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Best financial advisors in Casco, MI

Registered advisers within 25 miles of Casco, MI.

Offices
292
Firms
88
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.89M
1,889,910 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
SIMMONS FINANCIAL SERVICES, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WATERFORD FINANCIAL MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
BAY POINTE FINANCIAL
SPC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH WATCH ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

BETHANY MARIE SHUTKO
KENNETH LYLE SIMMONS
Janelle Lynn Micks
EDWARD JOHN MAEDEL
JONATHAN ALAN PHELAN
NICOLE TERESE FOBARE
BRETT CHARLES BUSUTTIL
MARK FRANK PAUWELS
PAMELA JEAN SARNEY
JAMES FREDERICK BURDEN
Ashlyn Nichole Klaski
Sloan A Klaski
TODD A BERTSCH
Monnencia Shanta Riley
Erin Marie Rohn
Michael Lynn Passmore
MacKenzie Lynn Seibel
MARK S BARNETT
Charles Michael Alley
Anthony David Wyzynajtys
Shawn Christopher Smith
Kimberly DuVernay
Thomas Trudel
ERIC P HERMES
CHRISTOPHER SHAWN DE VENY
JAMES MARTIN WINIARSKI
LORI ANN STEPHENSON
Megan Marie Schudlich
SHELLEY SCHUDLICH

Within 25 miles of Casco, MI, Best Investors lists 88 registered investment advisory firms with 292 offices nearby, managing about $10.3T in combined regulatory AUM across 1,889,910 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 Casco

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM