Best financial advisors in New Era, MI

Registered advisers within 25 miles of New Era, MI.

Offices

36

Firms

20

Combined AUM

$5.92T

Firm-wide filings, not assets booked only here

Clients

622K

621,541 clients when Item 5C has a number

Avg / client

$9.52M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

37 EAST MAIN STREET
FREMONT, MI 49412

22.5 miles away

CENTAURUS FINANCIAL, INC.

38 E. SHERIDAN
FREMONT, MI 49412

22.6 miles away

CETERA INVESTMENT ADVISERS LLC

316 MORRIS AVE STE 440
MUSKEGON, MI 49440

22.6 miles away

BRAEBURN WEALTH MANAGEMENT, LLC

111 WEST WESTERN AVENUE
MUSKEGON, MI 49442

22.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

794 Pine St. Ste. 210-5
Muskegon, MI 49442

22.7 miles away

LPL FINANCIAL LLC

794 PINE ST STE 210-4
MUSKEGON, MI 49442

22.7 miles away

EDWARD JONES

333 W WESTERN AVE SUITE 208
MUSKEGON, MI 49440

22.7 miles away

EDWARD JONES

333 W WESTERN AVE STE 209
Muskegon, MI 49440-1266

22.7 miles away

EMBARK FINANCIAL PARTNERS

380 W WESTERN AVENUE SUITE 250
MUSKEGON, MI 49440

22.7 miles away

LPL FINANCIAL LLC

380 W WESTERN AVE STE 250
MUSKEGON, MI 49440-1169

22.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

380 W WESTERN AVE
MUSKEGON, MI 49440

22.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

318 Houston Ave
Muskegon, MI 49441

LINCOLN INVESTMENT

318 Houston Ave.
Muskegon, MI 49441

AMERIPRISE FINANCIAL SERVICES, LLC

5863 S WARNER AVE STE 1
FREMONT, MI 49412-9275

23.1 miles away

EDWARD JONES

1970 E. APPLE SUITE B
MUSKEGON, MI 49442

23.8 miles away

LPL FINANCIAL LLC

2145 W SHERMAN BLVD
NORTON SHORES, MI 49441

24.2 miles away

Firms

CENTAURUS FINANCIAL, INC.

CETERA INVESTMENT ADVISERS LLC

BRAEBURN WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

EMBARK FINANCIAL PARTNERS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LINCOLN INVESTMENT

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Glenn Alan McLain

SCOTT JERRY OOSTING

STEVEN DUANE BURT

JAMES DAVID PANOZZO

MICHAEL ALLEN POLAND

Dimitri Michael Poland

MARK PATRICK HARRIE

KARMEN K GEARHART

Jay Dodds Wallace

Emily Nichole Urbaniak

ROGER ROBERT GARRETSON

REBECCA MARIE NOVAK

Christopher Akselberg

Kimberly L Martin

JOSEPH BRANDON MASVERO

NICOLE GALARNEAU

Base Elliot Hammond

GREGORY GERARD DE VOURSNEY

THOMAS ARTHUR MUNROE

PAUL ANTHONY DICKINSON

ROBERT ALLEN KOEKKOEK

MELEA ANN PRICE

JAY BRADLEY BUIST

Adam Gregory Carlson

Michael Allen Haynes

BRIAN JOE GERRANS

ANDREW PAUL HEIN

ROBERT LEO DAVIS

SARAH MARIE LYSIAK RAHRIG

CINDIE KAY JONES

Within 25 miles of New Era, MI, Best Investors lists 20 registered investment advisory firms with 36 offices nearby, managing about $5.92T in combined regulatory AUM across 621,541 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 Era

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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