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Best financial advisors in Mattawan, MI

Registered advisers within 25 miles of Mattawan, MI.

Offices
171
Firms
66
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,098,711 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

M HOLDINGS SECURITIES, INC.
EDWARD JONES
OSAIC WEALTH, INC.
GOLDMAN SACHS WEALTH SERVICES, L.P.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GASAWAY INVESTMENT ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
FIRST HEARTLAND CONSULTANTS, INC.
FIFTH THIRD SECURITIES, INC.
VALLEY OAK INVESTMENT STRATEGIES LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
PFS INVESTMENTS INC.

Investors

Liam Conall Millican
CARL WILLIAM DOERSCHLER
Ryan Kessler
HARRY JAMES MCGOWAN
ERIC JOHN SWEENEY
STEVEN MICHAEL HAMACHER
Isaac Thomas Yates
CAITLIN THERESE BORTON
CHASE MICHAEL IMBERGER
JAMES EDWARD GASAWAY
ETHAN HENDRICK THIES
Adam Schutz
WILLIAM JAMES LISTON
GEORGE GILBERT SMOJVER
DANIEL BRUCE LIEHR
APRIL ANNE LESICKI
ANDREW JAMES SONNEVIL
Chase M Carlson
PAUL DAVID CARLSON
TIMOTHY JOHN BAILEY
Thomas Michael Schripsema
MARTHA ANN IRELAND
Daniel Richard Coleman
Zachary A Richards
Jay Doll
WESLEY GRAHAM LENTZ
CLINTON KEITH VAN LINDER
DENISE LEE GARTEN
ROBERT FREDERICK CAMPBELL
MARK GORDON STEGINK
STEVEN M GEHL
NICHOLAS SPENSER MESSER
RICHARD DENNIS GEIB
RONALD BERNARD WISER
CORY DRUMMOND DENUYL
JOSHUA CROUCH
Adam Hentz
MATTHEW CHLOPEK
PHILIP J KEHOE
STEVEN THOMAS DEKONING
Grace Anne Gant

Within 25 miles of Mattawan, MI, Best Investors lists 66 registered investment advisory firms with 171 offices nearby, managing about $10.5T in combined regulatory AUM across 2,098,711 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 Mattawan

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM