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Best financial advisors in Climax, MI

Registered advisers within 25 miles of Climax, MI.

Offices
198
Firms
68
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,101,143 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
EDWARD JONES
ROBERT W. BAIRD & CO. INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Investors

GLEN C KELLAM
MICHAEL DAVID OURSLER
Travis Glenn Morse
James E Barber
RENEE JEAN GILES
PAUL ELMER TOWNSEND
MATTHEW JOHN BUIKEMA
Sarah Lynn LaFountain
MICHAEL EMANUEL LEIFELD
TIMOTHY OLIN DALLY
WILLIAM W SIMONDS
STEPHEN A JENKINS
STACY ROCHELLE RAYMOND
CHARLES JOSEPH CARROLL
JEFFREY BLAKE SOVERN
SUZAN MARIE HORVATINOVICH
JONATHAN TOWNE MELGES
SANDRA MARCELA MELGES
BRENNAN LEWIS BENNETT
Duane Keith Corts
RICHARD MARK TSOUMAS
Tyler Ewen
Katie Mae Atkinson
Karen Atkinson Reeves
TIMOTHY WRIGHT HARVEY
Tina Renea Perry
Kristin Lynne Wykoski
Enrique Tomas Domeier
CARISSA DEANN HAGEN
Sarah Elizabeth Herwick
JASON MICHAEL KLEIN
SHAUN MICHAEL FISCHER
BRIAN Anthony JAMES
SEANNA MICHELLE FIELDS
TIMOTHY RAY REED
ROBIN REED
Patrick Howard Garrett
WHITNEY DOUBLEDAY CRABTREE
DANIEL STEPHEN GRAHAM
PAMELA SUE WESLEY

Within 25 miles of Climax, MI, Best Investors lists 68 registered investment advisory firms with 198 offices nearby, managing about $10.8T in combined regulatory AUM across 2,101,143 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 Climax

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