Best Investors Account Sign in

Best financial advisors in Cassopolis, MI

Registered advisers within 25 miles of Cassopolis, MI.

Offices
185
Firms
63
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,761,935 clients when Item 5C has a number
Avg / client
$7.23M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
K2 CAPITAL ADV, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KORHORN FINANCIAL GROUP
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FORTIFIED WEALTH
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
PATHWAY ASSET & TAX ADVISORY

Investors

Kim C MacGregor
Brian T MacGregor
Darin Shrock
LORIE A BOWERS
Benjamin Thurston deBock
John Steven Seculoff
Bradley Milinko Simich
Caden Riley Goggins
JOSHUA DAVID GREGORY
Anthony James Navarro
DIANA DIMIAN
SUMMER LEE HATHAWAY
Allegrita P Ashenfelter
Michael Fritschi
Gretchen Noelle Summe
Scotty Ferguson
Erika S. Halliwill
Brett Arthur Cropsey
Maureen Alice Teunissen
Michael A Griggs
John Ferrell McSorley
EDWARD ANTHONY BAILS
KRISTEN LYNN JONES
MARVIN HARDIMAN
Amanda A Gadacz
Ashley N Stantz
ASHOK HIRALAL SANGHAVI
Collin Patrick Walker
MICHAEL JAMES NICHOLS
EUGENE JOHN FLOCK
ROGER DALE ELLSWORTH
STEPHEN RAY DOUGLAS
BROCK ANTHONY WEAVER
Earl Ray Brown-Orth
Nathan William Stemm
Andrew J Asma

Within 25 miles of Cassopolis, MI, Best Investors lists 63 registered investment advisory firms with 185 offices nearby, managing about $12.7T in combined regulatory AUM across 1,761,935 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 Cassopolis

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM