Best Investors Account Sign in

Best financial advisors in Carson City, MI

Registered advisers within 25 miles of Carson City, MI.

Offices
32
Firms
11
Combined AUM
$3.10T
Firm-wide filings, not assets booked only here
Clients
616K
616,144 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC

Investors

BRYAN EUGENE HEINZE
Samuel Beals
JOHN WILLIAM POBANZ
JAMES BRIAN HANCOCK
DANIEL R. DE JONG
Stephen Matthew De Jong
Lori Ann Neeb
Caden Kipp
KEVIN DAVID NICHOLS
SHANNON LYNN NAGY
Patrick Gerard Duffy
Benjamin Duane Bontrager
Sarah Katherine-Courtney Foster
DOUGLAS LEE HOARD
Bradly James Mott
Todd M Bennett
Alexander Ryan Niznak
JESSE HAROLD LANGSCHIED
ROBERT JAMES DIEKEMA
Zachary John Sheehan
Ryan Richard Secor
Samantha Ringler
SUSAN LOUISE ETTINGER
JARED WADE MERCHANT
SAUNDRA DEE HOWARD
Stephen Charles O'Mara
Thomas Newell Wall
Drew J Schanski
KENNETH BENJAMIN PERRIN
STEVEN ROBERT SHANNON
SAMUEL JASON BUTLER
Taylor Alan Massa
JOHN MICHAEL SIRRINE
Anthony R Lenneman
Kira Irene Lockwood

Within 25 miles of Carson City, MI, Best Investors lists 11 registered investment advisory firms with 32 offices nearby, managing about $3.10T in combined regulatory AUM across 616,144 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 Carson City

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM