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Best financial advisors in Bancroft, MI

Registered advisers within 25 miles of Bancroft, MI.

Offices
227
Firms
79
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,566,037 clients when Item 5C has a number
Avg / client
$7.45M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MMI ASSET MANAGEMENT SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LIFEGOALS FINANCIAL GROUP
LPL FINANCIAL LLC
LINCOLN INVESTMENT

Investors

Andrew Paul Reger
MICHAEL F MODLIN
THOMAS M DILLON
David Allan Minarik
COLIN JAMES MCCALLUM
Benjamin Michael Burgoyne
DAVID JAMES HOOD
CHRISTINE L MUELLER
Kelly Jane Morrison
David Berton Hood
PAUL ALAN SCHLUCKEBIER
Cara Lissa Keay
MATTHEW PAUL GRUBB
SAILEY SEY
Audrey J. Salander
Rory Cook Keay
Bruce Dolliver
SUZZANNE MARIE CROSS
PAIGE BISHOP
PAUL KEVIN PARSON
JILLIAN DEDIC
MARK PARSON
Keith Robert McGregor
KYLE DUNAWAY
EDWARD GEORGE DEGALAN
Hank P Sizemore
Tamara Rae Richison
HEIDI ANNE O'DEA
ROBERT MICHAEL ZALOKAR
KENNETH JOHN WILLIAMS
Evan Lee Baker
THOMAS GERALD BAKER
Steven Craig MacDermaid
KATIE PIKKARAINEN
TIMOTHY AARON BRIGHT
JARED DOUGLAS WHITTEY

Within 25 miles of Bancroft, MI, Best Investors lists 79 registered investment advisory firms with 227 offices nearby, managing about $11.7T in combined regulatory AUM across 1,566,037 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 Bancroft

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM