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Best financial advisors in Peck, MI

Registered advisers within 25 miles of Peck, MI.

Offices
15
Firms
8
Combined AUM
$4.32T
Firm-wide filings, not assets booked only here
Clients
787K
787,254 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STONEPATH WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
STRATEGIC ADVISERS LLC

Investors

Jason Trenton Smith
Dustin Michael Pennington
Renata Dawn Brown
Daniel David Everhart
MICHAEL DALE DREYER
DOROTHY ANN CONKLIN-ROSS
MICHELLE CATHERINE GRAVELLE
Erica Marie Sheridan
SCOTT CAMERON LONG
WILLIAM JOSEPH LACKOWSKI
David Gerald Hanson
Ronald Dean Gray
Matthew Craig Lively
Ryan James Young
MICHELLE MARY KUSCHEL
Carrie Lynne Fielder
Kristy L Pieprzak
Nicholas J. Thomas
Adam Kotkoski
JAMES JOSEPH MCLAUGHLIN
MARCOS QUINTERO

Within 25 miles of Peck, MI, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $4.32T in combined regulatory AUM across 787,254 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 Peck

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 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 8 STONEPATH WEALTH MANAGEMENT 9 advisers $299M AUM