Michigan · 4 advisers
Financial Advisors in Marquette, Michigan
Looking for a financial advisor in Marquette, Michigan? Falists indexes 4 SEC-registered and state-registered investment advisers in Marquette — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $373.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$373.9M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Marquette
Ranked by AUM · Fees, team & specialties at a glance
B.A. ROBERTS FINANCIAL SERVICES, INC.
Marquette, MI
AUM
$373.9M
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(906) 228-5564
NORTHERN EDGE WEALTH MANAGEMENT
Marquette, MI
AUM
$246.9M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
906-228-6018
DV KILL ADVISORY SERVICES, LLC
Marquette, MI
AUM
$5.1M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
906-250-9363
PLANPATH FINANCIAL
Marquette, MI
AUM
$1.3M
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
(906) 261-0097
More cities in Michigan
Common questions
- How many financial advisors are in Marquette, Michigan?
- 4 registered investment advisers are listed in our Marquette directory, sourced from public SEC filings.
- What types of advisors are in Marquette?
- 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 Marquette?
- 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.