Best financial advisors in Lake Station, MI

Registered advisers within 25 miles of Lake Station, MI.

Offices

34

Firms

18

Combined AUM

$3.13T

Firm-wide filings, not assets booked only here

Clients

614K

614,394 clients when Item 5C has a number

Avg / client

$5.10M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

140 N. Main Street
Evart, MI 49631

12.3 miles away

EDWARD JONES

213 NORTH MAIN ST
EVART, MI 49631

12.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1011 N McEwan St
Clare, MI 48617

12.8 miles away

EDWARD JONES

426 NORTH MCEWAN STREET
CLARE, MI 48617

12.8 miles away

LPL FINANCIAL LLC

3641 N CLARE AVE
HARRISON, MI 48625

16.5 miles away

HANTZ FINANCIAL SERVICES, INC.

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

20.2 miles away

EDWARD JONES

1985 ASHLAND DR C
MT PLEASANT, MI 48858-1286

20.2 miles away

EDWARD JONES

1425 S MISSION ROAD UNIT 1
MT PLEASANT, MI 48858

20.6 miles away

KINGSVIEW WEALTH MANAGEMENT, LLC

9045 70TH AVE
MECOSTA, MI 49332

20.7 miles away

EDWARD JONES

7062 9 Mile Rd
Mecosta, MI 49332-9375

20.8 miles away

SCHAFER INVESTMENT GROUP, INC.

2100 E. REMUS ROAD SUITE C
MT. PLEASANT, MI 48858

EDWARD JONES

2160 East Remus Road
Mount Pleasant, MI 48858

STATE FARM INVESTMENT MANAGEMENT CORP.

2264 E Ramus Rd
Mt Pleasant, MI 48858

21.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2264 E Remus Rd
Mt Pleasant, MI 48858

21.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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

21.3 miles away

THE STRATEGIC FINANCIAL ALLIANCE, INC.

210 COURT STREET
MOUNT PLEASANT, MI 48858

21.4 miles away

INDEPENDENT ADVISOR ALLIANCE, LLC

110 East Broadway Street Suite B
Mount Pleasant, MI 48858

21.4 miles away

LPL FINANCIAL LLC

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

21.4 miles away

RFM FINANCIAL SOLUTIONS, LLC

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

21.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

139 EAST BROADWAY
MOUNT PLEASANT, MI 48858

21.4 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

HANTZ FINANCIAL SERVICES, INC.

KINGSVIEW WEALTH MANAGEMENT, LLC

SCHAFER INVESTMENT GROUP, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

INDEPENDENT ADVISOR ALLIANCE, LLC

RFM FINANCIAL SOLUTIONS, LLC

Investors

Micah Patrick Bykerk

Mollyc Marie Cataldo

MAURY SHAWN IRWIN

Brianna Marie Bitzer

Justin Alan Cole

Tammy Rachelle Claramunt-Kibbe

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

Laura Sue Crawford

Maureen Joan Starry

Andrew James Butler

Elizabeth Ann Gill

Grace Anne Timmers

Alexander Ryan Niznak

Chad Mitchell Schafer

Caroline Joy Lake

Jena Marie Cashen

Scott Frederick Kreh

JASMINE GAYLE EICHINGER

ALLISON MARIE HARING

CHRISTOPHER P NICKEL

PAUL ARTHUR POLLATZ

BRYAN MATTHEW WIEFERICH

BRIAN CHRISTOPHER ATWOOD

Sage Walker DeMull

MICHAEL EUGENE HARTER

ANTHONY FRANKLIN YUNCKER

Within 25 miles of Lake Station, MI, Best Investors lists 18 registered investment advisory firms with 34 offices nearby, managing about $3.13T in combined regulatory AUM across 614,394 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 Station

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