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Best financial advisors in New Buffalo, MI

Registered advisers within 25 miles of New Buffalo, MI.

Offices
70
Firms
25
Combined AUM
$5.36T
Firm-wide filings, not assets booked only here
Clients
958K
957,918 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
CARLA VOSS GENELLY
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
CREATIVEONE SECURITIES, LLC

Investors

TRACI ELIZABETH STEDER
AUNA M KUEHNLE
Timothy Reynolds Gartland
Donovan Glenn Hawkes
Sarah Elaine Brown
Alec Elias Rosario
Kendall Snider
Michael Anderson
Jessica Lynn Blumenfeld
Nolan Eugene Johnson
FRANK MARTIN
CONSTANCE Susan PATRICKS
Michael Richard Kopec
Don Lewis
Alexander S. Nisle
Jeanette Marie Girton
EVAN MICHAEL LANCASTER
Jonathan Ellis Salisbury
Patrick M Spence
Justin L Stevens
Stephen James Siler
Craig Allen Langhofer
RICHARD SCOTT ROBINSON
Joshua Lee Alexander

Within 25 miles of New Buffalo, MI, Best Investors lists 25 registered investment advisory firms with 70 offices nearby, managing about $5.36T in combined regulatory AUM across 957,918 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 New Buffalo

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

1 CAPTRUST 963 advisers $1.24T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM