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Best financial advisors in Calumet, MI

Registered advisers within 25 miles of Calumet, MI.

Offices
14
Firms
7
Combined AUM
$2.12T
Firm-wide filings, not assets booked only here
Clients
346K
346,470 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SIMPLIFIED FINANCIAL PARTNERS
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
1885 CAPITAL
LPL FINANCIAL LLC

Investors

Kevin Bostwick
Shelly Joy Larson
Adam James Gill
GREGORY JAY SEPPANEN
JOHN CARL TAUREN
KELLY SUE JEPSEN
Brent Lawrence Peterson
Anthony Schwenn
Travis Eugene Hanson
ROSS CHRISTOPHER RINKINEN
JEFFREY ALEXANDER THORNTON
Sara Elizabeth Lahti
Anthony P Fisher
ERIN ELIZABETH THOMPSON
Bradley Michael Simonsen
Jada E Hamar
EDWARD MICHAEL SIMONSEN
John W Nelson
Christopher Robert Riesgraf
Adam Hunter Rajala
ELLIOTT ADAM HURFORD

Within 25 miles of Calumet, MI, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $2.12T in combined regulatory AUM across 346,470 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 Calumet

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 SIMPLIFIED FINANCIAL PARTNERS 1 advisers $78.2M AUM