Best financial advisors in Lake George, MI

Registered advisers within 25 miles of Lake George, MI.

Offices

30

Firms

14

Combined AUM

$3.11T

Firm-wide filings, not assets booked only here

Clients

611K

611,140 clients when Item 5C has a number

Avg / client

$5.09M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

3641 N CLARE AVE
HARRISON, MI 48625

STATE FARM INVESTMENT MANAGEMENT CORP.

1011 N McEwan St
Clare, MI 48617

11.3 miles away

EDWARD JONES

426 NORTH MCEWAN STREET
CLARE, MI 48617

11.4 miles away

EDWARD JONES

213 NORTH MAIN ST
EVART, MI 49631

16.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

140 N. Main Street
Evart, MI 49631

16.5 miles away

EDWARD JONES

201 W CEDAR AVE
GLADWIN, MI 48624

22.2 miles away

EDWARD JONES

851 JAMES ROBERTSON DRIVE SUITE A
GLADWIN, MI 48624-7020

23.2 miles away

EDWARD JONES

1425 S MISSION ROAD UNIT 1
MT PLEASANT, MI 48858

23.3 miles away

EDWARD JONES

1985 ASHLAND DR C
MT PLEASANT, MI 48858-1286

23.3 miles away

HANTZ FINANCIAL SERVICES, INC.

2185 E. Pickard Suite A
Mt. Pleasant, MI 48858

23.4 miles away

RFM FINANCIAL SOLUTIONS, LLC

805 N. BROWN ST.
MT. PLEASANT, MI 48858

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

215 N. Main St.
Mt. Pleasant, MI 48858

24.2 miles away

THE STRATEGIC FINANCIAL ALLIANCE, INC.

210 COURT STREET
MOUNT PLEASANT, MI 48858

24.2 miles away

INDEPENDENT ADVISOR ALLIANCE, LLC

110 East Broadway Street Suite B
Mount Pleasant, MI 48858

24.2 miles away

LPL FINANCIAL LLC

110 E. BROADWAY, SUITE B
MT. PLEASANT, MI 48858

24.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

139 EAST BROADWAY
MOUNT PLEASANT, MI 48858

24.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

112 COURT ST
MT PLEASANT, MI 48858

24.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

524 Mosher Street, Suite 100
Mt Pleasant, MI 48858

24.3 miles away

EDWARD JONES

110 SOUTH UNIVERSITY
MT PLEASANT, MI 48858

24.3 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

304 E. Broadway Suite A
Mt. Pleasant, MI 48858

24.3 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

HANTZ FINANCIAL SERVICES, INC.

RFM FINANCIAL SOLUTIONS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

INDEPENDENT ADVISOR ALLIANCE, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

Investors

Tammy Rachelle Claramunt-Kibbe

MAURY SHAWN IRWIN

Brianna Marie Bitzer

Justin Alan Cole

Mollyc Marie Cataldo

Micah Patrick Bykerk

Dana Marie Ornelas

Anna Travis Reihl

Maureen Joan Starry

Laura Sue Crawford

Paul Christian Heuschele

RYAN STEVEN LEY

William John Sienko

MAXWELL IVAN SPIESS

Christopher Dean Whitehead

Michael Paul McDonnell

WESLEY PAUL KENNY

Cynthia Rene Harry

JOHN FREDERICK BEEBE

MICHAEL EUGENE HARTER

ALLISON MARIE HARING

CHRISTOPHER P NICKEL

PAUL ARTHUR POLLATZ

BRYAN MATTHEW WIEFERICH

BRIAN CHRISTOPHER ATWOOD

Sage Walker DeMull

ANTHONY FRANKLIN YUNCKER

STEVEN ANDREW CAMPBELL

KAREN SUE ROGERS

ABBEY GAIL BISSELL

MICHAEL LEE ERVIN

Brock Anthony Williams

Charles Michael Pepper

Gregory James Maher

Samuel Thomas Venema

Sarah Krystin Duthie

William Daniel Blond

Within 25 miles of Lake George, MI, Best Investors lists 14 registered investment advisory firms with 30 offices nearby, managing about $3.11T in combined regulatory AUM across 611,140 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 Lake George

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 INDEPENDENT ADVISOR ALLIANCE, LLC 533 clients · 299 advisers $17.2B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM