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Best financial advisors in Bay View, MI

Registered advisers within 25 miles of Bay View, MI.

Offices
37
Firms
19
Combined AUM
$4.14T
Firm-wide filings, not assets booked only here
Clients
807K
806,599 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

MCDONALD PARTNERS LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
BIOSTAR CAPITAL
RAYMOND JAMES & ASSOCIATES, INC.
HARBOUR INVESTMENTS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GV BLACK CAPITAL MANAGEMENT, LLC

Investors

PAUL RICHARD MOODY
Ruth A Skop
Elizabeth K Berge
James L Richman
BETSY M BRITTON
RANDALL SCOTT FLINN
MATTHEW H DEWILDT
Brandon Weir
MARIE KLINE SMITH
Carrie Lynn Titus
Sarah Elizabeth Polleys
Benjamin Michael Muladore
Sarah Katherine-Courtney Foster
Austin Mackenzie Spires
Benjamin Katterman
NATASHA LYNN THOMAS
COURTNEY SUE SPARKS
KEVIN MICHAEL FINN
Toni Straughen
Philip William Hofweber
Meredith Ellen Feole
Kirk William Johnston

Within 25 miles of Bay View, MI, Best Investors lists 19 registered investment advisory firms with 37 offices nearby, managing about $4.14T in combined regulatory AUM across 806,599 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 View

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM