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Best financial advisors in Ottawa Lake, MI

Registered advisers within 25 miles of Ottawa Lake, MI.

Offices
320
Firms
106
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,033,816 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

THUNDERBIRD FINANCIAL COACHING
EDWARD JONES
THE RETIREMENT GUYS FORMULA
SJS INVESTMENT SERVICES
EXODUS WEALTH, LLC
MML INVESTORS SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
SIGNATURE EQUITY PARTNERS, LLC
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
UBS FINANCIAL SERVICES INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

GEOFFREY R KUJAWA
John Paul Farr
MARK DOUGLAS CLAIR
RYAN Charles CLAIR
KEVIN THOMAS KELLY
Jeffrey Neil Lewis
SCOTT JOHN SAVAGE
JEFFREY JAMES YOST
GRANT S SIMS
ROBERT JOHN SCHAEFER
AUSTIN THOMAS GRIZZELL
LISA MARIE DENSTORFF
ANDREW JAMES SCHAETZKE
Molly Marie LaClair
Elizabeth Kelly Molique
GARY JON GEIGER
MICHAEL RAY MCPEEK
KIRK LEE LUDWIG
Kathleen Cristofoli
Katie Floyd
Bobby Adusumilli
KENT LESLIE WYSE
BENJAMIN W JACKSON
DENNY JAMES PARSSON
Crystal L Tully-Cahill
Robert Edward Meeker
JON D STACY
Kevin J Kunz
James Lexington Rutledge
ADAM WESLEY GLASER
ALEX B LEVY
Mark Christopher Spieldenner
STEVEN JOHN SPIELDENNER
CRAIG MICHAEL BRUNING
DANIEL NATHAN STEINBERG
Tim A Toland
TODD CLINTON WIRICK
ROBERT STEPHAN RUCKMAN
Alec Jacob
Stacey Salwiesz
William Wyatt Weikum
GAIL E. GORDON
JUSTIN MATTHEW HENCK
JUDITH ANN WIETRZYKOWSKI
RICKE L COCKE
JASON BRADFORD TYO
KENNETH JAMES WISE
MICHAEL SCOTT MCCULLOUGH
SPENCER DECKER STONE
KRISTIE HOWE
ALICIA MARIE MONDAY
SAMMY KEITH ADKINS
JAMES EDWIN RYBARCZYK
MARK ALAN HAFNER
BARBARA A. BRAUN HAFNER
TIMOTHY G PERRY
LINDA L GOOD
VIVIAN K ADKINS
Joseph Hunyor

Within 25 miles of Ottawa Lake, MI, Best Investors lists 106 registered investment advisory firms with 320 offices nearby, managing about $11.3T in combined regulatory AUM across 3,033,816 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 Ottawa Lake

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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