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Best financial advisors in Lake Isabella, MI

Registered advisers within 25 miles of Lake Isabella, MI.

Offices
32
Firms
18
Combined AUM
$3.36T
Firm-wide filings, not assets booked only here
Clients
668K
667,851 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

HANTZ FINANCIAL SERVICES, INC.
EDWARD JONES
SCHAFER INVESTMENT GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
RISE WEALTH ADVISORS, INC.
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
EQUITABLE ADVISORS, LLC

Investors

Paul Christian Heuschele
Shane Jenkins
RYAN STEVEN LEY
William John Sienko
MAXWELL IVAN SPIESS
Christopher Dean Whitehead
Michael Paul McDonnell
WESLEY PAUL KENNY
Cynthia Rene Harry
JOHN FREDERICK BEEBE
Laura Sue Crawford
Chad Mitchell Schafer
Caroline Joy Lake
Jena Marie Cashen
Scott Frederick Kreh
JASMINE GAYLE EICHINGER
Maureen Joan Starry
Kelly Starry
ALLISON MARIE HARING
CHRISTOPHER P NICKEL
BRYAN MATTHEW WIEFERICH
BRIAN CHRISTOPHER ATWOOD
Sage Walker DeMull
TERESA ANN ZITZELSBERGER
CHAD P ZITZELSBERGER
MARK GILBERT ZITZELSBERGER
PAUL ARTHUR POLLATZ
Travis Smith
ANTHONY FRANKLIN YUNCKER
STEVEN ANDREW CAMPBELL
KAREN SUE ROGERS
Brock Anthony Williams
Charles Michael Pepper
Gregory James Maher
Samuel Thomas Venema
Sarah Krystin Duthie
William Daniel Blond
THOMAS EDWARD RUDERT
ABBEY GAIL BISSELL
MICHAEL LEE ERVIN
Amy Louis Hovey
Brianna Marie Bitzer

Within 25 miles of Lake Isabella, MI, Best Investors lists 18 registered investment advisory firms with 32 offices nearby, managing about $3.36T in combined regulatory AUM across 667,851 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 Isabella

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 INDEPENDENT ADVISOR ALLIANCE, LLC 533 clients · 299 advisers $17.2B AUM