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Best financial advisors in Eastport, MI

Registered advisers within 25 miles of Eastport, MI.

Offices
20
Firms
13
Combined AUM
$2.19T
Firm-wide filings, not assets booked only here
Clients
268K
268,331 clients when Item 5C has a number
Avg / client
$8.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HARBOUR INVESTMENTS, INC.
WEALTH PERSONAL
&PARTNERS
LPL FINANCIAL LLC
BIOSTAR CAPITAL
MCDONALD PARTNERS LLC
PRINCIPAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
THIRD COAST SECURITIES LLC
SB ADVISORY, LLC
MARIPAU WEALTH MANAGEMENT LLC

Investors

Robert Michael Joyce
KEVIN MICHAEL FINN
Matthew Scott Knust
Jessica Marie Socolovitch
BRIAN MICHAEL CANNON
Thomas James Shelder
MARIE KLINE SMITH
Sarah Elizabeth Polleys
Benjamin Michael Muladore
Sarah Katherine-Courtney Foster
Carrie Lynn Titus
PETER ANTHONY FINCH
James L Richman
Ruth A Skop
Elizabeth K Berge
PAUL RICHARD MOODY
BETSY M BRITTON
RANDALL SCOTT FLINN
DAVID RICHARD LIGOTTI
NATALIE GERARD MENDER
TODD JEROME MUHA
ROBERT LINHART HUGHES
CHELSEY LYNN KOSTER
David Hugh Elliott
ANDREW JOHN CRAIG

Within 25 miles of Eastport, MI, Best Investors lists 13 registered investment advisory firms with 20 offices nearby, managing about $2.19T in combined regulatory AUM across 268,331 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 Eastport

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 5 &PARTNERS 535 advisers $30.3B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 8 MCDONALD PARTNERS LLC 8 clients · 26 advisers $1.28B AUM