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Best financial advisors in Kalamazoo, MI

Registered advisers within 25 miles of Kalamazoo, MI.

Offices
226
Firms
78
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.13M
2,127,497 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

BLACK DIAMOND INVESTMENT GROUP,INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
N.V.N.G. INVESTMENTS, INC.
SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC
SLEEPING GIANT CAPITAL, LLC
MORGAN STANLEY
PROSPERITY CAPITAL ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
F L PUTNAM INVESTMENT MANAGEMENT CO.

Investors

MARK A WEATHERS
SAUNDRA DEE IVY
SABRINA LYNETTE PRITCHETT-EVANS
LELAND STANFORD ELLIS
KURT JEFFREY DROPPERS
Charles Dobben
HARRISON MICHAEL KENNARD
SANDY KAYE DERBY
CONNOR JOHN BAUSERMAN
Mitchell Lee Wassink
CHAD P SCHUT
ROBERT WILLIAM HUISKAMP
Daniel Simon Stauffer
DENNIS LYNN STARBUCK
Nicole Lynn Starbuck
CHARLES ROBERT HENRICH
Justin Charles Henrich
JAMES VERSLUIS HARTWELL
LANDON CHRISTOPHER KOVACS
THOMAS J SCAMPINI
ROBERT F TIGHE
Matthew Adam Kokinis
Kristyn Marie Powers
RANDY BETTICH
DAVID PHILLIP GRALL
MICHELLE LYNDA COPENHAVER
SCOTT MATTHEW HEWITT
COURTNEY JO DUNN
Maya Nashef
Joanie M Gilger
STEPHEN SERGIO MUCCI
JORDAN S MUCCI
MARK E SANDMEYER
PHILIP BRANDT
JOSHUA LEVI RUGGLES
DARLENE HARRIS HYBELS
LORI MICHELLE BAGWELL
RUTH ANN ROZANKOVICH
HEATHER RENE KAKABEEKE
CAROLE F. BESTERVELT
Justin Philip Peterman
Jeanne L. Case
KENNETH MICHAEL LAMPOS
ROBERT ROSS BENJAMIN
Michael John Albrecht
BLANE HEISLER
MICHAEL LEWIS MUELLER
CHARLES JOHN YBEMA
JERRY BERT LOVE

Within 25 miles of Kalamazoo, MI, Best Investors lists 78 registered investment advisory firms with 226 offices nearby, managing about $12.5T in combined regulatory AUM across 2,127,497 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 Kalamazoo

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM