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Best financial advisors in Lakeland, MI

Registered advisers within 25 miles of Lakeland, MI.

Offices
571
Firms
213
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,123,236 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
SUMMIT FINANCIAL, LLC
OLD OAK FINANCIAL PLANNING, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH & WELLNESS GROUP, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FOGUTH WEALTH MANAGEMENT, LLC.
AE WEALTH MANAGEMENT, LLC
EP WEALTH ADVISORS
FIFTH THIRD SECURITIES, INC.
EQUITABLE ADVISORS, LLC
A SMARTER WAY TO INVEST
SIMPLYRIA ADVISOR NETWORK

Investors

Kenneth Carroll Jackson
Asbjorn S Jensen
Logan Alan Hugo
Clinton Bradley Rux
JONATHAN JAMES HARRIS
John Robert KAMAL
MARK EDWARD GARBACIK
Stacy Ray Starr
Philip Brent Spoljarick
Mark Allen Mann
Colleen Condra Cowles
John Kenneth Condra
Robert Steven Laura
CHRISTOPHER DENNIS WARNER
ANTHONY JAMES BOVE
Joseph Charles Wilkinson
LAUREN BORKOWSKI
Nicholas Gerard Calvaneso
CHARLES EDMUND DILLON
Alexander Dysarz
SHEILA RUTH MALONEY
Benjamin Patrick Sellenraad
Daniel Alexander Hopkins
Kyle Lanczki
DREW A. GREEN
ANTHONY JOSEPH ENDRESS
CORY ROBERT CARLSON
Charleen Nicole Maune
JEFFREY A NEWSOME
Kevin Scott Beazley
Alexander Clark Pushman
Caleb Marsh
RHODA VASHTI WOODS
Dylan Cole Kennedy
Matthew Foguth
Matthew Cody Mackey
Micah Steven Bush
Kenneth Voog
James Tietema
BRADLEY D VEY
Katie Marie Gushen
Jacob Ryan Black
WENDY A MORIN
Vincent Joseph Pucillo
James T Katikos
Ryan Michael Gauche
Leyland Angus Lindie
Kade Douglas Peterson
James R Newman
CAMDEN ERIC RIEGEL
James Edward Komoroski
SALVATORE GIAMARESE
Daniel L Anderson
Gabriel Qetrani
John Richard Kohout
Cory James Hamlin
BRADLEY R JONES
Ethan Hunter Jaworski
Dominic Michael Balagna
MICHAEL MARVIN BALAGNA
CHRISTOPHER RONALD HOPKINS
MICHAEL JAMES LAY
KEVIN EDMUND CROSS
ANDREW JASON ZEHNDER
TODD ANTHONY PERRY
Christopher WIlliam Toro
ALBERT PINGREE HERZOG
DANIEL COYE WEAVER
ALBERT PINGREE HERZOG
ZACHARY B MESSINA
Andrew Rocco Szewc
ROBERT BOSTON LARSEN
Megan Martin Hurches
Matthew Bailey
Robert Jake Rux
Mark Pagels
Jeffrey Herbert Dagher
ROBERT PHILLIP KETOLA
Neil Alan Kaplan
Ronald John Briggs
Ethan Thomas Favre
Anthony Michael Longo
RONALD JOHN BRIGGS
DAVID ALAN LEKARCZYK
STEVEN MICHAEL ROY
Nathan Daniel Meyer
Maxwell E Carlson
Ory Menachem Schwartz
JOHN CHARLES LAMBERT
MICHAEL J HASKELL
MATTHEW ROBERT LAMARRE
JAMES W ANADON
Jacob Kasperski
Bradden J Blair
SCOTT JAY KARL
sefton kingsbury barnes
DAVID HAROLD KISSER

Within 25 miles of Lakeland, MI, Best Investors lists 213 registered investment advisory firms with 571 offices nearby, managing about $14.2T in combined regulatory AUM across 3,123,236 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 Lakeland

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM