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Best financial advisors in Battle Creek, MI

Registered advisers within 25 miles of Battle Creek, MI.

Offices
122
Firms
43
Combined AUM
$8.51T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,676,834 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

HARBOUR INVESTMENTS, INC.
EDWARD JONES
LPL FINANCIAL LLC
BLACK DIAMOND INVESTMENT GROUP,INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
APJOHN VENTURES, LLC
CLEAR RIDGE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
F L PUTNAM INVESTMENT MANAGEMENT CO.

Investors

JOSEPH DANIEL WILSON
Jeanne Georgi Tomasek
Daniel Simon Stauffer
DENNIS LYNN STARBUCK
Nicole Lynn Starbuck
SANDY KAYE DERBY
CONNOR JOHN BAUSERMAN
Jeffrey T Domenico
SAUNDRA DEE IVY
MARK A WEATHERS
SABRINA LYNETTE PRITCHETT-EVANS
LELAND STANFORD ELLIS
Leon Bennett
Charles Dobben
HARRISON MICHAEL KENNARD
ROBERT BURDELL KERSCHBAUM
DAVID MICHAEL FOSTER
KURT JEFFREY DROPPERS
TIMOTHY ALLEN KNAPPER
JED STUART MCCRUMB
MATTHEW M KLECZYNSKI
MICHELLE LARABEE ELDRIDGE
LORI JEAN HANNEMANN
MICHAEL L. BRUNDAGE
DARLENE HARRIS HYBELS
LORI MICHELLE BAGWELL
RUTH ANN ROZANKOVICH
HEATHER RENE KAKABEEKE
CAROLE F. BESTERVELT
Justin Philip Peterman
Jeanne L. Case
KENNETH MICHAEL LAMPOS
ROBERT ROSS BENJAMIN
Michael John Albrecht
BLANE HEISLER
MICHAEL LEWIS MUELLER
CHARLES JOHN YBEMA
JERRY BERT LOVE

Within 25 miles of Battle Creek, MI, Best Investors lists 43 registered investment advisory firms with 122 offices nearby, managing about $8.51T in combined regulatory AUM across 1,676,834 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 Battle Creek

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM