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Best financial advisors in Curran, MI

Registered advisers within 25 miles of Curran, MI.

Offices
4
Firms
4
Combined AUM
$991B
Firm-wide filings, not assets booked only here
Clients
285K
285,077 clients when Item 5C has a number
Avg / client
$3.48M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
ASSET ALLOCATION STRATEGIES, LLC

Investors

DANIEL LEE BLAMER
Kevin Lee Friddle
Gary L Altman
Jeffrey David Cartwright

Within 25 miles of Curran, MI, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $991B in combined regulatory AUM across 285,077 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 Curran

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 4 ASSET ALLOCATION STRATEGIES, LLC 45 advisers $1.02B AUM