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Best financial advisors in Berrien Sprgs, MI

Registered advisers within 25 miles of Berrien Sprgs, MI.

Offices
150
Firms
63
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,755,605 clients when Item 5C has a number
Avg / client
$7.01M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KOEHLER FINANCIAL SERVICES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
TRUE BLUE FINANCIAL, LLC
HARBOUR INVESTMENTS, INC.
CG ADVISORY SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
ROBERT W. BAIRD & CO. INCORPORATED

Investors

Samuel Christian Hanau
Kristine Nicole VanDerKamp
ERICA LYNN MOMANY
DAVID HARRISON KINNEY
Shawn D Kinney
ASHLEY ROXANNE STUMP
MICHAEL ANDREW KINNEY
CRAIG ALLEN HERRINGTON
RANDY BETTICH
Justin Minkah Nurenberg
LAURA ELIZABETH TROYER
RICHARD P. MARTIN
LUCAS M BROWN
Nicole Coar
VICTORIA LEE HOLT
DUANE EDWARD JANKA
Douglas Michael Wall
Rebecca Lynn Young
Druvis Juris Moruss
THOMAS FREDERICK AUSTIN
Rebecca Sue Brown
KIM DIANE WOODEN
Drew Allen Mikel
NATHAN DONALD ROCK
Anna C Zlotnicki
Jennifer Riffle Salmon
David Wayne McNabb
Jeremy Earl Schaeffer
BETH A MARSH
ALAN HAMILTON MCKEE
MICHAEL JOSEPH WYBLE
DANIEL EVAN NORTON
Alison C Frederick
RICHARD ALAN SANDERS

Within 25 miles of Berrien Sprgs, MI, Best Investors lists 63 registered investment advisory firms with 150 offices nearby, managing about $12.3T in combined regulatory AUM across 1,755,605 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 Sprgs

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