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Best financial advisors in Harbor Springs, MI

Registered advisers within 25 miles of Harbor Springs, MI.

Offices
40
Firms
25
Combined AUM
$5.12T
Firm-wide filings, not assets booked only here
Clients
996K
996,493 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
ASH MATSON WEALTH PARTNERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
NICOLET WEALTH MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT & INVESTMENT PLANNING, INC.
MARIPAU WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC

Investors

MATTHEW K GLASER
Timothy Sean Knapp
MARIANNE WATSON
Daniel Robert Ledingham
Andrew Glover
MITCHELL BLAINE GLOVER
ROCHELLE JILLENE ROERIG
JENNIFER MACKENZIE
JASON THOMAS COUTCHER
JEFFREY JOHN KAZMIERSKI
Lori Marie Komondy
CHRISTIAN MARC JOHNSON
Nathan Oostmeyer
KIMBERLY ANN PHELPS
DOUGLAS ALAN BROWN
Kirsten Rene Reynolds
ANDREW MARTIN
HENRY C PFEIFER
Iryna Barkley
TYLER SAMUEL SPENCE
DAVID EDWARD FARLEY
Charles Celestine Frieler
Jeffrey Alan Neill
JEFF DUANE WYNDER
MICHELLE ANN SHAWN
Robert George Waldvogel
David Hugh Elliott
ANDREW JOHN CRAIG
DAVID RICHARD LIGOTTI

Within 25 miles of Harbor Springs, MI, Best Investors lists 25 registered investment advisory firms with 40 offices nearby, managing about $5.12T in combined regulatory AUM across 996,493 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 Harbor Springs

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM