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Best financial advisors in Burt Lake, MI

Registered advisers within 25 miles of Burt Lake, MI.

Offices
32
Firms
18
Combined AUM
$4.38T
Firm-wide filings, not assets booked only here
Clients
860K
860,056 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Brandon Weir
MATTHEW H DEWILDT
Robert George Waldvogel
Daniel Robert Ledingham
KIMBERLY ANN PHELPS
DOUGLAS ALAN BROWN
Kirsten Rene Reynolds
Andrew Glover
MITCHELL BLAINE GLOVER
TYLER SAMUEL SPENCE
DAVID EDWARD FARLEY
ROCHELLE JILLENE ROERIG
JEFFREY JOHN KAZMIERSKI
Lori Marie Komondy
CHRISTIAN MARC JOHNSON
Nathan Oostmeyer
JASON THOMAS COUTCHER
HENRY C PFEIFER
Iryna Barkley
ANDREW MARTIN
MICHELLE ANN SHAWN
JENNIFER MACKENZIE
Charles Celestine Frieler
Jeffrey Alan Neill
JEFF DUANE WYNDER
MARIANNE WATSON
Timothy Sean Knapp
MATTHEW K GLASER
Ian Wayne Bancroft
DARYL BLAINE HESSELINK
DENNIS BRYON HESSELINK
DARWIN BLAIR HESSELINK
BRANDON JAY HESSELINK
AARON HESSELINK
DENISE JO CROAKE

Within 25 miles of Burt Lake, MI, Best Investors lists 18 registered investment advisory firms with 32 offices nearby, managing about $4.38T in combined regulatory AUM across 860,056 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 Burt Lake

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM