Raymond James & Associates
33yrs
Top advisor by experience in Petoskey
Financial advisors in Petoskey, MI
Looking for a financial advisor in Petoskey, MI? We list 31 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
31Advisors with offices here
15Median years of experience
6%At fee-only firms
17Firms represented
Largest firms here: Ameriprise Financial Services (4), Edward Jones (4), J.P. Morgan Securities (3).
Nearby: Walloon Lake, Boyne City, Harbor Springs, Indian River, Charlevoix, East Jordan.
Raymond James Financial Services Advisors
31yrs
Top 6% by experience in Petoskey
Edward Jones
28yrs
Top 7% by experience at Edward Jones
Ameriprise Financial Services
28yrs
Top 13% by experience in Petoskey
Raymond James & Associates
28yrs
Top 16% by experience in Petoskey
PNC Wealth Management
27yrs
Top 19% by experience in Petoskey
State Farm Investment Management
26yrs
Top 9% by experience at State Farm Investment Management
Edward Jones
23yrs
Top 15% by experience at Edward Jones
Ameriprise Financial Services
22yrs
More experience than 71% of advisors in Petoskey
Farther
22yrs
More experience than 68% of advisors in Petoskey
J.P. Morgan Securities
21yrs
Top 17% by experience at J.P. Morgan Securities
J.P. Morgan Securities
21yrs
Top 18% by experience at J.P. Morgan Securities
LPL Financial
18yrs
More experience than 58% of advisors in Petoskey
Principal Securities
17yrs
More experience than 55% of advisors in Petoskey
Farther
16yrs
More experience than 53% of advisors nationwide
Ameriprise Financial Services
15yrs
More experience than 50% of advisors nationwide
Retirement & Investment Planning
13yrs
13 years in the industry
Farther
9yrs
9 years in the industry
Edward Jones
9yrs
9 years in the industry
Nicolet Wealth Management
7yrs
7 years in the industry
Fifth Third Securities
7yrs
7 years in the industry
Ameriprise Financial Services
7yrs
7 years in the industry
West Arbor Solutions
6yrs
6 years in the industry
Huntington Financial Advisors
5yrs
5 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.