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Best financial advisors in North Branch, MI

Registered advisers within 25 miles of North Branch, MI.

Offices
41
Firms
20
Combined AUM
$5.12T
Firm-wide filings, not assets booked only here
Clients
997K
996,734 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
VITALE WEALTH MANAGEMENT
J WILSON WEALTH MANAGEMENT
HANTZ FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Christopher Temp Buzzell
MICHELLE ANN BELESKY
Olivia Lauren Hodgkinson
TYSON THANE SCHMIDT
Michael Keith Butterfield
KRISS KENNETH KLAUS
HARRY JOHN BOOMS
Benjamin Littlefield
Mark Douglas Bachman
Todd Petty
MICHELLE CATHERINE GRAVELLE
Jeremy Goscenski
Nathan M Long
NATHAN DONALD SEALEY
TAMARA SUZANNE MILLER
Karen Strader
Ronald Dean Gray
FREDERICK A WALZ
MARYANN KISER
Matthew Kiser
Matthew Craig Lively
Nicholas Ahmad Harajli
JOSEPH NICHOLAS VITALE
JEREMY MITCHELL WILSON
JOHN FREDERICK BEEBE
CORBIN PETE ANDRES
JEREMIAH THOMAS MORELL
RYAN KEITH KING
Konnor Alan Robinson
Brendan Henige
Caitlin Lacey Draper
Megan Nichole Stewart
Joshua Michael Rechsteiner
Jacob Andrew Porrett
Todd Charles Ferguson
Douglas Albert Pastor

Within 25 miles of North Branch, MI, Best Investors lists 20 registered investment advisory firms with 41 offices nearby, managing about $5.12T in combined regulatory AUM across 996,734 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 North Branch

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM