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Best financial advisors in Branch, MI

Registered advisers within 25 miles of Branch, MI.

Offices
13
Firms
7
Combined AUM
$2.57T
Firm-wide filings, not assets booked only here
Clients
363K
362,700 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HARBORFRONT FINANCIAL GROUP
EP WEALTH ADVISORS

Investors

Heather Lois Bush
Tanya Lesinski
Eric Friese
RICHARD JAMES RUBA
RYAN JAMES RUBA
Brian Jeffery Matson
DERIK CLAY HEIMERDINGER
BRADFORD LEE CHAPMAN
GEORGE SCHRODE
Kathryn Lynn Sanford
VALERIE SMITH KIRCHHOFF
PHILLIP JAY HARMON
Brian Lee Madl
Christopher Raymond Bousson
ELIZABETH ANN DE KUIPER
MICHAEL WESLEY CUSTER
RAYMOND EDWARD JANISH
AUTUMN Marie WITTLIEFF
JOHN LAWRENCE BARBRICK
ERIN SHAWN DOAN
Jacob Matthew Tufts

Within 25 miles of Branch, MI, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $2.57T in combined regulatory AUM across 362,700 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 Branch

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 EP WEALTH ADVISORS 346 advisers $45.1B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 HARBORFRONT FINANCIAL GROUP 4 advisers $149M AUM