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Best financial advisors in Harbert, MI

Registered advisers within 25 miles of Harbert, MI.

Offices
100
Firms
44
Combined AUM
$8.75T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,058,970 clients when Item 5C has a number
Avg / client
$8.26M
Combined AUM ÷ clients

Nearby offices

Firms

CARLA VOSS GENELLY
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
TRUE BLUE FINANCIAL, LLC
HARBOUR INVESTMENTS, INC.
KOEHLER FINANCIAL SERVICES, INC.
CG ADVISORY SERVICES
CREATIVEONE SECURITIES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Douglas Michael Wall
TRACI ELIZABETH STEDER
AUNA M KUEHNLE
RICHARD P. MARTIN
LUCAS M BROWN
Nicole Coar
VICTORIA LEE HOLT
DUANE EDWARD JANKA
Kristine Nicole VanDerKamp
ERICA LYNN MOMANY
THOMAS FREDERICK AUSTIN
RICHARD SCOTT ROBINSON
Craig Allen Langhofer
Justin Minkah Nurenberg
DAVID HARRISON KINNEY
Shawn D Kinney
ASHLEY ROXANNE STUMP
MICHAEL ANDREW KINNEY
CRAIG ALLEN HERRINGTON
RANDY BETTICH
LAURA ELIZABETH TROYER
Rebecca Lynn Young
Druvis Juris Moruss
Samuel Christian Hanau
BETH A MARSH
ALAN HAMILTON MCKEE
MICHAEL JOSEPH WYBLE
DANIEL EVAN NORTON
Alison C Frederick
RICHARD ALAN SANDERS
ADAM MICHAEL SILL
JAAKKO LAURI ROBERT KASKO
JONAH WILLIAM MCDONOUGH

Within 25 miles of Harbert, MI, Best Investors lists 44 registered investment advisory firms with 100 offices nearby, managing about $8.75T in combined regulatory AUM across 1,058,970 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 Harbert

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM