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Best financial advisors in Muskegon, MI

Registered advisers within 25 miles of Muskegon, MI.

Offices
107
Firms
39
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.51M
1,509,535 clients when Item 5C has a number
Avg / client
$7.52M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
EMBARK FINANCIAL PARTNERS
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LFN ADVISORS INC.
RAYMOND JAMES & ASSOCIATES, INC.
BRAEBURN WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

JAMES DAVID PANOZZO
Jay Dodds Wallace
Emily Nichole Urbaniak
Breanna Hansen
ROGER ROBERT GARRETSON
REBECCA MARIE NOVAK
Christopher Akselberg
Kimberly L Martin
JOSEPH BRANDON MASVERO
NICOLE GALARNEAU
Base Elliot Hammond
Jack McKeough
GREGORY GERARD DE VOURSNEY
THOMAS ARTHUR MUNROE
MICHAEL J MARKEY
MELINDA SUE WEISS
ERNEST DALE ANDERSON
ROYCE ELLIOTT YOUNG
ALLEN JOHN KOWALSKI
Michael Paul Valachovics
Michael A. Brzozowski
MICHAEL WILLIAM LADD
STACI MARIE GEIGER
JESSICA LYNN BYARD
LORI ANN VIEAU
Nicholas Henry Grinzinger
CATERINA HOLT
Blaire McCarthy Hilt
Mason James Norden
Mark C Roller
Martin Raymond Majchrzak
MICHAEL ALLEN POLAND
Dimitri Michael Poland
Logan Metcalf
MARK PATRICK HARRIE
BRETT BURZA
KARMEN K GEARHART
PAUL ANTHONY DICKINSON
ROBERT ALLEN KOEKKOEK
KENT LUTHER JOHNSON
Colton Richard Kantola
BRADLEY D RECKNAGEL
JOHN P MCDANIEL
THERESA ANN MOUW
Adam Gregory Carlson
Michael Allen Haynes
BRIAN JOE GERRANS
ANDREW PAUL HEIN
ROBERT LEO DAVIS
SARAH MARIE LYSIAK RAHRIG
Amber L Meyers
CINDIE KAY JONES
RICHARD JOHN NORTHUIS

Within 25 miles of Muskegon, MI, Best Investors lists 39 registered investment advisory firms with 107 offices nearby, managing about $11.4T in combined regulatory AUM across 1,509,535 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 Muskegon

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM