Falists

Michigan · 8 advisers

Financial Advisors in Okemos, Michigan

Looking for a financial advisor in Okemos, Michigan? Falists indexes 8 SEC-registered and state-registered investment advisers in Okemos — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $677.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

6

Largest AUM

$677.4M

Financial planning

6

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth8Planning6Trusts7Retirement4Institutional4

Top advisors in Okemos

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

More cities in Michigan

Grand Rapids (56)Troy (46)Bloomfield Hills (45)Ann Arbor (40)Southfield (26)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)

Common questions

How many financial advisors are in Okemos, Michigan?
8 registered investment advisers are listed in our Okemos directory, sourced from public SEC filings.
What types of advisors are in Okemos?
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 Okemos?
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.