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Best financial advisors in Pleasant Lake, MI

Registered advisers within 25 miles of Pleasant Lake, MI.

Offices
143
Firms
63
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,493,031 clients when Item 5C has a number
Avg / client
$3.94M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
J.V.B. INVESTMENT COMPANY
MML INVESTORS SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC

Investors

Logan Wielfaert
Luke Travis Miracle
SHANE MITCHELL ROBINSON
Denise R Moeckel
FRANK WARREN HONES
ANDREW ALBERT FRIES
Justin Pruitt
JEFFREY WARREN SIROLA
DAVID LAWRENCE CUSHARD
MAX CALLAGHER RAPPLEYE
Kevin Joseph LaMarre
DAVID ANTHONY GIESEN
ALEXANDER JAMES BUTTERFIELD
RONALD MARVIN LUCE
Mollie Susan Bolton
JASON JOHN BUTTERFIELD
JOHN JAMES CROSS
NICHOLAS JACOB BUTTERFIELD
JOHN CLARK BUTTERFIELD
TIMOTHY MARK THAYER
DANIEL LEE SHEPPARD
GLEN CHRISTOPHER SPICE
Nicholas Ray Kaster
TIMOTHY JOSEPH CULLEN
ANGELA DAWN WALTON
MICHELLE ELLEN REED
Cole Stevens Phillips
Kevin Russell Phillips
ERIK ANTHONY SMITH
Dylan Thomas
KEVIN ALAN SNOW

Within 25 miles of Pleasant Lake, MI, Best Investors lists 63 registered investment advisory firms with 143 offices nearby, managing about $9.82T in combined regulatory AUM across 2,493,031 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 Pleasant 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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM