SEC | $136.8 million | 272 |
| 9 | Legacy Financial Services Group, Inc. | SEC | $122.8 million | 357 |
| 10 | Optimal Capital Advisors, LLC | SEC | $119.9 million | 223 |
| 11 | Front Street Wealth Management | State | $97.2 million | 68 |
| 12 | Ark Advisors, LLC | State | $79.3 million | 152 |
| 13 | Tremonte Financial Consultants | State | $63.4 million | 398 |
| 14 | 46 and 2 Investment Advisors, LLC | State | $52.0 million | 37 |
| 15 | Falconer Group | State | $36.8 million | 14 |
| 16 | Ohlmann Investment Advisors LLC | State | $17.3 million | 96 |
| 17 | Isadore Private Wealth, LLC | State | $11.6 million | 88 |
| 18 | Isadore Retirement Group, LLC | State | $6.6 million | 27 |
| 19 | Third Coast Securities LLC | State | $5.4 million | 35 |
| 20 | Patriots First Financial Advisors, LLC | State | $4.2 million | 4 |
| 21 | Laurentine Investments LLC | State | $4.1 million | 4 |
| 22 | Apepa Advisors LLC | State | $0 | 0 |
Wealth management firms in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.