Best Investors Account Sign in

Best financial advisors in Lake Odessa, MI

Registered advisers within 25 miles of Lake Odessa, MI.

Offices
198
Firms
86
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,971,610 clients when Item 5C has a number
Avg / client
$3.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
FIRST HEARTLAND CONSULTANTS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SUMMIT ADVISORS, LLC
THE HUNTINGTON INVESTMENT COMPANY
J. W. COLE ADVISORS, INC.

Investors

Zachary Warren Kiefer
VIRGIL ARTHUR BIGGS
GINGER DEA ROBERTS
THOMAS DEAN DICKINSON
Stephen Charles O'Mara
Thomas Newell Wall
Drew J Schanski
SAUNDRA DEE HOWARD
Kory Robert Blastic
Malcolm Thurmond
NICHOLAS JON VANGEEST
Samantha Ringler
Ryan Richard Secor
Zachary John Sheehan
JESSE HAROLD LANGSCHIED
ROBERT JAMES DIEKEMA
Madison Leigh Cove
Andrew Robert Cove
Robert A. Knapp
Boston I Knapp
DUSTIN TYLER MEAD
Brandon Nathan Wilkins
Kevin Scott Beck
Madeline E Beck
BRUCE LAUREN EDGER
Wendi Stratton
TAMMY KAY BLACK
ERIC STANLEY SPRINGER

Within 25 miles of Lake Odessa, MI, Best Investors lists 86 registered investment advisory firms with 198 offices nearby, managing about $11.8T in combined regulatory AUM across 2,971,610 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 Odessa

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