Michigan · 3 advisers
Financial Advisors in Midland, Michigan
Looking for a financial advisor in Midland, Michigan? Falists indexes 3 SEC-registered and state-registered investment advisers in Midland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $54.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$54.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Midland
Ranked by AUM · Fees, team & specialties at a glance
MY FINANCIAL COACH, LLC
Midland, MI
AUM
$54.1M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(989) 239-5189
GREAT LAKES INVESTMENT ADVISORS INC.
Midland, MI
AUM
—
Team
1 advisors
Clients
—
Fees
Fixed fees; REFERRAL FEES
989-835-7203
FERRIS FINANCIAL SERVICES, L.L.C.
Midland, MI
AUM
$29.2M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
989-996-0401
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Common questions
- How many financial advisors are in Midland, Michigan?
- 3 registered investment advisers are listed in our Midland directory, sourced from public SEC filings.
- What types of advisors are in Midland?
- 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 Midland?
- 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.