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Best financial advisors in Bridgman, MI

Registered advisers within 25 miles of Bridgman, MI.

Offices
112
Firms
47
Combined AUM
$9.14T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,064,472 clients when Item 5C has a number
Avg / client
$8.59M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRUE BLUE FINANCIAL, LLC
HARBOUR INVESTMENTS, INC.
KOEHLER FINANCIAL SERVICES, INC.
CG ADVISORY SERVICES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FIFTH THIRD SECURITIES, INC.
ROBERT W. BAIRD & CO. INCORPORATED
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Douglas Michael Wall
RICHARD P. MARTIN
LUCAS M BROWN
Nicole Coar
VICTORIA LEE HOLT
DUANE EDWARD JANKA
Kristine Nicole VanDerKamp
ERICA LYNN MOMANY
THOMAS FREDERICK AUSTIN
DAVID HARRISON KINNEY
Shawn D Kinney
ASHLEY ROXANNE STUMP
MICHAEL ANDREW KINNEY
CRAIG ALLEN HERRINGTON
RANDY BETTICH
Rebecca Lynn Young
Druvis Juris Moruss
BETH A MARSH
ALAN HAMILTON MCKEE
MICHAEL JOSEPH WYBLE
DANIEL EVAN NORTON
Alison C Frederick
RICHARD ALAN SANDERS
ADAM MICHAEL SILL
David Wayne McNabb
Jeremy Earl Schaeffer
JAAKKO LAURI ROBERT KASKO
JONAH WILLIAM MCDONOUGH
Loren D Cunnington
JENNA MITCHELL EVERETT
SCOTT EDWARD SCHALK
Todd Heeter
Karla Kaye McLean
Lisa Ann Hammett
Brian Campbell
Samuel Christian Hanau

Within 25 miles of Bridgman, MI, Best Investors lists 47 registered investment advisory firms with 112 offices nearby, managing about $9.14T in combined regulatory AUM across 1,064,472 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 Bridgman

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM