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Fidelon
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Market Standing · 2026
The most transparent firms in Traverse City.
29 scored firmsTop 3 recognizedfidelon.com/markets/traverse-city-mi
#1
Ark Advisors
CRD 133687
IA-only$79.3M91ARecognized · #1 Firm
2
Apepa Advisors
CRD 338944
IA-only—91Arank within Top 3; below the 80 standard
3IA-only—91Arank within Top 3; below the 80 standard
4IA-only$299M90.5A—
5
Little Still
CRD 319186
IA-only—90.1A—
6IA-only$97.2M89.6A—
7IA-only$14.9M89.2A—
8IA-only$137M88.9A—
9IA-only$52M88.8A—
10IA-only$929M88.7A—
11
Falconer Group
CRD 124166
IA-only$36.8M88.2A—
12IA-only$19M88.2A—
13IA-only$4.2M88.1A—
14IA-only$63.4M87.9B+—
15IA-only$17.3M87.7B+—
16IA-only$203M87.5B+—
17IA-only$5.4M87.5B+—
18IA-only$1.4M87.4B+—
19IA-only$4M86.7B+—
20IA-only$204M85.5B+—
21IA-only$6.6M85.2B+—
22IA-only$11.6M85B+—
23IA-only$293M83.2B+—
24IA-only—83B+—
25IA-only$585K82.6B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.