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Best financial advisors in Boon, MI

Registered advisers within 25 miles of Boon, MI.

Offices
11
Firms
9
Combined AUM
$2.67T
Firm-wide filings, not assets booked only here
Clients
436K
435,999 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
MISSION FINANCIAL GROUP, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
SPC
CENTAURUS FINANCIAL, INC.

Investors

SHELBY LEE HENRY
Casey Boyer
Amanda Thomas
JENNIFER GRACE MITCHELL
MARGARET MARY LUTZ
David R Shively
Dustin Robert Insley
Neal Floyd Soenksen
Matthew Clare VandenBos
D Andrew Ulrich
Amy C Schmid
Julianna Muscarella
LISA M STEWART
Rachel Gilchrist
TODD M HORVATH
Kyle John Hondorp
DAVID LOWELL VICKERY
PATRICK MICHAEL CARROLL
CARL ROSS KIELBASA
Trey Mitchell Schuiteman

Within 25 miles of Boon, MI, Best Investors lists 9 registered investment advisory firms with 11 offices nearby, managing about $2.67T in combined regulatory AUM across 435,999 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 Boon

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 7 CENTAURUS FINANCIAL, INC. 436 advisers $9.74B AUM 8 SPC 4,483 clients · 490 advisers $6.10B AUM