Best Investors Account Sign in

Best financial advisors in Birch Run, MI

Registered advisers within 25 miles of Birch Run, MI.

Offices
189
Firms
62
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,649,360 clients when Item 5C has a number
Avg / client
$4.33M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TIM CRAWFORD CPA
OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
RICHMARK PRIVATE WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
MORGAN STANLEY
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
THE HUNTINGTON INVESTMENT COMPANY
TRANSAMERICA FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.

Investors

Timothy Joseph Cairnduff
TIMOTHY GERARD CRAWFORD
DOUGLAS RAYMOND KLINE
DANIEL JAMES WASKIEWICZ
BYRON ROBERT SWARTS
EDWARD THOMAS FOLTZ
Cole Stephens
RONALD KENT HALLER
RICHARD ROBERT MAROTZKE
BLAISE CONLEY ZIMMER
ZECHARIAH MAROTZKE
KEVIN JOSEPH SIMS
FRANK WILLIAM LIST
Shanna Jacobs
DAVID A PENDLETON
ANDREW MICHAEL ZIETZ
ERIC MARTIN BAARCK
KATRINA LYNN KASCHINSKE
Cole Launius
Mark A VanBibber
Colin Michael Maurer
Doyle Webb
Michael Lee Southgate
David D McGovern
Mary Jean Guzak
CORY ALAN LANGHALS
Robert David Love
ZHI-HONG LIU
Rola Zarife
Liu Liu
David Alan Winn
JEFFREY ALAN TRARES
Kent Laurence Kern
KEVIN JOHN SCORSONE
Spencer Paul Pnacek
MATTHEW J KOCH
CLARK R PIPER
Joseph L. Reyes
Spencer Yves Gomes
WILLIAM JOSEPH IRISH

Within 25 miles of Birch Run, MI, Best Investors lists 62 registered investment advisory firms with 189 offices nearby, managing about $11.5T in combined regulatory AUM across 2,649,360 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 Birch Run

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM