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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

LPL FINANCIAL LLC
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
CONSOLIDATED PORTFOLIO REVIEW CORP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WESBANCO SECURITIES, INC.
ON INVESTMENT MANAGEMENT CO
ADVISORY ALPHA, LLC
FOURTH DIMENSION FINANCIAL GROUP
EVERGREEN WEALTH MANAGEMENT, LLC
AMERITAS ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Investors

ROBERT MIKESELL WADE
JEFFREY CHARLES BAREFOOT
CHRISTOPHER JASON KEC
Christopher O Walker
Daniel J Lambert
Zach Kristopher Steinmetz
DANIEL EUGENE KUNOS
COREY ELWOOD DE MERITT
KEITH ALEN FAGGIONATO
CURTIS GENE BEAGLE
LAURIE SUE STEGENGA
Patrick Liam Carney
Dillon Micheal Schroeder
CHRISTOPHER SHAWN MCINTIRE
Shelbie J Conrad
Cassie Taryn Siler
Scott Peluso
Gino Nick Chiappetta
Richard William Shehorn
JEFFREY LEE LAMBERT
CHRISTOPHER ALLEN EGLI
BARRY EUGENE VANHOOZEN
GEORGE BARTON NEWTON
GRANT BLAKE NEWTON
KEVIN MICHAEL BUCHER
Luke J Franks
Nathan Poiry
JAMES WESLEY POLING
IAN Thomas THANASIU
ADAM BRENT CUFR
DAVID C BENSCH
STEPHEN LAWRENCE HANLEY
DANIEL J DEVERNA
Morgan DeNutte
CHRISTINE NOELLE JOHNSTON
ROBERT WAYNE SCHOONMAKER
ANDREA MARIE GIBBONS
Clemens J Szymanowski
Liam Patrick Ryan Rogers
SCOTT DOUGLAS ROGERS
JAMES CHRISTIAN PIAZZA
Austin M Reaster
Sarah Ashley
RONALD RAY ASHLEY
JUDY MAE ASHLEY
SUSAN MUSSER MINCH
ROBERT ALAN BRUNNER
JEREMY RYAN ASHLEY
THOMAS NEHRING
MICHELLE RENE POMMERANZ
BRIAN MICHAEL LEHNER

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