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Best financial advisors in Bay Port, MI

Registered advisers within 25 miles of Bay Port, MI.

Offices
13
Firms
8
Combined AUM
$1.69T
Firm-wide filings, not assets booked only here
Clients
175K
175,067 clients when Item 5C has a number
Avg / client
$9.65M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERA FINANCIAL SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
1ST SECURITIES MANAGEMENT, INC
CG ADVISORY SERVICES

Investors

Jon Virgil LaPorte
ERIK EDWARD LUNDY
Cody Pfaff
DALE LAVERN YODER
MATTHEW DAVID BRICKEL
ALEXANDER JAMES SMITH
Brandyn Kyle Lawson
Amanda Lynn Brown
JASON DOUGLAS KROHN
TYLER DEAN COLLING
Brady Joseph Krohn
NATHAN DANIEL HAAG
MARK ALAN KRUG
Patrick James Essian
Kaitlyn J Fay
Bradley A Booms
ANDREW JAMES PRESTON
Monica Cronin
Barry W Cronin
Jonathan R Cummings
THOMAS BERNARD DORAN

Within 25 miles of Bay Port, MI, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $1.69T in combined regulatory AUM across 175,067 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 Bay Port

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM 7 CG ADVISORY SERVICES 71 advisers $4.64B AUM