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Best financial advisors in Benzonia, MI

Registered advisers within 25 miles of Benzonia, MI.

Offices
13
Firms
10
Combined AUM
$3.59T
Firm-wide filings, not assets booked only here
Clients
799K
799,354 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MANITOU CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
SUCCESS WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DYNAMIC

Investors

Anna McKenzie Gill
Justin Christian Keillor
Weston Emery
MATTHEW WAYNE WETMORE
FREDERICK THACKER MILLER
William J Collin
RICHARD LOUIS SUAREZ
Daniel Michael Grix
JAMES BOWSER
THOMAS WILLIAM ROOP
ROBERT THOMAS REVETT
WILLIAM CHARLES LEE
HENRY DON CONLEY
Jamie Keillor
Heather Jeane Boivin
Joseph Yancy Yvon Boivin
RICK BERTA
ANDREW VITO MANIACI
DAVID WILLARD SCHWEITZER
Megan Elizabeth Pegan-Naylor
MATTHEW JOHN DESMOND
ZACHARY PAUL LIGGETT

Within 25 miles of Benzonia, MI, Best Investors lists 10 registered investment advisory firms with 13 offices nearby, managing about $3.59T in combined regulatory AUM across 799,354 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 Benzonia

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 DYNAMIC 56 clients · 82 advisers $5.64B AUM