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Best financial advisors in Benton Harbor, MI

Registered advisers within 25 miles of Benton Harbor, MI.

Offices
60
Firms
26
Combined AUM
$5.59T
Firm-wide filings, not assets booked only here
Clients
589K
588,863 clients when Item 5C has a number
Avg / client
$9.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NORTHPOINTE INVESTMENT ADVISORY, LLC
WELLS FARGO CLEARING SERVICES, LLC
HARTWELL & COMPANY
CETERA INVESTMENT ADVISERS LLC
USA FINANCIAL SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
JIM ROBERTS INVESTMENT ADVISORS LLC
CENTENNIAL SECURITIES COMPANY, INC.
HARBOUR INVESTMENTS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
BLUE IGUANA FINANCIAL, LLC
LEONARD ADVISORY GROUP LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Kristopher Benjamin Hickman
Brian Wesley Smith
DAVID ALLEN RIETH
PHYLLIS ANNE SARABYN
Michael Angelo DeRosa
RYAN JAMES HARTWELL
JAMES VERSLUIS HARTWELL
Elizabeth Ashley Beall
Jay Meeth
SARA ELIZABETH MERAZ WOLF
Chad Edward Lange
DAVID ANDREW HAWKINS
JAMES DANIEL ROBERTS
Jordan Thomas Powers
CAROL IRENE FASBENDER
AMY PORRITT PEIRCE
MATTHEW JOHN MAST
Scott Craig Silcox
Tyler Charles Streu
Sarah Ellen Iwaniuk
PHILIP HERBERT ELLIS
DANA LEE WALES
WENDY LOU MITCHELL
STEPHEN CLEMENT DIRNBERGER
BRIAN MICHAEL LEE
Joseph Anthony Green
john michael bare
Nicole Coar
Rebecca Lynn Young
Druvis Juris Moruss
JOSHUA THOMAS LEONARD
MICHAEL GREGORY CONSTANTINE
JADEN GEBBINK
Karla Kaye McLean
Lisa Ann Hammett
Brian Campbell
JENNA MITCHELL EVERETT
SCOTT EDWARD SCHALK

Within 25 miles of Benton Harbor, MI, Best Investors lists 26 registered investment advisory firms with 60 offices nearby, managing about $5.59T in combined regulatory AUM across 588,863 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 Benton Harbor

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM