Best financial advisors in Holton, MI

Registered advisers within 25 miles of Holton, MI.

Offices

68

Firms

26

Combined AUM

$9.37T

Firm-wide filings, not assets booked only here

Clients

1.46M

1,464,819 clients when Item 5C has a number

Avg / client

$6.40M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

6908 W 48TH ST
FREMONT, MI 49412

STATE FARM INVESTMENT MANAGEMENT CORP.

726 W Main St
Fremont, MI 49412

AMERIPRISE FINANCIAL SERVICES, LLC

5863 S WARNER AVE STE 1
FREMONT, MI 49412-9275

EDWARD JONES

46 WEST SHERIDAN
FREMONT, MI 49412

THE LIFE GROUP FINANCIAL SERVICES

33 W Main Street
Fremont, MI 49412

CENTAURUS FINANCIAL, INC.

38 E. SHERIDAN
FREMONT, MI 49412

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

24 E. Main Street
Fremont, MI 49412

EDWARD JONES

37 EAST MAIN STREET
FREMONT, MI 49412

BROOKSTONE CAPITAL MANAGEMENT LLC

2112 N. ROBERTS ROAD
N. MUSKEGAN, MI 49445

11.4 miles away

OSAIC WEALTH, INC.

1975 Holton Rd.
Muskegon, MI 49445-1533

11.6 miles away

EDWARD JONES

1887 HOLTON ROAD SUITE B
NORTH MUSKEGON, MI 49445

11.8 miles away

LPL FINANCIAL LLC

2151 COGSWELL DRIVE
WHITEHALL, MI 49461

12.2 miles away

PNC WEALTH MANAGEMENT LLC

119 SOUTH MEARS
WHITEHALL, MI 49461

THRIVENT INVESTMENT MANAGEMENT INC.

124 S MEARS AVE
WHITEHALL, MI 49461

EDWARD JONES

201 WEST COLBY STREET STE 100
WHITEHALL, MI 49461

13.1 miles away

FIFTH THIRD SECURITIES, INC.

621 DYKSTRA ROAD
MUSKEGON, MI 49445

13.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

622 Dykstra Rd
Muskegon, MI 49445-2408

13.8 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

420 WHITEHALL RD STE 5
NORTH MUSKEGON, MI 49445

13.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

992 Witham Rd
Muskegon, MI 49445

EDWARD JONES

1970 E. APPLE SUITE B
MUSKEGON, MI 49442

14.5 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

THE LIFE GROUP FINANCIAL SERVICES

CENTAURUS FINANCIAL, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

BROOKSTONE CAPITAL MANAGEMENT LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

THRIVENT INVESTMENT MANAGEMENT INC.

FIFTH THIRD SECURITIES, INC.

Investors

Tina L Wightman

John Albert Kaminski

MELEA ANN PRICE

JAY BRADLEY BUIST

Melissa Suzanne Frankhouser

BENJAMIN JOHN STRAUTMANN

SCOTT JERRY OOSTING

STEVEN DUANE BURT

CASIE JO EITNIEAR

BRIAN SCOTT KARSTEN

Glenn Alan McLain

DANIEL FRANKLIN PEACOCK

RYAN MATTHEW BEISHUIZEN

JONATHAN DAVID COX

DAVID JOHN BRUS

Seth Andrew Adkins

Christine E Church

JAMES DANIEL BIRD

EDWARD DALE MCCOMBS

MARCI LYNN BENTZ

Danielle Ryann Priest

BRADLEY D RECKNAGEL

JOHN P MCDANIEL

THERESA ANN MOUW

KENT LUTHER JOHNSON

Colton Richard Kantola

Adam Gregory Carlson

Michael Allen Haynes

Within 25 miles of Holton, MI, Best Investors lists 26 registered investment advisory firms with 68 offices nearby, managing about $9.37T in combined regulatory AUM across 1,464,819 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 Holton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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