Michigan · 4 advisers
Financial Advisors in Bay City, Michigan
Looking for a financial advisor in Bay City, Michigan? Falists indexes 4 SEC-registered and state-registered investment advisers in Bay City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $280.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$280.2M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bay City
Ranked by AUM · Fees, team & specialties at a glance
DBS INVESTMENT ADVISERS, LLC
Bay City, MI
AUM
$280.2M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
989-686-6222
PROFESSIONAL ANALYSTS, LLC
Bay City, MI
AUM
$37.7M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
989-922-5564
RECKER FINANCIAL LLC
Bay City, MI
AUM
$18.9M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
989-214-0120
AUM
$6.2M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
989-327-9660
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Common questions
- How many financial advisors are in Bay City, Michigan?
- 4 registered investment advisers are listed in our Bay City directory, sourced from public SEC filings.
- What types of advisors are in Bay 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 Bay 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.