Best Investors Account Sign in

Best financial advisors in East Tawas, MI

Registered advisers within 25 miles of East Tawas, MI.

Offices
8
Firms
6
Combined AUM
$1.09T
Firm-wide filings, not assets booked only here
Clients
41.0K
40,986 clients when Item 5C has a number
Avg / client
$26.5M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
EDWARD JONES
REHMANN WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
BROOKWOOD FINANCIAL SERVICES

Investors

WARREN FOSTER BREWER
Savannah Kathleen Bettega-Dobbs
Joseph P. Bettega
Sheila A Malewska
Gregory Malewska
SCOTT WESLEY
SEAN ANDREW CLARKE
Mark Alan Shultz
Jacob Wayne Lamrock
DUSTIN J CLARE
Mark Delta Wygant

Within 25 miles of East Tawas, MI, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $1.09T in combined regulatory AUM across 40,986 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 Tawas

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 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 3 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 REHMANN WEALTH 112 clients · 41 advisers $5.27B AUM 6 BROOKWOOD FINANCIAL SERVICES 5 clients · 1 advisers $266.0K AUM