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Best financial advisors in Boyne City, MI

Registered advisers within 25 miles of Boyne City, MI.

Offices
42
Firms
20
Combined AUM
$4.14T
Firm-wide filings, not assets booked only here
Clients
807K
806,599 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MCDONALD PARTNERS LLC
PRINCIPAL SECURITIES, INC.
MARIPAU WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT & INVESTMENT PLANNING, INC.
FIFTH THIRD SECURITIES, INC.
NICOLET WEALTH MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
ASH MATSON WEALTH PARTNERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Ruth A Skop
Elizabeth K Berge
PAUL RICHARD MOODY
James L Richman
BETSY M BRITTON
RANDALL SCOTT FLINN
David Hugh Elliott
ANDREW JOHN CRAIG
DAVID RICHARD LIGOTTI
Charles Celestine Frieler
Jeffrey Alan Neill
JEFF DUANE WYNDER
MICHELLE ANN SHAWN
JENNIFER MACKENZIE
ANDREW MARTIN
HENRY C PFEIFER
Iryna Barkley
TYLER SAMUEL SPENCE
DAVID EDWARD FARLEY
Lori Marie Komondy
CHRISTIAN MARC JOHNSON
Nathan Oostmeyer
JASON THOMAS COUTCHER
JEFFREY JOHN KAZMIERSKI
KIMBERLY ANN PHELPS
DOUGLAS ALAN BROWN
Kirsten Rene Reynolds
ROCHELLE JILLENE ROERIG
Andrew Glover
MITCHELL BLAINE GLOVER
Robert George Waldvogel

Within 25 miles of Boyne City, MI, Best Investors lists 20 registered investment advisory firms with 42 offices nearby, managing about $4.14T in combined regulatory AUM across 806,599 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 Boyne City

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM