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Best financial advisors in Boyne Falls, MI

Registered advisers within 25 miles of Boyne Falls, MI.

Offices
38
Firms
18
Combined AUM
$4.13T
Firm-wide filings, not assets booked only here
Clients
803K
803,396 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Boyne Falls, MI, Best Investors lists 18 registered investment advisory firms with 38 offices nearby, managing about $4.13T in combined regulatory AUM across 803,396 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 Falls

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