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Best financial advisors in Alpena, MI

Registered advisers within 25 miles of Alpena, MI.

Offices
21
Firms
12
Combined AUM
$3.10T
Firm-wide filings, not assets booked only here
Clients
546K
546,297 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE STREET FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
WATERSHED WEALTH
EAGLE STRATEGIES LLC

Investors

Chloe Ferguson
Marc K. Ferguson
Bryan Dale Strong
Benjamin N Strong
Andrew J Kowalski
Cameron Bernicki
JOHN CULBERTSON SHORT
MOLLY MARGARET BENSON
JAY BRIAN HAMMOND
JULIE ANN POWERS
AUSTIN P WILLSON
MARK WILLIAM JACKSON
Jeffrey Alan Niemetta
Samuel Powell Rumbles
NICHOLAS BLISS
ALBERT R. SENCHUK
PHILIP THOMAS STRALEY
LEIGH ASHLEY ROBERTSON
Charles Robert Ingle
Griffin Fairchild
Jessica Sue Howard
MICHELLE M. WOODRUFF
TYLER JENSEN HOES
GRIFFIN M SADDLER
Gary L Altman
Kevin Lee Friddle
Pamela Helynn Kirchoff
Eric Matthew Ferguson
Angela April Tanner

Within 25 miles of Alpena, MI, Best Investors lists 12 registered investment advisory firms with 21 offices nearby, managing about $3.10T in combined regulatory AUM across 546,297 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Alpena

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM