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Best financial advisors in Baldwin, MI

Registered advisers within 25 miles of Baldwin, MI.

Offices
9
Firms
5
Combined AUM
$1.19T
Firm-wide filings, not assets booked only here
Clients
101K
100,769 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

HARBOUR INVESTMENTS, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Ian M Mark
JON PIERRE LEBARON
PRESTON BRUCE BAKER
David John Langworthy
Leisa Lynee' Massie
Daniel S. Terry
KELLY ANN BROCKETTE
Benjamin Guy Fath
ZACHARY DANIEL DOXTATER
Nicholas William Scheible
Maureen Emily Krueger
BRADLEY DAVID FATH
Danny Witbeck
MARK SHANNON FAIRGRIEVE
Sophia Schumacher
THOMAS MICHAEL TACIA
Allyse Marie Ward
Steven Kirt Miller
Heather Lois Bush

Within 25 miles of Baldwin, MI, Best Investors lists 5 registered investment advisory firms with 9 offices nearby, managing about $1.19T in combined regulatory AUM across 100,769 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 Baldwin

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 5 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM