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Best financial advisors in Cadillac, MI

Registered advisers within 25 miles of Cadillac, MI.

Offices
16
Firms
10
Combined AUM
$2.91T
Firm-wide filings, not assets booked only here
Clients
493K
492,659 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MISSION FINANCIAL GROUP, LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
SPC
CENTAURUS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

SHELBY LEE HENRY
MARGARET MARY LUTZ
David R Shively
JENNIFER GRACE MITCHELL
Dustin Robert Insley
Julianna Muscarella
LISA M STEWART
Rachel Gilchrist
TODD M HORVATH
Kyle John Hondorp
DAVID LOWELL VICKERY
Neal Floyd Soenksen
Matthew Clare VandenBos
D Andrew Ulrich
Amy C Schmid
PATRICK MICHAEL CARROLL
CARL ROSS KIELBASA
Casey Boyer
Amanda Thomas
Trey Mitchell Schuiteman
ROBERT CHARLES GROSTICK
Kevin P McGlaughlin
CHAD W DENIKE
RICHARD W GALKA
Darrick Robert Earegood

Within 25 miles of Cadillac, MI, Best Investors lists 10 registered investment advisory firms with 16 offices nearby, managing about $2.91T in combined regulatory AUM across 492,659 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 Cadillac

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 8 CENTAURUS FINANCIAL, INC. 436 advisers $9.74B AUM