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Best financial advisors in Edwardsburg, MI

Registered advisers within 25 miles of Edwardsburg, MI.

Offices
186
Firms
62
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.67M
1,672,130 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KORHORN FINANCIAL GROUP
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FORTIFIED WEALTH
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
OSAIC WEALTH, INC.
PATHWAY ASSET & TAX ADVISORY
LPL FINANCIAL LLC

Investors

Darin Shrock
LORIE A BOWERS
Benjamin Thurston deBock
Bradley Milinko Simich
Caden Riley Goggins
JOSHUA DAVID GREGORY
Anthony James Navarro
DIANA DIMIAN
SUMMER LEE HATHAWAY
Allegrita P Ashenfelter
Michael Fritschi
Gretchen Noelle Summe
Scotty Ferguson
Erika S. Halliwill
Collin Patrick Walker
MICHAEL JAMES NICHOLS
EUGENE JOHN FLOCK
Amanda A Gadacz
Ashley N Stantz
ROGER DALE ELLSWORTH
Maureen Alice Teunissen
Michael A Griggs
John Ferrell McSorley
EDWARD ANTHONY BAILS
KRISTEN LYNN JONES
MARVIN HARDIMAN
ASHOK HIRALAL SANGHAVI
Thomas Kurt Langhofer
STEPHEN RAY DOUGLAS
BROCK ANTHONY WEAVER
Earl Ray Brown-Orth
Kemp Edward Cunningham
Alyse Marie Keultjes
Kyle Allain
Nathan William Stemm
Andrew J Asma
Tommy Morelock
Destinee Nicole Chupp
CORY EDMOND MARLOW
SCOTT MICHAEL HARTMAN
MELVIN JACOBSON

Within 25 miles of Edwardsburg, MI, Best Investors lists 62 registered investment advisory firms with 186 offices nearby, managing about $12.7T in combined regulatory AUM across 1,672,130 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 Edwardsburg

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM