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Best financial advisors in Charlevoix, MI

Registered advisers within 25 miles of Charlevoix, MI.

Offices
33
Firms
21
Combined AUM
$4.43T
Firm-wide filings, not assets booked only here
Clients
863K
863,269 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
BIOSTAR CAPITAL
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
MCDONALD PARTNERS LLC
MARIPAU WEALTH MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT & INVESTMENT PLANNING, INC.
FIFTH THIRD SECURITIES, INC.
NICOLET WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
ASH MATSON WEALTH PARTNERS, INC.

Investors

MARIE KLINE SMITH
Sarah Elizabeth Polleys
Benjamin Michael Muladore
Sarah Katherine-Courtney Foster
Carrie Lynn Titus
KEVIN MICHAEL FINN
DAVID RICHARD LIGOTTI
James L Richman
Ruth A Skop
Elizabeth K Berge
PAUL RICHARD MOODY
David Hugh Elliott
ANDREW JOHN CRAIG
BETSY M BRITTON
RANDALL SCOTT FLINN
Charles Celestine Frieler
Jeffrey Alan Neill
JEFF DUANE WYNDER
JENNIFER MACKENZIE
MICHELLE ANN SHAWN
ANDREW MARTIN
HENRY C PFEIFER
Iryna Barkley
JASON THOMAS COUTCHER
Lori Marie Komondy
CHRISTIAN MARC JOHNSON
Nathan Oostmeyer
JEFFREY JOHN KAZMIERSKI

Within 25 miles of Charlevoix, MI, Best Investors lists 21 registered investment advisory firms with 33 offices nearby, managing about $4.43T in combined regulatory AUM across 863,269 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 Charlevoix

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM