Best Investors Account Sign in

Best financial advisors in Chase, MI

Registered advisers within 25 miles of Chase, MI.

Offices
12
Firms
6
Combined AUM
$1.57T
Firm-wide filings, not assets booked only here
Clients
106K
106,311 clients when Item 5C has a number
Avg / client
$14.7M
Combined AUM ÷ clients

Nearby offices

Firms

HARBOUR INVESTMENTS, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BFC PLANNING, INC.

Investors

Ian M Mark
JON PIERRE LEBARON
PRESTON BRUCE BAKER
David John Langworthy
Leisa Lynee' Massie
Daniel S. Terry
KELLY ANN BROCKETTE
Benjamin Guy Fath
ZACHARY DANIEL DOXTATER
Nicholas William Scheible
Maureen Emily Krueger
BRADLEY DAVID FATH
Danny Witbeck
MARK SHANNON FAIRGRIEVE
Sophia Schumacher
Steven Kirt Miller
THOMAS MICHAEL TACIA
Allyse Marie Ward
Lisa Eileen Bondarenko
Mollyc Marie Cataldo
Trina Thomas
Micah Patrick Bykerk
CARRIE ALEXAH STRONGHEART

Within 25 miles of Chase, MI, Best Investors lists 6 registered investment advisory firms with 12 offices nearby, managing about $1.57T 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 Chase

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 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 5 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 6 BFC PLANNING, INC. 190 advisers $3.84B AUM