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Best financial advisors in Kalkaska, MI

Registered advisers within 25 miles of Kalkaska, MI.

Offices
14
Firms
9
Combined AUM
$2.39T
Firm-wide filings, not assets booked only here
Clients
241K
240,644 clients when Item 5C has a number
Avg / client
$9.93M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
SENSIBLE FINANCIAL SOLUTIONS, LLC
EDWARD JONES
&PARTNERS
WEALTH PERSONAL
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
OLD MISSION INVESTMENT COMPANY, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

SUSAN MARGARET RAUSER
MICHAEL SMITH
DAWN MARIE MOSES
Nathan J Goffnett
Larry Eugene King
Marc Patrick Haring
Robert Michael Joyce
Matthew Scott Knust
Thomas James Shelder
Jessica Marie Socolovitch
BRIAN MICHAEL CANNON
Heather Kilbourne
RICHARD SCOTT WHITE
MAURICE D DENNIS
LAWRENCE HENRY AVERY
JENNIFER SUE BOYER
JOHN ANTHONY EHARDT
TOD MORRISON TAYLOR
STEVEN RANDALL BROTHERS
Chris A Dandeneau
SCOTT EDWARD TILFORD
Ryan William Knabusch
SUSAN WIPPERMAN
KEITH PHILLIP OLSHOVE
JEFFREY ALLEN JOHNSON
CAREY ANNE TAFELSKY
KURT AUSTIN SCHULER
CHRISTOPHER MUNDT LAMB
Lindsay Fitzpatrick
ANDREA KOTCH DUDA

Within 25 miles of Kalkaska, MI, Best Investors lists 9 registered investment advisory firms with 14 offices nearby, managing about $2.39T in combined regulatory AUM across 240,644 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 Kalkaska

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 &PARTNERS 535 advisers $30.3B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 7 OLD MISSION INVESTMENT COMPANY, LLC 8 advisers $929M AUM 8 WEALTH PERSONAL 2 advisers $19.9M AUM