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Best financial advisors in Berrien Center, MI

Registered advisers within 25 miles of Berrien Center, MI.

Offices
179
Firms
71
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,756,092 clients when Item 5C has a number
Avg / client
$7.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.
K2 CAPITAL ADV, LLC
FIFTH THIRD SECURITIES, INC.
KORHORN FINANCIAL GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
KOEHLER FINANCIAL SERVICES, INC.

Investors

Samuel Christian Hanau
John Steven Seculoff
Kim C MacGregor
Brian T MacGregor
NATHAN DONALD ROCK
Rebecca Sue Brown
Drew Allen Mikel
KIM DIANE WOODEN
Jennifer Riffle Salmon
Anna C Zlotnicki
LAURA ELIZABETH TROYER
Justin Minkah Nurenberg
Gregory Alan Surber
Jared D Moxness
Jessica Lynne Massey
Shane Robert Shidler
Jose A Ontiveros
DAVID HARRISON KINNEY
Shawn D Kinney
ASHLEY ROXANNE STUMP
MICHAEL ANDREW KINNEY
CRAIG ALLEN HERRINGTON
RANDY BETTICH
Kristine Nicole VanDerKamp
ERICA LYNN MOMANY
Rebecca Lynn Young
Druvis Juris Moruss

Within 25 miles of Berrien Center, MI, Best Investors lists 71 registered investment advisory firms with 179 offices nearby, managing about $12.5T in combined regulatory AUM across 1,756,092 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 Berrien Center

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM