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Best financial advisors in East Jordan, MI

Registered advisers within 25 miles of East Jordan, MI.

Offices
41
Firms
22
Combined AUM
$4.17T
Firm-wide filings, not assets booked only here
Clients
807K
806,599 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MCDONALD PARTNERS LLC
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
BIOSTAR CAPITAL
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
MARIPAU WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT & INVESTMENT PLANNING, INC.
FIFTH THIRD SECURITIES, INC.
NICOLET WEALTH MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.

Investors

James L Richman
Ruth A Skop
Elizabeth K Berge
PAUL RICHARD MOODY
BETSY M BRITTON
RANDALL SCOTT FLINN
Robert Michael Joyce
MARIE KLINE SMITH
Sarah Elizabeth Polleys
Benjamin Michael Muladore
Sarah Katherine-Courtney Foster
Carrie Lynn Titus
KEVIN MICHAEL FINN
DAVID RICHARD LIGOTTI
David Hugh Elliott
ANDREW JOHN CRAIG
Charles Celestine Frieler
Jeffrey Alan Neill
JEFF DUANE WYNDER
MICHELLE ANN SHAWN
JENNIFER MACKENZIE
ANDREW MARTIN
HENRY C PFEIFER
Iryna Barkley
TYLER SAMUEL SPENCE
DAVID EDWARD FARLEY
JASON THOMAS COUTCHER

Within 25 miles of East Jordan, MI, Best Investors lists 22 registered investment advisory firms with 41 offices nearby, managing about $4.17T in combined regulatory AUM across 806,599 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 East Jordan

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 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM