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Best financial advisors in Lakeview, MI

Registered advisers within 25 miles of Lakeview, MI.

Offices
20
Firms
8
Combined AUM
$2.10T
Firm-wide filings, not assets booked only here
Clients
246K
245,934 clients when Item 5C has a number
Avg / client
$8.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KINGSVIEW WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SCHAFER INVESTMENT GROUP, INC.

Investors

Alexander Ryan Niznak
Elizabeth Ann Gill
Andrew James Butler
Grace Anne Timmers
CORY RYAN PREUSS
Kyle Brooks
Jeffrey Alan Buursma
Debra Kay Nowicki
JAMES L SAKOSKI
AXEL CONTRERAS LUEVANO
Jacob Kemp
Lisa Eileen Bondarenko
THOMAS MICHAEL TACIA
Allyse Marie Ward
Steven Kirt Miller
Sophia Schumacher
MARK SHANNON FAIRGRIEVE
Seth Baker Donnan
Kameron M Olsen
KELLY ANN BROCKETTE
Benjamin Guy Fath
ZACHARY DANIEL DOXTATER
Nicholas William Scheible
Maureen Emily Krueger
BRADLEY DAVID FATH
Danny Witbeck
JENNIFER LYNN MIERENDORF
FRANK JOSEPH NERYCHEL
Leisa Lynee' Massie
Daniel S. Terry
Chad Mitchell Schafer
Caroline Joy Lake
Jena Marie Cashen
Scott Frederick Kreh
JASMINE GAYLE EICHINGER

Within 25 miles of Lakeview, MI, Best Investors lists 8 registered investment advisory firms with 20 offices nearby, managing about $2.10T in combined regulatory AUM across 245,934 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 Lakeview

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 7 KINGSVIEW WEALTH MANAGEMENT, LLC 120 advisers $8.96B AUM 8 SCHAFER INVESTMENT GROUP, INC. 1 advisers $52.0K AUM