Best Investors Account Sign in

Best financial advisors in Canadian Lake, MI

Registered advisers within 25 miles of Canadian Lake, MI.

Offices
15
Firms
7
Combined AUM
$1.69T
Firm-wide filings, not assets booked only here
Clients
106K
106,311 clients when Item 5C has a number
Avg / client
$15.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
HARBOUR INVESTMENTS, INC.
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Lisa Eileen Bondarenko
THOMAS MICHAEL TACIA
Allyse Marie Ward
Steven Kirt Miller
Sophia Schumacher
MARK SHANNON FAIRGRIEVE
KELLY ANN BROCKETTE
Benjamin Guy Fath
ZACHARY DANIEL DOXTATER
Nicholas William Scheible
Maureen Emily Krueger
BRADLEY DAVID FATH
Danny Witbeck
Alexander Ryan Niznak
Elizabeth Ann Gill
Andrew James Butler
Grace Anne Timmers
Leisa Lynee' Massie
Daniel S. Terry
David John Langworthy
Ian M Mark
JON PIERRE LEBARON
PRESTON BRUCE BAKER
EDWARD STANLEY FEDELL
Micah Patrick Bykerk
Mollyc Marie Cataldo
Trina Thomas
Scott Riley Swinehart

Within 25 miles of Canadian Lake, MI, Best Investors lists 7 registered investment advisory firms with 15 offices nearby, managing about $1.69T in combined regulatory AUM across 106,311 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 Canadian 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 5 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 6 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 7 KINGSVIEW WEALTH MANAGEMENT, LLC 120 advisers $8.96B AUM