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Best financial advisors in Ludington, MI

Registered advisers within 25 miles of Ludington, MI.

Offices
27
Firms
13
Combined AUM
$2.80T
Firm-wide filings, not assets booked only here
Clients
383K
383,150 clients when Item 5C has a number
Avg / client
$7.32M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBORFRONT FINANCIAL GROUP
EP WEALTH ADVISORS
INDEPENDENT FINANCIAL PARTNERS

Investors

GEORGE SCHRODE
Kathryn Lynn Sanford
VALERIE SMITH KIRCHHOFF
BRADFORD LEE CHAPMAN
Brian Jeffery Matson
DERIK CLAY HEIMERDINGER
Tanya Lesinski
Eric Friese
RICHARD JAMES RUBA
RYAN JAMES RUBA
Christopher Raymond Bousson
PHILLIP JAY HARMON
Heather Lois Bush
Brian Lee Madl
ELIZABETH ANN DE KUIPER
MICHAEL WESLEY CUSTER
RAYMOND EDWARD JANISH
AUTUMN Marie WITTLIEFF
JOHN LAWRENCE BARBRICK
Luke Alan Kooy
Mason Anders Callesen
NICHOLAS KEVIN CALLESEN
JANDIN EMILY MILLER
Mackenon Bradley Crowley
Benjamin Allan Crowley
William R Postma
Brian Postma
Jeffery Tillman Reau
Zachary Tillman Reau
Laurie B Blevins
JOHN MARK LUGAUER
Jennifer Marie Lugauer
ERIN SHAWN DOAN
Jacob Matthew Tufts

Within 25 miles of Ludington, MI, Best Investors lists 13 registered investment advisory firms with 27 offices nearby, managing about $2.80T in combined regulatory AUM across 383,150 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 Ludington

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 EP WEALTH ADVISORS 346 advisers $45.1B AUM 6 INDEPENDENT FINANCIAL PARTNERS 330 advisers $16.3B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM