Top financial advisors in Lansing, MI

Top financial advisors in Lansing, MI

We’ve curated a list of the best financial advisors in Lansing, take a look at it below

Find an advisor in Lansing
# Financial advisor Assets under management Number of advisors
1 $127,351,542 5 advisors
2 $11,833,493 16 advisors

How we came up with this list

To generate our top financial advisors list in Lansing, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lansing. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • Shotwell Rutter Baer Inc

    Shotwell Rutter Baer Inc is a financial advisory firm based in Lansing, Michigan. It currently has approximately $127,351,542 of assets under management and employs about 5 people. Shotwell Rutter Baer Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and subscription fee for planning.

    Assets under management

    $127,351,542

    Headcount

    5 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SUBSCRIPTION FEE FOR PLANNING

    SEC number

    801-120091

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    6350 West Michigan Avenue,
    Suite 200,
    Lansing,
    Michigan,
    48917

  • J W Korth & Company

    J W Korth & Company is a financial advisory firm based in Lansing, Michigan. It currently has approximately $11,833,493 of assets under management and employs about 16 people. J W Korth & Company uses a fee structure of a percentage of assets under your management and commissions.

    Assets under management

    $11,833,493

    Headcount

    16 advisors

    Fee structure

    A percentage of assets under your management

    Commissions

    SEC number

    801-85185

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    Margin Advisory

    See full profile

    Meet the advisor

    6500 Centurion Drive,
    Suite 250,
    Lansing,
    Michigan,
    48917

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.
Top advisors in Michigan
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