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Best financial advisors in Petersburg, MI

Registered advisers within 25 miles of Petersburg, MI.

Offices
328
Firms
106
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,033,253 clients when Item 5C has a number
Avg / client
$3.72M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ADVANCED FINANCIAL MANAGEMENT, INC.
SECURE ASSET MANAGEMENT, L.L.C.
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
LPL FINANCIAL LLC
THUNDERBIRD FINANCIAL COACHING
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
THE RETIREMENT GUYS FORMULA
SJS INVESTMENT SERVICES

Investors

JORDAN MICHAEL SEEGERT
JOSHUA LEVI SEEGERT
KEVIN PAUL SEEGERT
Ross Joseph Terrasi
Drew Brian Ditto
Mark Lewis Kerr
BRANDON ROYALE PROCTOR
Joseph Michael Morphew
SHANYN KAY STEWART
LELAND TODD PROSHEK
DEVIN RAYMOND DUROCHER
Christopher Anteau
William P Peet
BENJAMIN W JACKSON
Carlos I Ruiz
David Martin Abalos
Joel Andrew Spotts
David James Devantier
MICHAEL AVERY CORY
CHARLES HENRY CORY
STEPHEN ROQUE
Jeffrey D Wilcox
JOEL MICHAEL ROTH
Todd Merrill Bodine
Troy Timothey Forgette
GEOFFREY R KUJAWA
NATHAN CRANFORD ENSEY
Nicholas Daniel Abalos
Isaiah Joerin
KEVIN JAMES CONANT
RYAN SOPKO
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

Within 25 miles of Petersburg, MI, Best Investors lists 106 registered investment advisory firms with 328 offices nearby, managing about $11.3T in combined regulatory AUM across 3,033,253 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 Petersburg

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