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Best financial advisors in Copemish, MI

Registered advisers within 25 miles of Copemish, MI.

Offices
18
Firms
12
Combined AUM
$3.36T
Firm-wide filings, not assets booked only here
Clients
863K
862,633 clients when Item 5C has a number
Avg / client
$3.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
SUCCESS WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MANITOU CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE WEALTH, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRANSAMERICA RETIREMENT ADVISORS, LLC

Investors

William J Collin
Anna McKenzie Gill
Justin Christian Keillor
Weston Emery
MATTHEW WAYNE WETMORE
RICHARD LOUIS SUAREZ
Daniel Michael Grix
JAMES BOWSER
THOMAS WILLIAM ROOP
ROBERT THOMAS REVETT
WILLIAM CHARLES LEE
Heather Jeane Boivin
Joseph Yancy Yvon Boivin
FREDERICK THACKER MILLER
RICK BERTA
ANDREW VITO MANIACI
HENRY DON CONLEY
Jamie Keillor
SARA RENEE HORNICK
John Richard Kohout
Kristi Lin Avery
Kevin Paul Kelly
JEREMY BRIAN PEARSON
Michael Jacob Dib
Rory Lane Baker
JOHNNY HADDIX
Jeffery Tillman Reau
Zachary Tillman Reau
Laurie B Blevins
Dominick Clement Kassa
AMY LEE BIRTCHER

Within 25 miles of Copemish, MI, Best Investors lists 12 registered investment advisory firms with 18 offices nearby, managing about $3.36T in combined regulatory AUM across 862,633 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 Copemish

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRANSAMERICA RETIREMENT ADVISORS, LLC 322 advisers $18.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM