AdvisorCensus / Financial advisors / Michigan / Traverse City, MI / New firms
New investment advisory firms in Traverse City, MI
2 investment advisory firms in Traverse City, MI first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
July 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Legacy Financial Services Group, Inc. | Traverse City, MI | SEC-registered investment adviser |
December 2025 (1)
| Firm | Location | Registration |
|---|---|---|
| Black Walnut Wealth Management | Traverse City, MI | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Traverse City, MI. https://advisorcensus.com/advisors/mi/traverse-city/new-firms https://advisorcensus.com/advisors/mi/traverse-city/new-firms