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Best financial advisors in Mount Pleasant, MI

Registered advisers within 25 miles of Mount Pleasant, MI.

Offices
46
Firms
23
Combined AUM
$4.74T
Firm-wide filings, not assets booked only here
Clients
686K
685,520 clients when Item 5C has a number
Avg / client
$6.92M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HANTZ FINANCIAL SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RISE WEALTH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SCHAFER INVESTMENT GROUP, INC.

Investors

Laura Sue Crawford
Paul Christian Heuschele
Shane Jenkins
RYAN STEVEN LEY
William John Sienko
MAXWELL IVAN SPIESS
Christopher Dean Whitehead
Michael Paul McDonnell
WESLEY PAUL KENNY
Cynthia Rene Harry
JOHN FREDERICK BEEBE
ALLISON MARIE HARING
CHRISTOPHER P NICKEL
BRYAN MATTHEW WIEFERICH
BRIAN CHRISTOPHER ATWOOD
Sage Walker DeMull
PAUL ARTHUR POLLATZ
TERESA ANN ZITZELSBERGER
CHAD P ZITZELSBERGER
MARK GILBERT ZITZELSBERGER
ANTHONY FRANKLIN YUNCKER
Travis Smith
STEVEN ANDREW CAMPBELL
KAREN SUE ROGERS
Brock Anthony Williams
Charles Michael Pepper
Gregory James Maher
Samuel Thomas Venema
Sarah Krystin Duthie
William Daniel Blond
THOMAS EDWARD RUDERT
Scott Frederick Kreh
JASMINE GAYLE EICHINGER
Caroline Joy Lake
Jena Marie Cashen
ABBEY GAIL BISSELL
MICHAEL LEE ERVIN
Chad Mitchell Schafer
Maureen Joan Starry
Kelly Starry
Amy Louis Hovey
Brianna Marie Bitzer

Within 25 miles of Mount Pleasant, MI, Best Investors lists 23 registered investment advisory firms with 46 offices nearby, managing about $4.74T in combined regulatory AUM across 685,520 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 Mount Pleasant

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM