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Best financial advisors in Breckenridge, MI

Registered advisers within 25 miles of Breckenridge, MI.

Offices
120
Firms
45
Combined AUM
$5.84T
Firm-wide filings, not assets booked only here
Clients
1.24M
1,235,124 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
SYM FINANCIAL ADVISORS
BENJAMIN F. EDWARDS & COMPANY, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
MWA FINANCIAL SERVICES INC.

Investors

JOHN ANDERSON LEMMERMANN
Patrick Gerard Duffy
Benjamin Duane Bontrager
Sarah Katherine-Courtney Foster
SUSAN LOUISE ETTINGER
KEVIN DAVID NICHOLS
SHANNON LYNN NAGY
DOUGLAS LEE HOARD
Bradly James Mott
Todd M Bennett
Alexander Ryan Niznak
Lori Ann Neeb
Caden Kipp
Samuel Beals
JOHN WILLIAM POBANZ
JAMES BRIAN HANCOCK
DANIEL R. DE JONG
Stephen Matthew De Jong
JARED WADE MERCHANT
Gregory David McKeever
Steven J Ringgold
Hailey Pullano
Andrew Boerma
Janis Brown
STEPHEN LAMONT LAWLER
RODNEY SCOTT COLEMAN
Shane Michael Bradley
Ty Gregory Chambers
RYAN DOUGLAS ANDERSON
DOAK RUSSELL STOLZ
JACOB RUSSELL SMITH
DENNIS ROBERT STOLZ
JUSTIN MOEYKENS
SCOTT ALEXANDER SMITH
JASON MICHAEL HOLYSZKO
TAMMY KAY MENTEL
DAVID ALLEN FOSTER
ZACKARY JOHN LECHNER
WAYNE THOMAS OLIVIER
ERIC ALAN NEUBECKER
BLAKE ANTHONY CARMICHAEL
TERRI ANN CARMICHAEL
Brendan J Flack
TIMOTHY PATRICK MANTYLA
NICOLE ANN SABIN
Dillan Robert Walton
TAYLOR ANNE SMITH
Lisa Ann Phelps

Within 25 miles of Breckenridge, MI, Best Investors lists 45 registered investment advisory firms with 120 offices nearby, managing about $5.84T in combined regulatory AUM across 1,235,124 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 Breckenridge

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM