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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
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
STIRLINGSHIRE INVESTMENTS
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
B. RILEY WEALTH ADVISORS, INC.

Investors

ROBERT STEPHAN RUCKMAN
Marci Bennitt
Jennifer Ann Panczyszyn
Joshua Dowell
DAVID WILLIAM SLUSS
RICHARD GEORGE DESAUTELS
SUZANNE ELAINE MARTIN
JOHN EDWARD RUPPEL
JASON SCOTT HARSH
MARK STUART KRUSE
JEFFREY JOHN JOHNSON
KENNETH ROBERT CLOSE
Benjamin G Boros
BRANDON SCOTT PERRY
IAN PATRICK MALHOIT
PATRICK ROBERT CONVERY
CATHY SUE SNYDER
VEDO MICHAEL CANDIELLO
GREGORY WILSON WAGONER
BARBARA COLLEEN WAGONER
CRYSTAL KAY LAGGER
Jack Frederick Sweeney
CHRISTOPHER DEREK SWEENEY
GREGORY ELLIS SHEMAS
KATHLEEN ANN TOLLISON
Richard Todd Bohn
THOMAS GERARD BRIGGS
RICHARD DALE LUEDTKE
Brent Shea
JOHN R LUNG
Lenell T Horton
BRIAN JAMES BECKER
Karen Leigh Krolak
LEENA BHOJRAJ
MICHAEL TODD SASSAMAN
ERIN E JONES BRINEY
JOHN KEVIN MCKENTY
Taylor OConnell
TIMOTHY JAMES HAYE
DOUGLAS DEAN SHAFFER
David John Gluckle
TIMOTHY LAVERNE WHETRO
SHERRI LYNN STANSBURY
CAREY M STANSBURY
JOSEPH ANTHONY PINO

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